Assistant Director of Planned Giving - Miami University in Oxford Ohio

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Miami University

Oxford, Ohio

United States

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Detailed Job Description

Job ID: 2803 - Unclassified - FT (Salaried)

The Assistant Director of Planned Giving is responsible for providing charitable gift and estate planning information to the Miami University community, including donors, prospective donors, and volunteers. He/she will build upon the program's solid foundation and will work cooperatively with volunteers, faculty and staff to increase the volume of life income gifts, bequests, and other planned gifts in support of the university's academic mission.  


  • Responsible for managing a portfolio of approximately 150-200 planned gift prospects on behalf of Miami University.
  • Travel on a regional and national basis to identify, cultivate, solicit, and steward planned gift prospects and donors.
  • Assist the Gift Planning staff in the marketing of the Calvin S. Brice Society, which recognizes all individuals who made a planned gift in support of Miami University or the Miami University Foundation.
  • Plan Calvin S. Brice Society stewardship and recognition events.
  • Monitor all life insurance policies where Miami University or the Miami University Foundation is named as owner and irrevocable beneficiary.
  • Assist with all planned gift marketing efforts.
  • Encourage and coordinate alumni and friends' involvement through campus visits and off-campus events.
  • Assist the in the planning of Alumni Weekend and Hughes Society events and attend various functions as a representative of the Office of Development.
  • Assist in writing donor feature articles for publication.
  • Perform other duties related to the mission of the Office of Development under the Senior Director of Gift Planning.  

Minimum Qualifications

Bachelor degree; outstanding oral and written communication skills; commitment to collaborative approach to fundraising; excellent organizational and marketing skills and attention to detail; and willingness to travel on both a regional and national basis. 

Preferred Qualifications

Advanced degree; 1-3 years experience in development, tax, accounting, financial services, or the equivalent.  

Miami University, an equal opportunity/affirmative action employer with smoke- and tobacco-free campuses, is committed to a multicultural environment and strongly encourages applications from minorities, females, veterans and individuals with disabilities.

Keyword Phrases

  • Development
  • Assistant Director of Planned Giving
  • #1 Nationally for best teaching
  • Opportunities for growth and advancement
  • Inclusive, equitable working environment
  • Development and Fund Raising
Employment Type:Administrative Staff
Degree Required: See Job Description
Experience: See Job Description
Level of Job: Director
Salary: See Job Description
Type of School:Research University
Application Requirements: CV/Resume
Cover Letter