Code
5480
PCLS
N1018
Pay Grade
Exempt
Yes
ORP
Yes
EEO Code
1
Title
Assistant Vice President for Gift Planning and Development
Description

Plans, implements, and directs an inaugural comprehensive planned gifts program for University Advancement at Midwestern State University. Helps direct prospect coordination processes implementing strategies to steward existing and prospective donors in the context of the University's first comprehensive campaign. Develops and spearheads the growth and refinement of a marketing plan for planned giving; remains professionally current on state and federal taxes, gift and estate tax giving methods and legal aspects of charitable giving; and also under the direction of the VPUAPA provides leadership, supervision and project coordination of several areas in advancement services including to donor data and research, prospect management, and gift processing and accounting.

Examples

Creates, establishes, and directs the gift planning program in the identification, cultivation, stewardship and solicitation of donors and planned giving prospects. Proactively collaborates with the Vice President of University Advancement and Public Affairs, the President, deans, private wealth managers in the community, and faculty/staff to identify planned giving prospects. Creates strategies to cultivate new planned and life income gifts. Creates, supervises, and directs prospect coordination processes; plans and implements strategies to steward prospective and existing planned giving donors in coordination with VPUAPA and other internal and external partners. Serves as liaison with the Office of the General Counsel and Board of Regents to insure state and university gift policies and compliance directives are followed and implemented for all potential and existing deferred gifts. Serves as liaison in legal matters involving potential and existing planned gifts. Develops and continues the growth and refinement of a marketing plan for planned giving that is integrated with MSU's overall fundraising model with strong and mutually beneficial ties with the community.

Physical Condition
Experience

Six or more years of higher education fundraising/advancement experience with a record of success in identifying, cultivating, soliciting and stewarding planned gifts from individuals; record of management and direct supervision of staff and projects to include goal setting, performance management, leadership development and strategic planning. Experience with gift planning and major gifts in a university, preferably with a liberal arts emphasis.

Knowledge

Should be professionally current on gift and estate tax giving methods, and the legal aspects of charitable giving techniques. Proven ability to work cooperatively with private wealth advisors, attorneys, CPA's, etc. .

Education

Bachelor's degree required. Law or Master's degree preferred or equivalent combination of education and experience. Extensive formal training & experience in charitable gift planning, estate planning, financial advising and some tax law.

Additional Requirements

Requires the ability to work well with diverse populations and maintain positive working relationships with students, faculty, staff, and the community. Excellent oral, written & interpersonal skills. Leadership and change management skills. Must be willing to work Non-traditional hours, including evening and weekend hours; travel required. *Regular reliable attendance is required. *This position is designated as security sensitive (mod) and requires a criminal background check.*Designated as a Responsible Employee as outlined by Title IX.

 

Standard Requirements

Requires the ability to maintain positive working relationships with students, faculty, staff, and the community. Must adhere to University’s core values: People-Centered, Community, Integrity, Visionary, and Connections, per the MSU Texas Values Journey. Personal cell phone usage may be required to complete position duties, including multi-function authentication requirements. Regular reliable attendance is required.

This position is designated as security sensitive (Mod) and requires a criminal background check. Position is designated as a Responsible Employee as outlined by Title IX. May serve as Campus Security Authority as outlined by the Clery Act.

Last Updated 10-15-2019