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Associate Director of Planned Giving
San Antonio, TX
Job Description
Summary
Serves as an integral part in achieving Alumni Relations and Development’s strategic goal of significantly increasing support through planned gift commitments from alumni, friends and parents of the University. Works in coordination with Planned Giving staff to manage the administration of all active estates and other testamentary gifts, including communications with attorneys, fiduciaries and other advisers.
Schedule
Maintaining and satisfying minimum attendance requirements are an essential requirement of this position, including working all full-time regular hours as established by the supervisor in addition to any scheduled or emergency overtime.
Duties and Responsibilities
Essential duties and responsibilities may include, but are not limited to, the following:
Received:
Experience
Required:
Computer Software:
Required:
Education Requirements
Required:
Physical Demands and Working Conditions
Trinity University will post non-exempt staff positions for 5 business days and exempt staff positions for 10 business days. Faculty positions will remain open until filled. However, postings may be extended if a sufficient number of qualified applications has not been received. Trinity University also reserves the right to close the posting if a qualified applicant pool has been received.
Trinity University is an equal opportunity employer and as such provides equal opportunity for employment and advancement of all employees without regard to race, color, religion, sex, age, national origin, disability, military/veteran status, sexual orientation, gender identity, gender expression, or any status protected by Federal, State, or Local Laws.
Equal Opportunity Employer – Disability and Veteran
Serves as an integral part in achieving Alumni Relations and Development’s strategic goal of significantly increasing support through planned gift commitments from alumni, friends and parents of the University. Works in coordination with Planned Giving staff to manage the administration of all active estates and other testamentary gifts, including communications with attorneys, fiduciaries and other advisers.
Schedule
Maintaining and satisfying minimum attendance requirements are an essential requirement of this position, including working all full-time regular hours as established by the supervisor in addition to any scheduled or emergency overtime.
Duties and Responsibilities
Essential duties and responsibilities may include, but are not limited to, the following:
- Manages a portfolio of up to 120 planned gift prospective donors by conducting timely moves management on all prospects in portfolio to maximize fundraising potential for the University. This work includes developing cultivation, solicitation and stewardship strategies for each prospect in order to secure new planned giving commitments and new Heritage Society members (Trinity’s planned giving society). Travels locally and domestically to conduct visits with planned giving donors and prospects to advance TU’s relationships.
- Develops and implements a plan to educate constituents about the benefits or planned giving through presentations, seminars and events on estate and retirement planning. Assists in planning the annual Heritage Society luncheon, Trinity on Tour program, 51+ Reunions and other events.
- Partners with other university offices and Alumni Relations and Development colleagues to advance TUs relationship with prospective and current planned giving donors.
- Tracks interactions with planned giving donors and prospects, including prospect qualification, proposal strategies and project monitoring in the TU database and following all established protocols and maintaining the integrity of those records, including key documents and reporting deadlines.
- Stays abreast of tax law changes and continuously enhances knowledge of planned giving vehicles and benefits.
- Cooperates and collaborates with other employees in the spirit of teamwork and collegiality and interacts with confidence, patience and integrity to provide professional leadership during emergencies.
- Complies with all Trinity University policies and guidelines.
- Performs other duties as required.
Received:
- Limited supervision.
- Operates independently.
Experience
Required:
- Three years of frontline fundraising experience with demonstrated ability to achieve and exceed goals.
- Knowledge of planned giving vehicles.
- Experience in soliciting and closing planned gifts.
- Experience soliciting and securing planned gift commitments such as charitable bequests, beneficiary designations, immediate and differed charitable gift annuities and other outright and deferred planned gifts.
- Excellent verbal and written communication skills with demonstrated ability to write compelling and strategic funding and partnership proposals as well as stewardship reports.
- Experience managing a portfolio of individual donors.
- Proven record of soliciting gifts from individuals.
- Experience with a donor management system and planned giving software (such as PG Calc or Crescendo) strongly preferred.
Computer Software:
- Google Suite
- Microsoft Word, Excel, Windows and PowerPoint
Required:
- Ability to work effectively with institutional leaders and colleagues to cultivate, solicit and steward major and planned gifts.
- Ability to cooperate and collaborate with other employees in the spirit of teamwork and collegiality as well as comply with all Trinity University policies and guidelines.
- Ability to engage donors, understand their charitable and financial goals and prepare charitable gift vehicle(s) that will best accomplish those goals.
- Entrepreneurial and pro-active leadership style with a proven ability to create opportunities.
- Ability to travel with occasional evening and weekend work.
- Ability to work in a collaborative team environment as well as autonomously to meet goals and objectives.
- Ability to be flexible and effective in assisting with complex situations involving numerous and sometimes competing constituencies.
- Ability to maintain a high degree of confidentiality and responsibility regarding information related to corporate and university business and confidential prospect information.
- Excellent organizational skills with particular attention to systems, processes and details.
- Ability to multi-task.
- Ability to learn appropriate levels of information about academic disciplines and interdisciplinary areas.
- Ability to successfully use word processing equipment.
- Skills and ability to use word processing equipment.
- Familiar with data entry and retrieval.
- Ability to communicate and be understood effectively.
- Excellent spelling, punctuation and grammar.
Education Requirements
Required:
- Bachelor’s degree from an accredited institution.
- Master’s degree from an accredited institution.
Physical Demands and Working Conditions
- Ability to travel extensively.
- Ability to lift 10 pounds.
- Usual office environment.
- Work includes outdoors.
- May work in low light.
- Work in quiet and moderate noise levels.
- May work on weekends and under pressure to meet deadlines.
- Significant travel necessary.
Trinity University will post non-exempt staff positions for 5 business days and exempt staff positions for 10 business days. Faculty positions will remain open until filled. However, postings may be extended if a sufficient number of qualified applications has not been received. Trinity University also reserves the right to close the posting if a qualified applicant pool has been received.
Trinity University is an equal opportunity employer and as such provides equal opportunity for employment and advancement of all employees without regard to race, color, religion, sex, age, national origin, disability, military/veteran status, sexual orientation, gender identity, gender expression, or any status protected by Federal, State, or Local Laws.
Equal Opportunity Employer – Disability and Veteran
Job Summary
Employment Term and Type
Regular, Full Time
Salary and Benefits
Range: $56,009 - $70,012 p/yr
Required Education
Bachelor's Degree
Required Experience
3+ years
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