The Associate Director, Planned Giving, will work in concert with Senior Advancement Staff and Major Gift Officers to build a program that creates an identity and commitment to Suffolk University. This position will identify and secure philanthropic support for the University with a specific focus on the planned gift vehicles that Suffolk University offers. This position will also provide oversight of the planned giving society program goals, the Estate Planning Council, marketing strategy and recognition efforts as well as secure leadership level giving through the support of selected Reunion classes.
STAFFS PLANNED GIVING PROSPECT VISITS TO ENSURE THE ACHIEVEMENT OF FUND-RAISING GOALS:
- Minimum of 75 personal visits and 75 other significant contacts
- Analyze and set giving society goals for the program overall, along with membership giving from alumni, parents and friends.
- Identify, cultivate, solicit and steward current and potential Frost Society donors to achieve increased goals in membership.
- Regularly solicit new Planned Gifts to ensure goals are met.
ASSISTS WITH FROST SOCIETY PROGRAM MANAGEMENT TO ENSURE THE APPROPRIATE CULTIVATION AND STEWARDSHIP OF PLANNED GIVING PROSPECTS.
- Build, implement and manage a volunteer program (Estate Planning Council) to expand giving society membership at all leadership levels.
- Market the Frost Societies of Suffolk with key constituencies.
- Plan, coordinate, supervise and implement the various volunteer activities to reach fundraising goals and objectives for reunion classes and alumni board giving committees, and ensure these committees reach their full potential.
- In partnership with other the Senior Director of Planned Giving and Stewardship, create and maintain fundraising materials, quarterly newsletters and the planned giving website.
- In partnership with Major Gift Officers, Annual Giving and Alumni Relations staff, identify and work with planned giving prospects.
- Support volunteers through regular contact including personal visits, e-mail, and phone.
- Maintain a high level of attention to detail as it relates to managing solicitation reports shared with volunteers, the creation of written solicitation strategies with volunteers, accomplishing projects and tasks in the prescribed timeframe, and keeping colleagues engaged and informed as needed concerning program strategies.
- Plan and implement a giving society stewardship events.
ATTEND UNIVERSITY ADVANCEMENT AND OTHER CAMPUS EVENTS AND MEETINGS TO ENSURE THE SUCCESS OF THOSE EVENTS AND THE COLLEGIALITY BETWEEN OFFICES:
- Attend and staff events including but not limited to Commencement Dinner, Reunion Weekend and others as assigned.
- Collaborate with other University offices to meet Suffolk's fundraising objectives.
- Participate in professional activities to raise Suffolk's visibility in the profession and to stay current with trends in the field.
- Participate as an active member of the university community by attending regular campus meetings and events (athletic events and student performances, Academic Awards, Convocation, and Commencement). Perform other duties as assigned.
REQUIREMENTS/QUALIFICATIONS:
- Bachelor's degree required.
- Prior experience of at least 3 years in development or a related field such as Alumni Affairs.
- Demonstrated ability to work well with, lead, and train a diverse team of volunteers to reach fundraising goals, and work independently and as part of a team.
- Willingness and ability to work confidently with a variety of prospects, donors, and volunteers.
- Excellent written and oral communication skills.
- Superior organizational skills. Demonstrated attention to detail.
- Familiarity in Ellucian's Colleague Advancement module preferred. Proficiency in Microsoft Office.
- Ability to work weekends and evenings when needed.