Location : Upland
Job Type: Full Time Staff
Job Number: 202400362
Area: VP Advancement
Department: Regional Staff
Opening Date: 10/11/2024
Summary
The Director of Development and Estate Giving is responsible for engaging the time and talent of alumni, parents, and friends in the process of securing major and planned gifts with a primary focus on emerging leaders and estate giving.
Mission and Commitment
Taylor's mission is to develop servant-leaders marked with a passion to minister Christ's redemptive love, grace, and truth to a world in need.
As a community, Taylor faculty, staff, and students commit to living out Christ's love and truth in the here and now. We worship together, serve one another, and grow in faith as we learn in the classroom, on the field, at chapel, and anywhere else we're doing Life Together.
Duties and Responsibilities
This position is primarily responsible to:
• Testify to personal experience of salvation in Jesus Christ, affirm belief in the University's Statement of Faith, abide by and practice our Life Together Covenant, and both personally agree with and support the Foundational Documents of Taylor University.
• Implement an identification, engagement, and fundraising program that identifies alumni, parents, and friends who feel a strong affinity with the Taylor mission and the potential to advance it through contributions of their time, talent, and treasure.
• Interview prospects meeting the aforementioned criteria, determines which are most promising, and develops individual strategies to engage them in the life of the University.
• Determine which activities on and off campus, as well as which communications and university representatives, will have the greatest resonance with the most promising prospects.
• Orchestrate a series of positive, personal, productive and progressive interactions with each significant prospect as a means of deepening their commitment to the Taylor mission.
• Solicit support after orchestrating substantive engagement activities and an alignment of purposes between the prospect and the University.
• Steward major and planned gifts according to major and planned gift best practices, including discovery visits, cultivation, soft ask, written proposals delivered and discussed in person, follow-up, and stewardship.
• Coordinate work with Advancement and University colleagues, including Development, Campaigns, Alumni, Parents, Marketing, Admissions, Faculty, Administrative leadership, Board Members, and the President. This includes periodically making fundraising calls with the VP and President.
• Learn the basics and fundamentals of all planned giving vehicles (Charitable Remainder Trusts, Charitable Gift Annuities, Donor Advised Funds, Bequests, etc.) and apply that general knowledge to identify and cultivate prospects specifically interested in planned gifts at Taylor.
• Willing to learn the general and basic tax consequences of current, deferred, and planned gifts, enabling substantive conversations with prospects about the tax implications of specific giving options.
• Diagnose and refer more complex planned giving opportunities to the Director of Planned Giving and VP.
• Communicate weekly with the Director of Planned Giving to ensure strategic efforts are being made to cultivate and develop planned gifts for Taylor.
• Participate in weekly phone calls with the Major and Planned Gifts team, monthly one-on-one meetings with the VP, attends two-day monthly meetings on campus, and travels to campus for other selected events (e.g., Homecoming, Parents Weekend, TUGather, and Grandparent's Day, etc.).
• Seek to develop personal knowledge and expertise in a wide variety of areas around Taylor University to be able to answer questions with confidence and authority.
• Make a minimum of 150 face-to-face visits each year (manages a portfolio of 150 top prospects). Half of these visits will be with emerging leaders, and the other half will be with loyal donors who are estate-giving prospects over the age of 65.
• Aim to secure $1 million yearly in commitments from cash/pledges, irrevocable (charitable gift annuities, charitable trusts), and revocable (bequests, beneficiary designation of life insurance, retirement plans, etc.) categories in the first two years and $1.5 million in subsequent years.
• Other duties as assigned.
Typical Qualifications
Education and Experience
• A bachelor's degree is required; an advanced degree is helpful.
• Experience working for a university or non-profit with a track record of fund-raising success or working in business with a track record of sales/marketing success.
• Must be a Taylor University alumnus, current or former parents of Taylor students, or someone who has demonstrated an affinity for Taylor.
Skills and Competencies
• Believes in giving and models financial stewardship. S/he believes in helping people be biblical stewards of their resources and values that "God loves it when the giver delights in the gi
Location: Upland, IN
Posted: Oct. 25, 2024, 6:47 p.m.
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