Concordia University - Irvine Ca
  • Development - Major & Principal Gifts
  • Irvine, CA, USA
  • Full-Time

The Office of University Advancement is responsible for the development, coordination and implementation of external communications and all fundraising and friendraising activities, including alumni & family relations and church & community relations. The Office of University Advancement is an integral part of the university's ministry and outreach. The primary goal for the Director of Planned Giving is the identification, cultivation and solicitation of estate & planned gifts to Concordia University Irvine. As a member of the Donor Visitation Team, he/she is responsible for developing donor relationships and estate solicitation strategies among planned and major gift prospects. The Director will also coordinate the cultivation and servicing of estate giving prospects and donors. Working with the Executive Director of Major and Principal Gifts and Advancement staff, the Director will devise promotional, marketing, and outreach strategy to estate gift prospects and assist in the cultivation and servicing of deferred giving prospects and donors. He/she will also solicit annual and major gifts/pledges from current and prospective donors for capital projects and other university priorities. All activities of this position are to make a contribution to the fulfillment of the mission of the university.

Essential Duties and Responsibilities Include:

  • It is anticipated that 50% of the Director's time should be spent directly on the cultivation of new planned gifts.
  • Identify new Estate and Major gift prospects; develop and implement strategies to introduce, cultivate and solicit gifts.
  • Manage a portfolio of 150-200 Estate and Major gift prospects and current donors.
  • Conduct a minimum of 20 visits per month with prospects and donors.
  • In conjunction with the broader Donor Visitation Team, identify and cultivate a minimum of 30 new planned gifts or major donors per year.
  • Develop a list of major donor prospects and assist university-wide effort to identify, cultivate, and solicit major donors.
  • Serve as the primary lead on developing planned giving models for the Department and University.
  • Responsible for interacting with attorneys and successor trustees of matured donor wills and living trusts.
  • Support the EVP and University President in the coordination and solicitation of all members of the Boards of Trustees and Regents for estate gifts and membership in the Great Commission Society. Challenge other volunteer board members to join the Great Commission Society as appropriate.
  • Remain up-to-date in gift planning theory and practices. Be familiar with current tax codes, social security issues and retirement plans to serve as a resource to donors, prospects and the broader University Advancement team.
  • Oversee and coordinate the production of newsletters and direct mail pieces regarding planned giving at Concordia.
  • Manage ongoing communication and outreach efforts pertaining to planned giving in conjunction with other members of the University Advancement staff and Marketing Department.
  • Produce and conduct a minimum of three Concordia estate planning workshops per year either on or off campus.
  • Serve as a resource to congregations in the areas of estate planning and endowments.
  • Coordinate with the Office of the President and the Office of University Advancement in Major Gift activities, including scheduling dinners, letters, and other donor facing events.
  • Establish and/or support a network of professional advisors (Planned Giving Advisory Committee) to serve as an asset to donors and University advancement efforts.
  • Solicit donors & prospects to join the various giving clubs (President's Club, Business Partners, Patron of the Arts and Friends of CU).
  • Participate in department sponsored events; attend university cultural, sporting and Friends of Concordia University events; and promote/represent the university as needed among a variety of constituencies.
  • Available to travel and spend extended periods away from home and office
  • Other duties as may be assigned from time to time

Requirements and Qualifications: 

  • A minimum of a Bachelor's degree from a four-year college or university;
  • At least three years of fundraising experience and knowledge of estate planning strategy; or
  • An equivalent combination of education and experience.
Concordia University - Irvine Ca
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