Director of Planned Giving

SUNY Upstate Medical University Syracuse, NY

About the Job

The Director of Planned Giving for the Upstate Foundation will have primary responsibility for the management and growth of a comprehensive gift planning program. Specific responsibilities include, but are not necessarily limited to: (1) developing and documenting a comprehensive understanding of institutional priorities suitable for planned gifts; (2) developing succinct case statements for planned gift opportunities; (3) managing updated and prioritized lists of planned gift prospects; (4) overseeing a strategic marketing program; (5) nurturing strong relationships with CNY financial, legal and tax advisors; (6) meeting the ongoing training needs of Upstate Foundation Development Officers and volunteers; (7) managing the Upstate Legacy Society and overseeing all other Planned Giving stewardship activities; (8) managing a caseload of approximately 75-100 major/planned gift donors and prospective donors; (9) serving as the Foundation's planned giving expert on cultivation and solicitation calls with Development Officers and volunteers; (10) providing Foundation staff leadership to the Foundation Board's Planned Giving committee; (11) assisting with and participating in other Foundation fundraising programs as needed; (12) some travel and weekend/evening work will be required. Bachelor's Degree required; MBA, MPA, JD or other advanced degree desired. Three years of development experience with documented success in personally cultivating and securing major/planned gifts is required; seven or more years desired. Five or more successful years as a Planned Giving Officer, or an organization's sole/primary Planned Giving expert desired. Prior experience with estate planning from a legal, accounting, tax and/or financial planning perspective desired. A valid driver's license and access to a vehicle to travel within the state required; some out of state travel may be necessary.