FAIRFIELD UNIVERSITY Assistant Director of Planned Giving Salary in the United States

How much does an Assistant Director of Planned Giving make at companies like FAIRFIELD UNIVERSITY in the United States? The average salary for Assistant Director of Planned Giving at companies like FAIRFIELD UNIVERSITY in the United States is $109,246 as of February 26, 2024, but the range typically falls between $86,395 and $132,098. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.  View the Cost of Living in Major Cities2

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What does an Assistant Director of Planned Giving do at companies like FAIRFIELD UNIVERSITY?

Job Description:

DIVISION:  Advancement                    

DEPARTMENT:  Planned Giving

JOB SUMMARY: Fairfield University is seeking a dynamic Assistant Director of Planned Giving to join its multi-faceted planned giving department within the University Advancement Division. The Assistant Director will play an integral part in achieving Advancement’s strategic goal of significantly increasing support through planned gifts from alumni, parents and friends of the University. The Assistant Director will report to the Senior Director of Planned Giving and will be responsible for managing a portfolio of prospects from qualification to stewardship, conducting visits, assisting with marketing and events, and achieving set metrics and goals.

QUALIFICATIONS

EDUCATION:Bachelor’s degree required.

EXPERIENCE: 3+ years of frontline fundraising or similar experience, with demonstrated ability to achieve and exceed goals. Working knowledge of planned giving vehicles and experience in soliciting and closing planned gifts required. Experience in higher education fundraising preferred.

KNOWLEDGE AND SKILLS:     

  • Experience soliciting and securing planned gift commitments such as charitable bequests, beneficiary designations, gifts involving retirement plan assets and life insurance policies, charitable gift annuities, charitable remainder trusts, and other outright and deferred planned gifts is required.
  • Ability to engage donors, understand their charitable and financial goals, and prepare charitable gift proposals for the planned gift vehicle(s) that will best accomplish those goals.
  • Experience making cold calls and other introductory contacts to secure appointments with prospects.
  • Experience soliciting annual, major, blended and planned gifts.
  • An aptitude to network among and solicit high net worth individuals.
  • Knowledge of moves management in order to identify, qualify, cultivate and solicit planned giving prospects at appropriate gift levels.
  • Excellent time management and organizational skills.
  • Ability to effectively communicate Fairfield University’s mission and case for philanthropic support.
  • Must excel at writing, interviewing and listening.
  • Ability to effectively build and maintain productive and collaborative relationships with internal and external constituents.
  • Goal driven and self-motivated.
  • Able to work well independently and with others.
  • Proficiency with basic computer programs such as Microsoft Office.
  • Experience with Raiser’s Edge (or other donor management software) and planned giving software (such as PG Calc or Crescendo) strongly preferred.
  • Commitment to the mission of Fairfield University.

WORK CONDITIONS: Travel 50% or more per month to achieve visit and other goals is required, which involves local, regional and some overnight travel and driving at night. Occasional attendance at evening and weekend events required. Valid driver’s license required.

ESSENTIAL FUNCTIONS:   

1. Manage a portfolio of 150-200 prospects:

  • Develop a cultivation and solicitation strategy for each prospect in order to secure new planned gift commitments and increase membership in the Bellarmine Society (Fairfield’s planned giving society).
  • Help build a planned giving presence in other regions.   
  • Develop strategies to continuously identify new planned giving prospects.
  • Provide ongoing stewardship to planning giving donors so that planned gift commitments remain in place.

2. Achieve metrics assigned to this position:

  • Meet or exceed goals for generating new planned giving revenue and adding new members to the Bellarmine Society.
  • Conduct a minimum of 100 personal visits per year to new planned giving prospects and existing Bellarmine Society members.
  • Ensure that all assigned prospects receive at least one meaningful contact (phone call, email, letter or visit) per month as part of the qualification, cultivation and solicitation process. Thoroughly document all communications in Raiser’s Edge.
  • Solicit all assigned prospects for current gifts, ensuring all alumni are being solicited to help increase Alumni Participation Rate.

3. Conduct timely moves management on all prospects in portfolio to maximize fundraising potential for the University.

  • Update and maintain donor database with interactions, opportunities, plans, and outcomes to produce comprehensive understanding to be use in identifying prospect stages and reassignments.
  • Work with Prospect Management and Senior Director on a regular basis to identify prospects for reassignment to and out of portfolio.

4. Assist the Senior Director in expanding the marketing program to educate our constituents about the benefits of planned giving.

5. Assist in planning the annual Bellarmine Society luncheon and other events such as seminars on estate and retirement planning.

6. Work with the Senior Director to increase stewardship outreach to existing Bellarmine Society members in order to sustain current planned gift commitments.

7. Participate in joint prospect visits with members of the Major Gifts team as necessary.

8. Work with the Office of Alumni Relations to develop and implement prospect engagement and solicitation strategies for the 45th reunion through 50th reunion classes, and post-50th reunion classes.

9. Stay abreast of tax law changes and continuously enhance knowledge of planed giving vehicles and benefits.

10. Learn and continuously enhance knowledge and understanding of Fairfield’s mission, priorities, history, and characteristics of alumni base. 

11. Participates in the professional development of the department.  This involves:

  • Promoting efficiency and courtesy throughout the University community
  • Participating in departmental/staff meetings as necessary
  • Serving as a responsible committee representative as requested
  • Communicating effectively with supervisor concerning pertinent matters

12. Promotes safe and secure working conditions.  This involves:

  • Promoting the proper utilization of equipment, tools, and materials.
  • Notifying supervisor immediately regarding any unsafe working conditions.

13. Performs other related duties as dictated by responsibilities or directed by supervisor.

Duties may be changed and/or be added at any time.

Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Category:

Advancement - Admin

All offers of employment are contingent upon a satisfactory background check.

Fairfield University is an Equal Opportunity/Affirmative Action employer, committed to excellence through diversity, and, in this spirit, particularly welcomes applications from women, persons of color, Veterans, and members of historically underrepresented groups. The University will provide reasonable accommodations to all qualified individuals with a disability.

Load a resume or CV first, then upload supporting documents including a cover letter at the bottom of the third page under the "My Experience" section where it says to upload a Resume/CV. You will be able to upload up to 5 other documents in this section. You will be unable to edit your application, so please have all documents available before applying.

Faculty Positions: If you need to upload more than 5 documents, please either combine them to upload or email the additional documents to the applicable contact in the job description.

Staff positions: If you need to upload more than 5 documents, please either combine them to upload or email them to hr@fairfield.edu

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$86,395 Low Average $109,246 High $132,098

Understand the total compensation opportunity for Assistant Director of Planned Giving at companies like FAIRFIELD UNIVERSITY, base salary plus other pay elements

Average Total Cash Compensation

Includes base and annual incentives

$86,395
$132,098
$109,246
The chart shows total cash compensation for the FAIRFIELD UNIVERSITY Assistant Director of Planned Giving in the United States, which includes base, and annual incentives can vary anywhere from $86,395 to $132,098 with an average total cash compensation of $109,246. Total compensation includes the value of any benefits received in addition to your salary and some of the benefits that are most commonly provided within a total compensation package including bonuses, commissions, paid time off, and Insurance. The total cash compensation may get paid differently by industry, location, and other factors.
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