Planned Gift Director - Higher Ed. jobs in Ventura, CA

Planned Gift Director - Higher Ed. develops and manages a planned giving program for a college or university that generates donor interest and inquiries and translates into current and future planned gifts. Plans and administers giving programs that include deferred giving, estate planning, bequest donations, and other types of giving. Being a Planned Gift Director - Higher Ed. cultivates and solicits planned giving prospects. Requires a bachelor's degree. Additionally, Planned Gift Director - Higher Ed. typically reports to top management. The Planned Gift Director - Higher Ed. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Planned Gift Director - Higher Ed. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

Recently Added Planned Gift Director - Higher Ed. jobs

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Director of Planned and Major Gifts (Hybrid-schedule Available)
  • California Lutheran University
  • Thousand Oaks, CA FULL_TIME
  • Position Category: Staff (Exempt)
    FLSA: Exempt
    FTE: 1
    Location: Thousand Oaks

    University Background:
    The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each persons dignity.

    Basic Function:
    Reports to the Executive Director of Development, the Director of Planned and Major Gifts will play an important role in enhancing gift planning strategy as a function of University Advancement's overall fundraising plans. The incumbent will create, manage, plan, coordinate and implement a comprehensive planned and major giving program; interpret and apply laws and regulations to all aspects of charitable giving; develop and implement a comprehensive marketing plan for planned giving; cultivate and solicit planned gifts; broaden the philanthropic constituency through major gift, blended gift and planned giving donor fundraising.

    The successful candidate will demonstrate excellent communication skills, have a track record of relationship building with various constituent groups, a history of fundraising success, work well on a team, have an entrepreneurial spirit and the know-how to evolve Cal Lutheran's planned and major giving program into a first-rate program.

    Representative Duties:
    Raise gift amounts as established in annual goals and participate as a key team member in the universitys next comprehensive campaign. E
    Initiate gift discussions with and responding to inquiries from donors and prospects. E
    Develop and implement marketing and event strategy for cultivation and stewardship leveraging online platform for lead generation, newsletters, web content, and printed collateral. E
    Engage and steward existing major gift donors, and planned giving donors through the Orville Dahl Society and Remember the Future Society
    Collaborating with other university development officers in gift solicitations, providing expertise in connection with bequests, trusts, charitable gift annuities, gifts of real estate, and other complex assets. E
    Providing technical support and policy construction including accurate documentation of outright gifts and consultation to increase awareness of complex and deferred gift vehicles and to cultivate new donors. E
    Maintaining and further developing current expertise in tax, trust, probate, and other laws affecting charitable giving. E
    Serve as an officer on the California Lutheran Education Foundation. Monitor the administration of estate and trust distributions to the university, including direct interface with legal counsel, trustees, business office, and administrators for estates and trusts that name the university as beneficiary, and to manage the relationship between Cal Lutheran and the estate/trust representatives in a professional manner that results in timely and efficient distributions. E
    Drafting pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to the university. E
    Possibility of leading staff and providing leadership to achieve goals and vision of the organization. Mentor staff to ensure goals are consistently met in an effective and efficient manner. E
    Assisted by the Director of Prospect Research, directs research to identify planned gift prospects and obtain information concerning financial capability, special interests, past history and current connections with the institution, close friends and advisors, and financial contributions to other causes. E
    Works with a portfolio of prospects to chart plans and timetable for each prospect to include cultivation, engagement, solicitation, and appropriate acknowledgement. E
    Carries out personal assignments and visits with specific major gift prospects working with Deans, Senior Administration, trustees, and other key volunteers when appropriate. E
    Maintains a timetable, checklist and reporting system which will show periodically the current "move" for each prospect, what the last action was and what the next step is. E
    Serve as campus partner liaison to divisions and, or centers, as assigned. E
    Participates in reporting sessions with staff members, the President, VP of University Advancement, and key volunteers to keep attention focused on the progress of the planned giving efforts. E
    Works closely with all members of the Advancement team. E

    E=Essential Duties

    Knowledge Of:
    Various planned and major giving instruments and their benefit to individual and charitable organizations
    The workings and processes involved in the function of a Development Office in an academic setting
    Techniques in generating significant commitments from individual sources
    Proposal and report writing skills
    Budget development and management
    Principles and practices of supervision and training
    Interpersonal skills using tact, patience and courtesy
    Oral and written communication skills

    Ability To:
    Communicate gift ideas and techniques.
    Use of specialized software (Raisers Edge and Crescendo).
    Establish and maintain effective working relationships, work effectively with volunteers and other staff members.
    Communicate and coordinate efforts with other development officers and staff.
    Present information in a coherent and compelling fashion.
    Prepare and deliver oral presentations.
    Plan and organize work, meet schedules and deadlines.
    Analyze situations accurately and adopt an effective course of action.
    Operate a computer terminal.
    Prioritize and balance a variety of tasks simultaneously.
    Travel as required to cultivate and solicit gifts.
    Be available for evening and weekend work as needed.
    Maintain a high level of confidentiality.
    Build lasting relationships with prospects and donors.

    Minimum Qualifications:
    Any combination equivalent to: A Bachelors Degree and seven years advancement experience including five years of experience in planned gift fundraising and planned gift marketing and communications.

    Preferred Qualifications:
    Certified Fund Raising Executive(CFRE)
    Planned giving knowledge

    Licenses and Other Requirements:
    Valid California drivers license

    Physical Abilities:
    Working Environment:
    Office environment
    Driving a vehicle to conduct work.
    Evening or variable hours.
    Flexibility to travel is essential

    Posting Number: Staff001072022

    Number of Vacancies:
    Desired Start Date: 08/01/2022

    Position End Date:
    Open Date: 07/08/2022
    Close Date: 9/11/2022
    Open Until Filled: No

    Application Procedure/Special Instructions:
    To apply, visit https://careers.callutheran.edu/postings/9697

    California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and Universitys policies, procedures, and processes.

    Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.

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  • 14 Days Ago
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Singer
  • Worship Leader/ Music Director
  • Moorpark, CA CONTRACTOR,PART_TIME
  • Hi, my name is Kye! I've been doing music for most of my life. I play piano, bass, guitar, drums, and sing! I've recently come into a Worship Leader/ Music Director position and we need singers for ou...
  • 28 Days Ago
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Church Musician
  • Worship Leader/ Music Director
  • Moorpark, CA CONTRACTOR
  • Hi, my name is Kye! I've been doing music for most of my life. I play piano, bass, guitar, drums, and sing! I've recently come into a Worship Leader/ Music Director position and we need guitarist, bas...
  • 28 Days Ago
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Medical Office Receptionist
  • Planned Parenthood California Central Coast
  • Ventura, CA FULL_TIME
  • Planned Parenthood California Central Coast (PPCCC) values diversity, equity, and inclusion. We believe we are most impactful when people with a wide range of backgrounds, experiences, and identities ...
  • 14 Days Ago
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Tax Manager / Senior Manager - Estate/Gift/Trust Group
  • HCVT
  • Westlake, CA FULL_TIME
  • Focus. Clarity. Commitment. HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public com...
  • 4 Days Ago
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Registered Nurse (RN), ED
  • Community Memorial Healthcare
  • Ventura, CA OTHER
  • Compensation Salary Range: $45.76 - $72.20 / hour The pay range above represents the lowest possible rate for the position and the highest possible rate. Factors that may be used to determine where ne...
  • 18 Days Ago
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0 Planned Gift Director - Higher Ed. jobs found in Ventura, CA area

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Director of Operations
  • Accordance Search Group
  • Qualifications: 10 years of experience; must have direct experience in manufacturing, supply chain, and engineering 4 ye...
  • 4/26/2024 12:00:00 AM
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Development Director
  • Environmental Defense Center
  • Santa Barbara, CA
  • The Environmental Defense Center (EDC), one of the nation’s longest running non-profit environmental law firms, is seeki...
  • 4/26/2024 12:00:00 AM
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Director of Operations
  • Devereux Advanced Behavioral Health
  • Santa Barbara, CA
  • Company Background Devereux Advanced Behavioral Health (https://www.devereux.org) changes lives – by unlocking and nurtu...
  • 4/26/2024 12:00:00 AM
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Executive Director
  • Career Blazers Nonprofit Search
  • Ventura, CA
  • Executive Director - Ventura Ventura, CA On-site Position Overview Be a part of a nonprofit organization dedicated to ai...
  • 4/25/2024 12:00:00 AM
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Director of Operations
  • Robert Half
  • Thousand Oaks, CA
  • Robert Half has partnered with an estblished and growing medical practice (7 locations in Southern California) in search...
  • 4/25/2024 12:00:00 AM
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Director of Programs
  • Girls Inc. of Greater Santa Barbara
  • Santa Barbara, CA
  • To Apply: Submit resume with relevant coursework (unofficial transcripts) to hiring@girlsincsb.org. Girls Inc. of Greate...
  • 4/25/2024 12:00:00 AM
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Assistant Director of Nursing
  • Valle Verde - a HumanGood community
  • Santa Barbara, CA
  • Valle Verde in Santa Barbara, recently named "Best Continuing Care Retirement Community in the U.S." by Newsweek magazin...
  • 4/23/2024 12:00:00 AM
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Executive Director
  • Career Blazers Nonprofit Search
  • Ventura, CA
  • Executive Director - Ventura Ventura, CA On-site Position Overview Be a part of a nonprofit organization dedicated to ai...
  • 4/23/2024 12:00:00 AM
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About Ventura, California

Ventura is located northwest of Los Angeles on the California coast. The western portion of the city stretches north along the Ventura River and is characterized by a narrow valley with steeply sloped areas along both sides. The steep slopes of the Ventura foothills abut the northern portion of the community. Much of the eastern portion is on a relatively flat alluvial coastal plain lying along the western edge of the Oxnard Plain. The Santa Clara River forms the city's southerly boundary with the city limits reaching up to the beginning of the Santa Clara River Valley at the historic communit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Planned Gift Director - Higher Ed. jobs
$98,978 to $146,011
Ventura, California area prices
were up 2.5% from a year ago
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