Greater Oregon HERC

Senior Director of Planned Giving

Requisition Number: 20122449
Type of Employment: Full-Time Regular
Number of Months:
Months Employed:
Number of Hours per Day/Week: 8/40
Daily Hours: 8 a.m. - 5 p.m.

Summary Position
Elon University is seeking a Senior Director of Planned Giving. This position will be responsible for developing and implementing a comprehensive planned giving program to identify, cultivate, solicit, and steward the support of donors who have an interest in supporting Elon through any area of planned giving, such as bequests, annuities, trusts, property transactions, life insurance, and other deferred giving vehicles. The successful candidate will report to the Associate Vice President and will join a team of major and planned giving professionals.

Benefits of Working at Elon University

As an Elon University employee, you'll join an internationally acclaimed university with a commitment to fostering a thriving community. Ranked among the most innovative, creative and best-run universities in the nation, Elon's personal approach to education extends to employees, whose growth, professional development and success is a hallmark of our training and advancement opportunities.

Elon University's home is the charming town of Elon, North Carolina, a small, friendly community located a short distance from the beach and the mountains, and among the vibrant cities of Greensboro, Raleigh and Durham. In addition to the beautiful canopy of historic oak trees iconic to our campus, you'll find boundless opportunities for family-friendly recreation, cultural events and outdoor activities. Hiking, water sports, fine dining and entertainment are just a few of the many happenings in the Elon area, making the region one of the nation's premier travel destinations.

Employees at Elon enjoy a generous and comprehensive benefits package that includes:

• 28 annual days off, including holidays and vacation.
• Immediate tuition remission for employees.
• Retirement plan with an 8 percent contribution from the university.
• Immediate eligibility for health, dental and vision insurance, along with free acute care and lab services at our onsite Health & Wellness Clinic.
• Free use of campus fitness facilities.
• Free admission to musical and theater performances, guest speakers, religious and ethnic observances, recitals, art exhibitions, entertainment and our Division I Phoenix athletics.
• Eligibility for tuition remission at Elon for spouses, qualifying domestic partners and dependents begins at three years of service. After four years of employment, eligibility begins for participation in the Tuition Exchange, a national scholarship exchange program that enables dependents to enroll in nationally recognized partner colleges and universities.

Elon values and celebrates the diverse backgrounds, cultures, experiences and perspectives of our community members. As an equal opportunity employer, Elon's principles of diversity extend to race and gender identity, age, disability status, veteran status, sexual orientation, religion, and other aspects of one's identity. At Elon, our employees respect human differences, passion for lifelong learning, emphasis on personal integrity and an ethic of service.

Education Requirements
Bachelors degree required, law degree preferred.

Degree/Major:
Length of Experience: Five to seven years.
Supervisory Experience: Yes

Supervisory Experience Detail
This position does not have supervisor responsibilities at the moment but that could change in the future.

Special Skills or Experience
Prior knowledge of tax laws and deferred charitable giving vehicles. Previous experience in financial planning or trust/estate administration also a plus.

Special Instructions to Applicants


Posting Date: 01/25/2023
Closing Date:
Open Until Filled: Yes

General Purpose of Position
The Senior Director of Planned Giving will be responsible for developing and implementing a comprehensive planned giving program to identify, cultivate, solicit and steward donors who have an interest in supporting Elon through planned gifts. Work with Donor Relations to steward planned giving donors
Utilize planned giving software to create proposals and calculate gift values
Work specifically with Reunion classes to emphasize the value of planned gifts
Maintain precise database records to ensure accurate gift reporting -Provide planned giving information and support to major and principal gift fundraisers, including joint visits
-Present planned giving information to specific audiences such as the Board of Trustees, the Elon Alumni Board, Athletics and various Advisory Boards
-Work with Deans, faculty and staff as needed to present planned giving information
-Coordinate with the Office of Business, Finance and Technology to appropriately manage gifts of securities and real and personal property
-Team with the Accounting Office to report on life income gifts, life insurance gifts and endowment information
-Cultivate and maintain relationships with financial advisors, legal professionals and accountants
-Attend national and statewide educational conferences and classes to ensure best practices are being implemented, tax information is current and investment trends are recognized

Essential Duties and Responsibilities
Reporting directly to the Associate Vice President, the Senior Director of Planned Giving:
Coordinates the planned giving program and assists with the overall fund-raising efforts of the University.
Builds and maintains a list of qualified prospects, and maintains pertinent information on those prospects, including a record of personal contacts with those prospects.
Organizes and implements a marketing programs for planned giving, including, but not limited to the Magazine of Elon, and a planned giving newsletter.
Assists prospective donors and their advisors in identifying donor objectives and designing appropriate giving plans, in coordination with the planned giving agreements.
Records and reports on planned giving program results and expectancies for the semi-annual trustee board meetings and on a fiscal year basis.
Maintains an up-to-date, detailed listed of all donors who have included Elon in their estate plans.
In conjunction with the Associate Vice President, this position will develop annual goals and objectives focused primarily on visits with planned giving prospects and submitted proposals, among other things.
Plans, schedules, and coordinates group meetings for professionals, including attorneys, accountants, and financial advisors who are interested in the University.
Plans and conducts financial and real estate seminars for groups both on and off campus.
Coordinates efforts with the coordinator of reunion giving to market gift planning opportunities to the Golden Alumni class (50th reunion) among others.
Maintains accurate records and corresponding documents for all deferred gifts, including but not limited to bequests, gift annuities, trusts, life insurance, and life-estate gifts.
Serves as liaison with executors and trustees during the settlement of estates where Elon University is a beneficiary and oversees the settlement process on behalf of the University.
Establishes endowment funds and assists other staff members in the creation of the such funds within guidelines and policies.
Conducts at least one event each year for recognition of members of the Order of the Oak (Planned giving donors).
Other duties as assigned.

Education and Experience
Bachelors degree required, law degree preferred with at least 5 to 7 years fundraising or gift planning experience

Does this position require driving for the university? Yes

Additional Information


To apply, visit https://elon.peopleadmin.com/postings/9200

Elon University is an equal employment opportunity employer committed to a diverse faculty, staff and student body and welcomes all applicants.

Elon University has built a national reputation as a premier student-centered arts and sciences university that values strong relationships between students and their faculty and staff mentors. Elon is ranked among the top-100 National Universities by U.S. News & World Report, with a No. 1 ranking for excellence in undergraduate teaching and No. 9 for innovation. Global engagement is central to Elons experience and the Institute of International Education has ranked the institution No. 1 in the nation for study abroad for 16 straight years.In addition, Elon is the only university in the nation ranked in the top-20 by U.S. News for excellence in all eight academic programs 'Focused on Student Success.' Elons more than 7,000 students prepare to become the resilient, ambitious and ethical leaders the world needs, putting their knowledge into action on campus, in the community and around the globe.







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