• Identify, cultivate, and solicit planned giving prospects for major and principal level gifts. Manage an active portfolio of assigned donors and prospects and meet assigned metrics for performance.
• Develop and implement a marketing strategy plan to identify and attract legacy prospects through web, mailings, seminars/education sessions, industry partnerships, and alumni engagement activities.
• Provide guidance and training on tools, solicitation strategies, and giving vehicles to University Advancement colleagues. Attend donor visits with fundraising colleagues to assist with presentation of illustrations, legacy gift solicitations and closures. Develop and manage an advisory council of estate, financial planning and banking professionals to support BGSU gift planning objectives.
• Manage the charitable trust, gift annuity, and life insurance programs. Work with industry partners and the Assistant Director for Gift Planning to design, implement, audit, and evaluate current and future programs.
• Ensure appropriate documentation is collected and maintained for all planned gifts. Remain current in knowledge of charitable and estate planning tools, techniques, and tax legislation changes.
• Supervise and mentor the Assistant Director for Gift Planning.

The following Degree is required:

• A Bachelor’s Degree is required; a J.D. is strongly preferred. Degree must be conferred at the time of application. Must have and maintain a valid driver’s license and comply with the university’s vehicle use policy.

The following Experience is required:

• 8 years of experience in legal estate planning or as a major gift fundraiser or planned giving leader in a higher education or other large, nonprofit setting
• 3 years of supervisory experience is required

Knowledge, Skills and Abilities:

• Must demonstrate experience working with individuals on estate or deferred gift plans.
• Must demonstrate knowledge of planned gift instruments and approaches, as well as estate tax and legal implications.
• Must be an excellent written and verbal communicator with strong organizational and time management skills.

Deadline to apply: The search committee will review applications until the position is filled; however, for best consideration, applications should be provided by ‘March 30, 2023’.

BGSU. AA/EEO/Disabilities/Veterans. In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position with Bowling Green State University, please call 419-372-8421.

Bowling Green State University is an Affirmative Action/Equal Opportunity Educator and Employer . We are committed to a multicultural environment and strongly encourage applications from women, minorities, veterans and persons with disabilities. In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position with Bowling Green State University, please call 419-372-8421 or email ohr@bgsu.edu.