Association of Fundraising Professionals Triangle, NC Chapter

University of North Carolina - School of Arts

1 February 2018
 February 1, 2018

Major & Planned Gifts Officer

Position Type: EHRA Tier II
Position Number: 008102
Full/Part Time: Full-time

School/Department Information
The Office of Advancement is charged with increasing understanding and support among UNCSA’s key constituents including alumni and friends, members of the philanthropic and corporate community, and government policy makers. At this time, UNCSA is entering into an historic comprehensive campaign. This presents a fantastic opportunity for someone to expand upon the current annual giving program by broadening the reach of support for a school with a rich history of local community backing.

Description of Responsibilities and Duties
Research and Planning:
Directly responsible for creating, developing and managing a portfolio of 100-125 prospects and donors;
Develop a prospect research plan with the Associate Vice Chancellor for Advancement to identify new prospects, reengage and renew lapsed major and planned gift donors;
Reinvigorate UNCSA’s planned giving society (Encore) by developing updated policies and procedures and updating the communication materials;
Research and collect data on major and planned gift prospects and current donors in order to more clearly understand interests, capacity and giving priorities;
Utilize technology to increase information base and analysis on prospects/donors (including Wealth Engine and Raisers Edge as well as other available services);
Maintains knowledge of current tax laws, investments and planned giving opportunities;
Stays abreast of institutional and departmental priorities and programs.

Establish appointments with prospects and donors;
Develop appropriate cultivation strategies for prospects and, including working with volunteers; Assist Associate Vice Chancellor for Advancement with creating metrics to meet
fundraising goals;
Serve as the lead for executing the planned giving program, staying abreast of current trends and topics and share this information with Advancement staff;
Solicit and secure major and planned gifts, seeking assistance from leadership as appropriate;
Create “moves management” plan that transports potential and current donors along the giving cycle;
Identify best peer solicitors to assist with advancing prospects and current donors;
Develop and maintain, in partnership with the Advancement team, a stewardship plan for major donors.

Create monthly moves management reports on major gift prospects to share with Associate Vice Chancellor for Advancement;
Enter contact reports in Raiser’s Edge promptly (to be determined in consultation with supervisor);
Ensure key players are up-to-date on new information regarding major donor contacts;
Oversee all planned giving initiatives;
Ensure that major donors are properly acknowledged by various key players in the solicitation process;
Manage Encore Circle activities and communications.

Minimum Qualifications

Bachelor’s Degree, and a minimum of three years of progressive fundraising or related experience, in a related organization such as education or the arts preferred, with a proven track record in soliciting and securing major gifts. Must have excellent interpersonal skills and a demonstrated record of completing assignments.

Preferred Qualifications

Bachelor’s Degree and a minimum of five years of experience in individual giving and planned giving, with strong experience and proven track record in the major gift process and environment, including soliciting and securing gifts at this level. Must have excellent interpersonal skills and a demonstrated record of completing assignments. Campaign experience desirable.

Terms of Employment: E2

Knowledge, Skills and Abilities
A high level of written and oral communication skills, demonstrated experience working with a donor-centric approach and closing gifts at the $10,000 and above level; ability to creatively
persuade, as well as to listen to prospects and find solutions to obstacles and complex problems surfaced in the major gift cycle. Strong awareness and interest in evolving trends and developments in major gift and planned giving best practices that could be incorporated at UNCSA. Knowledge of “moves management” and the ability to strategically craft and implement a successful major gift plan, involving key players and influencers in the process of raising major gifts. The candidate must be self-motivated as well as understand the importance of working with all members of the Advancement team for benefit of the School. An affinity for the goals and mission of UNCSA and a passion for supporting the arts are an integral component of the Major and Planned Gifts Officer position. Must be willing to travel and available evenings and weekends.

Special Conditions for Eligibility
Posting Detail Information

Posting Number: AS140P
Open Date: 12/15/2017
Open Until Filled:  Yes

Special Instructions to Applicants
This is an EHRA position.
PLEASE NOTE: A criminal background check will be conducted on candidate finalist prior to
the offer of employment.
Resumes WILL NOT be accepted in lieu of completing an electronic application. The
application must be competed in full detail (including work history) for your qualifications to be
Failure to complete the application process as required by state regulations WILL result in
your application being rejected for the vacancy and you will not be considered for the
Other materials may be requested at a later time.
Applications will be treated confidentially until the final stages of the search process. Salary
will be commensurate with experience.

Supplemental Questions
Required fields are indicated with an asterisk (*).

Documents Needed To Apply
Required Documents
1. Resume
2. Cover Letter
Optional Documents
1. Other

Please use this link to apply:

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