Director of Gift Planning


Job Identification: 14485
Job Schedule: Full Time

Job Description:
What We Are Looking For

The Director of Gift Planning is responsible for assisting the Assistant Vice President for Planned, Principal & Foundation Giving on programs to secure irrevocable and revocable planned gift commitments from alumni and friends of the University; cultivating, soliciting, and stewarding a portfolio of prospects; collaborating with other development staff members on prospects in their portfolios with interest in planned giving. This position will interact on a consistent basis with University Advancement staff, University President's Council members, Deans and faculty, alumni, donors, and donor prospects.

A Bachelor's degree, three years of related experience, and an active Christian faith are required. Five years of relevant experience is preferred. No equivalency of education and experience will be accepted in lieu of the degree requirement. Applicants must be currently authorized to work in the United States on a full-time basis.

Additional requirement details:

Bachelor's degree and a minimum of three years of experience in positions that involve planned gift fundraising, major gift fundraising work, estate planning, financial advising or wealth management. Successful candidate must have a strong Christian commitment, proven and measurable track record of making appointments with new prospects, successful face-to-face solicitation, negotiation, and closure of outright, blended and/or testamentary gifts. Successful candidate must have a demonstrated ability to work effectively in a team-oriented environment, organizational skills, attention to detail, excellent verbal, written, and interpersonal communication skills and a professional demeanor.

Additional preferred details:

Experience in gift planning or fundraising for higher education and non-profits. Experience with creating and communicating gift illustrations and recommendations to donors. Experience making presentations to large, diverse groups. Experience working with attorneys, accountants, and other professional advisors. Preference for candidates with a law degree and/or experience in estate planning, or as a financial planner, CPA, or trust officer.

What You Will Do

• Cultivate, solicit, and steward a personal portfolio of donors and prospects with specific expertise in planned giving.
• Collaborate/assist directors of development on prospects who are interested in considering planned gift commitments. Prepare proposals and illustrations; work with donors and their professional advisors in completing and documenting planned gifts.
• Collaborate planning/implementation a planned giving marketing plan, including newsletters, direct-mail pieces, website, e-communications and planned giving seminars with AVP.
• Provide information, training, and orientation on planned giving opportunities to Advancement staff and external constituents. Assist with activities to promote the Estate Planning Network through e-communications and seminars.
• Collaborate with AVP in work with Baylor's Office of General Counsel as University Advancement's legal liaison in coordinating gift planning, gift acceptance issues and estates in probate.
• Collaborate with other University Advancement team members, other Baylor staff, and volunteers to inspire trust and encourage creative thinking, and foster cooperation to increase significantly private gifts to Baylor.

What You Can Expect

As part of the Baylor family, eligible employees receive a comprehensive benefits package that includes medical, dental, and vision insurance, generous time off, tuition remission, and outstanding automatic retirement contributions. Baylor has a comprehensive benefits plan that supports you and your family's wellbeing and allows you to be a part of the life of a vibrant and active college campus. To learn more, go to Baylor Benefits & Advantages.

Explore & Engage

Learn more about Baylor and our strategic vision, Illuminate. Also, explore our great hometown of Waco and the many opportunities to engage locally. If you are new to Central Texas, This is Waco!


About Us:
Baylor University is a private not-for-profit university affiliated with the Baptist General Convention of Texas. As an Affirmative Action/Equal Opportunity employer, Baylor is committed to compliance with all applicable anti-discrimination laws, including those regarding age, race, color, sex, national origin, military service, genetic information, and disability. Baylor’s commitment to equal opportunity and respect of others does not undermine the validity and effect of the constitutional and statutory protections for its religious liberty, including, without limitation, the religious organization exemption under Title VII of the Civil Rights Act of 1964, the religious exemption to Title IX of the Education Amendments of 1972, and the Free Exercise Clause of the First Amendment to the United States Constitution, among others. Baylor encourages women, minorities, veterans, and individuals with disabilities to apply. EEO/M/F/Vets/Disabled

To apply, visit https://ejof.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/BaylorCareers/job/14485







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