Executive Director Gift Planning
Job Posting for Executive Director Gift Planning at Syracuse University
Job #
039001
Department Code
50405-7120
Department
Advancement and External Affairs
Job Title
Executive Director Gift Planning
Location
Syracuse, NY
Pay Range
Commensurate with Experience
Staff Level
S7
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 VP of Central Teams, the Executive Director (ED) is responsible for implementing a program to identify, grow, cultivate and steward a pipeline of donors who will utilize deferred gifts, trusts, annuities, complex gifts and gifts of real estate, life insurance and other tangible items to make gifts to the University.
The ED will manage a team of three professionals to create an industry-leading program solicitation strategy using social media, digital tools, email, web, print, marketing programs, text, phone and more. She/ He will manage, cultivate and steward a portfolio of 40-50 donors primarily related to gift planning and estate gift opportunities.
The ED creates and implements strategies to partner with gift officers across the University to incorporate planned gifts into solicitations. He/ She serves as an internal expert and consultant on complex gifts and a variety of gift planning vehicles (trusts, annuities, gifts of real estate, and more.).
The ED is responsible for creating and maintaining effective relationships and collaborations with key colleagues with central Marketing and within AEA including Alumni Engagement, Advancement Services, Technical Systems and Services, Prospect Research, regional Advancement, Donor Relations, and the leads of the Schools, Colleges and Units.
The ED will manage a team of three professionals to create an industry-leading program solicitation strategy using social media, digital tools, email, web, print, marketing programs, text, phone and more. She/ He will manage, cultivate and steward a portfolio of 40-50 donors primarily related to gift planning and estate gift opportunities.
The ED creates and implements strategies to partner with gift officers across the University to incorporate planned gifts into solicitations. He/ She serves as an internal expert and consultant on complex gifts and a variety of gift planning vehicles (trusts, annuities, gifts of real estate, and more.).
The ED is responsible for creating and maintaining effective relationships and collaborations with key colleagues with central Marketing and within AEA including Alumni Engagement, Advancement Services, Technical Systems and Services, Prospect Research, regional Advancement, Donor Relations, and the leads of the Schools, Colleges and Units.
Qualifications
- Bachelors Degree required, Masters Degree preferred. Relevant advanced professional degree or certification preferred (eg law, financial advisor, MBA, trust and estate planning).
- Minimum of five years of frontline fundraising for gift planning, estates, deferred gifts.
- Deep understanding and familiarity with the variety of gift planning vehicles and strategies.
- A valid Driver’s license is required.
- Minimum of three years of management experience.
Job Specific Qualifications
- Experienced and driven fundraising professional -Understanding of fundraising marketing in higher education.
- Experience creating fundraising campaigns that serve multiple constituent partners with an effective mix of messaging, creative, and channels.
- Excellent written and verbal communication skills.
Responsibilities
- Will manage and steward a portfolio of 40-50 donors primarily
- related to gift planning and estate git opportunities.
- Maintain updated plans, solicitations, and opportunities for all donors and prospects. Report results of all solicitations/gifts in the CITRUS/CRM database including meaningful interactions and ensuring the accuracy of the data entry.
- Provide leadership, strategy and direction for other divisional and unit based frontline fundraisers to close significant complex gifts and deferred gifts.
Program Leadership and Management:
- Manage, direct and motivate a team of three staff.
- Oversee the management of estate gift administration.
- Develop and evaluate annual goals for each team member.
- In addition to directing these positions, the ED will partner closely with the Donor Relations office for continued effective stewardship and engagement of the 1,100 members of the 1870 Society (deferred giving recognition society.)
- Responsible to train major gift officers on effective planned giving discussions and, along with the GP team, consult with all gift officers on gift planning strategies for their prospects.
Marketing and Internal Consulting:
- Create strategy, manage and direct the creation of marketing programs to increase the pipeline of leads for gift planning donor opportunities, coordinate such with colleagues across AEA.
- In partnership with AEA’s Philanthropic Engagement, external vendors, and using digital marketing tools (Marketsmart, email, social), ensures effective evaluation of gift planning marketing efforts from direct mail, electronic, new media, face-to-face, and volunteer solicitation strategies. Measure these efforts against impact as a Tier One program as the internal consulting role across AEA.
Reporting and Collaboration:
- Aligns departmental plans with AEA and university strategic plans. Create and implement systems to provide monthly, quarterly, and annual reports and metrics that can be shared with key stakeholders and provides detailed reporting to units.
- Serves as a member of the Vice President’s leadership team.
- Provides strategic vision and guidance to maximize planned giving goals associated with university-wide annual goals. Partner with the CFO’s office, Treasurer’s office, and Counsel’s office to ensure program is aligned effectively with University policies.
Physical Requirements
Tools/Equipment
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.
EEO Statement
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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