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Job ID: 116681

Gift Planning Specialist
Villanova University


Date Posted Dec. 6, 2018
Title Gift Planning Specialist
University Villanova University
Villanova, PA, United States
Department 604 - University Advancement
Application Deadline Open until filled
Position Start Date Available immediately
 
 
  • Classified Staff
  • Institutional Advancement
 
 


Gift Planning Specialist


Posting Number: 20181945S

Position Type: Staff

Recruitment Type: Internal/External Applicants

Work Schedule: full-time/12-months

Department: 604 - University Advancement

Position Summary

The Gift Planning Specialist, reporting to the Executive Director of Gift and Estate Planning, serves as part of the Office of Gift and Estate Planning. This position will be responsible for managing the marketing, communications, and donor identification on behalf of the Office of Gift and Estate Planning. The Specialist will have responsibility for managing the University's legacy society, the 1842 Heritage Society. The Specialist will bring a balance of creativity and analytics to this position. This position will have no supervisory responsibilities.
Villanova is a Catholic university sponsored by the Augustinian order. Diversity and inclusion have been and will continue to be an integral component of Villanova University's mission. The University is an Equal Opportunity/Affirmative Action employer and seeks candidates who understand, respect and can contribute to the University's mission and values.

Duties and Responsibilities

  • Develop, implement and/coordinate outreach to planned giving prospects. Proactive outreach can occur by phone, email/mail, or in-person, and will be based on existing data and analytics implemented by the Specialist in partnership with University Advancement colleagues.
  • Develop and implement a proactive marketing plan to support existing planned giving donors and to discover new planned giving prospects. Marketing and Communications will include, but is not limited to: managing the relationship with a third-party web vendor; managing the creation and distribution of and follow-up on quarterly e-newsletters and bi-annual print newsletters, interviewing donors for the creation of donor profile stories, managing the distribution of and follow-up on annual or semi-annual surveys, managing the production of brochures and other planned giving literature.
  • Manage a portfolio of donors for the express purpose of donor stewardship, including annual visits with or calls to donors. The donor portfolio may expand to include cultivating and soliciting planned giving prospects.
  • Support planned giving events, including development of invitation/mailing lists, coordination and distribution of invitations, and on-site event support.
  • Perform other duties and assist with projects as assigned.


Minimum Qualifications

  • Bachelors degree required.
  • 3+ years of experience in frontline fundraising, fundraising communications, or fundraising stewardship.
  • Professional and creative writing skills.
  • Knowledge of data management and analytics.
  • Knowledge of planned giving tools, techniques and giving vehicles.
  • Attention to detail.
  • Ability to manage up and influence others.
  • Must be able to work collaboratively.
  • A strong knowledge of and desire to associate with Villanova Universitys mission.
  • Ability to write creatively, with passion and purpose.
  • Ability to analyze data and use data to improve outcome.
  • Ability to communicate effectively to diverse groups of external and internal constituents.
  • Knowledge of general office equipment including personal computers, word processing software, spreadsheet software and database software required. Knowledge of PG Calc software a plus.


Preferred Qualifications

Physical Requirements and/or Unusual Work Hours

Ability to work evenings and weekends as necessary.

Special Message to Applicants

Posting Date: 12/04/2018

Closing Date (12am ET):

Open Until Filled:

Salary Posting Information: Commensurate with experience

Salary Band: I

Job Classification: exempt

To apply, visit: https://jobs.villanova.edu/postings/15269

Villanova is a Catholic university sponsored by the Augustinian order. Diversity and inclusion have been and will continue to be an integral component of Villanova University's mission. The University is an Equal Opportunity/Affirmative Action employer and seeks candidates who understand, respect and can contribute to the University's mission and values. Villanova University is committed to providing leadership in the attainment of equal employment for all individuals. It is the policy and practice of Villanova University to recruit and select applicants on the basis of their qualifications and abilities. This effort is in compliance with all federal and state laws, including Title VI and VII of the Civil Rights Act of 1964, Title IX of the Educational Amendments of 1972, Section 504 of the Rehabilitation Act of 1975, Executive Order 11246, and the Americans with Disabilities Act.

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