Planned Giving Officer
University of San Francisco
USF Hilltop Campus
Planned Giving Officer
The University of San Francisco (USF) is recognized nationally and internationally as a leading Jesuit Catholic, urban university with a tremendously diverse student and faculty population and a global perspective. Established as San Francisco’s first institution of higher education in 1855, USF presently serves over 11,000 undergraduate, graduate, and professional students in Arts and Sciences, Education, Law, Management, and Nursing and Health Professions and has 1,217 faculty members.
USF is at a pivotal time in its 162-year history by investing in building stronger ties to its alumni and surrounding communities. USF is committed to raising $300M by 2022 in its largest comprehensive campaign in the University’s history.
The Planned Giving Officer is a critical member of USF Development’s fundraising team. Reporting to the Senior Director, Gift Planning, the Planned Giving Officer works as a field fundraiser soliciting planned gifts between. This position will cultivate, solicit, and steward new and existing planned giving donors.
Full Job Description:
PRINCIPAL DUTIES AND RESPONSIBILITIES
The Planned Giving Officer is a front-line fundraiser focused on raising future support, including qualifying and identifying prospects for planned gifts. Candidate will develop and implement fundraising strategies, create and execute fundraising campaigns, and assist with designing and managing language for related print and email appeals for targeted groups.
You will partner with colleagues and volunteers toward achieving monetary and participation goals. You will participate in periodic prospect meetings with other frontline fundraisers, alumni engagement staff, and other teams. As a representative of the university, you will become an expert on USF; continually building your knowledge of the university, its schools, and its programs.
As a member of the Gift Planning team, the Planned Giving Officer supports the larger goals and projects of USF Development, including some evening and weekend work on high-profile engagement events. Frequent travel is required. Key duties and responsibilities include:
• Identify Gift Planning prospects through data mining, relationship building and working with the Prospect Development and Analytics team.
• Work with a portfolio of assigned prospects/donors to cultivate, solicit, and steward their planned gifts.
● Prepare gift illustrations for Charitable Gift Annuities, Charitable Gift Annuities and Real Estate gifts and collaborate with Major Gift Officers in promoting non-cash assets to donors.
• Establish ongoing relationships with individual donors through personal visits, phone calls, and meaningful contacts.
• Steward and manage established relationships to maximize engagement, renew annual giving, and present new opportunities for further engagement.
• Maintains a high level of field, online, mail, and phone activity each week
• Manages a prospect list of 100-125 individuals capable of making planned gifts.
• Works cooperatively and strategically with development colleagues including the rest of the gift planning team as well as major gifts, annual giving, prospect research, stewardship, engagement, and other teams.
• Develop fundraising strategies, and track and analyze results of development activities.
• Becomes an expert on the various designations, activities and programs at USF for which gifts are being sought or that may be of interest to donors.
• Recommends new approaches, procedures and processes to effect continual improvements in efficiency of department and services performed.
• Other duties as assigned.
• Bachelor’s degree or equivalent work experience with a preference for candidates who have advanced degrees.
• A minimum of 3 years of progressive and successful development experience in Gift Planning in the higher education arena, with preference for candidates who have experience with comprehensive campaigns.
• Strong working knowledge of key gift vehicles used to create legacy commitments
• Familiarity with the range of non-cash assets used to create deferred and current-use gifts
• Familiarity with development database systems, with a preference for Salesforce expertise.
• Deep knowledge and familiarity of the University and Bay Area communities.
• Ability to understand the needs and interest of planned giving donors in order to develop relationships between them and the University, and a demonstrated track record of success with identifying, qualifying, soliciting and stewarding planned gift donors.
• Excellent written and oral communication skills, including demonstrated writing and editing skills in the preparation of proposals, and in the drafting of related correspondence, often for the signature of institutional leaders.
• Stellar relationship building skills and ability to build rapport with internal and external stakeholders around innovative ideas and programs.
• Commitment to appropriate use of sensitive and confidential constituent data and familiarity with relevant privacy laws.
• Excellent time management and follow-up skills and ability to work well under deadline and to manage multiple projects simultaneously.
• Ability to work independently and as part of a team.
• Ability to travel around the region and to other areas of the country.
• Occasional evening and weekend work, as required.
• Must have a valid driver’s license.
• A self-starter with discipline in establishing and meeting personal and team goals.
• Mission-driven and identifies with the Jesuit principles and goals of USF.
• Possesses a high degree of emotional intelligence, diplomacy, and self-awareness.
• Creative, hardworking and committed to successful fundraising.
• Highly attentive to detail.
• Strong communication, organization, and strategic thinking skills.
• Collaborative and transparent with the ability to make independent decisions when appropriate.
To apply, click on the green “Apply Externally” button.
The University of San Francisco is located in the heart of one of the world’s most innovative and diverse cities, and is home to a vibrant academic community of students and faculty who achieve excellence in their fields. Its diverse student body enjoys direct access to faculty, small classes and outstanding opportunities in the city itself. USF is San Francisco’s first university, and its Jesuit Catholic mission helps ignite a student’s passion for social justice and a desire to “Change the World From Here.” For more information, visit http://www.usfca.edu.
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