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This job was posted by https://www.azjobconnection.gov : For more information, please see: https://www.azjobconnection.gov/jobs/6519397

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rAssistant Vice President, Planned Giving

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rLocation: VP Advancement

rRegular/Temporary: Regular

rJob ID: 607862

rFull/Part Time: Full-Time

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r Workplace Culture

NAU aims to be the nation\'s preeminent engine of opportunity, vehicle of economic mobility, and driver of social impact by delivering equitable postsecondary value in Arizona and beyond.

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Special Information

• This position is a hybrid position which allows the incumbent to complete their work at both an NAU site, campus, or facility and at a non-centralized site with or without accommodation.
• This position is posted as Assistant Vice President, Planned Giving, which is a working title.The NAU system title for this position is Director, Planned Giving.

Job Description

NAU Advancement \| Foundation builds upon the university\'s distinguished excellence by raising awareness, engaging, and strengthening meaningful relationships, and partnering with NAU\'s alumni, parents, faculty/staff, and friends who have the passion and commitment to make an impact at NAU through their estate giving. This is an exceptional opportunity for an experienced, energetic, and knowledgeable professional to serve as the lead planned giving strategist and a key visionary at one of Arizona\'s best public universities.

NAU Advancement \| Foundation seeks an experienced Assistant Vice President of Planned Giving with a proven track record of closing planned gifts, to lead the Planned Giving program at NAU. The position directs and oversees a full range of donor cultivation activities, including the development of planned giving as a critical component of a strategic fundraising plan. Oversees a staff responsible for diversifying NAU Foundation funding resources and engaging in long-term financial planning, including the creation of blended gifts, endowments, and other financial resources. Develops and implements the policies and goals for assigned unit and directs team(s) in their efforts to implement plans. Seeks opportunities to continually improve unit performance, achieve fundraising metrics, and enhance partner and stakeholder relationships.

The Office of Planned Giving works collaboratively with all NAU colleges, schools, programs, and other areas to secure alumni and friends\' planned gift commitments including bequests, gifts of retirement assets and/or life insurance through a beneficiary designation, charitable gift annuities, charitable remainder trusts, and charitable lead trusts.

This position reports directly to the Associate Vice President of Advancement.

Job Functions & Duties:

Relationship Development and Fundraising - 50%

• Conducts face-to-face and virtual visits with prospective and current donors including strategic visits with donors\' legal and financial advisors.
• Manages a portfolio of diverse planned gift donors and prospective donors.
• Serves as a point of contact for all NAU and Advancement \| Foundation team members, as well as other national institutions regarding estate and gift planning issues, questions, strategies, and national benchmarking best practices.
• Exercises a high-level of independent judgment and serves as an experienced professional providing strategies that include highly complex gift discussions and interactions with donors capable of making significant investments to NAU.
• Develops and drives innovative, strategic, proactive, and personalized strategies for a sele t group of NAU\'s most generous and impactful estate giving donors.
• Facilitates and coordinates proactive communications and positive relations with estate gift prospects and donors.
• Identifies high-level philanthropists and formulates strategies to promote positive prospective donor/donor engagement in alignment with the university\'s strategic priorities.

Strategic Leadership - 25%

• Oversees Planned Giving\'s fundraising strategies and goals for unit and influences the planned giving fundraising tactics and innovative strategies for college/unit fundraising.
• Defines goals, applies advance knowledge and skills across multiple areas or functions, and contributes to a variety of division working groups.
• Directs others to research, identify, and contact planned giving prospects.
• Attends speaking engagements and delivers planned giving trainings for development team.
• Manages the Planned Giving annual budget.
• Provides strategic oversight of the design and development of proposals, planned gift illustrations and agreements, all print and web-based marketing materials, and provides guidance on the promotion, management, and stewardship of the 1899 Society-NAU\'s estate gift recognition society.

Management - 20%

Provides input for performance and rewards decisions, influences empl