Company: Oregon State University Foundation
Date Posted: May 6, 2019
The location for this position can be the OSU Foundation’s Corvallis or Portland, Oregon office.This position will work nationwide and extensive travel will be expected.
Responsibilities and accountabilities include:
- Develop and implement comprehensive cultivation, solicitation, and stewardship strategies for a portfolio of 125-150 individual prospects nationwide which include opportunities to advance donors’ interest in the priorities of the institution
- Make 120 personal visits annually with planned giving prospects
- Work both independently and in concert with major gift officers, senior officers, Trustees, volunteers, and other colleagues to implement strategies including direct solicitation of gifts
Measures of Success
- Meet agreed upon annual goal for direct contacts with Gift Planning prospects and donors through substantive, face-to-face visits
- Meet agreed upon annual goal for number of proposals to potential major planned gift donors, primarily for simple bequests
- Personally cultivate and close, annually, $3,000,000 – $5,000,000 in countable (planned) gifts
The Foundation’s major gift officers, and communications, gift accounting, and finance teams.
Personally contact, develop, assist, and service the program prospects, working with the full spectrum of gift plan opportunities, to develop individualized giving plans that maximize gifts to the University, personal donor security, and tax savings.
Develop approaches and activities that lead to successful comprehensive solicitations of planned major gift donors.
Qualify identified prospects through individual visits, advise research department of potential new prospects, and assume specific responsibility for prospect activity for a portfolio determined by the Senior Director of Development, Gift Planning.
Prepare solicitation materials such as illustrations and proposals for major donors, based on donors’ interests, resources and philanthropic priorities. Devise an overall strategy for stewardship of planned gift donors and leadership giving donors.
Prepare and present proposals for all levels of size and complexity of gifts. Some of these proposals may be mailed over other development officers’ names. Support other development officers where prospects may be considering or have the potential for planned giving as an avenue for contributing to the University.
Work in conjunction with the Senior Director of Development, Gift Planning to establish performance goals in assigned development areas, monitor progress against goals and devise strategies to ensure success in meeting goals.
Assist the Senior Director of Development, Gift Planning in providing training and training opportunities for staff and other internal audiences, including gift illustration/brownbag lunches, internal staff education, and plan presentations to unit Boards as requested.
In conjunction with the Senior Director of Development, Gift Planning, assist with implementation of appropriate recognition vehicles for donors including methods for their long-term stewardship. Assist with the implementation of Legacy Society events: lectures, Beaver games, campus reunion events, and regional activities tied to President’s Circle events.
Assist the Senior Director of Development, Gift Planning and Directors of Development with implementing a stewardship plan for suspected outstanding planned gifts of $250,000 or more.
Provide program oversight within the Gift Planning Office as assigned by the Senior Director of Development, Gift Planning.
Qualifications and Requirements
Comprehensive knowledge of:
- Programs, policies, personnel, traditions, philosophy, and objectives of Oregon State University
- Charitable estate planning laws and techniques
- IRS charitable contribution laws, regulations and procedures in the acceptance of gifts
- Prospect identification, evaluation, cultivation and solicitation
- Due diligence procedures in the acceptance of real property
- Real estate transactional process including buying and selling of real property
- Methods and legal requirements in the acceptance of real and personal property
- Work independently, mange time effectively and efficiently and to demonstrate productivity through activity reports.
Proven skill in:
- Strategic thinking and negotiation
- Implementation and finalization of action plans
- Detail management
- Managing several projects at the same time
- Interpersonal relationship development with donors, Foundation staff and with other colleagues
Demonstrated ability to:
- Handle interpersonal relationships maturely, thoughtfully, and empathetically, including the ability to work with individuals from diverse backgrounds
- Maintain technical expertise in tax, investment, and legal aspects of charitable giving and articulate this expertise clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers
- Successfully close planned gifts
- Work with and earn the respect of faculty, development officers, Trustees and other high-level volunteers
- Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement approved recommendations
- Effectively communicate verbally and in writing
- Apply sound judgment and conduct oneself with integrity
- Stay current with industry trends and best practices
- Produce clear, concise and accurate management proposals and reports
- Be a team player that motivates and educates other team members
- Set and manage priorities
- Comprehend complex, technical subjects
- Listen to donors and understand and respect their intentions and motivations in making planned gifts to OSU
- Effectively educate donors and their professional advisors about charitable estate planning techniques
- Collaborate with Foundation colleagues, committee members, donors and volunteers in order to develop the best methods for developing a charitable estate plan
- Translate technical language to lay audiences
- Travel by various modes of transportation occasionally requiring overnight and/or weekend stays
Education and Experience Requirements
Bachelor’s degree from an accredited university and seven years professional experience in major gift development at an institution of higher education, two or more years of gift planning experience with direct planned gift solicitation strongly preferred. Education and experience equivalencies will be considered. Possession of a valid Oregon driver’s license required.
OSU Foundation and Alumni Association Core Values
We strive to be one of the best places to work in the country. We know that our success depends in large part on the people who carry out our mission. It’s what we do –and how we do it — that makes the difference. Our core values reflect our approach to work and to each other, and we are committed to conduct consistent with these values.
collaborative · responsible · respectful · inclusive · innovative
Jason Thomas, Oregon State University Foundation, Jason.Thomas@osufoundation.org, 541-737-8842