Director of Estate, Trust & Gift Planning

Foundation List
Milwaukie, Oregon
$50K a year
Full-time

Description

Director of Estate, Trust & Gift Planning

Job Number : 495806

Type : Full-time

Campus : Mount Carmel - Hamden, CT

Categories : Staff

Overview :

Are you ready to make a meaningful impact and ignite the spirit of philanthropy? Join us at Quinnipiac University and become a vital part of our Development and Alumni Affairs team as Director of Estate, Trust & Gift Planning.

As a member of our team, you'll be at the heart of advancing Quinnipiac's mission by inspiring a culture of giving among our esteemed alumni, dedicated parents, and cherished friends.

Your mission? To weave connections that transcend transactions, nurturing relationships that are as robust as they are enduring.

Through a donor-centered approach that puts people first, you'll have the opportunity to channel stakeholders' passions and philanthropic aspirations into tangible support for our university's top priorities.

It's about more than just raising funds it's about creating pathways for our community to leave a lasting legacy, ensuring that every dollar invested enriches the Quinnipiac experience for generations to come.

About Quinnipiac : Responsibilities :

Responsibilities :

  • Establishes relationships with planned giving donors and prospects that incorporate visits, proposals, and ongoing stewardship
  • Maintains personal responsibility for a portfolio of 75-100 donors and prospects; will make 120-160 strategic moves per year and submit 30-45 proposals of $50,000 or more per year.
  • Close $3-$5M in new gifts and commitments per year
  • Works with professional Advisors of prospective donors
  • Strategically work with Directors of Development in coordination of the Tower Society and regional events.
  • Work with Marketing team and AVP for Development and Alumni Affairs to brainstorm, review, edit and improve Tower Society marketing and to establish an overall marketing plan for the Campaign.
  • Gives periodic planned giving presentations / training to development officers, volunteers, donors and prospect groups and professional organizations.
  • Create a new Planned Giving Advisory Board to grow participation in the Tower Society. Other duties as assigned

Education Requirements :

  • Bachelor's degree required
  • An advanced degree or professional certification related to estate and / or financial planning such as a CPA, CFP, J.D.

AB, LLM, MBA, CSPG or AEP is preferred

Qualifications :

  • Five years of experience in planned giving, grant writing, fundraising, outside sales or constituent-based outreach
  • Experience working in an environment dependent on developing and maintaining positive relationships with a demonstrated record of teamwork and collaboration
  • Experience handling complex gift issues, with the ability to analyze and interpret information and make decisions and to organize and carry out complex tasks with minimum supervision
  • Experience recruiting, organizing and managing volunteers
  • Public relations or marketing experience, preferably related to fundraising
  • Experience with database computer systems and microcomputer applications, preferably with customer relationship management systems
  • Ability to communicate effectively, both verbally and in writing
  • Demonstrated ability to work with diverse populations and a commitment to diversity and inclusion

Special Instructions to Applicants :

Applications must be submitted electronically and include a resume, cover letter addressing how your experience supports the requirements of this position and Quinnipiac' commitment to diversity and inclusion, and contact information for three references on the application form.

We offer a comprehensive benefits package for full-time faculty and staff which includes tuition remission and a culture that is inclusive and driven by excellence.

Quinnipiac University is an Equal Opportunity Employer.

Advertised : May 03, 2024 Eastern Daylight Time

Applications close : Open until filled

30+ days ago
Related jobs
Foundation List
Milwaukie, Oregon

Are you ready to make a meaningful impact and ignite the spirit of philanthropy? Join us at Quinnipiac University and become a vital part of our Development and Alumni Affairs team as Director of Estate, Trust & Gift Planning. Director of Estate, Trust & Gift Planning. As a member of our team, you'l...

Oregon Zoo / Metro
Portland, Oregon

Develop positive, collaborative working relationships with a broad range of stakeholders and partners, including the Oregon Zoo team, Metro departments, appropriate City of Portland agencies, elected officials, Association of Zoos and Aquariums professionals, and community organizations. A bachelor'...

Promoted
VanderHouwen
Wilsonville, Oregon

Our client is experiencing rapid growth and seeks a driven Director of Marketing to join their team. Director of Marketing Responsibilities. Supervise the activities of all marketing staff; provide regular coaching and growth opportunities for employees to promote a culture of continuous improvement...

Promoted
SERVPRO of Southwest Portland
Portland, Oregon

Business Development Specialist. SERVPRO of Southwest Portland offers:. As a Business Development Representative, you will be making a difference every day by increasing brand awareness and sharing the SERVPRO story. A minimum of two years of direct sales experience. ...

Promoted
McLoughlin Place Senior Living
Oregon City, Oregon

We are looking for a Sales and Marketing Director that has a sincere passion for seniors and truly believes that our communities offer the highest quality of care among our competitors. We are hiring-Director of Sales and Marketing!. We are looking for a person that has a proven track record of conv...

Promoted
Crestview Operations LLC
Portland, Oregon

Develop methods for coordination of nursing services with other resident services to ensure the continuity of the resident’s total regimen of care. Director of Nursing Services (RN):. Avamere understands the importance of affordable and accessible healthcare for our team members and is very ex...

Promoted
Cambridge Real Estate Services
Portland, Oregon

Provides high-level administrative support to various executives and departments. Provides general clerical and administrative support. Minimum of 3 years of administrative experience required. ...

Promoted
Avamere Lake Oswego Operations Investors
Lake Oswego, Oregon

The primary purpose of the Director of Health Services is to plan, organize, develop, and direct the overall operation of our Health Service Department in accordance with current federal, state, and local standards, guidelines, and regulations that govern our facility, and as may be directed by the ...

Promoted
Cultivate Initiatives
Portland, Oregon

Director of Development and Relationships. The Director of Development and Relationships is responsible for leading and overseeing major functions related to fundraising, grants, strategic partnerships, events, and communications. Lead fundraising and donor acquisition and retention efforts in colla...

Promoted
Pittock Mansion Society
Portland, Oregon

Reporting to the CEO, the Director of Development manages the Development Department and the Manager of Development and Membership Services, researching, recommending, and successfully implement fundraising strategies and achieving financial goals tailored to the specific context and opportunities o...