This job was posted by https://www.azjobconnection.gov : For more information, please see: https://www.azjobconnection.gov/jobs/6956967

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rAssistant Director of Planned Giving

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rLocation: University Development

rRegular/Temporary: Regular

rJob ID: 608315

rFull/Part Time: Full-Time

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r Workplace Culture

NAU aims to be the nation\'s preeminent engine of opportunity, vehicle of economic mobility, and driver of social impact by delivering equitable postsecondary value in Arizona and beyond.

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Special Information

• This position is posted as Assistant Director of Planned Giving, which is a working title. The NAU system title for this position is University Development Assistant Director.
• This position is a hybrid position which allows the incumbent to complete their work at both an NAU site, campus, or facility and at a non-centralized site with or without accommodation.
• This position can be located at the Flagstaff Mountain Campus or at the Phoenix North Valley Campus.

Job Description

As a member of the Planned Giving team, the Assistant Director works as part of Advancement \| Foundation to oversee donor cultivation activities and integrate planned giving into the university\'s strategic fundraising efforts. The position collaborates with a team of development directors to diversify funding resources and engage donors in long-term financial planning, including the creation of blended gifts and endowments. The Assistant Director will stay informed of industry trends to guide strategic decisions and ensure a sustainable fundraising pipeline for the NAU Foundation. This position requires regular communication with university partners to identify and cultivate potential donors to increase their philanthropic potential through a blended or planned gift.

The Assistant Director of Gift Planning will manage a portfolio and cultivate relationships with major and planned gift prospects, aiming to secure significant contributions and achieve annual fundraising goals. The Assistant Director conducts annual donor visits, collaborates with development directors to identify and secure planned gifts, and partners with the Assistant Vice President of Gift Planning to develop strategic marketing plans.

The position will also work collaboratively with division colleagues to maintain the Gift Planning website, and enhance the donor experience through targeted marketing and communication strategies. The university is currently in the quiet phase of its comprehensive campaign. The position will provide guidance and support to donor engagement and solicitation activities institution-wide, while preserving and nurturing existing relationships at individual and program levels.

The position reports to the Assistant Vice President of Planned Giving.

Fundraising and Relationship Building - 50%

• Oversee and engage a comprehensive portfolio of major and planned gift prospects who have the potential to philanthropically support NAU\'s strategic priorities.
• Annually cultivate, solicit, and steward major and planned giving donors to achieve Planned Giving goals.
• Partner with development officers, deans, and campus leadership to identify planned giving prospects and secure gifts to support key priorities within their colleges/units.
• Conceptualize and implement planned giving fundraising strategies that enhance and support the university\'s fundraising priorities.
• Work collaboratively with all university partners to secure alumni and friends\' planned gift commitments, including bequests, gifts of retirement assets and/o life insurance through a beneficiary designation, and charitable gift annuities.
• Lead the development of and delivery of complex gift agreements, proposals, donor acknowledgements, and customized impact reports.
• Assist, and when appropriate, lead the development of complex proposals for soliciting planned giving donors, using knowledge from varied sources to ensure they are accurate and complete.

Communications and Marketing - 30%

Partner with the Asst. Vice President of Planned Giving to create and execute a strategic marketing plan, campaigns, and audience segmentation to acquire new gift planning prospects and retain existing donors.

In partnership with the Advancement Communications team, develop relevant gift planning content for multi-channel campaigns, website, newsletters, etc.

Track responses to marketing campaigns, assess their effectiveness, and collaborate with development directors to follow-up with prospects.

Collaborate with division partners on the organization and execution of high-profile gift planning events, including donor appreciation events, seminars, and workshops.

Ensure the Planned Giving website and fundraising dashboards are accurate, showcasing current campaigns, and the impact of past legacy gifts.

Conduct high-level analysis, compile information, and develop gift plann