Location: Newport, RI Category: Education Posted On: Tue Mar 9 2021 Job Description:
The Assistant Vice President of Development & Planned Giving is responsible for the design, direction, and management of a major gift and planned giving program in support of the funding priorities of the University.
The AVP will oversee the major gift program, as well as build a proactive planned giving program that markets planned and blended gifts as a vehicle for major gifts. Additionally, the AVP will support the CAO in the development of plans for Parent Fundraising and Corporate and Foundation Fundraising and will supervise any future fundraisers for these areas.
The AVP will work closely with the CAO and Director of Major Gifts on training and support of the major gift staff members, including development of metrics that ensure success. As part of the Advancement leadership, this position will work with other directors to meet the goals of the division.
The AVP will also identify, cultivate, solicit and steward a portfolio of prospective and current donors with a significant focus on planned giving prospects; and is responsible for managing a comprehensive marketing communications plan and the stewardship of the university's planned giving society (The Ochre Court Society).
ESSENTIAL DUTIES AND RESPONSIBILITIES:
As a major and planned gift officer, the AVP will manage a personal portfolio of up to 150 individual prospects and donors and will be responsible for achieving revenue and engagement targets for the portfolio as agreed upon annually with the CAO.
As the lead and manager of a comprehensive major and planned giving program, the AVP will:
Manage a team of 2 frontline fundraisers responsible for raising unrestricted and restricted funding from individual donors and family foundations with capacity to make contributions of $50,000 and above. Provide ongoing coaching, inspiration training, and support; establish clear metrics and accountability for team members; and ensure an atmosphere that aligns with Mercy values.
Design and launch a comprehensive planned giving program which includes setting program goals, managing relationships with individuals in the Ochre Court Society, and lead marketing and education efforts internally and externally.
Participate in the design and oversee the implementation of plans that will grow revenue from Corporations and Foundations as well as from Parents.
In consultation with the CAO, evaluate and set annual fundraising projections, monitor progress, and adjust plans as needed to meet goals.
Influence the development of individual fundraising strategies for the institution's top solicitors, including the President, Chancellor, Trustees and senior executives.
Apply data analytics and decision-making tools to evaluate fundraising efforts; deploy quality and process improvement techniques to optimize fundraising effectiveness, sustain high-level support, and grow the major gift fundraising levels.
Research, identify, and contact planned giving prospects. Conduct 15 prospect and donor meetings per month.
In partnership with Advancement Operations, redesign and activate a recognition program for planned giving donors. Inviting their inclusion in the Ochre Court Society and in the upcoming campaign.
Work with vendors to develop and manage the use and production of planned giving marketing materials for a targeted audience.
Collaborate with Finance Office to establish protocols and to coordinate life income gift management and donor estate administration.
OTHER DUTIES AND RESPONSIBILITIES:
As assigned by the Chief Advancement Officer.
Must have a minimum of 10+years of experience planned and major giving and with a range of fundraising responsibilities that include management or supervision of fundraising processes
Must have experience closing planned and major gifts at the 6-7 figure level
Must have a strong knowledge base of all aspects of planned giving and blended gift fundraising
Must have knowledge of planned giving IRS rules and regulations
Proven ability to mentor and collaborate with fellow staff
Exceptional interpersonal, organizational, and verbal and written communication skills, and the ability to be effective at engaging with all levels of the University
Demonstrated ability to establish creditability and confidence with donors and prospective donors
Ability to work with ethnically, culturally, and socially diverse students, staff, faculty, and other constituencies
Must have the flexibility and willingness to assume new tasks and special projects
Ability to envision and propose new methods to perform tasks; take thoughtful risks; and accept new and ongoing initiatives, objectives, and solutions to gain sought-after results
Ability to anticipate and embrace change; demonstrate willingness to achieve, acquire, and utilize new skills and challenging tasks; and is flexible in changing conditions
Must have strong technology skills including proficiency in Microsoft Office (Word, Excel and PowerPoint) and use of PG Calc or other planned giving software
Willingness to travel as a representative of the University
Requires occasional nights and/or weekend work
Salve Regina University offers generous benefits to eligible employees including:
health and dental coverage
tuition benefits and more
Salve Regina University strives to provide equal opportunity in employment and education to all employees, students and applicants. No employee, student or applicant shall be discriminated against or harassed on the basis of race, color, national and ethnic origin, sex, sexual orientation, gender identity or expression, religion, disability, age, marital or parental status, military or veteran status, genetic information or any other basis protected by applicable federal or state law, in the administration of Salve Regina's employment policies, education policies, admission policies, scholarship and loan programs, athletic and other University administered programs. In accordance with Title IX, it does not discriminate on the basis of sex in any of its educational programs or activities. Salve Regina is also committed to making its programs and campus accessible to its visitors and compliant with all applicable non-discrimination laws.
Founded by the Sisters of Mercy in 1947, Salve Regina is a private, coeducational university offering a comprehensive and innovative liberal arts education in the Catholic tradition. We empower students to explore their talents through our diverse academic offerings, student organizations, service initiatives and athletic teams. Our collaborative learning environment and vibrant campus community inspire the pursuit of excellence and breach the limits of personal potential.