Major & Planned Gift Officer

## Major & Planned Gift Officer Apply remote type:
Onsite locations:
Kenosha, WI:
Racine, WI:
Milwaukee, WItime type:
Full time posted on:
Posted Todayjob requisition :
JR##
*** Current Employees:
If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.***##
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* Position Title:

** Major & Planned Gift Officer##
** Job Category:
** Academic Staff##
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* Employment Type:

** Regular##
** Job Profile:
** Gift Officer II##
*
* Job Duties:

** Development Responsibilities
* Partner with Vice Chancellor for Advancement & University Relations to identify development priorities and create fundraising opportunities for major gift ($5K+) prospects.
* Partner with Advancement staff on strategy and giving opportunities for broad-based fundraising appeals.
* Develop written materials and publications for university fundraising projects: proposals, grant applications, collateral, reports, gift agreements.
* Cultivate, solicit, and steward a portfolio of approximately 75 donors with major gift and/or planned gift capacity.
* Engage with Parkside Works and Academic Area of Distinction Advisory Boards in the cultivation of gifts and development opportunities.
* Partner with Vice Provost and Dean of the Faculty and Provost in the cultivation of gifts and development priorities and opportunities.
* Represent the University and Foundation at donor meetings and special events.

Planned Giving Responsibilities
* Serve as the primary point of contact for planned giving inquiries, providing guidance to donors and collaborating with professional advisors and Foundation leadership as appropriate.
* Develop and implement stewardship and recognition strategies that strengthen relationships with planned giving donors and encourage long-term engagement with the University.
* Manage the University's planned giving marketing program, including the partnership with Stelter, to increase awareness of charitable estate planning opportunities and expand the planned giving pipeline.
* Maintain accurate records of planned gift intentions, expectancies, and realized gifts within the constituent database, and prepare reports to track program activity, donor engagement, and outcomes.
* Identify planned giving opportunities within assigned donor portfolios and integrate deferred giving strategies into comprehensive donor cultivation and solicitation plans.
* Collaborate with colleagues across Advancement to promote legacy giving and support the University's planned giving recognition society and related stewardship initiatives.

Essential Knowledge and Abilities
* Knowledge of higher education advancement, philanthropy, and relationship-based fundraising principles, with a commitment to continuous professional learning and development.
* Ability to cultivate and maintain meaningful relationships with donors, alumni, volunteers, campus leadership, and community partners.
* Strong written and verbal communication skills, including the ability to prepare donor correspondence, gift proposals, reports, and presentations.
* Ability to analyze donor interests and align philanthropic opportunities with institutional priorities.
* Ability to exercise independent judgment while adhering to University and Foundation policies, ethical fundraising standards, and applicable regulations.
* Proficiency with constituent relationship management (CRM) systems and Microsoft Office applications, with the ability to learn new technologies as needed.##
** Key

Job Responsibilities:

*** Develops and delivers targeted fundraising and communication programs and materials specific to gift contributions in alignment with strategic initiatives
* Develops and updates prospect portfolios, evaluates existing strategy and recommends improvements to leadership
* Serves as a unit liaison to internal and external constituencies, provides information and represents the interests of the institution
* Identifies, promotes, and maintains donor relationships and identifies solicitation opportunities specifically designed for the generation of gifts to reach program funding goals##
** Department:
** Advancement/Foundation##
**…