Associate Director, Planned Giving

Associate Director, Trusts, Estates and Planned Giving

The Planned Giving team is dedicated to securing sustained transformational philanthropic support for the University of Texas MD Anderson Cancer Center by engaging with new and existing donors across the United States and collaborating with gift officer colleagues across the division in support of executable blended gift strategies. Planned Giving officers heavily prospect for new donor opportunities and plan / execute on deeply meaningful cultivation strategies for high net-worth constituents and stakeholders (new and established) for the purpose of soliciting and closing six and seven-figure philanthropic gifts. The Development Division carries forth all fundraising efforts with a donor-centric focus and gift officers are empowered to maximize the donor's engagement experience through meaningful moves along carefully planned strategies that align donor passions with areas in need of philanthropic support.

In advancement of the institution's largest philanthropic campaign in history, MD Anderson Cancer Center is seeking an Associate Director, Trusts, Estates and Planned Giving to join the Individual Giving team. The Associate Director will heavily prospect for Planned Giving donors in a designated travel territory, conceptualizing highly customized cultivation strategies for individual constituents and stakeholders to personally secure philanthropic gifts in excess of $100,000 for the institution's fundraising priorities. This specialized content expert maximizes charitable contributions through a deep understanding and application of appropriate, donor-aligned planned giving vehicles. In partnership with Major Gift colleagues, this gift officer will also assist Major Gift officers with strategy development in support of opportunities for planned and blended gifts. Additionally, this development professional will be highly adept in matching donor interests with institutional fundraising priorities. This professional will work alongside institution Faculty, volunteers, and leadership as part of cultivating prospective donors and grateful families. The Associate Director will pursue growth and sustainability of an individual portfolio comprised of approximately 85-100 constituents, meaningfully engaging all donors in his / her / their accountability and establishing a constituent portfolio that generates a minimum of $3 million in gift revenue annually.

Key Functions

Stakeholder Engagement (50%)

Display the ability to qualify, cultivate and solicit new donors to the institution. Display social awareness, professional etiquette, and the ability to interact and build rapport with donors, faculty and institutional leaders. Engage with a wide range of constituencies with social fluency and garner their trust as to influence donor behavior. Appropriately align donors to giving opportunities and orchestrate and facilitate meaningful engagements.

Collaboration and Teaming (20%)

Actively partner with donors, peers, faculty, and divisional leadership on donor strategy development, donor strategy execution and other projects. Gift officer will develop networks, engage in cross-functional activities to deliver on stakeholder engagement. Gift officer will be able to work cooperatively with all stakeholders, contribute to the success of collaborative work teams and support completion of initiative or project to achieve stated goals. Participates in, but does not lead, team level and some divisional level projects.

Consultation with Critical Evaluation (20%)

Provide guidance to internal and external stakeholders utilizing subject matter expertise. Use critical evaluation skills to interpret information and make business decisions and recommendations to internal and external stakeholders.

Perception and Attentiveness (10%)

Accurately assess interests of prospective donors; organize and present information in thoughtful and engaging ways, constantly shift between multiple activities and sources of information, maintain situational awareness, institutional awareness and adeptly navigate cross functional prospect teams in support of donor engagement, solicitation and stewardship plans.

Education Required : Bachelor's degree.

Experience Required : Five years direct fundraising experience. Preferred : Six or more years of professional experience in portfolio-based fundraising with experience securing six figure major gifts, preferably in a medical center setting. Deep understanding of individual philanthropy and the philanthropic process. Ability to maintain a high level of consistent productivity. Track record of expanding donor participation in giving efforts and expertise in working with high-level giving constituencies. High degree of diplomacy, emotional intelligence, ethical sensitivity, cultural sensitivity and commitment to confidentiality. Demonstrated track record of using tact and diplomacy in communications with a wide variety of personalities. Willingness to travel as well as work some nights and weekends.

Verifiable record of accomplishment of $5 million + in personally attributable charitable gifts closed. Demonstrated experience working with faculty, executive leadership teams, senior campaign / board members and fellow development professionals to execute fundraising strategies. Experience in healthcare or higher education fundraising. Membership in the Planned Giving Council of Houston, Association of Fundraising Professionals (AFP), The Association of Healthcare Philanthropy (AHP) or the Council for Advancement and Support of Education (CASE).

This position may be responsible for maintaining the security and integrity of critical infrastructure, as defined in Section 113.001(2) of the Texas Business and Commerce Code and therefore may require routine reviews and screening. The ability to satisfy and maintain all requirements necessary to ensure the continued security and integrity of such infrastructure is a condition of hire and continued employment.

It is the policy of The University of Texas MD Anderson Cancer Center to provide equal employment opportunity without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity / expression, disability, protected veteran status, genetic information, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law.