Assistant Director of Gift Planning -- Loyola University Chicago

  • 11/30/2017 3:39 PM
    Message # 5608280

    Duties/Responsibilities:

    This position reports to the director of gift planning and works with the director and other advancement staff to support the overall fundraising efforts for the Division. This position is a critical role whose duties are essential to achieving the departmental goals. Under the supervision of the Director of Gift Planning, the duties of this position will include:

    • Management of the endowed fund gift agreement and deed of gift agreement processes to ensure that appropriate approvals are obtained and gifts are recorded accurately in the advancement database.
    • Management of the estate administration process for estate gifts to the University.
    • Management of the notification process of planned gifts and track data entry to ensure proper recording in advancement database.
    • Implementing programs and marketing initiatives to increase and sustain giving through various deferred gift arrangements.
    • Help track and analyze marketing results to determine program effectiveness.
    • Coordinate and respond to inquiries generated from planned giving promotional materials and general development literature. 
    • Assist in the execution of a meaningful stewardship program for members of the Society of the Shield. 
    • Track, report and evaluate engagement with members of the Society of the Shield.
    • Work cooperatively with University faculty, administration, staff, students and other advancement professionals as necessary when securing a deferred gift.
    • Serve as a liaison between Office of Planned Giving and other Advancement departments regarding all areas of gift planning. 
    • Develop, administer, and evaluate projects as required for departmental initiatives. 
    • Participate in Advancement and other University events as necessary. 
    • Seek training necessary to remain current in knowledge of deferred giving issues and vehicles. 
    • Attend professional meetings that relate to the planned giving field.
    • Perform other duties as required.

    Qualifications:

    • Excellent time management, project management, organizational skills and ability to prioritize are essential.
    • Familiarity with higher education fund raising preferred.
    • Strong written and spoken communication and relationship building skills
    • Desire and ability to learn and keep current with planned giving vehicles, best practices and applicable tax laws
    • Ability to work collaboratively with colleagues in a team environment as well as work independently with minimal supervision.
    • Ability to work with diverse constituencies while representing the University with tact and diplomacy at all times.
    • Discretion and an ability to interact with high-level donors.
    • Ability to work closely and effectively with the University’s staff, faculty and administration.
    • Familiarity, knowledge and ability to use all software and systems necessary to meet expectations of position
    • Flexibility to attend evening and weekend events when necessary

    Minimum Education/Experience:

    Minimum two years of advancement or related experience along with a bachelor’s degree required.

    To Apply:  http://www.careers.luc.edu/postings/6336

    Last modified: 11/30/2017 3:42 PM | Joseph Like

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