Associate Director of Estate and Gift Planning at The Ohio State University
Posting DateFebruary 28, 2019
Location of Position
For 144 years, The Ohio State University's campus in Columbus has been the stage for academic achievement and a laboratory for innovation. It's where friendships are forged. It's where rivalries and revelry are born.
The university's main campus is one of America's largest and most comprehensive. As Ohio's best and one of the nation's top-20 public universities, Ohio State is further recognized by a top-rated academic medical center and a premier cancer hospital and research center. As a land-grant university, Ohio State has a physical presence throughout the state, with campuses and research centers located around Ohio.
Duties and Responsibilities
The Associate Director of Estate and Gift Planning will initially report to the Assistant Vice President for Estate and Gift Planning to receive direct coaching and on-the-job training and will then transition to reporting to the Senior Director of Development. This position assists the office with planning, implementing and directing a comprehensive planned giving program and ensures that policies and procedures are best in class and driving fundraising growth. They will collaborate with development staff, deans, directors and faculty to identify planned giving prospects and creates strategies to cultivate new planned gifts and personally carries a portfolio of planned giving prospects with the capacity of $100,000+ and initiates a number of personally significant contacts that are consistent with established annual metrics.
This position works with the Assistant Vice President for Estate and Gift Planning to ensure university gift policies are in place and updated for all potential and existing planned gifts as well as other gifts when required and remains professionally current on state and federal income tax legislation, charitable giving methods and legal aspects of charitable giving techniques. They will develop and continue the growth and refinement of a marketing plan for planned gifts.
The Associate Director of Gift Planning is expected to travel (including overnight trips) approximately 25% -30% of the time and work a flexible schedule, including evenings and weekends. All members of Advancement are part of creating an inclusive culture that inspires an exceptionally diverse and talented team and are measured on their adherence to the following core competencies: leadership, continuous improvement, teamwork and collaboration, and communication/interpersonal effectiveness.
Prospect Qualification: identifies and tracks new prospects; substantiates capacity; identifies philanthropic interests and recommends prospect management assignment and next steps.
Prospect Cultivation: initiates a number of personally significant contacts, consistent with established annual metrics, which have specific strategic objectives associated with them which are intended to either deepen the university-prospect relationship or advance conversations about a gift.
Prospect Solicitation: directly solicits an annually established number of planned or major gifts (defined as $100,000 and above). Prepares planned gift proposals for donors and their tax/legal advisors which reflect University guidelines, tax laws/regulations and trust/probate laws.
Stewardship: partners with the Donor Experience office to develop and implement stewardship plans focused on specific initiatives for acknowledgement, recognition and reporting for planned and major gift donors.
Prospect Management: builds, maintains and serves as primary prospect manager for a select portfolio of planned and major gift donors; maintains key prospect and benefactor records for relationship-building and gift activities through University Development systems and departmental files including prospect tracking and contact reports.
Remains professionally current on state and federal income tax legislation, charitable giving methods and the legal aspects of charitable giving techniques and works with the Assistant Vice Preisdent for Estate and Gift Planning to insure university gift policies are in place and updated for all potential and existing planned gifts as well as other gifts when required.
Assists AVP with planning, implementing and directing a comprehensive planned giving program and ensures that policies and procedures are best in class and driving fundraising growth; develops and continues the growth and refinement of a marketing plan for planned gifts that is integrated with our overall fundraising model.
Other duties as assigned
At least one year of professional fundraising experience raising the highest level of philanthropic gifts at an organization (preferably five or six figures and above); At least one year of professional fundraising experience in higher education or a hospital/health care environment; Experience working in other advancement departments such as donor relations and stewardship, donor communications and/or alumni relations; Law degree
Bachelor’s degree or equivalent combination of education and experience; At least one year of professional fundraising experience or professional transferable experience (i.e. managing relationships with required measurable output, making calls, conducting face-to-face appointments, creating and presenting proposals, and other fundamental elements of client relationship or sales-related activities)
Also, please visit http://advancement.osu.edu/ to learn more about the Ohio State University Office of Advancement.
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.