Director of Development, Planned Giving

Quinnipiac University•Hamden, CT

About The Position

Quinnipiac University is seeking an experienced gift planning professional to join the Office of University Advancement. This role is responsible for overseeing the university's planned giving program, including bequests, trusts, charitable gift annuities, and other deferred and hybrid gifts. The Director will manage and coordinate all aspects of pending and completed planned gifts, ensuring effective communication and collaboration between donors, their advisors, and internal stakeholders. Quinnipiac University is a private, coeducational institution with a growing enrollment and a commitment to program expansion and renewal. The university values inclusivity, lifelong learning, community care, and shaping the future.

Requirements

5 to 7 years of experience
Excellent writing and verbal skills
An understanding of, and technical expertise in, estate planning and tax laws affecting charitable and deferred giving
Proven ability to collaborate effectively with individuals from varied backgrounds.

Responsibilities

Lead the Planned Giving program and manage a portfolio of planned giving prospects and donors
Serve as the QU’s primary resource on charitable estate planning and tax-advantaged giving strategies and work closely with donors and their advisors to structure gifts that optimize benefits for both the donor and QU
Work with D&AA staff to plan strategies for cultivation and solicitation of prospective donors for complex and deferred gifts (bequests, gift annuities, remainder trusts, gifts of real estate, etc.). Provide coaching and training to staff for purposes of development of technical knowledge
Prepare gift proposals for prospects using appropriate software calculations, written explanations, and oral presentations. Ensure follow up on such proposals with donors with a goal towards closure of donor gifts
Use available data to identify gift planning prospects. Oversee the development and execution of marketing strategies including the production and writing of topic specific pieces and newsletters, other marketing mailings, and other advertisements for planned giving prospects
Serve as primary contact between D&AA and the gift planning asset administrator for life-income gifts
Oversee bequest program, including but not limited to: communication with and monitoring of estate executors and attorneys in the process of distributing estate gifts to QU, acknowledgement of distributions as received, etc
Commit to national travel for personal visits with prospects, particularly when opportunities are identified by applying gift planning indicators or by gift officers, for the purposes of cultivating and soliciting complex and deferred gifts
Oversee the activities of the Tower Society, which recognizes those individuals who have made estate plans or established life-income gifts to benefit QU, as well as collaborate with D&AA partners on planned giving stewardship efforts