Director of Planned Giving

Valparaiso University • Full-time • Valparaiso, IN, US • 3d ago

Aspen Leadership Group is proud to partner with Valparaiso University in the search for a Director of Planned Giving.

Reporting to the Assistant Vice President for Development, the Director of Planned Giving will be responsible for overseeing the university's planned giving initiatives, including bequests, trusts, charitable annuities, and other deferred gifts. The Director of Planned Giving will manage and coordinate all aspects of pending and completed planned gifts, ensuring effective communication and collaboration between the donor, their advisors, and key internal stakeholders. The Director of Planned Giving will serve as the university's primary resource on charitable estate planning and tax-advantaged giving strategies and will work closely with donors and their advisors to structure gifts that optimize benefits for both the donor and the university. Additionally, the Planned Giving Officer will oversee qualification materials for the Kretzmann Society, which recognizes those individuals who have made estate plans or established life-income gifts to benefit Valparaiso University as well as collaborate with the Stewardship Office on planned giving stewardship efforts. The Director of Planned Giving will build and manage a personal portfolio of planned giving prospects and major donors.

Valparaiso University (Valpo) is an independent Lutheran school with a reputation for extraordinary academics, as well as a bright, energetic spirit. Valpo offers more than 70 undergraduate majors in five colleges and more than 20 graduate programs. With an average class size of 21, the university boasts a 10:1 student-to-faculty ratio. The university offers study abroad opportunities with dedicated study centers in England, Germany, Costa Rica, and China, and additional opportunities available in Europe, Asia, Australia, Africa, and Central and South America. Valparaiso University athletics field seven men's and ten women's teams in NCAA Division I competition as part of the Missouri Valley Conference, Pioneer League, and Mid-American Conference. Over 100 co-curricular organizations provide opportunities to get involved outside the classroom, and a focus on community involvement is evidenced by the more than 247,000 combined hours of community outreach and service-learning opportunities performed by students. There are also ten fraternities and seven sororities, and 55% of all students live on campus. With more than 70,000 Valparaiso University alumni around the world, there is a strong network of Valpo graduates to offer their time, talent, and treasure in support of students and the institution.

As an institution that sets high standards for its students and faculty, Valparaiso University consistently achieves national recognition for best teaching and value and as one of the best universities in the Midwest. The Princeton Review ranked Valpo number five for the best green MBA. U.S. News & World Report has ranked it one of the top ten regional universities in the Midwest and it is currently listed among the best nationally ranked colleges. The same publication named the university as the number one best value and number five for best undergraduate teaching in the Midwest. Valpo regularly appears in Forbes "America's Top Colleges" list. It is also listed as one of the best colleges in Indiana by Niche.com.

A bachelor's degree or an equivalent combination of education and experience and at least four years of experience in fundraising, including direct experience with planned giving, is preferred for this position. Valparaiso University will consider candidates with a broad range of backgrounds. If you are excited about this role and feel that you can contribute to Valpo, but your experience does not exactly align with every qualification listed above, we encourage you to apply. All applications must be accompanied by a cover letter and résumé. Cover letters should be responsive to the mission of Valparaiso University as well as the responsibilities and qualifications stated in the prospectus.

The salary range for this position is $115,000 to $125,000 annually.

Valparaiso University is committed to the inclusion of all qualified candidates. If you require reasonable accommodation in completing this application, interviewing, or participating in the selection process, please contact Kim Farr at kimfarr@aspenleadershipgroup.com.

To apply for this position, visit: https://opportunities.aspenleadershipgroup.com/opportunities/3293.

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