Department: Development Gift Planning
Summary of Duties:
The Office of Gift Planning at The Ohio State University has incredible momentum and is looking for an experienced planned giving professional to assist in growing its impact across campus. This central development service is aggressively serving as a solution provider to maximize traditional estate assets, complex assets and real estate through leadership and strategic planning. Opportunities abound to drive growth in new fundraising activity and partner with staff and faculty across the university and Wexner Medical Center. New gift planning activity is consistently over $50,000,000 annually and is well positioned for continued growth and partnership in the units. This front line position will be a significant contributor to ensuring the gift planning function is best in class. Day-to-day tasks will focus on managing a portfolio of planned giving prospects from identification through cultivation and solicitation. This position reports directly to the Assistant VP of Gift Planning and oversees two planned giving fundraisers.
1.During the first 3 months:
a.Build trusting relationships with development colleagues embedded in the colleges/units as well as Deans, directors, prospects, donors and volunteers.
b.Begin work towards meeting performance goals/metrics that drive growth in life income and estate gifts.
c.Identify, develop and implement lead generation strategies to identify planned giving prospects.
d.Become familiar with development plans for direct reports.
2.During the first 3-6 months
a.Implement lead generation and cultivation strategies.
b.Establish solicitation strategies for portfolio.
c.Develop plan to ensure direct reports meet their goals.
3.During the first 6-12 months:
a.Implement solicitation strategies for planned gifts.
b.Establish stewardship strategies to acknowledge and recognize donors.
c.Develop training calendar for assigned units as well as for direct reports.
The Ohio State University recently concluded its But for Ohio State Campaign which raised a record $3 billion to support five priorities: placing students first, elevating faculty and the academic enterprise, creating modern learning environments, emboldening the research agenda and driving high-impact innovation. Looking towards the future, the university's 2020 Vision establishes three key pillars for the future: 1) access, affordability and excellence; 2) community engagement; and 3) diversity and inclusion.
"As we approach the university's 150th birthday, we must re-envision our land-grant role in the modern light of the 21st century." – President Michael V. Drake, MD
Additional Information for Applicants::
You Need To Know
Based upon the selected candidate's qualifications and experience, the classification of the position will either be a Senior Director or a Director. A Senior Director must possess a minimum of six years' experience professionally raising major gifts of $100,000+ and a Director must possess a minimum of three years' experience professionally raising major gifts of $25,000+. The starting salary shall therefore be commensurate with qualifications and experience and is listed as negotiable.
Aside from the unparalleled benefits of working for The Ohio State University and working in the diverse, smart, safe, fun and growing city of Columbus, Ohio, this opportunity will provide exceptional rewards that arise from working for a land grant institution where you will truly feel the impact of this role while procuring transformational gifts. Learn more here: https://hr.osu.edu/careers/.
The Ohio State University is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation or gender identity, national origin, disability status, or protected veteran status.
"While this position is listed as a Senior Director of Development, the classification may change to Director of Development depending on the candidates' level of experience. As such, the starting salary shall be negotiable and commensurate with the selected candidate's qualifications and experience."
Bachelor's degree; minimum of 6 years fundraising experience with a proven record of success in identifying, cultivating, soliciting and stewarding annual, special or major gifts from individuals, or equivalent experience practicing tax/estate related law; ability to travel (including overnight trips) approximately 50% of the time and work a flexible schedule, including evenings and weekends.
Law degree or CPA designation; formal education and/or training in charitable gift planning, estate planning, personal trust administration and charitable tax law; documented experience in managing projects and strategic planning; previous experience in fundraising campaign planning; leadership skills and management experience within a gift planning office at a non-profit organization.
Target Salary: Negotiable
Job Category: Administrative and Professional
Job Appointment (FTE%):
The Ohio State University is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation or identity, national origin, disability status, and protected veteran status.