Director Of Gift & Estate Planning Bardi

Director Of Gift & Estate Planning
Bardi
Emilia Romagna, Bardi

Director of Gift & Estate Planning To view the position details and/or apply to a position, click on the View Details link below the Job Title.

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Posting Details Posting Number: 20254270S

Position Title: Director of Gift & Estate Planning

Position Type: Staff

Location: Villanova, PA

Recruitment Type: Internal/External Applicants

Work Schedule: full-time/12-months

Avg Hours Week

Department: 604 - University Advancement

Ignite Your Career at Villanova University!

Whether undergraduate or graduate, faculty or staff, each community member brings with them a wealth of experiences that enrich our University and shift our perspectives.

As a part of this community, your work will improve lives and ignite change!

Why work at Villanova?

Join a mission-driven organization.

Since Villanova University's founding in 1842, we have been inspired by the values of truth, unity, and love, and are a community dedicated to service to others.

Villanova has been included among the nation's best colleges and universities.

VU's inclusion again in U. S.

News & World Report's 2023 "Best Colleges" rankings is another indication of the University's continued prominence and forward momentum.

We believe that an inclusive community fosters an understanding and appreciation for diversity among our students, faculty, staff and administrators.

The Office of Diversity, Equity and Inclusion works to address issues of equity and justice in a variety of ways including workshops, events and employee resource groups.

Villanova's most precious asset is our people.

As an employee, you will receive a holistic benefits package, generous paid time off, a competitive retirement savings plan, flexible work options, wellness programs including gym membership, professional development, tuition assistance, and more.

Villanova University has embarked on a 10-year strategic plan, Rooted.

Restless.

, with the goal of enhancing the Augustinian Catholic living and learning experience for all members of our community.

University Advancement is seeking exceptional talent to join our mission-driven team working together toward our shared vision for Villanova, fueled by the generosity of the University's philanthropic supporters as we "keep moving" in the spirit of St. Augustine in the public phase of Villanova's comprehensive capital campaign: Espiritus Nova.

The Director of Gift & Estate Planning, reporting to the Senior Director of Gift & Estate Planning, serves as part of Villanova's Office of University Advancement.

This position will be primarily responsible for educating and inspiring Villanova University alumni, faculty, staff and friends to support the Espiritus Nova campaign for Villanova primarily through planned, but also cash gifts.

The Director will also serve as a resource to and partner with colleagues within Villanova's Office of University Advancement, as well as carry an individual portfolio of donors and donor prospects.

The Director must be comfortable with discussing and effectively communicating deferred giving concepts and tax advantageous philanthropy tools.

The Director will supervise a Planned Giving Officer and will be tasked with project-based responsibilities at the discretion of the Senior Director of Gift & Estate Planning.

Duties and Responsibilities: Manage and develop sincere and professional relationships with individuals, families, and their advisors within a dynamic portfolio of approximately 125 major and planned gift donors and donor prospects.

Set stretch, but realistic, annual objectives for personal visits, portfolio penetration, solicitations, and closed gifts.

Conduct a minimum of 12 personal visits per month and assume stewardship responsibilities for assigned prospects.

Establish thoughtful, appropriate, and holistic strategies for donors and donor prospects within the portfolio.

Help donors and their families achieve their philanthropic objectives at Villanova University, and encourage them to make philanthropic investments to support other passions and to pass along the value of philanthropy to future generations.

Lead and inspire donors and donor prospects through the Moves Management process from Identification to Qualification and Cultivation to Solicitation and Stewardship.

Discover new donors by thoroughly, efficiently, and effectively working a Planned Giving donor pipeline.

Supervise a Planned Giving Officer by developing their portfolio and assisting with the strategies for donors to achieve their philanthropic objectives.

Perform additional duties and assist with special projects as assigned.

Minimum Qualifications: Bachelor's degree required.

7+ years of experience in planned and/or major gift fundraising.

Knowledge and application of or ability and interest in learning a broad suite of charitable tools, including but not limited to charitable bequests, charitable gift annuities, charitable trusts, donor advised funds, real estate, and securities.

A genuine interest in people and community, and the power of philanthropy to effect positive change.

Experience with volume customer/donor outreach attempts.

Ability to clearly and effectively communicate complex philanthropic topics to a diverse constituency.

Must be an energetic self-starter, be able to set priorities, and work both independently and collaboratively in a team environment.

Experience managing projects within budget, on-time, and with successful outcomes.

Knowledge of general office equipment and software, including use of personal computers, smart phones, printers, and Microsoft Office Suite software (Excel, PowerPoint, and Word).

Preferred Qualifications: Masters degree preferred.

Previous management experience preferred.

The following are not necessary, but can be helpful for this position: Juris Doctor, Chartered Advisor in Philanthropy (CAP) designation, Certified Fund Raising Executive (CFRE), Certified Financial Planner (CFP) or other demonstrated advanced study of or certification in philanthropy.

Experience working with the Moves Management process within Higher Education fundraising a plus.

Experience with PG Calc software and the SalesForce environment a plus.

Physical Requirements and/or Unusual Work Hours: Ability and willingness to travel throughout the continental United States as required by the geographic diversity of the portfolio.

Special Message to Applicants: Posting Date: 02/05/2025

Closing Date (11:59pm ET):

Salary Posting Information: Commensurate with experience.

Salary Band: 19

Job Classification: exempt

References Needed Minimum Number of References Needed: 3

Maximum Number of References Needed: 3

Supplemental Questions Required fields are indicated with an asterisk (*).

How did you first hear of this employment opportunity? Indeed.com Higheredjobs.com LinkedIn Glassdoor Chronicle Vitae Academic Keys PA CareerLink/JobGateway Professional Affiliation/Trade Website Diversity Association/Publication Website Advertisement in Academic or Professional Publication Referred by a current employee Referred by a friend, family member, or former employee Heard about it at a conference or career fair Browsing the Villanova website Cabrini University employee Other * If your answer to the above question is "Other", please specify the source below.

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Documents needed to complete your application: Required Documents Cover Letter / Letter of Interest Resume / Curriculum Vitae Optional Documents #J-18808-Ljbffr