Essential duties, tasks and responsibilities: 

  • Manages a portfolio of approximately 75-125 active donors and prospects with specific goals and benchmarks intended to secure annual, major, planned, and estate gifts; along with determining their level of support and engagement. 
  • Identifies, cultivates, solicits, and stewards major and planned gifts on behalf of the University.
  • Serves as an essential resource for Advancement staff regarding planned giving techniques and vehicles.
  • Shares expert knowledge of planned giving techniques and vehicles with current donors, prospects, and their advisors (financial, real estate, investment, tax, or legal).        
  • Supervises the University’s gift annuity program and charitable trust program, including tax reporting.  
  • Evaluates and determines the acceptability of real estate and other non-traditional, limited marketability gifts to the University.  
  • Monitors receipt of gifts to from estates, externally managed trusts and qualified retirement plans, including probate filings and estate tax returns.
  • Works closely with Planned Gift Administrator to ensure that all communication/documentation is finalized and recorded on behalf of donors and the University.  
  • Maintains an active planned giving marketing program.
  • Monitors and suggests investment strategies regarding planned giving assets to the Investment Committee of the Board of Trustees.
  • Provide educational opportunities for donors, faculty and staff pertaining to tax, investment and legal issues related to planned giving.
  • Organizes prospect visits efficiently and strategically.  Includes key BW faculty, staff, leadership, and/or trustees as appropriate in order to build relationships and secure gifts.    Communicates with all parties via briefings, cultivation and solicitation plans/updates, and donor correspondence.
  • Records fundraising progress via contact reports, cultivation and solicitation updates, correspondence, and other documentation; recording this information in Raiser’s Edge in a timely and effective manner.  
  • Regularly meets with the VP for Advancement and Director of Prospect Development & Strategy regarding prospect assignments, portfolio reviews, cultivation and solicitation strategies, and general fundraising progress.
  • Requests and makes effective use of prospect research as appropriate.
  • Communicates with Prospect Development and Advancement Services staff regarding information updates to donor or prospect records.
  • Strives to meet and exceed goals for quality monthly visits, yearly proposals, and effectively manages a large group of donors and prospects.  
  • Travels regionally and nationally to meet current and potential donors.
  • Monitors travel budget and expenses.   
  • Represents the Advancement Team via internal education/outreach opportunities for BW faculty and staff.  
  • Builds and maintains an in-depth knowledge of BW, its funding priorities, and giving opportunities in order to articulate a compelling case for support to all constituents. 
  • Collaborates with Alumni Relations and other University departments/divisions to engage alumni and friends in meaningful ways, and encourage increased levels of involvement and philanthropic support.
  • Attends special events representing the Advancement Team as a means of engaging donors and prospects.    
  • Other duties and special projects as assigned

Qualifications:

  • Bachelor’s degree required; advanced degree in law, business or related field preferred; and Certified Fund Raising Executive (CFRE) credentials are a plus.
  • Minimum of 7 years of experience in fundraising or equivalent; experience in higher education preferred.
  • Strong familiarity with legal, tax and regulatory issues relevant to planned giving.
  • Proven success managing planned giving efforts
  • Possesses technical expertise in tax, investment, and legal aspects of charitable giving
  • Solid computer skills with experience using Raiser’s Edge (or similar database), Microsoft Office applications, the internet, and social media
  • Excellent communication skills, both written and verbal
  • Values a team environment and collaboration
  • Ability to plan, implement, and manage multiple projects
  • Strong appreciation for Baldwin Wallace University, its mission and values
  • Upholds the Code of Ethical Standards and the Donors Bill of Rights as outlined by the Association of Fundraising Professionals  
  • Strives to maintain a sense of humor 
  • Frequent travel, and some evening/weekend work required
  • Must hold a valid driver’s license

More information here on how to apply