| Summary of Position: The overall goal of this position is to design, plan and implement a national effort to identify, cultivate, solicit and steward outright support, split interest gifts, retirement plan assets and bequest intentions from SUNY Cortland Alumni, parents, faculty/staff and friends. The Planned Giving Program Director will enhance the existing program of charitable gift annuities, charitable remainder uni-trusts and annuity trusts, donation of retirement plan assets and a bequest registry program. The Planned Giving Program Director reports to the Associate Vice President for Institutional Advancement|
Major Responsibilities: 1.Prior to the start of each new fiscal year, the Planned Giving Program Director will develop and submit a written work plan and goal statement for the planned giving program. 2. The Planned Giving Program Director will coordinate with the Director of The Cortland Fund and the Executive Director of Alumni Engagement, to identify prospects that will receive annual giving solicitations, bundled annual and capital gift solicitations, and reunion gift solicitations. 3. The Planned Giving Program Director will develop and implement a plan to regularly promote planned gifts through media such as the College Web site, alumni magazine, newsletters, brochures, and seminars. These marketing efforts shall focus on educating and informing College constituents on the opportunities inherent in tax-wise giving. Program marketing to also include the management and promotion of SUNY Cortland's planned gift donor recognition society - The Lofty Elm Society. 4. The Planned Giving Program Director will build and develop a portfolio of gift prospects to place under his/her management. This management will include developing and implementing strategies to cultivate and solicit current and future gifts, maintain computer records of contacts and solicitations, and implement stewardship activities as gift arrangements are completed and pledge payments are received. 5. The Planned Giving Program Director will travel five to 10 days per month and schedule 10 to 15 face-to-face visits per month with donor prospects to qualify, cultivate, solicit and steward financial support for the College. 6. The Planned Giving Program Director shall periodically educate and train fund raising staff, Cortland College Foundation board members and volunteers on the benefits of planned gifts, how to recognize when a planned gift is appropriate, and the impact of changing tax laws on charitable giving. 7. The Planned Giving Program Director will participate in a collaborative semi-annual effort to plan presidential travel and special events to maximize the impact of the president in raising funds for the College. 8. The Planned Giving Program Director will play a supportive role in regularly reviewing donor stewardship activities of the College and making recommendations on their continuous improvement. 9. The Planned Giving Program Director shall oversee the completion of monthly solicitation activity reports to identify prospects that have been visited, number of days traveled, events coordinated, and campus visits completed. 10. The Planned Giving Program Director will regularly attend Cortland College Foundation Board of Director Meetings, staff appropriate committee meetings, and provide monthly reports on the progress of his or her fund raising program. 11. The Planned Giving Program Director will administer all aspect of the planned giving program to include the filing of related annual reports and tax documents.12.The Planned Giving Program Director will be expected to remain current in the field as it relates to financial planning, income tax, account and legal regulations. 13. The Planned Giving Program Director will work to ensure all donors with whom they work receive a positive and personally satisfying donor experience.
Required Qualifications: * Bachelor's degree. * Three years of fund raising experience, or financial planning, income tax, accounting or legal experience. * Working knowledge of split-interest gift arrangements such as charitable gift annuities, charitable remainder uni-trusts and annuity trusts. * Persuasive communication skills in person, in writing, and over the telephone. * Ability to design and implement successful special events. * Computer literacy and aptitude in using donor database systems, spreadsheet, presentation software, as well as gift and tax illustration software. * Willingness and ability to travel from 60 to 120 days a year. * Periodic evening and weekend work will be required.
Preferred Qualifications: * Working knowledge of estate settlement process and methods of donation of retirement plan assets. * Master's degree.
Department: **Institutional Advancement