Nebraska Wesleyan University is seeking a full-time Planned Giving Officer responsible for the 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 managing a full donor portfolio.
- Plans and implements programs designed to inform all university constituents about the advantages of estate and planned gifts, including development of marketing strategies, marketing materials and direct mail.
- Maintains strategies and tracking system, including expectancy database, files, records, and call reports for each planned giving donor and donor prospect.
- Identifies, cultivates and solicits planned giving donor prospects; conducts a full schedule of identification, cultivation, solicitation, and stewardship visits.
- Collaborates with advancement colleagues about appropriate stewardship of their assigned planned giving donors. Assures appropriate acknowledgement and stewardship for all assigned planned giving donors.
- Provides information on planned giving appropriate to the situations of individual donor prospects and prepares individualized solicitation materials and technical information.
- Establishes annual plans, priorities, and objectives for planned giving program.
- Maintains up-to-date knowledge of tax issues related to planned giving.
- Performs other duties as assigned.
- Bachelor's degree required.
- Must have three to five years of development experience and experience in estate and planned gift techniques and related tax laws. One year is required to gain full job familiarity.
- Must have knowledge regarding the instruments of planned giving, philanthropic tax laws, and the technicalities of estate and planned gifts.
- Must have strong oral and written communication skills.
- Must be able to work independently, prioritize tasks, and meet schedule deadlines.
- Familiarity with Nebraska Wesleyan University.
- Must be able to operate a computer, a calculator, a telephone, and an automobile.
- Adaptable, flexible and eager to work collaboratively with colleagues to achieve department goals.
- Ability to work independently, prioritize multiple projects, and meet deadlines.
- Ability to interact effectively with a variety of stakeholders within the campus community.
- Must be computer proficient, with knowledge of Microsoft Office Suite applications.
- Must have high initiative, confidence, integrity, strong work ethic.
Diversity is a core value of Nebraska Wesleyan University’s mission and we embrace it as a source of strength. Applicants are encouraged to demonstrate how they are able to enhance and embrace this University core value in a diversity statement submitted as part of 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.
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 and continue until the position is filled.
NWU offers a competitive wage and comprehensive benefits plan including Health Insurance, Life Insurance, Disability benefits, Retirement, seven weeks of paid time off per year with vacation and holidays, and 100% tuition discount for dependents after one year of service.