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DIRECTOR OF estates stewardship,
The university of Delaware Newark, Delaware

Posted August 16, 2018

The Office of Development and Alumni Relations (DAR) engages donors, alumni, friends, parents, faculty, staff and students in a lifelong relationship and fosters a tradition of philanthropy to strengthen the University of Delaware’s (UD) legacy as one of the great public institutions of higher education in America. The generosity of UD’s supporters is paramount to fulfilling this vision, and DAR plays a pivotal and strategic role in the philanthropic activities of the University.

We are currently seeking an ambitious, energetic leader for the role of Director who will serve as the primary administrator of UD’s gift planning program in the Office of Gift Planning (OGP), a department within DAR. The Director has oversight for the management, planning and implementation of the strategy for all marketing efforts and is responsible for the development and execution of a successful stewardship strategy in support of the more than $100 million in promised gifts to UD.

The Director acts as the liaison with internal and external contacts to ensure the smooth, timely, and accurate administration of the gift planning program. The Director also leads and provides performance management support to an Administrative Assistant role.

Estate Administration (50% time)
•    Develop and oversee systems for the estate administration process to ensure that administration is proceeding in a timely, orderly and legal manner.
•    Create and implement strategy for faster and more efficient management of bequest collections.
•    Oversee life income gift and bequest intention administration.
•    Review individual life income gift accounts, analyzing data and reports, making recommendations for alternate gift options.
•    Serve as primary TIAA Kaspick liaison – oversee annual trust investment review and overall administration of gift planning asset management and administration.
•    Act as primary liaison with the Finance Office to ensure the smooth, timely, and accurate administration of the gift planning program.
•    Oversee gift planning commitments process (Letters of Intent, Gift Agreements, CGAs, CRTs, beneficiary designations, etc).
•    Serve as OGP team liaison with DAR Services (reporting and gift management team).  Ensure data integrity and report accuracy.  Collaboratively create new reports with Services team as needed for effective and efficient fundraising.
•    Design and implement strategies to help gift officers move donors and prospects to make a commitment.
•    Establish a network of professionals to provide referrals for prospects who need advisors, a resource to draw upon for counsel, and a conduit to pass gift planning information to advisors.
Marketing Strategy (30% time)
•    Develop, execute and oversee comprehensive gift planning marketing program including direct mail, web, email, social media, and other appropriate vehicles.  Work with Development Communications team to create and execute strategic goals and objectives.
•    Formulate gift planning marketing initiatives and donor communications to cultivate and solicit prospects and steward donors.
•    Design appropriate segmentation strategies to reach best prospects for various gift options.
Stewardship Strategy (20% time)
•    Develop, manage and execute comprehensive stewardship strategy for 625+ members of the Carillon Circle, UD’s recognition society for legacy donors.
•    Review and enhance current stewardship program for creative individual engagement and stewardship opportunities for high-level planned gift donors.
•    Interact on a regular basis with members of Carillon Circle for cultivation and stewardship purposes.
•    Serve as liaison with Communications and Constituent Relations team to design and implement strategy.
•    Bachelor’s degree with at least six years of relevant fundraising and project management experience, or equivalent combination of education and experience.
•    Prior fundraising experience, significant knowledge of donor relations, marketing, stewardship process and policy is expected. 
•    Proactive, entrepreneurial project manager and strategist who can focus on big-picture concepts and projects while maintaining strict attention to detail. 
•    Strong marketing skills and creativity with knowledge of marketing trends.
•    Professional and personal maturity, confidence, reliability, composure, and stability under pressure. 
•    Strong written, verbal, and interpersonal skills.  Strong analytical and problem-solving skills. 
•    Ability to work effectively in a fast paced environment. 
•    Ability to relate well to people of all ages and build successful relationships with constituents and coworkers. 
•    Ability to handle confidential matters with appropriate discretion. 
•    Ability to supervise and train employees. 
•    Experience in computing skills, including spreadsheets and database management; ability to learn software packages. 
•    Ability and willingness to work occasional nights and weekends.

To Apply: For a complete list of requirements and job duties and to apply online, please visit our web site at The reference number (Job ID) for the position is 105761 .

Equal Employment Opportunity
The University of Delaware is an Equal Opportunity Employer which encourages applications from minority group members, women, individuals with a disability and veterans.  The University's Notice of Non-Discrimination can be found at Employment offers will be conditioned upon successful completion of a criminal background check.  A conviction will not necessarily exclude you from employment.


Posted July 26, 2018

The Aspen Leadership Group is proud to partner with Virginia Commonwealth University (VCU) in the search for a Director of Gift Planning, Monroe Park Campus.

The Director of Gift Planning, Monroe Park Campus will develop, promote, and implement a gift planning program for the Monroe Park Campus of VCU. The successful candidate will collaborate with fundraisers, academic leaders, and faculty in identifying, cultivating, soliciting, and stewarding gift planning prospects and donors.

Virginia Commonwealth University, a major, urban public research university, was designated in 2013 by U.S. News & World Report as one the nation’s “up and coming universities, recognizing its promising and innovative changes in academics, faculty, student life and research.” VCU ranks among the top 50 public research universities in the country according to the Center of Measuring University Performance, especially in the areas of faculty awards, doctorates granted, and the number of post-doctoral fellows.

VCU enrolls more than 31,000 students in 226 degree and certificate programs in the sciences, arts, and humanities across its campuses—the downtown Monroe Park and MCV Campuses, and campuses in Fairfax, Virginia, for the schools of Medicine and Pharmacy, and Doha, Qatar, for the School of the Arts. Hailed for its nationally ranked programs in the arts, social work, and health sciences, VCU is a cutting- edge teaching and research university with an exceptional commitment to excellence, diversity, innovation, and outreach. VCU secured $271 million in sponsored research in FY16.

The Director of Gift Planning will join a team of fundraising specialists who serve as an extension of the decentralized VCU fundraising units. This expert in gift planning will work closely with the Lead Development Officers of VCU’s Monroe Park Campus, as well as the VCU Foundation, School of Engineering Foundation, and School of Business Foundation. VCU has a very young gift planning program, only 3 years old, and this position is a unique opportunity for a professional who enjoys building and implementing new fundraising opportunities. The health sciences campus of VCU has a Gift Planning Officer who will work in partnership with the successful candidate to realize efficiencies and maximize donor-centered fundraising.

A bachelor’s degree is required for this position as is a minimum of seven years of experience in a gift planning position, preferably at an institution of higher education or nonprofit institution. A graduate or law degree or CFP designation or commensurate experience in higher education development is preferred. All applications must be accompanied by a cover letter and résumé.

Virginia Commonwealth University is an equal opportunity/affirmative action employer. Women, minorities, and persons with disabilities are encouraged to apply.

To apply for this position, visit:

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