Planned Giving Officer

$80,000 - $95,000 yearly
  • Nebraska Wesleyan University
  • 5000 Saint Paul Avenue, Lincoln, NE, USA
  • Apr 19, 2024
Full time Development/Advancement/Fundraising Legal Affairs

Job Description



Nebraska Wesleyan University is seeking a full-time Planned Giving Officer responsible for coordinating the overall planned giving program including marketing, program development and stewardship designed to grow planned giving support for Nebraska Wesleyan University. This position is also responsible for engaging and facilitating the philanthropy of planned gift donors.

 

NWU offers a competitive wage and comprehensive benefits plan including Health, Dental and Vision Insurance, Life Insurance, Disability benefits, Retirement, seven weeks of paid time off per year through vacation and holidays, and 100% tuition discount for dependents after one year of service.  Final salary will be determined after evaluation of education and experience.

Responsibilities:

·       Plans and implements programs designed to inform all university constituents about the advantages of estate and gift planning, including development of marketing strategies, marketing materials and direct mail.

·       Maintains tracking system, including expectancy database, files, records, and call reports for planned giving donors and donor prospects.

·       Identifies, cultivates and solicits planned giving and major gift donor prospects; conducts a full schedule of identification, cultivation, solicitation, and stewardship visits. 

·       Collaborates with advancement colleagues regarding appropriate stewardship of their assigned planned giving donors. 

·       Assures appropriate acknowledgement and stewardship for all current planned giving donors. 

·       Provides information on planned giving appropriate to the situations of individual donor prospects, prepares individualized solicitation materials and provides technical support.

·       Establishes annual plan, priorities, and objectives for planned giving program.

·       Maintains up-to-date knowledge of tax issues related to planned giving.

·       Performs other duties as assigned.

Qualifications:

·       Bachelor's degree required. Juris Doctorate preferred.

·       Minimum of five years of fundraising experience including specific experience with planned giving and/or financial planning. 

·       Must have strong professional writing and interpersonal communication skills.

·       Ability to work independently, prioritize tasks and meet deadlines.

·       Ability to demonstrate commitment to collaboration and appreciative inquiry.

·       Ability to interact effectively with a variety of stakeholders within and outside of the campus community.

·       Strong decision-making and problem-solving skills.

·       Ability to listen for understanding.

·       Commitment to integrity and protection of confidential information.

·       Computer proficiency with Microsoft Office Suite applications including Word, Excel, Outlook, SharePoint, Teams, and online video conferencing applications (Zoom).

·       Must possess a valid driver’s license for travel.

Commitment to Diversity:

Diversity is a core value of Nebraska Wesleyan University’s mission and we embrace it as a source of strength. Applicants should demonstrate how they are able to enhance and embrace this University core value by including a diversity statement with their application materials.  

Nebraska Wesleyan University provides equal educational and employment opportunities to qualified persons in all areas of university operation without regard to religion or creed, age, genetic information, gender identity and expression, sexual identity and orientation, veteran status, disability, marital status, race, or national or ethnic origin, in compliance with state and federal laws, including but not limited to Title XII, Title IX, and the ADA. E-Verify, EOE.  

How to Apply:

Applicants should submit a cover letter, a resume, a diversity statement as a writing sample, and the names and contact information for three professional references at the following URL: https://nebrwesleyan.applicantpro.com/jobs/. Review of applications will begin immediately.  Notification of initial interviews is expected to begin the late April / early May.

Please visit the NWU website for more information about our institution: nebrwesleyan.edu

Application Details (to apply use the Apply Now button below.)


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