Essential Functions: JOB PURPOSE Develop and implement creative and effective solicitation strategies on behalf of the Planned Giving office. Identify, cultivate, solicit and steward planned giving prospects and donors to meet established fundraising goals within allocated expense budget.ESSENTIAL FUNCTIONSCollaborate with the director, along with peers and constituents to develop fundraising and marketing plans and strategies to close planned gifts in order to meet annual and campaign fundraising goals.Partner with development colleagues within the schools, colleges and units to identify, cultivate, solicit and steward prospects and donors; serve as a resource and team member on planned giving best practices, techniques and methods; develop meaningful gift proposals and strategies. Collaborate with divisional units such as Donor Relations, Prospect Research and Development Communications along with other university departments. Meet with prospects and donors individually and in groups; develop and maintain a planned giving portfolio. Enter prospect and donor contact reports into the customer relationship management system in a timely manner.Cultivate and develop relationships with attorneys, accountants, financial planners and wealth management advisors to promote giving opportunities to their clients and provide information upon request. Maintain current knowledge of estate/tax laws as they pertain to planned giving.Attend and participate in prospect review meetings to strategize and prioritize donor solicitation and cultivation efforts for both major and planned gifts. Responsible for achieving an individual fundraising goal as well as contributing to the overall department fundraising goal; perform activities expected to achieve results and report on them regularly; allocate and prioritize time and resources to achieve the greatest return on investment. Increase the number of planned gift prospects through research, networking and cultivation. Increase the number of complex planned gifts. Adhere to confidentiality and data usage policy for the division.This position requires a high level of commitment and enthusiasm. The incumbent must be willing to travel, attend evening meetings and special events and be willing to work extended hours as needed. Perform related work as assigned.
Qualifications: MINIMUM QUALIFICATIONSEducation: Bachelor's degreeAdditional Education Information: Graduation from an accredited college or university with a bachelor's degree in business administration, public relations, or communications.Reasonable knowledge and understanding of University policies and procedures.Experience: SpecialistAdditional Experience Information: 5 years experience working in estate planning, as a wealth management advisor, trust officer or gift officer. Working knowledge and demonstrated experience in the fundraising cycle: identification, cultivation, solicitation, gift closure and stewardship.Direct experience with creating and delivering donor/client proposals. Experienced in using PG Calc or Crescendo planned giving software.Working knowledge of state, federal, income and estate taxes.KNOWLEDGE, SKILLS & ABILITIES REQUIREDCOMMUNICATIONS SKILLS: Ability to communicate clearly, concisely and professionally both orally and in writing. Strong interpersonal skills are a must. PLANNING AND ORGANIZATION: Ability to manage several projects simultaneously, prioritize and plan work activities while meeting respective deadlines. Strong organizational and time-management skills.ANALYTICAL AND PRESENTATION SKILLS: Ability to evaluate, interpret, and present complex information effectively in professionally prepared documents or presentations. Must possess a demonstrated attention to detail in order to achieve a high degree of accuracy.TECHNICAL SKILLS: Proficient in the use of complex administrative systems software, preferrably in the higher education environment. Proficient with Microsoft Office suite, especially Word and Excel. LEARNING AGILITY: Independent and innovative self-starter who displays an ability to learn quickly and easily adapts to changing situations. Experience researching topics to gain knowledge and understanding when information gaps exist.TEAMWORK: Ability to collaborate effectively with colleagues within the division and other units to gain full understanding of the project and desired outcome; ability to produce high quality and consistent results with assistance of team members; provide support to teammates when tackling complex projects.INTERPERSONAL: Outgoing personality. Someone willing to walk into a group of strangers and make friends.
Founded in 1868, Wayne State University is a nationally recognized metropolitan research institution offering more than 400 academic programs through 13 schools and colleges to nearly 32,000 students. Wayne State?s main campus in Midtown Detroit comprises 100 buildings over nearly 200 acres; its five extension centers offer higher education to people throughout Southeast Michigan. Wayne State is d...edicated to preparing students to excel by combining the academic excellence of a major research university with the practical experience of an institution that by its history, location and diversity represents a microcosm of the world we live in. Reflecting its location and the excellent international reputation of its graduate schools, particularly in the sciences, Wayne State boasts the most diverse student body among Michigan?s public universities. Its students represent 49 U.S. states and more than 60 countries.