If you are interested in posting a position, kindly contact kpallone@csulb.edu.
Last update: August 11, 2008
California State University, East Bay
Director of Planned Giving
Office of University Advancement
California State University, East Bay is located in the heart of the San Francisco Bay Area, with its main campus in the Hayward Hills overlooking San Francisco Bay, another campus in the Concord foothills of Mt. Diablo, and a professional development center in the heart of dynamic downtown Oakland. The university serves a diverse population of 13,000 students at both the undergraduate and graduate levels.
The university completed a $10 million capital campaign--its first--ahead of schedule and over goal. With construction of the Wayne and Gladys Valley Business and Technology Center now completed, our development program is building on the campaign's success by planning for a comprehensive campaign. For the immediate future, fundraising staff will concentrate on meeting and qualifying over 300 individuals with gift potential of $100,000 to $1 million, identified through electronic screening and research. At the same time, the Office of University Advancement has launched a planned giving program. The Director of Planned Giving will share in the realization of significant private support potential and the design, launch, and successful implementation of a major campaign.
Reporting directly to the Associate Vice President for Development, the Director of Planned Giving (DPG) is responsible for directing and providing leadership and management for all aspects of the planned giving program along with providing for the ongoing stewarding of donors. The DPG will develop, plan and implement prospective donors’ gifts, planned through their estate for the benefit of the University, solicit such gifts and create public awareness of their benefits to donors and to the University. The DPG will develop a network of financial and legal advisors to support the program through professional education and client referrals. The DPG will provide leadership as well as day to day oversight of the planned giving program, serve as the primary in-house expert and work closely with senior campus administrators to share that expertise. The DPG utilizes Educational Foundation trustees and other volunteers in cultivating and soliciting prospects and stewarding donors.
This position requires a bachelor’s degree and a minimum of three years of direct fundraising experience identifying, cultivating, soliciting and stewarding planned giving prospects and donors in a college or university setting or comparable charitable institutional setting with a verifiable track record of having actively secured significant planned gifts. Preference will be given to applicants with legal education and experience and planned giving credentials.
Applicants must possess excellent oral and written communication skills and possess a demonstrated ability to communicate and collaborate with a diverse campus community (including senior administrators, faculty, staff and students) and volunteers.
Salary will be commensurate with qualifications and experience.
Position open until filled. First Screening Date: August 18, 2008*.
*Applications received after the First Screening Date will be considered at the discretion of the University. Please note that there may not be a second or subsequent screening. For the official job posting and application procedures and options, go to http://www.aba.csueastbay.edu/HR/career_opps.htm/. Please submit a cover letter and resume in addition to providing other information via the on-line application form. Please refer to Job Number 02760.
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University of Southern California (Los Angeles, CA)
University Advancement, Office of Planned Giving
Open Position: Director of Planned Giving
The USC Office of Planned Giving seeks a Director of Planned Giving to join its team. The Director serves as an expert or lead development professional in a sophisticated planned giving program with over $330 million in current planned gifts. The position provides a high profile opportunity for the right person to develop their career in central Advancement at USC.
Specific duties include:
- Identifies major prospects and develops strategic plans for cultivation;
- Advises donors in the use of charitable giving strategies, such as charitable reminder trusts, charitable gift annuities, and life insurance;
- Offers seminar style presentations on a variety of planned giving topics;
- Works in stewardship and donor relations for existing donors and beneficiaries;
- Participates in professional meetings and conferences and/or contributes to journals or publications to maintain professional contacts and visibility; and
- Reports to the Executive Director of Planned Giving.
Minimum of 10 years of total work experience, including at least five years of planned giving or non-profit fundraising.
Holders of the Certified Specialist in Planned Giving Designation will be given particular preference.
Minimum Education: Bachelor’s Degree in Business Administration. Preferred Education: MBA or JD.
Competitive compensation package with full benefits based on experience.
Interested parties should email their resumes to PGMail@usc.edu, or fax them to 213-740-7510.
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Oregon Ballet Theatre
Director of Development
Oregon Ballet Theatre (OBT) is a classically based professional ballet company established in 1989 and located in Portland, Oregon. The company performs an annual season of five programs at the Portland Center for the Performing Arts and also conducts regional and national tours. Through the years OBT has developed a unique repertoire and distinctive style. With a firm foundation in classical technique, the company's dance inventory has grown to comprise over 80 ballets, including evening-length classics, 20th-Century masterpieces, and innovative contemporary works. In 2003, following a distinguished, 16-year career as a principal dancer with San Francisco Ballet, Christopher Stowell joined OBT as the its second Artistic Director. Since then, Oregon's premiere professional ballet company has been on the rise, gaining national recognition and worldwide attention by bringing to Portland works from some of the world’s most celebrated choreographers.
OBT isn’t merely a performing arts theatre, however. OBT’s mission includes both formal education and public outreach as well. The School of OBT is recognized as one of the preeminent ballet schools in the country, dedicated to developing both professional and amateur dancers. And OBT's commitment to the community runs deep: its Outreach & Education programs develop knowledgeable audience members through fun, informative lectures, provide artistic outlets to at-risk youth, and present affordable opportunities for students to experience a fully produced ballet. For more information about OBT, see its website at www.obt.org.
General Position Summary:
Reporting to the Executive Director, the Director of Development (“DOD”) is a key member of the senior management team. Working closely with the team and the board of directors, he or she will develop and execute strategic funding plans for the organization. The DOD will focus on cultivating and growing long-term sustainable relationships with OBT supporters and donors by implementing major gifts and planned giving programs, and other programs (such as endowment or capital campaigns) as the need arises. The DOD will oversee all fundraising for annual operations in a coordinated and integrated fashion, including grant writing, special events and programs, corporate sponsorships, memberships, and direct mail campaigns. In addition, to ensure messaging is consistent throughout the organization, the DOD will work closely with OBT’s Director of Marketing. The DOD supervises a staff of five.
The ideal candidate will be a seasoned fundraising professional who can provide strong and innovative leadership. He or she will have imagination, vision, and an entrepreneurial spirit; and be able to adapt quickly to changing circumstances. In addition, this highly polished individual will be a strategic thinker, a self-starter who is results-oriented, have excellent written and oral communication skills, excellent project management and supervision skills, and a demonstrated passion for OBT’s mission.
Responsibilities:
- Help develop an annual fundraising plan that is in alignment with OBT’s mission and communications strategies.
- Drive strategic planning efforts for long-term organizational funding.
- Meet or exceed annual fundraising goals, including major gifts, grants, corporate sponsorships, special events, annual appeals, and board giving.
- Manage and grow all fundraising programs, setting attainable annual goals to increase numbers of new donors, renewing donors, major gift donors, and corporate sponsors. Research, identify and cultivate donor prospects, including individuals, foundations and corporations.
- Develop and implement a formal planned giving program.
- Motivate and train board members, volunteers, and staff in fundraising methods and solicitation techniques.
- Oversee grant-writing duties and maintain relationships with foundations.
- Provide leadership to the board development committee.
- Oversee the donor recognition program.
- Oversee management of the donor database to ensure accuracy of donor files, proper reporting and donor recognition.
- Ensure accuracy of revenue reports and monitor monthly progress towards goals. Produce fundraising reports for the executive team and board of directors as necessary.
- Manage the fundraising staff to maximize its effectiveness and productivity. Provide the staff with regular training and professional development.
- Oversee efforts to recruit and maintain volunteers.
Qualifications:
- 7+ years of fundraising experience, including direct solicitation of major gifts, annual appeals, corporate sponsorships, special events, direct mail, and capital campaigns.
- 2+ years experience in a leadership role, including supervising personnel and responsibility for budgets.
- At least an intermediate working knowledge of donor database programs.
- Proven success in achieving results, particularly with soliciting and closing major gifts, building endowments, and executing capital campaigns.
- Superb communication skills, both in writing and public speaking.
- Strong organizational and collaboration skills; ability to manage multiple activities seamlessly and to delegate effectively.
- High interest in teamwork and professional development of direct reports.
- Ability to work with diverse partners to develop successful fundraising projects.
- Financial competence in budgeting and revenue goal setting.
- Professional certification helpful.
- Planned giving experience helpful.
- College degree or equivalent; advanced degree preferred.
Send resume and cover letter to: peter@whitefoxgroup.com
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The Orange County Community Foundation
Vice President of Development and Gift Planning .
The Orange County Community Foundation is recognized as one of the fastest growing community foundations in the nation. OCCF's assets have tripled from about $40 million to more than $120 million over the last five years and dramatic growth in both annual contributions and grantmaking places them in the top 50 of 750 community foundations across the US. Since the establishment in 1989, the foundation has served as a model for leading-edge thinking in philanthropy. The mission is to encourage, support and facilitate philanthropy in Orange County.
This is "the place to be," an excellent opportunity to contribute your leadership, excellent relationship management skills in conjunction with superior planned giving knowledge and major gift cultivation ability experience. The Vice President of Development and Gift Planning will provide leadership to further enhance the Foundation's position in the community, and provide leadership for those elements of the Foundation's strategic plan that pertain to development and gift planning strategies. The ultimate purpose is to extend its support to people in need.
The perfect candidate will have the following:
A minimum of five years in a leadership/supervisory role combined with a minimum of five years in philanthropic or community relations field with thorough understanding of donor development and the ability to work closely with the Board of Governors and professional estate and financial planning advisors.
Strong strategic planning and implementation skills and attention to detail required.
The ability to make compelling presentations that effectively articulate the uniqueness of our value proposition and foster win-win partnerships.
Knowledge of range of complex gift vehicles and tax laws, i.e. charitable remainder trusts, charitable gift annuities, charitable lead trusts, donor advised funds, support organizations, etc. relating to charitable giving and donations of complex assets , i.e. restricted stocks, closely held stock, real estate, etc.
Education: Bachelor's degree and/or Masters Degree. A Law degree and/or Planned Giving Specialist Certification are particularly valuable.
Contact for more information:
Diane Hopkins
J. Philip Associates, Inc.
310-453-7700
vpgiftplanning@jpa-consulting.com
