Planned Gift Director - Higher Ed. develops and manages a planned giving program for a college or university that generates donor interest and inquiries and translates into current and future planned gifts. Plans and administers giving programs that include deferred giving, estate planning, bequest donations, and other types of giving. Being a Planned Gift Director - Higher Ed. cultivates and solicits planned giving prospects. Requires a bachelor's degree. Additionally, Planned Gift Director - Higher Ed. typically reports to top management. The Planned Gift Director - Higher Ed. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Planned Gift Director - Higher Ed. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Position Description:
Every day, in ways both big and small, the Medical College of Wisconsin (MCW) is impacting lives for the better. MCW ... changemaking for a healthier Wisconsin. The Director will identify, cultivate and steward planned giving prospects with an increased focus on blended gifts (cash and planned gifts). The Director will be externally focused on leadership and major gift planned giving prospects by designing, implementing and executing a program to acquire deferred giving support for MCW/FHF's needs with emphasis on cultivation and solicitation strategies. The Director will also partner with and act as a resource and guide to the other fundraising professionals to secure appropriate planned gift and deferred give opportunities, as part of MCW/FH's larger fundraising efforts. The Director serves as an expert in planned gifts to members of MCW/FHF's fundraising staff in their gift discussions with potential donors, working with planned giving staff to manage the administration of all active estates and other testamentary gifts, including communications with attorneys, fiduciaries, and other advisers. The Director will consistently train MCW/FHF's fundraisers on relevant planned giving topics. The Director will understand technical aspects of planned giving vehicles and the relevant tax and estate consequences of these vehicles and how they can be used to enhance MCW/FHF's fundraising efforts. The Director will manage processing of stock gifts, facilitation of life insurance premiums and gifts, bequests, planned and life income gifts, in conjunction with the Development Operations team. Responsibilities Knowledge - Skills - Abilities
As a Director of Development-Planned Giving, you will be responsible for identifying, qualifying, cultivating, soliciting and stewarding major gift prospects. Works closely with faculty, community leaders, senior administrators and volunteers, the Director secures leadership commitments at the $100,000 level in support of research, education and patient care initiatives supporting Froedtert Hospital, Froedtert Hospital Foundation and the Medical College of Wisconsin programs.
Preferred Schedule:
M-F, Hybrid, 80% Remote / 20% Onsite (Wednesdays or as needed).
Position Requirements:
Minimum Qualifications: Minimum education: Bachelor's Degree Preferred Qualifications: #LI-NK1 Why MCW? For a brief overview of our benefits see: Eastern Wisconsin is a vibrant, diverse metropolitan area. MCW is intent on attracting, developing, and retaining a diverse workforce and faculty body that reflects the community we serve. We value diversity of backgrounds, experience, thought, and perspectives to advance excellence in science and medicine. MCW is a welcoming campus community with a strong culture of collaboration, partnership, and engagement with our surrounding community. For more information, please visit our institutional website at .
Appropriate experience may be substituted for education on an equivalent basis.
Minimum experience: 4 years of successful professional fundraising experience and a proven track record of closing five and six-figure gifts in a complex organization.
Preferred experience: Planned giving experience. Philanthropy in a health care or foundation setting.
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MCW as an Equal Opportunity Employer and Commitment to Non-Discrimination
The Medical College of Wisconsin (MCW) is an Equal Opportunity Employer. We are committed to fostering a diverse community of outstanding faculty, staff, and students, as well as ensuring equal educational opportunity, employment, and access to services, programs, and activities, without regard to an individual's race, color, national origin, religion, age, disability, sex, gender identity/expression, sexual orientation, marital status, pregnancy, predisposing genetic characteristic, or military status. Employees, students, applicants or other members of the MCW community (including but not limited to vendors, visitors, and guests) may not be subjected to harassment that is prohibited by law or treated adversely or retaliated against based upon a protected characteristic.
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