Planned Giving Officer

12-Feb-2024

Development - Planned Giving

86565BR

University Job Title

Gift Officer

Bargaining Unit

None - Not included in the union (Yale Union Group)

Compensation Grade

development

Compensation Grade Profile

Gift Officer (Ungraded)

Wage Ranges

Click here to see our Wage Ranges

Searchable Job Family

Development

Total # of hours to be worked:

37.5

Work Week

Standard (M-F equal number of hours per day)

Work Location

Central Campus

Worksite Address

157 Church Street
New Haven, CT 06510

Position Focus:

Yale University seeks an experienced and successful fundraiser to join the Planned Giving team within the distinguished university division of Alumni Affairs and Development. As a member of the Planned Giving team, the officer is responsible primarily for the identification, cultivation, solicitation and stewardship of a robust portfolio of 100+ planned giving prospects of alumni and friends university- wide. With an emphasis on securing blended gifts, the Planned Giving Officer collaborates with other fundraising colleagues and serves as a resource to other frontline staff in gift discussions with potential donors.

More specifically, the Planned Giving Officer qualifies donors for inclusion in a planned giving portfolio or for proper assignment within Development during the fast pace of a comprehensive fundraising campaign; assumes responsibility for the tracking, reporting and analysis of activity related to assigned planned giving prospects; supports efforts to steward and engage members of the legacy society; and prepares gift illustrations, tax information, and other documents related to life income and other planned gifts. In addition, the Planned Giving Officer serves as a planned giving content expert to development colleagues across the university and partners with staff to create planned giving opportunities (including conducting joint visits with colleagues and preparing planned giving proposals that meet donors’ personal, financial and philanthropic goals), and evaluates and recommends giving vehicles most suitable for individual prospects.

The Planned Giving Officer has the aptitude and desire to develop a comprehensive knowledge of planned giving and the related tax and estate consequences of gift plans. Further, the Planned Giving Officer has experience in and appreciation for the value of blended gifts and has a comfort in presenting planned gift opportunities such as bequests and life income gifts. The Planned Giving Officer determines the donor’s philanthropic interests and works with them and their financial and legal advisors to secure both outright and planned gifts in conjunction with donors’ needs and university priorities.

Dept/Section URL

https://forhumanity.yale.edu/

Essential Duties

1.  Identifies, cultivates and solicits Yale alumni/alumnae and friends who are capable of making gifts to the University.  Meets assigned activity and revenue goals. 2.  Devises and implements cultivation and solicitation strategies.  Evaluates various gift opportunities and giving vehicles; recommends the most suitable for a particular donor.  Develops, writes and presents proposals in keeping with university needs and in line with donor's interest and financial situation. 3.  Initiates and maintains contact with current, past, and prospective donors, promoting positive donor relations.  Engages volunteers proactively as needed.  Determines and executes events and programs in support of development activities, assessing the success of such events/programs and recommending changes.  Identifies disaffected or disinterested donors and devises strategies to encourage/redirect their interests as appropriate. 4.  Interacts with internal contacts such as deans, directors, faculty, officers and other Development staff to consult on University needs, cultivation, solicitation and stewardship strategies, and potential donors.  Keeps abreast of University events and disseminates University information to donors, prospective donors, volunteers and team members as appropriate. 5.  Performs other duties as assigned.

Required Education and Experience

Bachelor’s Degree required, a minimum of two years of fundraising experience, or equivalent combination of education and experience.  Job title and level will be commensurate with experience.

Required Skill/Ability 1:

Demonstrated ability in personally raising six-figure or larger gifts, using best practices, and leveraging relationships to implement strategic solicitations. Willingness and ability to travel to identify, cultivate, and solicit new donors and steward existing ones.

Required Skill/Ability 2:

Excellent written/oral communication skills. Exhibits behavioral and linguistic flexibility and strong intellectual curiosity. Demonstrated ability synthesizing and prioritizing information while maintaining attention to detail and effectively managing overall workflow.

Required Skill/Ability 3:

Proven ability building and maintaining long-term donor and colleague relationships. An active listener with a successful track record of interacting with donors and their advisors, colleagues, faculty, and administrators at the highest level. Demonstrated ability to maintain confidentiality.

Required Skill/Ability 4:

Effective/results-oriented team member with a positive attitude. Ability to meet commitments and take responsibility for outcomes. Commitment to an inclusive workplace. Ability to engage with diverse audiences (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc.).

Required Skill/Ability 5:

Demonstrates initiative, drive and a data-driven work ethic. Creative, innovative, flexible, with strong organizational and analytical skills. Ability to work independently, manage multiple projects effectively and maintain a high degree of professionalism in a team-oriented, complex environment.

Preferred Education, Experience and Skills:

Bachelor’s degree plus 4-8 years of fundraising or related experience.

Physical Requirements

Physical Requirements:

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

COVID-19 Vaccine Requirement

The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines

Posting Disclaimer

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.

EEO Statement:

University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale’s Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus