1. Identifies, cultivates and solicits Yale alumni/alumnae and friends who are capable of making gifts to the University. Meets assigned activity and revenue goals. 2. Devises and implements cultivation and solicitation strategies. Evaluates various gift opportunities and giving vehicles; recommends the most suitable for a particular donor. Develops, writes and presents proposals in keeping with university needs and in line with donor's interest and financial situation. 3. Initiates and maintains contact with current, past, and prospective donors, promoting positive donor relations. Engages volunteers proactively as needed. Determines and executes events and programs in support of development activities, assessing the success of such events/programs and recommending changes. Identifies disaffected or disinterested donors and devises strategies to encourage/redirect their interests as appropriate. 4. Interacts with internal contacts such as deans, directors, faculty, officers and other Development staff to consult on University needs, cultivation, solicitation and stewardship strategies, and potential donors. Keeps abreast of University events and disseminates University information to donors, prospective donors, volunteers and team members as appropriate. 5. Performs other duties as assigned.
Preferred Education: Bachelor's degree, with advanced degree preferred, plus 4-8 years of fundraising or related experience with a minimum of 2 years' concentration in planned giving, estate and financial planning, or charitable giving tax law. Familiarity with planned giving software, i.e., PG Calc's Planned Giving Manager and GiftWrap.
Preferred Education, Experience and Skills: Bachelor's degree, with advanced degree preferred, plus 4-8 years of fundraising or related experience with a minimum of 2 years' concentration in planned giving, estate and financial planning, or charitable giving tax law. Familiarity with planned giving software, i.e., PG Calc's Planned Giving Manager and GiftWrap.
Required Skill/ability 5: Demonstrates initiative, drive and a resourceful and a data-driven work ethic. Creative, innovative, flexible, with excellent organizational and analytical skills and with the ability to work independently, manage multiple projects effectively and maintain a high degree of professionalism in a team-oriented, complex environment.
Posting Position Title: Gift Officer
Required Skill/ability 3: Proven ability building and maintaining long-term donor relationships. An active listener with a successful track record of interacting with donors and their advisors, colleagues, faculty and administrators at the highest level. Demonstrated ability to leverage relationships to implement strategic solicitation of donors for stretch gifts.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Gift Officer, Planned Giving
Required Skill/ability 1: Demonstrated ability in personally and consistently raising six-figure or larger gifts from donors, utilizing industry standard best practices and a donor-centric approach. Ability to maintain confidentiality. Possess the willingness/ability to travel to identify, cultivate and solicit new planned giving donors and steward existing ones.
Required Skill/ability 4: Proactive, productive team contributor with a positive attitude and sense of humor. Demonstrated ability to follow through on commitments and take personal responsibility for outcomes. Persistent, results oriented and driven to succeed personally, and is inspired by challenging team goals.
Required Skill/ability 2: Excellent written and oral communication skills. Exhibits behavioral and linguistic flexibility as well as strong intellectual and social curiosity. Demonstrated ability synthesizing and prioritizing information from a wide array of sources while maintaining an attention to detail and effectively managing overall workflow.
Bachelor's Degree required, two-eight years of fundraising experience, or equivalent combination of education and experience. Job title and level will be commensurate with experience.
Internal Number: 54915BR
About Yale University
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.