Program Director of Gift Planning
Description of Work Unit
Colorado State University is a University on the rise. Established as the land-grant institution for the State of Colorado in 1870, Colorado State University is committed to excellence, setting the standard for public research universities in teaching, research, service and extension for the benefit of the citizens of Colorado, the United States, and the world. Student enrollment is approximately 25,000, and the University employs 1,400 academic faculty, 1,900 administrative professionals, and 2,000 classified staff. Colorado State University is located in the city of Fort Collins, a dynamic community with a population of approximately 135,000. Situated 65 miles north of Denver at the western edge of the Great Plains and at the base of the Rocky Mountains, Fort Collins is a gateway to world-class skiing, hiking, fishing and biking. Colorado State University is recognized in national rankings and is the school of choice for Colorado students, with a longstanding legacy of attracting the best and brightest nationally and internationally.
Division of University Advancement is critical to achieving and sustaining institutional excellence through fundraising and engagement efforts. The Division has one of the leading development teams in the country and places a strong emphasis on professional and personal growth for its employees, including educational opportunities, onboarding and mentoring programs.
Fort Collins is known as “The Choice City” because of its proximity to the beautiful Rocky Mountains, excellent schools, 300+ days of sunshine yearly, thriving arts scene, eclectic shops and restaurants, and miles of walking and biking paths.
Office of Gift Planning: The Gift Planning Team serves the entire university providing areas of expertise related to donors who are planning their estates. The team has university wide fundraising responsibilities and assists all colleges and academic units in meeting their private fundraising goals. The team goals are aligned with university fundraising strategic goals. The position will be located in Fort Collins, Colorado and will report to the Assistant Vice President for Gift Planning.
This is the best time to join Colorado State University. Over the past eight years, CSU has consistently surpassed fundraising records, doubled alumni participation in philanthropy, and closed two of the largest gifts in the university’s history. Soon after exceeding its first campaign goal of $500 million in 2012, CSU embarked on a much more ambitious path: The $1 billion “State Your Purpose – The Campaign for Colorado State University.” To date, CSU has raised more than $760 million, and with three years remaining in the campaign, yet another fundraising record will be set.
The Gift Planning team is part of the University Advancement Development (UAD) office which includes other university-wide development teams including Principal Gifts, Corporate and Foundation Relations, Donor Relations and Stewardship, Research and Interdisciplinary Programs and Strategic Initiatives. UAD works in tandem with the colleges and units to secure financial resources to strengthen the university.
The Gift Planning team serves the entire university providing areas of expertise related to donors who are planning their estates. As gift planners, there is an expectation that blended gifts (gifts during lifetime as well as at death) may be in the best interest of the university as well as for the donor. Expertise is provided in areas such as tax implications of giving during life as well as at death, legal ramifications related to split interest gifts, hard to value assets, and estate planning at various ages. The team has university-wide fundraising responsibilities and assists all colleges and academic units in meeting their private fundraising priorities and objectives. It is expected that team members will travel throughout the country and internationally if necessary. The primary objective for Gift Planning is to match the donor’s philanthropic intent with needs of the university, college, department or unit. The position will be located in Fort Collins, Colorado and will report to the Assistant Vice President of Gift Planning.
In addition, this position will be responsible for carrying a prospect portfolio of 75-100 donors. Utilizing the tenets of moves management, prospects will be moved through the pipeline and managed for further cultivation, solicitation and/or stewardship.
This position takes the primary lead on web site creation and maintenance with the assistance of outside vendors (due to the technical nature of Gift Planning).
Required Job Qualifications
- Bachelor’s degree in business, sciences, liberal arts, engineering, public administration or related field
- Minimum of 5 years major gift fundraising or related client relations experience (legal, sales, marketing or financial environments)
- Track record of measurable results in the cultivation, solicitation, securing, closing and stewarding gifts/sales >$100,000
- Willingness and ability to travel and work evenings/weekend hours
- Must have a valid driver’s license or the ability to obtain a driver’s license or access to a licensed driver by the employment start date
Preferred Job Qualifications
- Advanced Degree, CPA, legal or financial field background
- Professional certifications such as CFRE, CFA, JD, or other related professional competencies
- Prior fundraising experience in a university setting or general experience in higher education setting
- Understanding of planned giving options and appropriate application for donors
- Familiarity with legal and financial instruments such as wills, trusts, beneficiary designations, financial statements, etc.
- Exposure and familiarity with large donor data bases such Ellucion Advance and planned giving software such as PGCalc or Crescendo
- Demonstrated ability in understanding the importance of cultivating and maintaining relationships between donors and development staff
- Demonstrated knowledge of and relevant ability with culturally diverse communities among potential target and constituent populations
- Reflecting departmental and institutional values, candidates are expected to have the ability to advance the Department’s commitment to diversity and inclusion.
Job Duty Category Fundraising (prospect management, solicitation, stewardship) Duty/Responsibility
- Identify, cultivate and solicit prospects and steward donors for planned and major gifts. Through this process, work toward meeting or exceeding annual goals. (For FY 17: 100 active prospects; 25 proposals, 125 meaningful contacts, 100 personal visits)
- Oversee and implement a complex system including but not limited to: donor identification, cultivation, gift negotiation, solicitation and stewardship
- Utilizing the tenets of moves management, prospects will be moved through the pipeline and either managed by the Director of Development or moved to a college or unit for further cultivation, solicitation or stewardship
- Assist the University Advancement frontline fundraising team in their efforts to secure bequests, trusts, beneficiary designations, and other gifts and provide ongoing stewardship to donors
- Consult with financial advisors, legal/tax counsel or other trusted fiduciaries to help formulate the best giving options for the donors
- Provide ongoing stewardship to planned giving donors and assist in management of the Frontier Legacy Society
- Work closely with other University Advancement staff in the colleges and units, as well as outside organizations, to ensure effective and efficient gift coordination, support, planned giving information and stewardship.
- Facilitates relationships with donors, potential donors, upper level university administration, and university personnel by providing accurate information, problem solving techniques and strategies, and by identifying university-wide areas for donor engagement
- Develop and implement comprehensive strategy to populate donor interest(s) categories on donor database and collect donor feedback. Collaborates with colleges and units to identify opportunities to efficiently and effectively collect and use information. Disseminate accurate donor information by identifying university-wide areas for donor engagement that align with University fundraising priorities and goals
- Create a strategic plan for solicitation. Formulate and execute strategies and tactics to improve CSU’s donor potential. Conceptualize, and schedule donor visits
Percentage Of Time 70% Job Duty Category Strategic Planning: Duty/Responsibility
- Actively manage and execute external marketing and communication to promote gifts from alumni, parents and friends of CSU through direct mail and electronic communications
- Administer and implement new projects, in partnership with Gift Planning Assistant Vice President, by assuming autonomous responsibility for creating and designing communication pieces, tracking responses, researching biographical data of participants, and implement the appropriate solicitation strategy with participants
- Serve as a resource of information about charitable gift planning and related tax, legal, and investment questions. Maintain awareness of Federal and State legislation and regulations affecting charitable giving
- Work with Gift Planning team to establish objectives, set performance standards and productivity measures and evaluate performance
- Maintain appropriate levels of training and professional development
- Incorporate and embrace the needs of diverse populations in program planning
- Attend both CSU and University Advancement events, programs and meetings
Percentage Of Time 20% Job Duty Category Training, Budget Management, Education Resource: Duty/Responsibility
- Assist the Gift Planning team in preparation for and providing training sessions for staff and volunteers within University Advancement
- Provide input and assistance with the annual budget and goal setting exercise
Percentage Of Time 10%
Special Instructions to Applicants
Please demonstrate in your cover letter and resume any and all of the preferred qualifications that you meet. References will not be contacted without prior notification of candidates.
A $7,500 moving allowance may be negotiated at the time of hire.
This position requires working non-standard hours, including early mornings, evenings, and weekends.
Conditions of Employment
Pre-employment Criminal Background Check (required for new hires), Valid Driver’s License, Travel
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Colorado State University is committed to providing an environment that is free from discrimination and harassment based on race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or pregnancy and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Colorado State University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and Colorado State laws, regulations, and executive orders regarding non-discrimination and affirmative action. The Office of Equal Opportunity is located in 101 Student Services.