Job Posting: Director of Planned Giving

Company: George Fox University

Date Posted: Aug 9, 2022

George Fox University’s Advancement department is looking for an individual to join their dynamic team of fundraising professionals to lead their new planned giving program as the Director of Planned Giving. This individual will assist donors in leaving a legacy at George Fox by securing gifts through a variety of gift planning instruments, including bequests, trusts, gift annuities, real estate and other assets.

About the Job:
The Director of Planned Giving will assist donors in leaving a legacy at George Fox by securing gifts through a variety of gift planning instruments, including bequests, trusts, gift annuities, real estate and other assets.

Job Responsibilities Include, but Are Not Limited To:
• Portfolio Management: Manage a portfolio of 100 gift planning prospect households in the various stages of giving (60%).
o Identifying, qualifying, cultivating and soliciting planned giving prospects. Making a minimum of 25 planned giving solicitations annually.
o Completing a minimum of 120 meaningful conversations in person or remotely during the fiscal year.
o Producing timely contact reports that outline future engagement strategies after each donor, prospective donor, or partner interaction.
o Developing a strategy with a tentative donation timeline and various opportunities for engagement and goals for donors over an 18-month period.
o Partnering with attorneys and estate giving representatives to ensure that donor and university goals are achieved.
o Setting and achieving an annual financial fundraising goal based on prospect plans.
o Securing major and annual gifts when appropriate for the donor’s interests.
• Program Management: Serve as the planned giving expert on campus, implementing best practices within Advancement and partnering well with other departments to promote thoughtful planned giving (20%).
o Partnering with development officers to secure planned gifts with their respective managed prospects.
o Developing and executing strategic marketing plans for planned giving, including distribution of effective marketing materials.
o Collaborating with the gift officer team and stewardship coordinator to ensure your plan includes the most recent research and context for engagement.
o Creating a plan for each donor that is driven by the donor’s interests and communication preferences and execute that plan.
o Entering all donor strategies in FPM.
• Connection: Build connection throughout the university, understanding the needs of schools and programs. Collaborate and communicate with the Advancement Team regularly regarding school and program funding needs, exciting developments, and talking points with donors (10%).
o Reaching out to various school and program representatives as donor interests dictate to develop a deeper understanding of their needs and direction and share with donors and team.
o Contributing to the central Advancement Team info document on developments of each school and program.
o Meeting regularly with deans and leaders to communicate about donors interested in their programs and ensure regular communication and buy-in in Advancement’s work.
o Volunteering as needed to represent the university at events and functions, particularly those where your assigned prospects are present.
• Growth: Seek to understand more about best practices in your field and demonstrate growth in your expertise and capacity year over year (5%).
o Staying attuned on latest developments in your field and within Christian Higher Ed.
o Building a community of colleagues who work in positions similar to yours in similar settings.
o Seeking opportunities to grow and excel spiritually, personally, and professionally.
• Communicating effectively and courteously with others, including employees, students, and the public, in a spirit of teamwork, respect and customer service.
• By actions, words, and lifestyle, be a Christian role model to students, whether through casual contact or in a formal supervisory role.
• Demonstrating awareness, respect, and appreciation for diversity of culture, background, race, sex, political views, expressions of faith, etc. and works well with a variety of people.
• Other duties as assigned.

A Day in the Life of This Position:
The Director of Planned Giving has a dynamic position of managing donor relationships, securing resources for the University, and managing strategy and programming for fundraising that is essential to our mission. They contribute to a thriving culture in our department and throughout the university.

We’re Looking for Candidates Who Have:
• A Bachelor’s degree and 5+ years successful work experience in fundraising, including gift planning.
• Previous experience in building relationships with donors, making the ask, and closing gifts at the President’s Council Level ($1000+) and Major Gifts ($25,000+).
• Proven experience in developing strategy to engage donor prospects.
• In-depth knowledge and stay up-to-date on industry standards/changes to applicable tax law implications of charitable planned giving options such as charitable gift annuities, IRA’s, trusts, gifts of real property and appreciated assets, and a comfort level speaking with donors regarding complex planned giving vehicles.
• Proven experience in coaching and/or working with university or professional partners to identify funding priorities, alignment with institutional goals and strategic planning.
• Well-developed organizational, planning, prioritizing, administrative and presentation skills. Must be self-motivated and driven to the achievement of results. Must have the ability to multi-task and manage multiple projects at one time and in a busy environment.
• Proven and exceptional interpersonal and communication skills (both written and oral), and the ability to connect with a wide spectrum of people.
• Proven experience in effectively contacting, answering queries of, and building relationships with donors, attorneys and financial planners.
• Professionalism, tact, confidentiality and initiative. Must be upbeat and a team player.
• An appreciation for an inclusive environment that values diversity, engages in global concerns, and connects culturally.
• The ability to travel locally and nationally up to 50% of the time and work evenings and weekends as necessary.
• A personal commitment to Jesus Christ and express their Christian testimony in a church. In addition, employees agree to live in agreement with the Community Lifestyle Statement and affirm the theological commitments expressed in the Statement of Faith.

Performance will be Measured by:
• Qualifying and disqualifying all donors in portfolio, including appropriate documentation.
• Timely completion of thoughtful plans and strategy for meeting goals.
• Achieving overall agreed-upon revenue goal based on individual donor goals.
• Completion of minimum number of deferred gift solicitations according to performance goals.
• Development of a personal contact and ask plan that takes into account the individual donor’s interests, motivations, giving patterns, and ask and communication preferences.
• Securing project and organization information and creating and writing effective proposals, collateral materials, and gift documents in collaboration with stewardship and data staff.
• Creating reports within two days of contacts with donors that reflect good portfolio management.
• Management of relationships, processes, deadlines, and budget while adhering to the policies and procedures of the university.
• Securing the trust and respect of colleagues. Demonstrating a team spirit and inclination to collaborate well, share information, and uphold commitments to timeline and delivery.

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George Fox University has been transforming student’s lives for over 125 years. We are a Christ-centered community that prepares students spiritually, academically, and professionally to think with clarity, act with integrity, and serve with passion. Our vision is to be the Christian university of choice known for empowering students to achieve exceptional life outcomes. We put students first, with Christ at the center of our work, embracing change in order to improve. We are looking for enthusiastic candidates to join us in creating transformational experiences for our students.
Being a part of our community means a commitment to faith and to a lifestyle that is consistent with the university’s mission as described in the Statement of Faith and Community Lifestyle Statement on our website.
As a Christ-centered community, George Fox University is an institution that values diversity as an essential dimension of God’s design for human communities. In seeking to become a more inclusive community, we especially encourage applications from women and candidates from racial and ethnic backgrounds that are underrepresented in our community.

What is most appealing about working at George Fox University?
• Faith-friendly: Our culture is unique for higher education. At George Fox you can pursue academic excellence while integrating scriptures, praying with staff members and students at work, and helping to make an impact on the world in a way that promotes Christian values.
• Unapologetically Christian: As a university, we have an enduring commitment to Christ, his kingdom and the truth of God’s Word.
• Live out your calling: You are able to use your God-given talents and abilities while having a profound influence on students as they deepen their relationship with Jesus Christ.
• Equip students for kingdom work: You can be a part of helping students discover their callings, at which they will be able to glorify the kingdom of God just as they have seen you do.

For your personal well-being we offer:
• A strong Christian vision and mission-led organization with opportunities for your growth and contributions.
• Wonderful Christian peers and a vibrant student population.
• A beautiful and peaceful campus environment with areas to walk and coffee shops and restaurants close by.
• Free Fitness Center membership.
• Free parking.
• Rich employee benefit package.

Application Procedures – kindly apply only through this website
When completing the online application, please upload the following as Word or .pdf documents in the section marked Letter of Interest and Curriculum Vitae or Resume:
• Letter of Interest
• Curriculum Vitae (CV) or Resume
Other supporting materials may be requested at a later stage of the review process.
Interested applicants are encouraged to apply immediately as review of applications will begin immediately and continue until the position is filled.
We invite you to Be Known at Oregon’s largest private and nationally recognized Christian University!
**This position is subject to close at any time, regardless of the date on the posting.
**Have questions or need assistance with our application process? Contact Georgefoxcareers@georgefox.edu

Contact Info:
Nadine Pasin
George Fox University - Human Resources
npasin@georgefox.edu
503-554-2189

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