Associate Director, Office of Gift PlanningWe are now accepting applications for a qualified Associate Director, Office of Gift Planning at Belmont University.
Employment Type Staff
Internal Job CategoryExempt (Staff)
Full-Time
DepartmentEVP for Advancement
Hours 37.5
Primary Duties and
Responsibilities: This position plays a key role in advancing Belmont University's planned giving efforts through the Office of Gift Planning. The Gift Planning Associate Director manages a portfolio of donors and prospects, implements Covenant Society engagement, and implements marketing, digital tools and strategies to promote and secure non-cash, blended and estate gifts. Through strategic outreach and collaboration across Development, the role strengthens donor relationships and supports the University's mission and campaign priorities.
Primary position responsibilities:
- Manage a portfolio of donors and planned giving prospects using a donor-centered, data-informed approach to identify, qualify, cultivate, solicit, and steward supporters. Educate donors and their advisors on asset-based and estate gift options to maximize current and future support. Conduct face-to-face visits with donors and prospects to build trust and deepen engagement. Assist in the creation of customized strategies, develop gift illustrations, and donor intention forms to help donors formalize their legacy intentions in support of Belmont University's mission and campaign priorities. Maintain accurate and timely documentation of donor interactions in the CRM system following established protocols. Occasional travel may be required to visit donors and attend regional events.
- Develop and implement multi-channel marketing strategies to promote planned giving opportunities to Belmont alumni and friends via direct mail, surveys, email, web, and print media. Collaborate with marketing and communications teams to coordinate donor testimonials and create promotional materials for print and digital channels. Maintain and update planned giving content on the Office of Gift Planning website. Monitor digital inquiries and ensure timely, strategic follow-up. Leverage data and marketing analytics to improve audience targeting/segmenting, enhance engagement, and increase awareness of planned giving opportunities.
- In collaboration with the Office of Stewardship, lead efforts to engage and recognize members of the Covenant Society. Plan and execute events to celebrate legacy donors and encourage new membership. Develop and produce communications, including newsletters, personalized acknowledgments, and other print/digital materials to steward Covenant Society members, affiliate members and prospects. Coordinate closely with Advancement colleagues to ensure messaging, tone, and experience reflect Belmont's mission and campaign goals. Serve as a point of contact for all Covenant Society engagement and inquiries.
- Support maintenance of essential Office of Gift Planning files, including Covenant Society member records and estates in probate. Collaborate with the Senior Director of Gift Planning to ensure timely documentation and appropriate notification of realized estate gifts. Help monitor the status of open estates and coordinate with Advancement Services, Stewardship, and other internal teams to ensure proper recording, acknowledgment, and stewardship. Maintain records with the highest level of confidentiality, accuracy, and compliance.
- The above statements describe the job's essential responsibilities and requirements. They are not an exhaustive list of the duties that may be assigned to job incumbents.
Required Qualifications:
Belmont University seeks to attract and retain highly qualified faculty and staff who will support our mission and vision. As a Christ-centered and student-focused community, we aim to:
Form diverse leaders of character;Equip people to solve the world's complex problems through teaching, research and service;And be radical champions for helping people and communities flourish.
- Ability to identify issues, obtain relevant information, relate and compare data from different sources, and identify alternative solutions.
- Interprets and seeks information, uses independent reasoning to diagnose the root cause of situations or issues, identifies and tests solutions and thinks beyond what is typical or customary. Uses information to determine benefits and impact in making decision and/or recommendations.
- Ability to coordinate and administer programs/project activities and protocols. Ability to manage resources, monitor activities, and assess risks and quality issues associated with the program/project.
- Ability to present information to individuals or groups; ability to deliver presentations suited to the characteristics and needs of the audience. Ability to convey information clearly and concisely to groups or individuals either verbally or in writing to ensure that they understand the information and the message. Ability to listen and respond appropriately to others. Ability to impact and influence others to further the institution's strategic objectives.
- Ability to use Microsoft Office (Excel, PowerPoint, Word) and basic databases and software.
- Ability to work collaboratively with colleagues, team members, institutional leaders and volunteers.
- Experience working in a fast-paced environment and the ability to respond to high-pressure situations. Ability to thrive in an environment of hard work.
- Ability to work effectively with a wide range of constituencies in a diverse community.
Required EducationBachelor's degree is required. Master's degree is preferred.
Required Experience1-3 years as a development professional with fundraising experience in higher education is required. 4-6 years experience is preferred.
The selected candidate will be required to complete a background check satisfactory to the University.
Belmont University participates in E-Verify. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States.
