The Director of Major and Planned Gifts will join a talented fundraising team and will be primarily responsible for expanding Concordia University Texas’ (CTX) annual and alumni giving programs in partnership with the President, CFO, VP, and the Office of Philanthropy. Reporting to the VP, the Director of Major and Planned Gifts is responsible for executing new and innovative strategies that focus on raising funds for capital projects, programs, and unrestricted funding, as well as increasing planned giving commitments. The Director of Major and Planned Gifts possesses a high level of knowledge and expertise in areas of major gifts, gift planning strategies and deferred giving vehicles.
- Major and Planned Giving Program Development: Set and meet ambitious monthly and annual benchmarks for moving individuals through the giving cycle, supported by an aggressive schedule of meetings with donor prospects, engage in the face-to-face solicitation of major and planned gifts; track, evaluate, and measure progress consistently; provide analysis and make recommendations regarding the strategies to be utilized in the solicitation of funds from planned gift prospects; responsible for helping manage and coordinate strategy set forth by leadership, including planning documents, as well as the production of all external facing collateral and electronic materials, and all reports. Solicit upgrades, multi-year commitments, and comprehensive gifts. Oversee effective handling and processing of estate gift administration to ensure appropriate stewardship and closure of realized gifts.
- Development and Portfolio Planning: In partnership with the fundraising team, help plan and execute future campaigns; develop and implement fundraising strategies for CTX initiatives and special projects; report on progress toward fundraising goals, including specific status of proposals; develop and implement the major gift portion of the annual development plan which encompasses CTX's fundraising goals and priorities; design general strategies for each assigned prospect based on research data and information gathered through the discovery and qualification visits. Work with the VP to assess and document each prospect's major gift (current) rating and future ultimate gift rating; personally cultivate, build, and sustain strong relationships with major gift prospects, maintaining a portfolio of 45-55, including long-time donors and new prospects. Partner with the Communications and Philanthropy teams to create content for solicitation materials; develop and execute cultivation, solicitation and stewardship opportunities for donors and prospects in the portfolio, and participate in donor-focused events.
- General Support: Complete campaign and donor activity reports; attend all staff meetings and participate in campus activities; manage the development of periodic reports and utilize Raiser’s Edge database system to manage prospects, donor contacts and gifts.
- All other duties as assigned
MEASURES OF SUCCESS
- Progressively increase planned giving revenue and number of commitments.
- Progressively increase major donor revenue.
- Meet benchmarks while working portfolio of 40-50 (will increase as needed).
- Bachelor’s degree; CFRE certification also preferred
- Minimum 5-7 years of experience in fundraising, preferably in higher education
- Experience developing excellent working relationships with academic leaders, faculty, staff, and volunteers.
- Motivated to learn and ability to be flexible in changing environments
- Be fully knowledgeable of giving strategies
- Experience thinking strategically and conceptually, managing multiple projects simultaneously and handling challenges with a sense of humor; experience listening carefully in order to influence and persuade others
- Demonstrated track record of delivering high-impact development results - ability to cultivate, solicit and steward major gifts of $25,000 and above. Experience in planned giving and major gifts program work is required.
- Working knowledge and ability to articulate the Concordia University Texas (CTX) vision, mission, values and Code of Conduct
- Working knowledge of MS Office products, including MS Word, PowerPoint, and MS Outlook and Blackbaud’s Raiser’s Edge
- Strong organizational, business and technical writing skills and ability to be detail-oriented
- Excellent customer service skills and ability to interact with all levels of the organization
- Ability to work both independently and as a member of the team
- Excellent communication skills, both verbally and orally
- Ability to set priorities, meet deadlines and multi-task with minimal supervision
- Ability to interpret and abide by CTX’s policies and procedures
- 30% travel required for overnight stays
- Must be able to stand in front of audiences for extended periods of time
SALARY RANGE: Salary will be commensurate with qualifications and experience. A comprehensive benefits package will be provided.
Commitment to the Concordia Mission
Concordia University Texas is an Equal Employment Opportunity employer. Concordia University Texas empowers students of all backgrounds to lead lives of critical thought, compassionate action and courageous leadership. As a liberal arts university, Concordia develops the mind, heart, soul, and body, preparing leaders for lives of service. As a private, faith-based university, employees must be supportive of our mission. We actively seek candidates who have professional skills, experience, and willingness to strengthen campus diversity, equity, and inclusion in support of our mission as an institution and our strategic plan. To the extent allowed by law, we reserve the right to give preference in employment based upon religion. Concordia does not discriminate on the basis of gender, race, color, age, national origin, disability, genetic information, military or veteran status, and any other basis protected by law.