At the University of Minnesota Foundation (UMF), our mission is to connect passion with possibility, inspire generosity, and support greatness at the University of Minnesota by placing donors at the heart of everything we do and every decision we make. UMF is a nonprofit organization responsible for raising and managing gifts to the University of Minnesota.
As a member of the professional Planned Giving development team, this position participates in the cultivation, solicitation and stewardship of donors to increase both the quantity and size of estate, life-income, and other planned and major gifts in support of the University of Minnesota Foundation. In a highly collaborative environment, this individual will be expected to coordinate efforts with unit based development officers, central development professionals, and other University staff where appropriate.
Please note that candidates will be considered for the Planned Giving Officer vs. Sr. Planned Giving Officer level based on their stated qualifications.
What you’ll do:
Planned Gift Cultivation and Solicitation
Build and maintain relationships with a portfolio of assigned donors and prospects.
Manage in varying stages of involvement a portfolio of prospects and donors to ensure that timely steps are taken toward solicitation.
Make solo and joint (with development colleagues) contacts with prospects to counsel and assist them in their charitable gift planning; design and present planned and blended gift strategies and illustrations.
File timely electronic contact reports on donors and prospects contacted and participate in team prospecting analysis and strategy meetings.
Planned Gift Unit Partnerships, Planned Giving Expertise, Planned Giving Education and Other Responsibilities
Provide planned gift expertise to Foundation staff and regional/campus/collegiate development officers, with assigned units and with individual development officers.
Collaborate with department colleagues to develop and present planned gift educational programs for development officers, and enterprise wide.
Maintain proficiency in the latest planned giving vehicle features and charitable gift law changes and use PG Calc planned gift software programs to develop gift illustrations for presentation to prospects and donors.
Planned Gift Marketing and Prospecting
In collaboration with communications and department colleagues, provide input to planned gift marketing materials and strategies, including: developing key educational messages, identifying target audiences, and selecting donors to be featured.
In collaboration with planned giving colleagues, prepare and present to alumni, staff and faculty, and other audiences on estate and gift planning related topics.
In collaboration with prospect development/research, marketing/communications and department colleagues, develop planned gift prospecting strategies, including identifying key market segments and implementation of targeted strategies.
Planned Gift Stewardship and Other Initiatives
Initiate and monitor stewardship activities for assigned donors in portfolio, as well as in discovery and stewardship pools.
Participate in annual Heritage Society (planned gift donors) event planning and execution.
Collaborate with Donor Relations and development colleagues to facilitate stewardship activities for all Heritage Society members.
Perform other projects, committees and task forces at the Foundation as assigned by supervisor.
Demonstrate commitment to valuing diversity and contributing to an equitable and inclusive working and learning environment (exhibit 100% of the time)
Salary Range
Planned Giving Officer: $86,000 – $96,000/year based on experience and an incentive opportunity of 10%
Planned Giving Officer: $105,000 – $115,000/year based on experience and an incentive opportunity of 10%
We take care of you:
Comprehensive and competitive benefits package that includes medical, vision, dental, and pharmacy coverage; life insurance; retirement; long-term care insurance; and disability coverage.
Work. Stay. Play. The U of M is conveniently accessible by light rail, bus, and bike. And we offer discounted bus transportation through our “U-Pass” program.
The University of Minnesota embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Qualifications:
Bachelor’s degree required.
Planned Giving Officer:
Minimum four years’ experience in planned giving or a closely related field such as estate planning, trust management, or development/fundraising with strong emphasis on planned giving activities.
Sr. Planned Giving Officer
Minimum six years’ experience in planned giving or a closely previous experience in planned giving or closely related field such as estate planning, trust management, or development/fundraising with strong emphasis on planned giving activities.
Ability to work effectively in a complex environment and to collaborate with planned giving team and other teams cross functionally and across the enterprise to meet donor needs.
Excellent interpersonal skills, with the ability to establish and build relationships at all organizational levels.
Demonstrated excellent communication skills including writing, editing, research and presentation.
Attention to detail and demonstrated analytical and problem-solving skills.
Diversity:
The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission. The University is committed to attracting and retaining employees with varying identities and backgrounds.
The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression. To learn more about diversity at the U: https://diversity.umn.edu/.
Employment Requirements
Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment.
Please note: All employees at the University of Minnesota are required to report complete vaccination against COVID-19 or submit documentation requesting a medical or religious exemption on their first day of employment. To learn more, please visit the University’s COVID-19 Response webpage.
How to Apply:
Applications must be submitted online through the U of M Careers site. To submit your application, please follow this link: https://hr.myu.umn.edu/jobs/ext/356471. If you have any difficulties or questions while applying feel free to contact Lucas Gangsei, Talent Acquisition Partner, at [email protected].
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