Senior Associate Director of Development, Gift & Estate Planning

Job Title: Senior Associate Director of Development, Gift & Estate Planning
Location: Tallahassee, FL
Regular/Temporary: Regular
Full/Part Time: Full-Time
Job ID: 60819
Department

FSU Division of University Advancement

Florida State University is currently in the leadership phase of a comprehensive campaign. As the leadership phase of the campaign begins, the Division of University Advancement is accelerating the hiring of additional Gift and Estate Planning professionals' campus-wide and is excited to build out its team. For Advancement professionals who are interested in being a part of a comprehensive campaign from the beginning for their career development, the timing is ideal to join our team.

Responsibilities

The Senior Associate Director of Gift and Estate Planning will strategically develop and implement a personalized solicitation program to generate philanthropic support for Florida State University's academic programs. This role focuses on maximizing the identification, cultivation, solicitation, and stewardship of planned giving prospects and donors, with the goal of securing commitments of $100,000 or more.

Fundraising

• Manage a portfolio of research-based planned giving prospects with a giving capacity of $100,000+ for the purpose of assessment and working collaboratively with College, School, and Unit (CSU) development staff to cultivate and solicit planned giving commitments from alumni and friends, and stewardship.
• Travel frequently to meet with alumni, parents, faculty, staff, and friends of FSU.
• Record meetings, interactions, and planned giving data in the Foundation's database promptly, maintaining confidentiality.
• Partner with donors and their professional advisors to create plans that align philanthropic, financial, and estate planning objects with the University's mission.
• Prepare timely and accurate gift annuity and charitable trust illustrations and related documents for donors, their advisors, and CSU development staff.
• Serve as staff liaison with assigned colleges/units, offering expertise on deferred gift instruments and prospect strategy.
• Exhibit and promote a comprehensive understanding of the philanthropic priorities of FSU, effectively matching the specific interests of prospects to those needs.
• Communicates FSU's mission and represents its values to external stakeholders. Collaborate with Donor Relations to steward members of the James D. Westcott Legacy Society.

Training and Educational Initiatives

• Assists in providing educational and training opportunities for development staff on the functions of planned giving.
• Assists in the development and execution of regionally based planned giving seminars for external constituents.

Administration/Events

• Plans for and initiates direct activities with prospects that are designed to enhance the affiliation between the prospect and the University.
• Negotiates gift agreements, prepares, and presents proposals.
• Prepares correspondence with prospects and documents communications, solicitation activity and gift information in compliance with University Advancement reporting guidelines and FSU's Gift Acceptance and Counting Policies.
• Assists in the facilitation of meetings, communications, informational exchanges and project/philanthropic coordination with FSU faculty and academic leadership.
• Creates, inspires, and maintains donor loyalty, interest, and enthusiasm through stewardship communication and activities designed to express recognition, appreciation, and the impact of their gift(s).
• The implementation of such a stewardship plan may include but should not be limited to letters, communication of unit or university initiatives, invitations to appropriate activities, meetings, events, student engagement, or the facilitation of campus visits.
• Assist with organizing and hosting the annual Westcott Society luncheon in Tallahassee as well as other educational events throughout the United States and other designated locations.
• Other duties as assigned.

Qualifications

Bachelor's degree and five years of experience; or a high school diploma/equivalent and nine years of experience. (Note: a combination of post high school education and experience equal to nine years.)

Must have a valid Florida or Georgia Driver's License, or the ability to obtain prior to hire.

Must be able to travel frequently.

University Information

One of the nation's elite research universities, Florida State University preserves, expands, and disseminates knowledge in the sciences, technology, arts, humanities, and professions, while embracing a philosophy of learning strongly rooted in the traditions of the liberal arts and critical thinking. Founded in 1851, Florida State University is the oldest continuous site of higher education in Florida. FSU is a community steeped in tradition that fosters research and encourages creativity. At FSU, there's the excitement of being part of a vibrant academic and professional community, surrounded by people whose ideas are shaping tomorrow's news!

Learn more about our university and campuses.

FSU Total Rewards

FSU offers a robust Total Rewards package. Visit our website to learn more about our Compensation, Benefits, Wellness, Recognition, and Employee Development programs.

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How To Apply

If qualified and interested in a specific job opening as advertised, apply to Florida State University at . If you are a current FSU employee, apply via myFSU > Self Service.

Applicants are required to complete the online application with all applicable information. Applications must include all work history up to ten years, and education details even if attaching a resume.

Considerations

This is an A&P position.

This position requires successful completion of a criminal history background check .

This position is being advertised as open until filled.

Equal Employment Opportunity

FSU is an Equal Employment Opportunity Employer.