Gift Planning Officer – 502177

Gift Planning Officer – 502177

SUMMARY:

Reporting to the Director of Gift Planning, the Gift Planning
Officer is primarily responsible for securing five, six, and seven
figure planned gift commitments to advance the strategic priorities
of the University of Richmond. The Gift Planning Officer will be
responsible for managing a portfolio of rated prospects who have
the inclination and capacity to make a planned gift. This will
include establishing and achieving annual performance metrics on an
individual and team basis.

RESPONSIBILITIES:

• Manage a portfolio of assigned planned giving prospects.
  Through personal and virtual engagement, identify, qualify,
  cultivate, solicit, close, and steward prospects for leadership,
  major and potential principal level gifts. Partner with major
  giving and leadership giving officers to grow Charter Associate
  membership.
• Formulate and implement strategies for short-and long-term
  giving outcomes, devising performance metrics, and collaborating
  with major and leadership giving officers.
• Ensure compliance with prospect management guidelines for data
  entry and metric tracking.
• Attend regularly scheduled University, Advancement,
  Development, and individual meetings.

QUALIFICATIONS:

• Demonstrated record of soliciting and closing five and
  six-figure philanthropic gifts.
• Ability to exercise good judgment, demonstrate an understanding
  of the ethical principles associated with working in development,
  and to use discretion in interactions with members of the
  University of Richmond community.
• Excellent interpersonal and leadership skills, along with the
  ability to work with diverse internal and external
  constituencies.
• Proven ability to work effectively in a collaborative, team
  environment with a high degree of collegiality; honesty and
  transparency are two other important abilities.
• Strong written, communication, organizational, and analytical
  skills as well as a sense of humor.
• Skill in the use of Microsoft office and fund-raising software
  applications, including Blackbaud CRM and Crescendo.

EDUCATION & EXPERIENCE:

• Bachelor’s degree required; Master’s degree preferred
• Minimum of three to five years of experience in fundraising,
  preferably higher education, with a proven track record of success.
  Gift planning experience is preferred. A legal or accounting
  background in estate planning or personal finance may be considered
  in lieu of fundraising experience.

WORK HOURS:

• Full-time, exempt position
• Monday – Friday, 8:30 a.m. – 5:00 p.m.; 7.75 hrs./day; 38.75
  hrs./week with extended hours as necessary
• Seasonal, evening, and weekend work will be periodically
  required throughout the year (e.g. Charter Associate events,
  Homecoming Reunion, etc.)
• Frequent travel is expected

SALARY STRUCTURE: Pay Grade 9 (Hiring Range $73.008.00 to
$100,402.00 annually)

ABOUT UR:

At the University of Richmond, we’re creative, inclusive, and
determined. We’re Spiders, and our mission is to create positive
change in the UR community and beyond. Located minutes from
downtown Richmond, Virginia, the University of Richmond (www.richmond.edu) blends the
intimacy of a small college with exceptional academic, research,
and cultural opportunities usually found only at large
institutions. There’s only one place like Richmond.

UR is committed to developing a diverse faculty, staff and
student body, and to modeling an inclusive campus community which
values the expression of differences in ways that promote
excellence in teaching, learning, personal development and
institutional success. In keeping with this commitment, our
academic community welcomes candidates from diverse backgrounds and
candidates who support diversity. EOE