Carthage College
  • 04-May-2018 to 03-Oct-2018 (CST)
  • Kenosha, WI, USA
  • Full Time Employee

Director of Planned Giving

Join the team at our beautiful lakefront campus!


Job Summary:

This position directs and manages the planned giving program for Carthage College in the Office of Institutional Advancement. The Director of Planned Giving has primary responsibility for gifts of estates, trusts, and various other financial vehicles that reflect financial planning and deferred giving opportunities, especially those at the major gift level. This position sets program goals, manages relationships, and leads marketing and education efforts internally and externally. Additionally, the Director supports all aspects of gift planning and related tax and legal matters for the College, including preparing and maintaining financial and legal documentation of gifts. This position is responsible for increasing the awareness of charitable giving techniques among alumni and friends of the College and has primary responsibility for training and supporting other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests.

Major Responsibilities:

  1. Serves as Planned Giving expert on Institutional Advancement team:
  2. Supports the overall long-term financial strength and support of the College by networking with donors and prospective donors to qualify, solicit, and steward major, deferred, and planned gifts. Manages a list of 100-150 rated prospects. Maintains complete and accurate donor records by preparing and filing contact reports using institutional database systems and maintaining contractual and legal records as needed. 
    • Remains current in areas of gift possibilities available through the College and the current laws and regulations governing such gifts.
    • Works with donors, prospects, and their legal and financial advisors to establish charitable trusts, bequests, and complex outright gifts to benefit the College.
    • Assumes primary responsibility for providing technical support and options regarding planned and deferred gifts.
    • Supports the Institutional Advancement team by offering seminars on and assisting in the solicitation of planned and deferred gifts, including developing individual strategies and preparing proposals. Drafts pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to Carthage.
  3. Manages the planned giving marketing program
  4. Works with the Executive Director to set goals and develop programmatic solicitation plans. Communicates the status of current fundraising activities and progress to goals by analyzing data and preparing administrative reports.
  5. Serves as liaison and project manager for the ongoing relationship with planned giving consultant, providing direction and content for segmented multi-channel communications (print, email, web) including the planned giving and Leaders in Philanthropy newsletters and contributing articles for College publications.
  6. Works with Advancement Services to identify prospects. Manages leads generated through marketing efforts and general inquiries from donors and prospects
  7. Oversees the Denhart Society stewardship program, including maintaining the Denhart Society honor roll of donors, engaging those with known planned gift intentions through event programming, and conducting gift officer visits Determines College compliance with donor restrictions and donor intent in its management of gifts funds
  8. Helps the College to meet fundraising goals by maintaining an understanding of current capital projects, endowment needs, endowment current use, and annual gifts. Works to maximize all philanthropic relationships by working with donors to secure maximum support through annual and endowed gifts in addition to planned gifts. Supports all College fundraising initiatives.
  9. Enhances donor engagement by representing Development and Alumni Relations at functions and meetings as assigned and working with donors and potential donors, alumni, students, friends, and various constituencies to strengthen their ties to Carthage

Minimum Education and Experience Required:

  • Bachelor's degree required
  • At least 5-10 years of successful related professional experience is required, preferably in higher education development. A demonstrated record of success in structuring complex gift agreements in a related career field such as law, accounting, or financial planning is preferred.
  • Exceptional interpersonal skills with all age groups are required
  • Strong oral and written communication skills are required
  • Strong organizational skills are required, particularly planning, managing deadlines, and evaluating progress. The position requires skills in proofreading and editing, attention to detail, and follow-through. Computer literacy is required, particularly in word processing, using Internet resources, and using databases. An understanding of or demonstrated capacity to understand current laws regarding taxability of donations, familiarity with deferred giving strategies, and knowledge of a diverse array of financial instruments are essential. The ability to develop knowledge of, respect for, and skills to engage constructively with diverse cultures or backgrounds is required.
  • The scope of the job requires occasional attendance at evening and/or weekend activities, meetings, events, seminars and workshops, a valid driver's license is required.

How to Apply:

Applications will be accepted until June 1st or until the position is filled. All applicants should submit a cover letter, resume, and three professional references to the "Resume Upload" section of the application.  

About Carthage:

Founded in 1847, Carthage College combines an environment of reflection and self-discovery with a culture of high expectation, so that our students uncover and ignite their true potential. As a four-year private liberal arts college with roots in the Lutheran tradition, we place a strong emphasis on both moral and intellectual values. Our prime location in Kenosha, Wisconsin, midway between Chicago and Milwaukee, allows students the opportunity to learn in a professional context. Our beautiful campus, an 80-acre arboretum on the shore of Lake Michigan is home to 150 scholars, 2,600 full-time students, and 400 part-time students. Our rich academic experience equips students with foundational knowledge and skills, preparing graduates to be lifelong learners and to lead meaningful, productive lives.

Carthage College is an equal opportunity employer (EOE) dedicated to the goal of building a culturally diverse community.  We welcome applications from a broad spectrum of people, including members of ethnic minorities, women, veterans, and individuals with disabilities.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status or status as an individual with a disability.


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