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Foundation for IUP Employment Opportunities

  • Position Title:

    Foundation Planned Giving Officer

    Organization Name:

    Foundation for Indiana University of Pennsylvania (FIUP)

    Institution Type:

    Institutionally related foundation for a four-year college or university/higher education  
    institute

    Job Function/Discipline:

    Planned Giving

    Reports to:

    Executive Director, FIUP

    Location:

    Indiana, Pennsylvania

    Job Type:

    Full-time

    Minimum Education:

    BA/BS/Undergraduate

    Experience Level:

    Minimum six years in the field

    Required Travel:

    25–45 percent

    Salary:

    Based on experience. Range $55,000 to $90,000

    Benefits:

    Medical, dental, vision, life insurance, long term disability, and 401k retirement plan.

    Job Description:

    The Foundation for Indiana University of Pennsylvania, an independent, nonprofit IRS Section 501(c)(3) charitable corporation, organized as a nonprofit organization in 1967 under the auspices of the Commonwealth of Pennsylvania, to promote and support the mission of Indiana University of Pennsylvania (IUP). The university is the second largest and flagship institution of the Pennsylvania State System of Higher Education system, and the only one of the 14-member institutions that grants a PhD. IUP currently has a total enrollment of over 12,000 and over 134,000 alumni. The foundation and the university work jointly on fundraising.

    FIUP is an equal opportunity employer and does not discriminate against applicants or employees based on age, race, color, religion or national origin.

    Position Summary:

    Lead the development, implementation, and effective management of a planned giving program designed to identify, cultivate, and solicit prospects and current donors for the purpose of negotiating and closing various gift arrangements through philanthropic planning. The Planned Giving Officer works closely with the university advancement office and other university areas serving as the expert in planned giving vehicles. Markets the program to donors and wealth management and legal representatives and prepares written planned giving gift agreements.

    Essential Duties/Responsibilities:

    • Plan and coordinate major gift and estate planning programs to promote deferred giving by alumni, faculty, staff, and supporters of IUP.
    • Cultivate and solicit a minimum of 35–70 prospective donors each year within a portfolio of 50–125 prospects through personal one-on-one visits and other means.
    • Complete gifts using instruments such as gift annuities, uni-trusts, annuity trusts, bequest, and insurance contracts.
    • Coordinate activities with prospects, prospect attorneys, and/or financial advisors along with internal departments to determine the most appropriate method of deferred giving, make necessary arrangements, and ensure appropriate documentation and compliance with government regulations and investment policies.
    • Provide leadership and strategic vision for Oak Grove Society planned giving program.
    • Provide direction to staff and colleagues for implementation/deployment of strategic ideas and plans regarding planned giving for multi-faceted asks.
    • Travel to cultivate, solicit, and steward six- and seven-figure donors and prospects in strategic collaboration with potential donors.
    • Align planned giving strategies and activities with university strategic plan and comprehensive campaign plans.

    Other duties:

    • Develop marketing strategies for planned gifts, including annual appeals, group presentations, and educational materials.
    • Ensure effective evaluation of gift planning marketing efforts from direct mail, electronic and new media, face-to-face, and volunteer solicitation strategies.
    • Recruit and work closely with a planned giving council.
    • Monitor legal changes in estate planning, including will, trust and estate, and gift tax laws and subsequent changes to policies, processes, and opportunities to leverage such change.
    • Assist as necessary with other development activities such as annual fund, fundraising events, etc. Some evening and weekend responsibilities.
    • Ensure effective use of all technology available for tracking, reporting, prospecting, and sourcing planned giving leads.
    • Create a system to provide monthly, quarterly, and annual reports and metrics to be shared with key stakeholders.
    • Other duties as assigned.

    Required Knowledge, Skills, and Abilities:

    • Bachelor’s degree required.
    • Minimum of six (6) years of progressive development experience required to include at least three (3) years of related planned giving experience or an equivalent combination of education and experience.
    • Fundamentals of development with mastery knowledge of gift planning strategies, marketing, and communications.
    • Working knowledge of wealth management, financial planning, tax and charitable gift laws, and planned giving vehicles and methods.
    • Working knowledge of planned and major giving strategies and the ability to educate and inform donors about appropriate giving vehicles.
    • Ability to interact with trust lawyers, counsel office, and other partners.
    • Strategic, results-oriented leader with proven ability to execute.
    • An understanding of fundraising campaigns in a complex institution where gift planning is central to the overall campaign and experience in building and achieving results.
    • Experience in advancement with a focus on planned giving, management, and creating a culture of philanthropy.
    • A deep appreciation for, and an ability to articulate eloquently, the mission of Indiana University of Pennsylvania; its curriculum, programs, and aspirations; and the unique experience it provides to students.
    • An ability to strategically build a program, to implement, to drive towards numerical goals, and to produce results.
    • Excellent communications and active listening skills, including, but not limited to, ability to convey and receive verbal and written information effectively and efficiently as appropriate for the needs of the audience.
    • Proven skills necessary to develop and coordinate estate planning programs to promote deferred giving required.
    • Ability to travel frequently, including overnights and weekends.
    • Proficiency in use of development database(s) and Microsoft office.

    Physical Demands:

    • Ability to work evenings or weekends (on occasion) and attend fundraising events as necessary.
    • Ability to travel locally, regionally, or nationally is required (which requires valid driver’s license).
    • May work at a desk and computer for extended periods of time.

    Please send cover letter and resume by October 30, 2017

    FIUP – Betsy Lauber
    1011 South Drive, Sutton Hall – G-1
    Indiana, PA 15705
    blauber@iup.edu