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Kalamazoo, Michigan
Kalamazoo, Michigan
Kalamazoo, Michigan
Posted: 27-Apr-22
Location: Kalamazoo, Michigan
Type: Full-time
Preferred Education: Bachelor’s
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Western Michigan University Homer Stryker M.D. School of Medicine has an exciting new position of Director of Major and Planned Gifts within the Office of Development. The Director of Major and Planned Gifts (The director) is responsible for identifying, cultivating, soliciting and stewarding major gift prospects with the ability to make gifts of $50,000 or more to the WMU Homer Stryker M.D. School of Medicine. The director will be responsible for managing a portfolio of 100 to 150 major and planned gift prospects. The director will play a leadership role in the multi-year comprehensive fundraising campaign of the WMU Homer Stryker M.D. School of Medicine that is anticipated to run from 2021 to 2031.
Responsibilities
MAJOR GIFT DUTIES:
- Responsible for leading a major gift program of the medical school, focused on:
- securing both current use and endowed gifts for student scholarships,
- current use and endowed resources for endowed faculty positions,
- securing current use and endowed funds for medical students and medical resident research projects, and
- current use and endowed funds to support space naming opportunities for new and existing campus facilities owned by WMed.
- Responsible for stewarding major gifts to recognize donors for their support and communicate the impact these gifts have made to the medical school.
- Market and encourage the use of donation of appreciated stock to fund charitable gifts to the medical school.
PLANNED GIFT DUTIES:
- Responsible for managing relationships with planned giving prospects of the medical school.
- Regular communication with planned gift donors and donor prospects (individuals aged 55 and older).
- Responsible for preparing gift illustrations for charitable gift annuities, charitable trusts, and sharing information on bequest intentions, rollover IRA gifts, gifts of real and personal property, and gifts of appreciated securities.
- Responsible for planning annual meetings for planned gift council advisors to keep up-to-date on the mission and giving priorities for the medical school.
- Plans a regular series of engagement communication activities and events with planned gift donor prospects.
- Makes use of annual subscription services with the Crescendo Company to distribute a regular planned giving electronic newsletter, and literature and information in publications targeted to seniors.
- Responsible for managing outreach and engagement with retirees of the medical school.
- Bachelor’s degree required.
- Three or more years of either major gift fundraising or planned gift fundraising.
- Prior experience soliciting outright gifts of $50,000 or more.
- A conversational knowledge of basic planned gift vehicles and concepts.
- Valid driver’s license and a car to attend meetings and visit donor prospects.
- Strong communication skills in-person, over the telephone, in group settings, and in writing.
- Prior experience soliciting current use and endowed gifts for scholarships and financial aid.
- Prior experience in marketing and promoting gift opportunities that enhance organizational programs related to diversity, equity and inclusion.
- Prior experience using a database system like Salesforce, or Blackbaud Raiser’s Edge.
- Prior experience working in higher education, healthcare or medical school fundraising.
- Prior event planning experience.
- Comfort working with financial information.
- Demonstrates the ability to recognize priorities in organization of work flow.
- Able to perform duties independently, with a minimal need for direct supervision.
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