The primary role of this position is to manage and grow the planned giving program at St. John Fisher College. The Director reports to the Assistant Vice President for Development and works with the College-wide development team in supporting the needs of the College. He/she will manage a portfolio of approximately 100 donors and prospects, create fund raising strategies for those prospects, develop relationships with donors, solicit gifts in the $50,000 – $1,000,000-plus range, and steward donors of the college.
Responsibilities include working with donors, their advisors, other outside allied professionals, and College staff and faculty on the structuring, benefits, and implications of various planned giving arrangements, major outright gifts, and endowments. The position serves as the coordinator of the 1948 Society, the recognition society for deferred giving donors.
Identify, cultivate, and solicit planned gift prospects 70%
Actively manage a portfolio of approximately 100 planned gift prospects.
Complete a minimum of 180 personal, face-to-face donor visits annually.
As the office's expert in the area, partner with other externally-facing gift officers in conversations with their assigned donors on matters relating to planned giving.
Coordinate activities on various legal issues with outside counsel (where necessary).
Lead the 1948 Society 10%
Develop and maintain personal contact with 1948 Society members to continue their interest in deferred giving to the College.
Maintain membership roster and associated correspondence.
Insure that information on file is consistent with established protocols.
Coordinate the execution of a biennial recognition event for 1948 Society members.
Prospect Research and Records10%
Responsible for accurate and timely documenting of all personal prospect contacts and outcomes in prospect database.
Manage portfolios and proposal activity in prospect database, updating regularly.
Actively participate in prospect review sessions and in the identification of new planned gift prospects.
Periodic review of legal notifications in which the College has legal entitlement from an estate, trust, life insurance, or other beneficiary designation.
Direct the work of the Planned Giving Advisory Committee 5%
Convene, plan and staff meetings as needed
Conduct appropriate financial planning seminars to maximize effectiveness of Planned Giving efforts.
Maintain relationship with local Estate Planning Council
Other Duties as Assigned by the Department 5%
Education / Experience:
Bachelor's degree. Graduate or professional degree desired. Minimum of five years experience in the areas of planned giving, estate planning, trusts or development.
Competencies / Skills:
Knowledge of current trends and fund raising practices, methods, resources, and regulations. Keep abreast of current tax laws and planned giving trends.
Supervision of Employees:
Physical and Mental Demands:
Work is performed independently and requires the employee to be able to schedule, supervise, and set priorities.
35 hours per week. 12 months per year.
It is the policy of St. John Fisher College to provide Equal Employment Opportunity to all employees and applicants for employment in accordance with the applicable federal, state, and local laws governing non-discrimination in employment in each locality in which the College has employees.
The College does not discriminate against applicants or employees in hiring, promotion, termination or the terms and conditions of employment on the basis of race, color, religion, gender, sexual orientation, national origin, citizenship, age, disability, marital status, military status, veteran status, predisposing genetic, characteristics or genetic information, arrest or conviction record, status as a victim of domestic violence, or any other characteristic protected by law.
Internal Number: 1261
About St. John Fisher College
St. John Fisher College is an independent, liberal arts institution in the Catholic tradition of American higher education. The College emphasizes liberal learning for students in traditional academic disciplines, as well as for those in more directly career-oriented fields. We are committed to enriching the work, teaching and life experiences for all faculty and staff, in support of the College’s mission. Human Resources is dedicated to providing high quality service with a true sense of personal value for all faculty, staff and their families and consistently meeting or exceeding expectations in all human capital disciplines. Mission: St. John Fisher College is a collaborative community dedicated to teaching, learning, and scholarship in a student-centered educational environment. The College is guided by its liberal arts tradition and its Catholic heritage, as expressed in the motto of its founders, the Basilian Fathers: “teach me goodness, discipline, and knowledge.” Fisher engages individuals in lives of intellectual inquiry, professional integrity, and civic responsibility, where diversity and service to others are valued and practiced.