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Senior Director of Gift Planning

  • 12/17/2021 11:03 AM
    Message # 12199038

    Senior Director of Gift Planning

    Rosalind Franklin University of Medicine and Science, North Chicago, IL

    Position Summary

    Reporting to the Executive Director of Development, the Senior Director of Gift Planning provides leadership for creating and executing an integrated strategy for all gift planning programs to help advance the mission of 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 highly knowledgeable resource for other fundraising staff concerning gift planning financial and legal strategies. The successful candidate will serve as a member of the IA team and play a critical role in RFU’s Empowering Scholars Campaign — currently in the leadership phase--as well as other funding initiatives to address health equity, advance innovation in research and education and guide philanthropic partnerships to support the aspirations of the university.

    Applicants should submit a resume and cover letter to be considered for the position.

    Who We Are

    A spirit of inquiry, diligence, and academic excellence characterized our university’s namesake, Dr. Rosalind Franklin, who in 1952 captured the photograph revealing the structure of DNA. Today, those same traits drive our faculty and 2,000+ students as they engage in a level of rigorous academics, pioneering research, and innovative community service that continues to shape the future of health care. Formed in 1912 as the Chicago Hospital-College of Medicine, today Rosalind Franklin University brings together six colleges and over 30 graduate health profession and science programs. The range of disciplines being taught on a single campus allows for team-based, interdisciplinary learning and practice opportunities—an approach that has made Rosalind Franklin University a national leader in interprofessional medical and healthcare education and research.  

    Our students are further prepared for their careers through our state-of-the-art network of simulation and skills labs and a wide variety of clinical opportunities including the RFU Health Clinics that host the Community Care Connection and other direct care initiatives. Located 36 miles north of Chicago in the city’s North Shore suburbs, Rosalind Franklin University students have access to a wide range of clinical and service learning experiences. Rosalind Franklin University’s 2,000+ students enjoy an engaged, supportive sense of community with peers who share their academic interests and goals, and faculty who know them by name and are committed to their individual success. More than 21,000 Rosalind Franklin University alumni have taken what they learned here into careers in almost every state in the nation, and to the world as well. We’re proud of our faculty, staff, students and alumni, and we’re grateful for their dedication to the future of health care and research.

    Rosalind Franklin University of Medicine and Science is an Equal Opportunity Affirmative Action employer and is dedicated to creating and fostering a diverse academic environment. Rosalind Franklin University of Medicine and Science is especially seeking and encouraging nominations and applications from individuals belonging to groups underrepresented in their respective fields, as well as others who would enrich and add unique perspectives to the University.

    Essential Duties & Responsibilities

    • Strategize and direct the 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. 
    • 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, gift planning strategies that are focused on driving consistent increases in fundraising revenues derived from gift planning.
    • Create and implement annual gift planning business plans consisting of goals, objectives and strategies.
    • 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: Empowering Scholars – Scholarship Campaign; Leadership Councils/Advisory Boards; Reunion/Class Giving; Major Gift Fundraising and Impact Fund. 
    • Develop, manage and execute existing, new and sustainable campaigns to increase awareness of gift planning and increase gift planning commitments to RFU.
    • Working collaboratively with the IA Team, 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.
    • Working collaboratively with the IA Team, provide strategy and leadership for receiving realized bequests and comparable gifts from trusts, estates and retirement plans; includes significant interface with estate attorneys/executors, trust and fiduciary representatives.
    • Working collaboratively with the IA Team, provide strategy and leadership for monitoring and accepting realized beneficiary gifts from life insurance plans; includes significant interface with fiduciary and policy representatives.
    • Working collaboratively with the IA Team, provide strategy and leadership for receiving grants from Donor Advised Funds; includes significant interface with fiduciary and fund representatives.
    • In collaboration with IA Division colleagues and RFU Marketing, provide strategy and leadership in the execution of a gift planning communication plan to include print newsletters, digital communication vehicles and the RFU website and gift planning microsite to increase lead generation from the mass marketing of gift planning opportunities to donors and prospects.
    • Working collaboratively with the IA Team, provide strategy and leadership pertaining to the Legacy Society gift planning donor recognition group.
    • Serve as a gift planning subject matter expert to partner with IA Division fundraising officers in the cultivation and solicitation of gift planning prospects and donors.
    • Conduct research concerning tax, legal and financial implications of complex gift plans.
    • Maintain current knowledge and professional education regarding gift planning and Advancement; includes actively participating in professional associations and continuing education activities.
    • Perform other assignments as required.

    Conditions of Employment

    • Must achieve satisfactory results from a background check
    • Must have proof of COVID 19 vaccination or a university approved exemption

    Required Education & Experience

    • Bachelor’s degree required 
    • At least 6 years’ experience managing a gift planning program.
    • Experience in higher education and a working familiarity with CASE or other professional development organizations. 

    Required Knowledge, Skills, & Abilities

    • Guided by the university’s mission, priorities and vision for the future, ability to provide inspirational and effective stewardship and advancement services leadership through teamwork, collaboration and dedication.
    • Must possess outstanding negotiation and communication skills, credibility, and the ability to command respect and gain confidence across a variety of audiences. 
    • Show experience of operating at a senior level with multiple stakeholders, the ability to contribute at a senior level to the strategic management and advancement of gift planning activities, a desire to be actively engaged with donors and potential donors, and a passion for the aims and objectives of RFU.  
    • Ability to maintain a high degree of confidentiality and responsibility regarding information related to advancement and university business and prospect information.  
    • Must be able to articulate a clear vision to university and IA leadership and communicate complex information via both writing and presentations. 
    • Ability to work with all levels of stakeholders including board members, executive leadership, deans, faculty, staff, alumni, students and donors across the generational mix, etc.  
    • Must embrace a donor centric, mission driven engagement and philanthropic strategy. 

    Preferred Qualifications

    • Advanced degree in law, business, higher education or health care. 
    • Proven success in fundraising with knowledge of gift planning vehicles and current trends in philanthropy; marketing and management experience

    Typical Physical Demands & Working Conditions

    • Selected candidate must have the mental and physical capabilities to perform the essential functions of the position with or without reasonable accommodations.
    • Work is of light physical demand in office settings (a hybrid of remote and in-person) with duties performed in stationary positions. Work requires occasional moving of boxes 25 pounds or less. 
    • Evenings, weekends and travel are required.

    EOE, Including Disability / Vets

    Click here to apply for this position

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