Now Hiring - Education Director of Development, Planned Giving in Milwaukee, WI

The Director shall cultivate and steward relationships with alumni, parents, and friends of the university and encourage them to support Marquette through appropriate major and planned gift vehicles, such as bequests, charitable gift annuities, life income trusts, charitable lead trusts, and gifts of retirement plan assets, life insurance, real estate, and other appreciated assets. This position has the opportunity to work in a hybrid work arrangement, with time worked on campus as well as remotely.

I. Portfolio Management and Fund Development

1. Manages a portfolio of approximately 40 current and prospective donors with capacity to make major or planned gifts of $100,000 and more to achieve an annual production goal of $1,000,000 or more; regularly identifies and contacts prospects through research and referrals as part of the fund development process of identifying, qualifying, cultivating, soliciting, and stewarding planned giving and major gift donors.

2. Meets individually with planned and major gift prospects and donors. Responsible for making 8-10 face-to-face visits per month designed to move prospects toward making a philanthropic commitment to the university.

3. Makes personal gift solicitations. Management of the process includes maintaining a comprehensive understanding of university priorities, preparation of the solicitation materials, conducting strategy meetings, and preparing briefing materials for the President, Vice President of University Advancement, Deans and others involved in the solicitation process.

4. Travels independently, and with other fundraisers, deans, and faculty, as necessary, to qualify, engage, cultivate, and solicit potential donors in person about major and planned gift opportunities (estimated travel, ranging from local appointments to out of state visits, to comprise up to 50% of work hours on a monthly basis).

5. Serves as a planned giving facilitator with regional directors, senior philanthropic advisors, college advancement officers, athletic fundraisers and others in the university to inform prospects of blended and planned giving opportunities.

6. Produces gift illustrations using planned giving software when required.

7. Files timely contact reports in MarqIt, UA’s database, as well as consistently updates gift plans and proposals being tracked in MarqIt.

8. Plans and implements an annual strategic plan and fundraising production goal.
II. Training, Marketing and Professional Development

1. In collaboration with the planned giving team, organizes and presents planned giving training sessions for the development team and for alumni, community, and other constituent groups.

2. In collaboration with the planned giving and communications teams, assists with planned giving newsletter content selection; follows up with donor requests for additional information after the mailing of each bi-annual newsletter.

3. Monitors and reports on state and federal legislation impacting major and planned gifts.

4. Pursues professional development opportunities to remain current on planned giving vehicles and grow in ability to effectively promote and implement complex gift structures.
III. Mission and Culture
1. Participates in other University Advancement and all-university meetings, events and projects as deemed necessary to support the Catholic and Jesuit mission, culture, and broader goals of the division and the university.
2. Performs all other duties and responsibilities as assigned or directed by the supervisor.
3. Integrates and promotes the university’s mission and culture into all duties and responsibilities.

A strong technical background/knowledge of deferred giving instruments and charitable estate planning is preferred.
Master’s degree or Law degree preference.

It is the policy of Marquette University to provide equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other applicable federal or state-protected classification.

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