VISION: Transform the university through the power of generosity.
MISSION: Unite donor passions with university priorities to elevate the impact of Oklahoma State University.
DEPARTMENT PURPOSE: The office of Estate and Gift Planning exists to raise significant support for Oklahoma State University by providing exceptional expertise and outreach to donors and their professional advisors with interest in charitable estate planning to benefit Oklahoma State University.
PRIMARY PURPOSE: Under the direction of the Assistant Vice President of Estate and Gift Planning, the individual in this position will solicit private significant support from alumni and friends for Oklahoma State University and will coordinate these initiatives with other OSU Foundation fundraising activities. The Senior Director of Estate and Gift Planning supports the core business of securing and stewarding private gifts for OSU primarily – but not exclusively – through gifts made by will, trust, life insurance and life income arrangements.
KEY AREAS OF FOCUS:
Gift Planning Fundraising:
- Responsible for independently - and in cooperation with other Development Officers - performing identification, qualification, cultivation, solicitation and stewardship of planned giving prospects with an emphasis on prospects capable of giving in the $100,000+ range.
- Responsible for creating appropriate strategies and follow up for each prospect/donor.
- Facilitate relationships between potential and current donors and the OSU Foundation Development team on behalf of Oklahoma State University, and actively engage faculty and administrators in fundraising opportunities.
- Maintain an active schedule of contacts, solicitations and stewardship activities for a body of key prospects.
- A sustained annual fundraising production of $3,000,000 to $6,000,000 in planned gifts.
- Conduct a minimum of 100-125 personal visits with donors, prospective donors, and their advisors to solicit planned gifts and major gifts, manage a portfolio of 75-100 active donors and prospects.
- When appropriate serve as secondary moves manager to assist constituency development officers in developing planned gift potential of their assigned prospects.
- Travel approximately 50% of the time locally, regionally, and nationally as appropriate for donor management.
- Cultivate relationships with professional advisors through face to face visits, proactively providing gift planning information specific to OSUF, and attending local/regional planned giving council meetings.
- Provide technical support and estate and tax planning expertise for constituency development officers and assist them with the cultivation and solicitation process as appropriate.
- Report and track fundraising progress through the use of contact reports, prospect management and other communication tools to ensure efficient and effective communication.
- Successfully solicits 18-24 planned/major gifts annually.
- Participate in ongoing gift planning educational and professional development presentations for both internal staff and external constituencies.
Guide & Advance Funding Priorities:
- Provide strategic direction for assigned fundraising priorities and programs and plan strategies for priority prospects.
- Sustain annual fundraising production with goals established annually.
- Perform and evaluate fundraising tasks and/or projects with appropriate supervision.
Donor Engagement and Stewardship:
- Develop and engage volunteers, donors and colleagues in productive long-term relationships.
- Partner with colleagues in donor relations, corporate and foundation relations, annual giving, planned giving and regional programs to engage constituency base in each area.
- Develop and execute engagement and stewardship plans for specific assigned prospects.
- Provide volunteer leadership and management as needed.
Operational/Administrative:
- Assist with the development and management of individual travel budget annually.
- Other duties as assigned.
JOB COMPETENCIES AND EXPERIENCE:
Education & Certifications:
- Bachelor’s degree from an accredited college or university with major course work in business, marketing, or related field required. J.D. degree with experience in estate and tax planning highly preferred.
Experience:
- A minimum of 10 years’ experience in estate and tax planning, with fundraising experience with planned gifts preferred.
- Ability to effectively manage complex environments, people and situations.
- Proficiency and knowledge in developing and executing client/donor strategies.
- Excellent written and oral communication skills.
- Proven sense of humor and ability to have fun.
Organizational Competencies:
- Effective Communication: Listens well and highly persuasive in communications; presents ideas in a manner which actively engages others; takes action to reduce communication barriers, diffuses conflict before it starts and works proactively to create and maintain effective communication across and within the organization.
- Execution & Initiative: Holds self-accountable for achieving standards of excellence and results for the organization; seeks out understanding of both donor needs and internal processes; continuously pursues improvement of the organization’s performance.
- Teamwork/Interpersonal Skills: Demonstrates commitment to employee engagement and leverages programs and tools to build business plans and monitor progress.
- Problem Solving/Judgment: Understands and reinforces teams’ use of approved policies and procedures to ensure compliance; looks more broadly across multiple lines of business to identify opportunities and pro-actively solve problems and implement solutions.
- Adaptability/Flexibility: Partners with other colleagues to explore implications of shifting dynamics; communicates in an effort to engage team members and partners in change efforts.
- Courage & Conviction: Takes responsibility for team outcomes regardless of success and learns from all results; practices ethical decision making and encourages the same in others.
- Donor Centered: Ensures team understands the importance of donor-centered service in accordance with OSUF standards.
PHYSICAL REQUIREMENTS: Must use a computer terminal and view a computer screen for extended periods of time. Must talk in person or by phone (frequently and sometimes for extended periods) to people on campus and across the country. Must constantly use visual acuity to check printed and designed materials of various types. Must be able to navigate within the OSU Foundation. Typical office working conditions. Ability to travel regionally and nationally.
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