Director of Development, Gift Planning

Tulane University-posted 2 months ago
Full-time • Senior
New Orleans, LA
Educational Services
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The Director of Development, Gift Planning is a full-time professional fund-raising position responsible for identifying, cultivating and soliciting individuals for blended and planned gifts. This role provides stewardship of planned giving donors, assists with marketing planned gifts, provides technical support on gift planning matters, and manages gift planning programs as assigned by the Senior Director. The position will work closely with colleagues from various departments including Principal Giving, Campaigns and Strategy, Major Gifts, Stewardship, Donor Relations, Corporate, Foundation and Research Relations, Advancement Information Services, Research, Advancement Communications and Marketing, Annual Giving, and Alumni Relations throughout the university.

  • Identify, cultivate, and solicit individuals for blended and planned gifts.
  • Provide stewardship of planned giving donors.
  • Assist with marketing planned gifts.
  • Provide technical support on gift planning matters.
  • Manage gift planning programs as assigned by the Senior Director.
  • Collaborate with various departments within the university.
  • Excellent oral, written, and interpersonal communication skills.
  • Experience in prospect identification, relationship building, and solicitation, preferably in higher education.
  • Ability to travel substantially (50%) and attend events on evenings and weekends.
  • Excellent organization skills to manage multiple activities and projects simultaneously.
  • Demonstrated initiative and self-starting capacity.
  • Ability to work effectively with university leadership, trustees, volunteers, and top donors.
  • Experience working with sensitive information and maintaining strict confidentiality.
  • Bachelor's Degree and 5 years' direct fund-raising experience in the solicitation and closing of gifts of at least $25K, or a High School Diploma with 11 years of relevant experience.
  • JD; CPA or CFP certification.
  • Experience closing gifts of $100,000 or more.
  • Experience in gift planning.
  • Experience working in a university setting.
  • Experience working with trusts and estates, investments.
  • Commitment to the values of an institution of higher education.
  • Knowledge of various software systems, such as Word, Excel, and a prospect management database.
  • Experience managing volunteers or coordinating a volunteer committee.
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