Danville, Kentucky8 days ago
Identify, qualify, cultivate, solicit, and steward planned gift donors, documenting all activity in the College’s CRM (Blackbaud’s NXT and FPM platforms); Work directly with diverse groups of donors and their professional advisors to craft personalized giving strategies, providing individual planned gift illustrations consistent with the values and priorities of the donors; Oversee trust and estate settlement for realized bequests, working with executors, personal representatives, and the College’s general counsel to ensure timely and smooth receipt of estate provisions designated for Centre College; Oversee, in partnership with the finance office, the general counsel, and external entities, the College’s portfolio of split-interest gifts, life insurance policies, and other assets, including appropriate tax reporting and documentation; Serve as a member of and lead key functions of the College’s Gift Acceptance Committee, consistent with the Gift Acceptance Policy, all other College policies, and applicable law; Lead a comprehensive planned giving marketing and stewardship program, including regular internal training and other strategic initiatives, to maintain existing commitments and grow the College’s pipeline of current and deferred gifts; Serve as a primary architect of the planned giving component of the College’s upcoming comprehensive fundraising campaign, including strategy development, donor cultivation, and integration with the broader campaign effort; Partner closely with colleagues on the development team, finance office, general counsel, office of student financial planning, and other College offices; Manage vendors in support of planned giving marketing, communications, and administration initiatives; Lead or partner on stewardship functions for planned giving donors, including events and mailings; Document all donor contact and gift plan details in the College’s CRM; create, use, and manage data to support gift planning strategy; Achieve ambitious goals for the College and department, working within a system of performance metrics; Manage budgets and maintain organized, current records regarding all planned giving activity; Stay current on rules, regulations, tax laws, and developments pertaining to planned giving, estate planning, financial and wealth management, and related matters; Engage in moderate to significant travel, with some evening and weekend work. Leads Centre College’s planned giving program, including strategy development, donor cultivation and solicitation, and stewardship of a portfolio of over 400 deferred gift commitments valued at over $250 million.