The Director of Development for Planned Giving works with internal and external constituents to strengthen the advancement work of the University, specifically, the planned giving efforts of the Center for Estate and Gift Planning. Specializing in the financial aspect of planned giving, this individual is responsible for securing legacy gifts to Pepperdine University and stewarding long-term relationships with planned giving donors. The individual in this role works with current and potential donors to establish planned gifts, major gifts, and in-kind gifts to support the mission of Pepperdine University. Planned giving provides critical support for Pepperdine students, faculty, schools, and programs, allowing Pepperdine to achieve and maintain the highest standards of academic excellence and Christian values and to strengthen students for lives of purpose, service, and leadership. Planned giving fundraising is an essential component to meeting the University’s fundraising goals and strategic plans.
- Maintain a portfolio of planned giving prospects and meet regularly with prospects to encourage planned giving opportunities. Prepare planned giving proposals for donors. Identify and create planned giving strategies applicable to specific donor needs and desires. Attend University and community functions in an effort to create new relationships between donors and the University.
- Speak before affinity groups, community groups, and allied professionals on planned giving and charitable giving to help them best understand the benefits of planned gifts. Be able to articulate the financial benefits of planned gifts to potential donors.
- Assist and collaborate with advisors to structure and implement customized planned gift strategies. Work with members of the Pepperdine Estate Planning Network (PEPNET) to host online and in-person events to educate and empower professional advisors who wish to incorporate charitable gift planning services into their practices.
- Conduct ongoing stewardship activities to further enhance the relationship between planned giving donors and the University.
- Train development staff and volunteers in planned giving tools, techniques, and strategies, specifically on the. Collaborate on CEGP marketing efforts via print, advertisement, and internet channels.
- Conduct research related to gift opportunities; serve as a University ambassador; participate in community and professional functions; maintain professional qualifications; participate in advancement meetings; assist in drafting and updating advancement forms, documents, and policies; complete special assignments and projects as needed.
- Perform other duties as assigned.
- Uphold University mission through work performed.
The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Skills and Qualifications
Required: 5-10 years of experience in financial planning, wealth management, accounting (CPA), or related field; Knowledge of charitable tax strategies, real estate, and investment vehicles, and complex financial planning tools; Excellent oral and written communication skills; Superior interpersonal skills; Ability to explain complex legal and financial concepts in simple and persuasive terms; Attention to detail, accuracy and follow up; Ability to work under pressure with minimal oversight; Ability to articulate the Pepperdine mission and incorporate it into daily work; Ability to learn and articulate the strategic plan to donors, prospects, and friends of the University.
Preferred: CPA, CFP, MBA, or other advanced financial degree or certification; Speaking and presenting before professional groups; Experience drafting trusts, contracts, and other estate planning tools; Experience administering trusts and probates; Excel, Crescendo, or other planned giving software, Raisers Edge or other database tools.
Qualified individuals should be able to articulate a strong commitment to diversity, and have the ability to work effectively with individuals from different backgrounds.
Offers of employment are contingent upon successful completion of a criminal, education, and employment screening. Qualified individuals with criminal histories will be considered for employment in compliance with applicable laws.
This is a Regular, Exempt, 40 hour per week position.
Salary: Commensurate with experience.