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The University of La Verne is a 124-year old, private independent, comprehensive, doctoral granting institution in Southern California with a strong emphasis on values, teaching excellence, community engagement, and an increasing commitment to research and publication. The University offers high quality, liberal arts and professional degree programs at the undergraduate to doctoral levels comprised of 11 campuses with the main campus located in the City of La Verne, 35 miles from downtown Los Angeles, along the foothills of the San Gabriel Mountains. Regional campuses range from Vandenberg in the North, to Irvine in the South, and from Oxnard in the West to Victorville in the East.
Reporting to the Associate Vice President of University Advancement, the Planned Giving Manager is a key fundraising position within University Advancement. The Manager plays a significant role in meeting the fundraising goals of the Advancement Office. Primary responsibilities include identifying, cultivating, soliciting, and stewarding an assigned group of alumni, parents, and friends, with a focus on the specialty area of gift planning to include bequests, life-income gifts, and other complex gift transactions; collaborating with other fundraisers in presenting planned gift options to viable prospects, both locally and nationally.
The successful candidate will be joining the institution at a significant time. The University is implementing its recently completed 2020 Strategic Vision, and is now in the beginning stages of launching its first-ever comprehensive campaign. Among many recent accolades, in 2015 the University earned a prestigious Carnegie Foundation Community Engagement Classification. In 2014, the White House named the University a recipient of the President’s Higher Education Community Service Honor Roll. The successful candidate will play a significant role on campus as the University implements its strategic vision, plans its campaign, and moves into the future.
Create and manage a portfolio of 100 major gift prospects for cash gifts and planned gifts from $2,500 to $1,000,000. Cultivate and solicit gifts through a minimum of 20 face-to-face visits per month. Formulate, define, and implement strategies for engaging new donors, including developing relationships between donors and the president, administrators, and faculty and staff.
Develop a comprehensive knowledge of all aspects of planned giving and be responsible for disseminating this information to the university’s various constituencies through presentations at seminars and webinars.
Supervise the planned giving coordinator in conducting the administrative support elements of the planned giving program.
Develop and oversee a planned giving advisory council to engage select professionals in providing guidance, counsel, and support for the planned giving program.
Create strategies and plans for marketing the planned giving program through the internet and direct mail.
For meeting specific annual goals for contacts and solicitations.
Works closely with the Associate VP in furthering the long-term, multi-year goals of the department.
A bachelor’s degree is required.
A minimum of one year of professional experience working in the area of gift planning, estate planning, trust and estate marketing, or as a trust attorney or trust officer.
Strong interpersonal skills, verbal and written communications, and the ability to work in a team-environment.
Must be computer literate with familiarity in relational databases, and all Microsoft Office platforms.
Must be able to articulate complicated gift planning concepts to donors, professional advisors and internal constituents.
Must be goal-oriented, yet collaborative.
Demonstrated commitment to the work of non-profits/higher education.
Demonstrated commitment to the University’s core values of Ethical Reasoning, Civic and Community Engagement, Lifelong Learning and Diversity and Inclusivity.
Three to five years experience.
The hiring range for this position is dependent upon qualifications and departmental equity. Benefits of employment include a comprehensive health and welfare plan, tuition remission program for employee, spouse and dependent children and a generous 10% contribution to the University’s 403B retirement plan.
Resume and cover letter.
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