Director Of Planned & Principal Giving

Job no: 536765
Work type: Management (MPP)
Location: Fresno
Categories: MPP, At-Will, Fundraising & Alumni Relations, Full Time
Position Description

JOB SUMMARY

The Director of Planned and Principal Giving reports to the Vice President for University Advancement and is a member of the University Advancement’s Executive Team. The Director is responsible for managing and facilitating the creation of deferred and outright gifts to Fresno State by working in partnership with prospects philanthropic partners, philanthropic partners, financial and legal professionals, UA staff and campus leadership. The Director will plan and implement outreach and solicitation strategies on behalf of Fresno State, including providing support to one or more volunteer and/or philanthropic partner groups.
Planned and deferred giving is a continued growth area for Fresno State under the leadership of UA, with a goal of securing 30%+ of the annual goal. This position will play a key role in networking with financial and legal professionals, outreach to emeriti faculty and staff and working in partnership with colleagues across UA.

KEY QUALIFICATIONS

• Knowledge of budgets, institutional planning, and fiscal analysis to make strategic business decisions.
• Knowledge of campaign and fundraising best practices, trends, tools, and technology including applicable guidelines and compliance requirements.
• Knowledge of business and management principles involved in strategic planning, resource allocation, leadership technique, production methods, and coordination of people and resources.
• Knowledge of computer office systems and ability to use a broad range of technology, systems, and software packages (Microsoft Office Suite, Google, Excel, and PowerPoint).
• Demonstrated track record in working with individuals and groups, ability to work as a member of a team.
• Recognition of the importance of education to individuals and society as a whole.
• Excellent interpersonal skills, strong written and oral communication skills.
• Highly motivated and proven self-starter, creative and entrepreneurial characteristics.
• Capacity to inspire confidence, trust, and cooperation with an ability to work independently as well as with a team.
• Ability to work effectively with faculty, staff, alumni, and friends of the university from diverse ethnic, cultural and socioeconomic backgrounds.
• Flexibility to travel as needed to develop and maintain relationships.
• Competency and experience with the use of Word, Excel, PowerPoint, email, and the internet.
• Ability to manage and evaluate program operations, systems and information and provide data for review in developing and implementing strategies to enhance processes and meet programmatic goals.
• Organizational and time-management skills with the ability to work under pressure and manage multiple tasks and projects under competing deadlines and maintain flexibility in response to constantly shifting priorities.
• Ability to develop and implement short and long-term plans and initiatives, conduct on-going review and evaluation, and prepare and present reports or information with reliable conclusions and recommendations.
• Collaborate with others to help advance the goals of the division and university.
• Show courtesy and respect towards others and promote a positive and service oriented collegial work environment.
• History of regular attendance and positive performance evaluations.
  To view the full list of qualifications and job responsibilities, please click the Position Description button above.

EDUCATION AND EXPERIENCE

• Bachelor’s degree required from a regionally accredited institution.
• Minimum of five years of increasingly responsible and successful fundraising experience or professional experience with transferable skills such as sales, marketing, or public relations.
• A minimum of two years of professional fundraising experience with success in planned giving or professional experience in financial or legal services with experience in gift and estate planning, trust management and charitable tax laws.
• Demonstrated track record in working with individuals and groups, ability to work as a member of a team, recognition of the importance of education to individuals and society.
• Exposure to management, including budgetary responsibilities.
• Experience with a nonprofit organization.
• Experience with comprehensive campaigns, major gift solicitation, or constituent relations.
• Preferred Skills:
• Master’s or other advanced degree preferred.
• Experience/background in higher education.
• Experience with alumni/donor databases and campus applications such as Advance, Reeher or Raiser’s Edge.

DEPARTMENT SUMMARY

University Advancement’s (UA) mission is to inspire and increase engagement and philanthropy for Fresno State by putting alumni, friends, and the philanthropic partner at the center of what University Advancement does, thereby focusing on the individual being the hero of their own story. UA fosters pride and connections that result in engagement and giving for Fresno State. The division works with alumni, friends, and external stakeholders to broaden the resources available to the University, thereby strengthening the impact of higher education to prepare the next generation of leaders and to elevate our beloved San Joaquin Valley, the state, and beyond. Providing engagement opportunities is a primary role of the division, with every interaction focused on increasing interaction to Fresno State and its mission. UA ensures that a strong brand inspires and deepens the University’s bond with the public it serves. As such, it advances communications that uplift the image and reputation of the University and supports the University’s strategic plan.

Please refer the Job description for details