The Senior Associate Director Gift Planning promotes, solicits, facilitates, documents, and stewards planned gifts. Prepares descriptive explanations of planned giving arrangements and quantitative proposals and projections related to them for donors, potential donors, and professional advisors.
The Senior Associate Director of Gift Planning is a frontline fundraising position with specific expertise in the area of gift planning. The successful candidate will cultivate, steward and solicit planned gifts on behalf of Northwestern University. This position will consult regularly with major gift officers who are based in the schools and units, and will also partner with members of the major gifts team as they endeavor to cultivate planned gifts on behalf of Northwestern. As a member of the gift planning team, the Sr. Associate Director is expected to maintain expert knowledge of specific charitable giving vehicles. From time to time, this position will offer presentations for fundraisers across the organization. This position collaborates with various teams (e.g. Principal Gifts, Major Gifts, Reunions, Schools and Units) as well as deans and/or faculty to develop philanthropic strategies in order to successfully solicit and close planned gifts. Frequent travel is required.
Please note: Cover letter is required for this position.Use of computer, ability to drive a car and fly in a plane, occasional night and weekend work.
- Manages & implements strategic plans.
- Reviews plans, meets with leadership & key faculty & staff, & recommends changes & improvements to better meet organizational, client & donor needs & objectives.
- Translates goals into action plans & executes.
- Involves high level of collaboration with both internal department and broader University partners to identify common goals & develop & execute strategies to increase integration.
- Please bullet examples of key partnerships and work involved below:
- Work with centralized major gift officers on planned gift proposals.
- Work with school and program gift officers on donor proposals.
- Partner with gift planning staff on various projects and strategies.
- May work with non-ARD colleagues on specific projects assigned by gift planning team leadership.
Prospects & Gifts
- Manages portfolio of approximately 50 complex planned giving donors and potential donors which includes developing & executing a strategy for cultivation, solicitation, & stewardship that results in advancing the relationship with a donor.
- Involves University leaders and other development officers.
- Leads appropriate stewardship for planned gift donors in coordination with the donor relations and gift planning stewardship teams.
- Requires travel throughout the region or country.
- Develops and maintains significant expertise in the area of planned giving, including tax and estate planning issues.
- Assures that gifts are in compliance with internal policies and all applicable laws.
- Records & reports on all contacts, proposals, and strategies in development database.
- May facilitate trainings on technical aspects of gift planning to frontline fundraisers.
- May draft technical explanations for fundraisers and/or donors.
- Performs other duties as assigned.
- Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree; OR appropriate combination of education and experience.
- 6 years development, marketing, sales or the equivalent experience is required.
- Strong relationship building and interpersonal skills.
- Comfortability with technical conversations involving financial or legal concepts.
- Curiosity and Strong analytical skills and attention to detail.
- Proven ability to think creatively in response to a customer/client/donor request.
- Proven ability to work in fast-paced environment.
- Very strong oral and written communication skills.
- High degree of integrity.
- Advanced degree, Juris Doctorate (JD), Certified Financial Planner (CFP) or similar designation, MBA, or CPA.
- 3 years of experience in charitable gift planning or in the related areas of finance, trust management, sales, or law.
- Experience in higher education.
- Experience in a fundraising position.
- Exposure to fundraising through volunteer work.
- Knowledge of law and regulations related to charitable giving.
- Familiarity with gift illustration software programs such as PG Calc or Crescendo.
- Familiarity with fundraising databases such as Advance, Raiser’s Edge, or similar program.
As per Northwestern University policy, this position requires a criminal background check. Successful applicants will need to submit to a criminal background check prior to employment.
Northwestern University is an Equal Opportunity, Affirmative Action Employer of all protected classes including veterans and individuals with disabilities.