What are the responsibilities and job description for the Director Gift Planning position at Syracuse University?
Job #
037914
Department Code
50405-7120
Department
Advancement and External Affairs
Job Title
Director Gift Planning
Location
Syracuse, NY
Pay Range
Commensurate with Experience
Staff Level
S5
FLSA Status
Exempt
Hours
Standard University business hours
8:30am – 5:00pm (academic year)
8:00am – 4:30pm (summer)
8:30am – 5:00pm (academic year)
8:00am – 4:30pm (summer)
Hours may vary based on operational needs.
Job Type
Full-time
Campus
Syracuse, NY
Unionized Position Code
Not Applicable
Job Description
Reporting to the Executive Director of Gift Planning, the Director will identify, cultivate and solicit individuals capable of making blended or planned gifts to the University and work closely with alumni leaders and volunteers on a national level.
Steward existing donors.
The Director will work collaboratively with college and unit-based development officers and central services of Alumni Relations, Marketing & Communications, Prospect Management and Donor Relations.
Steward existing donors.
The Director will work collaboratively with college and unit-based development officers and central services of Alumni Relations, Marketing & Communications, Prospect Management and Donor Relations.
Qualifications
Bachelor’s degree; or equivalent combination of education and 5 years of practical work experience in non-profit or higher education environment with fundraising experience.
Experience in gift solicitation and closure is essential.
Proficiency in database management tools and customer relationships management systems critical. Strength in Windows-based applications, specifically Microsoft Office’s suite required.
Knowledge of Blackbaud/CRM system strongly preferred.
Experience in gift solicitation and closure is essential.
Proficiency in database management tools and customer relationships management systems critical. Strength in Windows-based applications, specifically Microsoft Office’s suite required.
Knowledge of Blackbaud/CRM system strongly preferred.
Job Specific Qualifications
Knowledge of planned gift vehicles such as charitable lead trusts, gift annuities, charitable remainder trusts, charitable bequests, annual support strategies and other non-traditional gifts is essential.
Must demonstrate strong management, leadership, and analytical skills.
Must have five or more years of experience preferably working in a higher education environment in a fundraising capacity.
Outstanding ability to use data to make and implement strategic decisions.
Strong organizational and interpersonal skills, including diplomacy, tact, discretion, and the ability to maintain the utmost confidentiality inside and outside the Division.
Must be able to work independently, yet interact with a team and show initiative.
Excellent oral and written communication skills, creativity, and demonstrated success in managing multiple projects. Accuracy and attention to detail are essential.
Demonstrated experience working in and fostering a diverse, equitable and inclusive environment.
Must demonstrate strong management, leadership, and analytical skills.
Must have five or more years of experience preferably working in a higher education environment in a fundraising capacity.
Outstanding ability to use data to make and implement strategic decisions.
Strong organizational and interpersonal skills, including diplomacy, tact, discretion, and the ability to maintain the utmost confidentiality inside and outside the Division.
Must be able to work independently, yet interact with a team and show initiative.
Excellent oral and written communication skills, creativity, and demonstrated success in managing multiple projects. Accuracy and attention to detail are essential.
Demonstrated experience working in and fostering a diverse, equitable and inclusive environment.
Responsibilities
- Develop and manage a caseload of donor prospects across the country and effectively plan and implement strategies to solicit donors for planned gifts. Work independently and collaboratively with the school, college and unit development officers.
- Personally solicit blended and planned gifts and non-cash assets as well as prepare proposals and reports as necessary.
- Manage multiple projects while stewarding a portfolio of donors and prospects.
- Report results of all gifts/solicitation efforts in the CITRUS/CRM database.
- Develop and keep updated donor plans and opportunities.
- Ensure the accuracy and timely entry of all information and records.
- Develop and implement efforts on initiating, directing, and executing strategic plans to meet the university’s fundraising/campaign objectives.
- Collaborate with the Gift Planning team, to help create strategic integrated plans with prospect and donor constituencies.
- Lead specific integration plans with defined units throughout campus and regional teams.
- Assist in defining and executing processes and systems for optimized production.
- Assist with marketing and communications of the department.
- Develop professionally with outside and Syracuse University trainings.
- Manage own travel arrangements including hotel, flight, and car rental reservations, and credit card reconciliations.
- Perform related duties as required or deemed appropriate to the accomplishments of the responsibilities and functions related to this position.
Physical Requirements
Not Applicable
Tools/Equipment
Not Applicable
Application Instructions
In addition to completing an online application, please attach a resume and cover letter.
About Syracuse University
Syracuse University is a private, international research university with distinctive academics, diversely unique offerings and an undeniable spirit. Located in the geographic heart of New York State, with a global footprint, and nearly 150 years of history, Syracuse University offers a quintessential college experience.
The scope of Syracuse University is a testament to its strengths: a pioneering history dating back to 1870; a choice of more than 200 majors and 100 minors offered through 13 schools and colleges; nearly 15,000 undergraduates and 5,000 graduate students; more than a quarter of a million alumni in 160 countries; and a student population from all 50 U.S. states and 123 countries. For more information, please visit www.syracuse.edu.
The scope of Syracuse University is a testament to its strengths: a pioneering history dating back to 1870; a choice of more than 200 majors and 100 minors offered through 13 schools and colleges; nearly 15,000 undergraduates and 5,000 graduate students; more than a quarter of a million alumni in 160 countries; and a student population from all 50 U.S. states and 123 countries. For more information, please visit www.syracuse.edu.
About the Syracuse area
Syracuse is a medium-sized city situated in the geographic center of New York State approximately 250 miles northwest of New York City. The metro-area population totals approximately 500,000. The area offers a low cost of living and provides many social, cultural, and recreational options, including parks, museums, festivals, professional regional theater, and premier shopping venues. Syracuse and Central New York present a wide range of seasonal recreation and attractions ranging from water skiing and snow skiing, hiking in the Adirondacks, touring the historic sites, visiting wineries along the Finger Lakes, and biking on trails along the Erie Canal.
EEOC
Syracuse University is an equal-opportunity, affirmative-action institution. The University prohibits discrimination and harassment based on race, color, creed, religion, sex, gender, national origin, citizenship, ethnicity, marital status, age, disability, sexual orientation, gender identity and gender expression, veteran status, or any other status protected by applicable law to the extent prohibited by law. This nondiscrimination policy covers admissions, employment, and access to and treatment in University programs, services, and activities.
Commitment to Supporting and Hiring Veterans
Syracuse University has a long history of engaging veterans and the military-connected community through its educational programs, community outreach, and employment programs. After World War II, Syracuse University welcomed more than 10,000 returning veterans to our campus, and those veterans literally transformed Syracuse University into the national research institution it is today. The University’s contemporary commitment to veterans builds on this historical legacy, and extends to both class-leading initiatives focused on making an SU degree accessible and affordable to the post-9/11 generation of veterans, and also programs designed to position Syracuse University as the employer of choice for military veterans, members of the Guard and Reserve, and military family members.
Commitment to a Diverse and Inclusive Campus Community
Syracuse University maintains an inclusive learning environment in which students, faculty, administrators, staff, curriculum, social activities, governance, and all other aspects of campus life reflect a diverse, multi-cultural, and international worldview. The University community recognizes and values the many similarities and differences among individuals and groups. At Syracuse, we are committed to preparing students to understand, live among, appreciate, and work in an inherently diverse country and world made up of people with different ethnic and racial backgrounds, military backgrounds, religious beliefs, socio-economic status, cultural traditions, abilities, sexual orientations and gender identities. To do so, we commit ourselves to promoting a community that celebrates and models the principles of diversity and inclusivity.
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