Senior Director of Gift Planning

Reporting to the Associate Vice President of Individual Giving & Special Campaigns, the Senior Director of Gift Planning provides leadership for creating and executing an integrated strategy for estate and gift planning programs to help advance the mission of Rosalind Franklin University of Medicine and Science (RFU). Responsible for leading and managing both internal administrative and external donor-facing activities within the Institutional Advancement (IA) Division.

This position also serves as a knowledgeable resource for other fundraising staff on gift planning and financial and legal strategies. The successful candidate will serve as a member of the IA team and play a critical role in RFU’s funding initiatives to address health equity, advance innovation in research and education, and guide philanthropic partnerships to support the aspirations of the university.

Our generous benefits package includes medical, dental, and vision plans; paid parental leave; short term and long-term disability plans; life insurance; flexible spending accounts; and a 403(b) retirement plan which includes a 8% employer contribution after 2 years of service. RFUMS is committed to employee wellbeing and work-life balance. Full-time staff are eligible for 3 weeks of vacation/ personal leave, 15 sick days, and 9 paid holidays, paid winter break, plus two floating holidays.

This position may be eligible for a flexible work arrangement after 90 days, which could include working from home 1
-2 days a week.

• Strategize and direct the estate and gift planning activity for the Division of IA according to principles that are well-aligned with NCGP, AFP, CASE, and other applicable professional standards and best practices.
• Serve as a collaborative, forthright, and ethical member of the Division of Insitutional Advancement.
• Manage, cultivate, and solicit a portfolio of gift planning prospects/donors using face-to-face, virtual, and phone techniques across a national landscape.
• Lead and manage, through collaboration within the Division of IA, estate and gift planning strategies that are focused on driving consistent increases in fundraising revenues derived from gift planning. Cultivate, solicit, and secure 10 new estate commitments annually
• Create and implement annual business plans consisting of goals, objectives and strategies for estate and gift planning. Regularly assess and communicate progress toward achieving business plan goals and objectives.
• Serve as an active member of subcommittees within the Division of IA including areas focused upon: comprehensive campaigns;
  Leadership Councils/Advisory Boards;
  Reunion/Class Giving;
  Major Gift Fundraising and Impact Fund.
• Develop and manage new and sustainable campaigns to increase awareness of estate and gift planning and increase gift planning commitments to RFU
• Actively document and manage the estate and gift planning prospect pathway within the university’s database and maintain metrics.
• Working collaboratively with the IA Team to Provide strategy for the University’s process for drafting written gift agreements, letters of intent, and other legal instruments pertaining to donor gifts; includes significant interface with the University’s Office of General Counsel and Office of Finance.
• Provide strategy and leadership for receiving realized bequests and comparable gifts from trusts, estates, and retirement plans; includes significant interface with estate attorneys/executors and trust and fiduciary representatives.
• Provide strategy and leadership for monitoring and accepting realized beneficiary gifts from life insurance plans; includes significant interface with fiduciary and policy representatives.
• Provide strategy and leadership for…