Required Applicant Documents:
Request/Posting Number: 0407336
Working Title: Assistant Director of Planned Giving
State Role Title: Administrative and Professional Faculty
Pay band: 0
Pay Rate: Commensurate with experience
The Office of Development at James Madison University, a department
within the Division of University Advancement, is accepting applications for
an Assistant Director of Planned Giving. The Assistant Director of Planned
Giving will report to the Director of Planned Giving and will support the
director in their oversight of the Planned Giving Program. Employment is
contingent upon the successful completion of a criminal background
Duties and Responsibilities:
Assist the director in the implementation of a comprehensive program to
educate alumni and friends about the opportunities offered by bequests
and other deferred gift techniques; facilitate their making use of these
opportunities to achieve their personal and philanthropic goals; and ensure
the highest level of stewardship once these commitments are made.
– Close major and deferred gift commitments of $25,000 or more.
– Manage a portfolio of 100+ individuals who have the fiscal capacity to
make deferred or current gifts of $25,000 or more. Management in this
instance is defined as creating enduring relationships with and providing
optimal service for each donor or prospect as that individual’s
circumstances require, e.g. cultivation, stewardship or solicitation. Assist
the director in providing philanthropic gift counsel and technical assistance
to staff, administration, faculty and volunteer leadership; and serve as a
resource to donors and their financial advisors on matters pertaining to the
planning and administration of charitable gifts and matters/issues
associated with trusts, estates and financial planning.
– Develop and deliver reports to provide accurate and timely information
relating to key performance measures.
– Ensure that the charitable gift planning program is fully integrated with
other programs within the Office of Development and the Division of
The Assistant Director will work collaboratively with the members of the
central Development Office, and within the university community to
advance JMU’s planned giving program. The primary outcome expected of
the Planned Giving Program is the continuous growth in closed gifts and
gift expectancies supporting fundraising goals established in consultation
with the Assistant Vice President for Development and the Vice President
for University Advancement, with key performance measures being the
growth of the Madison Founders Society and the growth of the university’s
planned gift expectancy pool.
Successful execution of the responsibilities described above will require
that the Assistant Director work collaboratively with staff in the Office of
Development, the Division of University Advancement, the Office of
Athletics, the JMU Foundation, the senior administration, and the
administration and faculty in the colleges and schools and others as
needed university-wide to ensure available resources (human/other) are
maximized to ensure the success of the program.
– Bachelor’s degree required; master’s degree preferred.
– Minimum of five years successful experience in higher education fund
raising and major gift solicitation, or a comparable degree of experience in
a related field requiring the same skill set. Demonstrated ability to create
positive relationships and close major gifts is essential.
– Experience-based ability to recognize high potential giving opportunities;
and the knowledge of the giving techniques and strategies required to
maximize that potential.
– Experience in the development and implementation, evaluation of
fundraising programs, or programs requiring the same skill set.
– Experience in supervising staff.
– Must possess the organizational, verbal and written skills required to
communicate effectively and persuasively to donors/prospective donors
and their professional advisors.
– Excellent listening and interpersonal skills, and the ability to build
relationships with donors and prospective donors that will be equally
meaningful to the donor and university alike.
– Ability to work collaboratively with key members of the university’s
internal and external audiences.
– Commitment to ongoing professional development.
– Freedom and willingness to travel extensively and work flexible hours,
including some evenings and weekends.
Special instructions to applicants (This
field includes all additional documents to
be mailed as well as the mailing address):
The names and contact information for three references will be requested
at the end of the application. Each reference listed will receive an e-mail
requesting that they submit a letter of recommendation through the
If interested, please apply for the position through the James Madison University JobLink system: https://joblink.jmu.edu/