Specific responsibilities:
Lead Legacy and Gift Planning program planning and management, including creating and evaluating communication, marketing, and stewardship plans and projects; preparing and administering the budget; and establishing and evaluating program procedures. - 50%
Build and manage a portfolio of donors capable of investing philanthropic gifts at the leadership annual giving and major gift levels, with a primary focus on increasing the percentage of planned giving supporters and dollars committed for the planned giving program. As a trusted fundraising partner, contact and meet with prospective philanthropic donors to determine their capacity for giving, discover passions, and secure resources aligned with college priorities. Cultivate relationships for the purpose of developing and implementing strategies for the solicitation of gifts. Ask for gifts personally, sometimes as part of a team. Communicate information needed in a clear and timely manner with donors who are inspired to philanthropically support St. Norbert College. Manage progress toward a mutually-decided number of visits, qualifications, solicitations, commitments, and dollars raised during each fiscal year. Document results of all substantive contacts with prospective donors for records, review and critique. - 30%
Track and monitor key elements of the legacy giving program such as overall progress toward legacy/estate giving goals, activity on planned giving donor leads, legacy society member engagement, marketing metrics, planned giving story options, and college-owned life insurance commitments including those where ongoing payment requests to the donors are warranted. - 10%
Lead legacy giving education, build relationships and share relevant legacy giving resources with those that support donors’ legacy gift planning (fundraising colleagues, estate and wealth planning professionals). Partner with fundraisers on donor connections involving more complex gift vehicles, as they arise. - 10%
Perform additional duties as assigned and attend College required training. Regular attendance is required. Work in a manner that is aware of personal safety and the safety of others and observes safety, health and sanitation codes, regulations, or practices required by the College or governmental authority.