Assistant Director of Gift Planning -- Loyola University Chicago

  • 11/30/2017 3:39 PM
    Message # 5608280


    This position reports to the director of gift planning and works with the director and other advancement staff to support the overall fundraising efforts for the Division. This position is a critical role whose duties are essential to achieving the departmental goals. Under the supervision of the Director of Gift Planning, the duties of this position will include:

    • Management of the endowed fund gift agreement and deed of gift agreement processes to ensure that appropriate approvals are obtained and gifts are recorded accurately in the advancement database.
    • Management of the estate administration process for estate gifts to the University.
    • Management of the notification process of planned gifts and track data entry to ensure proper recording in advancement database.
    • Implementing programs and marketing initiatives to increase and sustain giving through various deferred gift arrangements.
    • Help track and analyze marketing results to determine program effectiveness.
    • Coordinate and respond to inquiries generated from planned giving promotional materials and general development literature. 
    • Assist in the execution of a meaningful stewardship program for members of the Society of the Shield. 
    • Track, report and evaluate engagement with members of the Society of the Shield.
    • Work cooperatively with University faculty, administration, staff, students and other advancement professionals as necessary when securing a deferred gift.
    • Serve as a liaison between Office of Planned Giving and other Advancement departments regarding all areas of gift planning. 
    • Develop, administer, and evaluate projects as required for departmental initiatives. 
    • Participate in Advancement and other University events as necessary. 
    • Seek training necessary to remain current in knowledge of deferred giving issues and vehicles. 
    • Attend professional meetings that relate to the planned giving field.
    • Perform other duties as required.


    • Excellent time management, project management, organizational skills and ability to prioritize are essential.
    • Familiarity with higher education fund raising preferred.
    • Strong written and spoken communication and relationship building skills
    • Desire and ability to learn and keep current with planned giving vehicles, best practices and applicable tax laws
    • Ability to work collaboratively with colleagues in a team environment as well as work independently with minimal supervision.
    • Ability to work with diverse constituencies while representing the University with tact and diplomacy at all times.
    • Discretion and an ability to interact with high-level donors.
    • Ability to work closely and effectively with the University’s staff, faculty and administration.
    • Familiarity, knowledge and ability to use all software and systems necessary to meet expectations of position
    • Flexibility to attend evening and weekend events when necessary

    Minimum Education/Experience:

    Minimum two years of advancement or related experience along with a bachelor’s degree required.

    To Apply:

    Last modified: 11/30/2017 3:42 PM | Joseph Like

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