Director of Planned Giving

Wichita State University Foundation and Alumni Engagement (WSUFAE) is looking for a part-time person to be our next Director of Planned Giving who will build meaningful, long-term relationships with donors and help them create lasting legacies for Wichita State University. This position plays a key role in advancing Wichita State University Foundation and Alumni Engagement’s philanthropic mission by managing a portfolio of prospective and current planned giving donors and leading the identification, cultivation, solicitation, and closure of planned gifts.

The Director will work with donors to develop personalized gift strategies aligned with their philanthropic interests and financial and estate-planning goals, including bequests, charitable gift annuities, trusts, beneficiary designations, retirement assets, life insurance, real estate, and other complex gifts. The Director will also collaborate closely with major and principal gift officers, university leadership, professional advisors, legal counsel, and finance professionals to structure and secure meaningful philanthropic commitments.

With a team of more than 50 dedicated individuals working to support fundraising and donor and alumni relationships, the WSUFAE is proud to champion the continued growth of Wichita State University. With nearly $400 million in managed assets and thousands of alumni spread around the world, it is an exciting time to be a part of advancing Shocker Nation.

• Manage a portfolio of prospective and current planned giving donors
• Identify, qualify, cultivate, solicit, and close planned gifts, including but not limited to:
  • Bequests
  • Charitable gift annuities
  • Charitable remainder trusts
  • Charitable lead trusts
  • Beneficiary designations
  • Gifts of retirement assets
  • Life insurance gifts
  • Gifts of real estate and other complex assets
• Develop personalized gift proposals aligned with donors' philanthropic interests and financial objectives
• Conduct personal visits, virtual meetings, and presentations with prospective donors and their advisors
• Partner with major and principal gift officers to integrate planned giving strategies into principal and major gift solicitations

• Coordinate all documentation and processing of planned gift agreements and expectancies
• Maintain accurate planned giving records within the foundation's donor database
• Collaborate with legal counsel, financial advisors, and the foundation's finance team regarding gift acceptance, documentation, and compliance
• Monitor charitable gift annuities, trusts, and other deferred gift vehicles as appropriate
• Ensure planned gifts comply with university and foundation gift acceptance policies
• Assist in maintaining planned giving procedures and administrative best practices

• Develop and implement stewardship plans for legacy donors and documented planned gift expectancies
• Maintain regular communication with legacy donors
• Coordinate donor recognition opportunities in collaboration with the donor experience team
• Build long-term relationships that encourage additional gifts and deepen donor engagement
• Ensure timely acknowledgment and recognition of planned gift commitments

• Maintain computer and paper files as necessary
• Manage an annual budget for fund-raising activities and professional development.
• Perform any other duties as assigned.

• Bachelor’s degree from accredited institution required
• Five or more years in direct gift solicitation experience in-person or over the phone, with experience in planned giving, development, estate planning, or non-profit development
• Demonstrated success in securing planned gifts or other complex…