POSITION TITLE: Director of Gift Planning 

DEPARTMENT: Institutional Advancement 

POSITION STATUS: Full-Time (12-month) 

POSITION REPORTS TO: Vice President, Institutional Advancement (VPIA) 

JOB SUMMARY:  

The Director of Gift Planning is responsible for developing and implementing a long-term program that will substantially enhance philanthropic giving to the University of Saint Francis.   

Major Responsibilities/Activities 

• Responsible for all aspects of planned giving including communication, administration, prospect identification, cultivation, solicitation and stewardship programs and activities.  
• Collaborates with the development team in strategic planning while working closely with the Vice President for Institutional Advancement (VPIA).   
• Responsible for coordination of mailings, newsletters, emails, and events to select audiences.  

• Coordinates all aspects and details of pending and completed planned gifts among the donor, the donor’s advisors, the Business Office, and the President’s Office. 
• Prepares monthly and annual progress reports. 
• Serves as the primary representative for the members of the Seraph Society, the University’s legacy society. 
• Performs other duties as required and/or assigned by the VPIA 

USF WAY:  

University of Saint Francis (USF) employees demonstrate a commitment to the University’s mission and support of its Catholic and Franciscan traditions. Employees provide the intellect, empathy, and ability to serve our students and community. The USF Way of serving is a source of pride for many employees. To provide a consistently high level of quality experience across our university, we provide the following service expectations for all employees. These standards have been tailored by position and responsibilities and are incorporated into performance evaluations.  

Standard #1: Provide opportunities for deeper conversations, prayer, and reflection. 

Standard #2: Utilize best practices in communication and service.  

• Apply care to your words and deeds to ensure respect for others. 

• Commit to follow through without exception and with quality. 

• Offer additional assistance after serving as in, “How else may I assist you?” 

• Respond promptly, whether in person, via phone, or email. 

Standard #3: Recognize and celebrate milestones and achievements. 

Standard #4: Use resources wisely and support green initiatives. 

MINIMUM QUALIFICATIONS 

Education  

• Bachelor’s Degree required. 

Experience   

• Must have 5 or more years of?development experience preferably in planned or major giving?in a higher education or community-based non-profit.?  

Knowledge and Skills 

• Exceptional interpersonal, organizational and communication skills (oral and written) essential. 

• Excellent analytical and legal skills and knowledge required. 
• Must understand relevant tax laws and planned giving vehicles and keep current on any changes in the field.  
• Must have knowledge of charitable trusts, gift annuities, bequests and other planned gifts required.?  
• Strategic planning, strong presentation and relationship building skills are essential, along with the ability to manage a portfolio successfully. 
• Knowledge of specialized gift planning software preferred. 

• Experience in comprehensive campaigns a plus.