Planned Giving Officer III / Senior Planned Giving Officer Job at Auburn University
Position Details
Position Information
Requisition Number
S2432P
Home Org Name
Development HR Employment
Division Name
Vice President for Development
Position Title
Planned Giving Officer III / Senior Planned Giving Officer
Job Class Code
OA05C / OA44
Appointment Status
Full-time
Part-time FTE
Limited Term
No
Limited Term Length
Job Summary
The Auburn University Office of Advancement team seeks a Planned Giving Officer to serve as a valued member of the gift planning and advancement teams and work in tandem with constituent development officers to secure outright, blended, and deferred gifts in support of Auburn University and its affiliates! This individual is assigned leadership responsibilities from the Senior Director and will need to harness experience to devise high level technical charitable estate planning strategies that compliment higher education institutional goals. They will serve as a mentor to Gift Planning and frontline Development Officers and will help them navigate more complex donor strategies. The Gift Planning Officer III will have advanced knowledge of estate planning, taxation, charitable estate planning, and gift planning vehicles.
The GPO will work with the Senior Director in implementing the strategic advancement of the gift planning program to include marketing initiatives, data management and reporting, estate gift processing, active management of the life insurance program, internal and external education and training, lead generation and tracking, and staying abreast of changing tax laws, and IRS rules and regulations pertaining to charitable estate planning.
Why do YOU want to work for Auburn University Advancement?
The GPO will work with the Senior Director in implementing the strategic advancement of the gift planning program to include marketing initiatives, data management and reporting, estate gift processing, active management of the life insurance program, internal and external education and training, lead generation and tracking, and staying abreast of changing tax laws, and IRS rules and regulations pertaining to charitable estate planning.
Why do YOU want to work for Auburn University Advancement?
- Discover your “Pinnacle Career Experience!”
- Collaborative team dedicated to achieving excellence and supporting the Auburn mission
- Beautiful workspace and flexible schedule
- Purposeful work that will make a positive impact and enhance the student experience at Auburn University!
About Auburn: Auburn was named by Forbes Magazine as one of the state of Alabama’s best employers, with employees staying an average of ten years! Learn more about Auburn’s impact, generous employee benefits, and thriving community by visiting aub.ie/working-for-auburn.
It’s a Lifestyle: The Auburn/Opelika area is a page right out of Southern Living magazine with an idyllic small-town feel, perfecting a unique balance between a close-knit community and driving consistent growth and development. Paralleling the exponential growth of Auburn University, the Auburn/Opelika area boasts services and amenities that cater to any interest. We’re proud of our top school systems, city services, award-winning restaurants, and the infectious spirit of life in a college town. You can find us nestled halfway between the beach and the mountains in a lower-cost-of-living area, two hours outside of Atlanta or Birmingham. If you’re new to Auburn, we’d love to introduce you. If you’re already acquainted with Auburn, we’ll keep it simple: it’s time to come home!
Our Commitment: Auburn University is committed to a diverse and inclusive campus environment. Visit auburn.edu/inclusion to learn more about our commitment to expanding equity and inclusion for all.
Essential Functions
The GPO will work with donors, advisors, family members, constituent development representatives and others to develop meaningful philanthropic goals along with a tax/financially smart road map to achieve those goals.
- Manage a portfolio of 100 (MOL) planned gift prospects.
- Personally identify, qualify, cultivate, solicit and steward a portfolio of donors to develop individualized giving plans that provide financial support to Auburn University tax exempt entities.
- Personally make face to face visits with suspects/prospects/donors for qualification, cultivation, solicitation, and stewardship.
- Become proficient in mission, vision, and programs within the university and be able to relay that into a compelling case for support.
- Assist donors and their advisors in establishing philanthropic vision, goals and plans and record this information in the donor management system.
- Research, prepare and present philanthropic giving proposals to donors/prospects
- Complete designated gift plans, endowments, gift agreements, call reports and legacy paperwork on a timely basis.
- Keep accurate and up to date information related to all activities with donors and prospects in the designated systems.
- Remain current on changes in income, estate, and gift tax related rules, regulations, and trends.
- Engage in professional organizations related to the field of gift planning, advancement, and higher education.
- Develop relationships with professional advisors to enhance future gift commitments.
- Participate in development of marketing strategies, donor recognition plans, stewardship plans, George Petrie Society activities, and other donor society and appreciation events.
- Be proficient in donor management or CRM systems, planned giving calculation software (PG Calc or Crescendo), Microsoft suite of tools, financial planning software programs.
Minimum Qualifications
Minimum Qualifications
Planned Giving Officer
III
($64,700-$116,500)
Bachelor’s degree plus 6 years experience in fundraising, marketing, sales, and/or public relations.
Senior Major Planned Giving Officer ($82,600-$156,900)
Bachelor’s Degree from an accredited institution plus (7) or more years of gift solicitation experience, development, fundraising, or marketing with at least 2 or more years in a higher education setting. A demonstrated record of successful major gift solicitations and experience designing and executing donor identification, cultivation, solicitation and stewardship strategies.
Must possess a valid drivers license.
Bachelor’s degree plus 6 years experience in fundraising, marketing, sales, and/or public relations.
Senior Major Planned Giving Officer ($82,600-$156,900)
Bachelor’s Degree from an accredited institution plus (7) or more years of gift solicitation experience, development, fundraising, or marketing with at least 2 or more years in a higher education setting. A demonstrated record of successful major gift solicitations and experience designing and executing donor identification, cultivation, solicitation and stewardship strategies.
Must possess a valid drivers license.
Minimum Skills, License, and Certifications
Minimum Skills and Abilities
Minimum Technology Skills
Minimum License and Certifications
Must possess a valid drivers license.
Desired Qualifications
Desired Qualifications
Experience in Estate Planning, Planned Giving, Financial Planning, Accounting, Legal, Registered Representative, Insurance.
Preferred Designations: CFP, CLU, ChFC, CPA, JD, CAP
Preferred Designations: CFP, CLU, ChFC, CPA, JD, CAP
Posting Detail Information
Salary Range
$64,700 - $156,900
Job Category
Development/Alumni Affairs
Working Hours if Non-Traditional
City position is located in:
Auburn
State position is located:
Alabama
List any hazardous conditions or physical demands required by this position
Posting Date
02/15/2023
Closing Date
EEO Statement
Auburn University is committed to an inclusive and diverse campus environment. Women, underrepresented groups, individuals with disabilities and veterans are encouraged to apply.
AUBURN UNIVERSITY IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER. It is our policy to provide equal employment opportunities for all individuals without regard to race, sex, religion, color, national origin, age, disability, protected veteran status, genetic information, sexual orientation, gender identity, or any other classification protected by applicable law.
AUBURN UNIVERSITY IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER. It is our policy to provide equal employment opportunities for all individuals without regard to race, sex, religion, color, national origin, age, disability, protected veteran status, genetic information, sexual orientation, gender identity, or any other classification protected by applicable law.
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