Position Classification Title: Dir,Gift Planning
Position Classification Code: J3024
Job Family: External Affairs
Pay Level: 14
Exempt Status: Exempt
This description is intended to describe the general nature of the work being performed. It is not intended to be a complete list of specific duties of any particular position. Duties, responsibilities and bargaining unit eligibility may vary based on the specific tasks assigned to the position.
Purpose of Classification:
Leads planned, estate and real estate giving for the NMSU Foundation. Manages, trains, and/or mentors a team of development officers, coordinators, and other staff that are responsible for managing and soliciting a portfolio of major gift prospects.
Standard Duties:
Serves as the NMSU Foundation’s in-house expert on planned gifts, estate gifts and real estate gifts. Coordinates the charitable gift planning process by serving as liaison between donors and their professional advisors. Orchestrate the estate closing process (including real estate), by serving as liaison between the Foundation/University and estate representatives. Develops a personal prospect portfolio, travels to meet with donors and potential donors to secure major gifts to meet fundraising goals and objectives. Creates and fosters an environment conducive to high performance and a cohesive team; mentors and manages staff maintaining clear monthly goals and annual performance reviews; develops performance plans and conducts reviews. Assesses effectiveness of staff, processes, procedures, resource allocation, and strategies. Leads constructive change through collaborative, inspiring approaches. Builds high-performing team through clear articulation of expectations, establishment of standards of accountability, and guidance of staff toward desired outcomes. Builds constructive, authentic, professional relationships with key volunteer leadership groups, including campaign committees and advisory councils. Ensures the work of these groups effectively assists in the achievement of the unit’s goals. Monitors progress toward individual and unit goals by monitoring monthly gift/pledge totals. Manages staff toward development of effective, individualized solicitation strategies that lead to successful closing of gifts. Develops and fosters a strong partnership with University partners in order to collaborate successfully in the solicitation, evaluation and closing of planned, estate and real estate gifts. Meets regularly with supervisors and Advancement leadership to review team and individual staff performance. Develops proposals and presentations materials relative to top fundraising priorities that will keep top prospects informed and involved. Identifies and resolves barriers to team/unit success, in collaboration with Advancement leadership, deans/directors. Develops and monitors approved operating budget; ensures strategic resource allocation to support achievement of desired results. Performs miscellaneous job-related duties as assigned.
Knowledge, Skills and Abilities:
Possesses and applies a broad knowledge of principles, practices and procedures of higher education fundraising, planned giving, estate gifts, and real estate gifts to the completion of difficult assignments. Secures support through wills, bequests, trusts, deferred gifts, charitable gift annuities, gifts of property, and other planned gifts including drafting gift agreement language involving varying degrees of complexity. Also possesses knowledge of related fields and areas of operation which affect, or are affected by, own area. Knowledge of Internal Revenue Service (IRS) gift regulations, fundraising techniques and strategies, and accounting and budgeting principles and practices. Extensive knowledge of management/supervisory practices and principles.
Skill in the use of personal computers and related software applications. Skill in organizing resources and establishing priorities. Database and records management skills. Strong verbal and written communication skills and the ability to present effectively to small and large groups. Strong interpersonal skills and the ability to effectively communicate with a wide range of individuals and constituencies in a diverse community. Skills in budget preparation and fiscal management.
Under general guidance, plans, conducts and leads complex assignments and areas of functional responsibility. Acting with substantial latitude for unreviewed action, applies broad subject matter expertise to solution of significant issues or development of new programs, services, processes or other initiatives to meet the University’s goals in a specific area. Recommends changes in procedures or policies, and leads change initiatives to completion, often persuading or coordinating work of others outside own department. Ability to plan and implement fundraising programs and marketing strategies. Ability to effectively lead a team and manage others with full supervisory responsibility.
Minimum Qualifications:
   Education- Bachelor's degree in a related field.
   Experience- Ten (10) years of professional experience related to the standard duties as outlined. Experience must include at least two (2) years at the Assc Dir, Development of Development level or equivalent.
   Equivalency- None
   Departmental Requirements-
   Special Requirements-