Position Number: 000392 Department: Development (Adm) Employment Type: Permanent - Full-time Months Per Year: 12 Essential Duties and Responsibilities: + Be thoroughly knowledgeable on all deferred giving vehicles and regularly update knowledge through professional development. Develop and maintain current understanding of relevant tax, probate, trust and financial/estate planning information and use that knowledge to inform and propose strategies for addressing donors’ philanthropic/estate planning objectives. + Manage a portfolio of 75-100 individuals capable of making planned giving commitments of $100K+ or outright giving commitments of $35K+. + Lead or assist, as appropriate, the development of briefings, proposals, training materials, and presentations needed to promote successful cultivation and solicitation of planned gifts. + Work collaboratively and foster a positive relationship and ongoing communication with gift officers and the colleges/units they represent, providing training/training materials and strategy support as needed. + Assist in creating a comprehensive strategy and annual operating plans to facilitate the marketing and stewardship of planned gifts, including Bonnie E. Cone Society (legacy society) stewardship initiatives. + Prepare or assist with the preparation, as appropriate, of planned giving-specific fundraising-related reports, statistics, and projections. + Work closely with legal and financial professionals in designing and executing planned giving instruments. + Promote University priorities and image to constituents. Serve as front line staff officer to promote university objectives. Minimum Experience / Education: + Bachelor’s degree + 5+ years of experience in gift planning fundraising Preferred Education Skills and Experience: + Legal degree (J.D.) preferred + Demonstrated sound judgment, integrity, creativity + Excellent interpersonal and communication skills + Strong work ethic, attention to detail, and the ability to think strategically + Demonstrated ability to work as part of a team + Proven history of management of a portfolio of prospects