Planned Giving Officer
Nebraska Wesleyan University is seeking a full-time Planned Giving Officer responsible for managing a portfolio of donors, serving as a planned giving resource for colleagues and collaborating on university planned giving marketing, programming and stewardship designed to grow planned giving support for Nebraska Wesleyan University.
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.
- Collaborates on development and implementation of plan designed to inform all university constituents about the advantages of estate and gift planning, including creation 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 engagement with their assigned 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.
- Assures appropriate acknowledgement and stewardship for all current planned giving donors.
- Maintains up-to-date knowledge of tax issues related to planned giving.
- Performs other duties as assigned.
- Bachelor's degree required.
- Three to five years of fundraising experience including specific experience with planned giving and related tax laws.
- Strong professional writing and interpersonal communication skills.
- Ability to work independently, prioritize tasks and meet deadlines.
- Values collaboration and appreciative inquiry.
- Ability to interact effectively with a variety of stakeholders within and outside of the campus community.
- Must have high degree of accountability and organization, decision-making, and problem-solving skills.
- Ability to listen to and engage constituents while synthesizing information.
- Demonstrated ability to maintain and be responsible for confidential information.
- Computer proficiency with Microsoft Office Suite applications including Word, Excel, Outlook, and online video conferencing applications (Zoom).
- Must possess a valid driver’s license for travel.
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.
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 week of November 7, 2021.