Director of Planned Giving
History of the Upstate Foundation’s Legacy Society
The Upstate Foundation announced the Upstate Legacy Society back in 2010 to honor the generous planned gift donors and to encourage others to become planned giving donors. In October 2010, the Inaugural Legacy Society luncheon was held with the President of Upstate Medical University welcoming and thanking the seventeen founding legacy society members for their gifts. From 2010 to present, with the commitment of a full-time director of Planned Giving, the Legacy Society has grown over 123 members who have notified the foundation of their planned gift. The Upstate Foundation’s planned giving department has also expanded its outreach efforts to partner with local nonprofit organizations that align with the foundation’s mission pillars of patient care, education, research and community health and well-being.
Our legacy giving program continues to grow because of a multi-year strategic plan that integrates targeted marketing materials, a robust awareness campaign and a 34-member Professional Advisory Council from across the Central New York region. Serving as a key member of the Upstate Foundation staff, the program is led by the Director of Planned Giving who has the primary responsibility for the management and growth of a comprehensive gift planning program.
The Director of Planned Giving supervises an Associate Director of Planned Giving to help grow the planned giving program at the foundation.
Duties and responsibilities
- Manage a portfolio of up to 125 major gift donors while continually cultivating and qualifying donors in the pipeline totaling as many as 300 donors.
- Identify additional non-profit community partners for the collaborative legacy giving partnership program.
- Seek out opportunities and schedule presentations about the Upstate Foundation’s Planned Giving program within the Upstate Medical University community and central New York region.
- Manage members of the Professional Advisory Council and develop relationships with additional professionals such as financial advisors, accountants, and estate planning attorneys to grow awareness of the Foundation and planned giving program. Schedule two meetings a year highlighting Upstate Medical University.
- Accurately and in a timely manner record all donor interactions, solicitations, appointments, notes in the Foundation’s CRM software, Raiser’s Edge.
- Serve as the lead resource in planned giving at the Foundation, to include joint field calls. Follow up/collect estate settlement for legacy gifts.
- Function as the lead on Planned Giving when incorporated into a larger Foundation campaign.
- Create professional proposals for donor presentations that are aligned with the Foundation’s standards.
Minimum qualifications
- A bachelor's degree is required.
- A minimum of ten years of development experience with documented success in personally cultivating and securing major/planned gifts or ten years or more in a related field such as financial/wealth management, estate planning, accounting is applicable.
- A valid driver's license and access to a reliable vehicle to travel within NY State is required. Mileage is reimbursed at the prevailing IRS standard mileage rates.
Preferred qualifications
- A MBA, MPA, JD or other advanced degree and/or professional certification (CAP, CFP, FSCP, ChFC, WMCP) is highly desirable.
- Ten or more successful years as a Planned Giving Officer, or organization’s sole/primary Planned Giving expert desired.
- Prior experience with estate planning from a legal, accounting, tax, and/or financial planning desired.
Work days
Work schedule is typically 8 am – 4 pm or 8:30 am – 4:30 pm, but can change with early or late appointments depending on donor availability.
Some travel and weekend/evening work will be required.
Compensation: $ 80,000 - $120,000, depending on experience.
To apply
For additional information and to apply for this position (Job #88232) please go to Upstate’s Human Resources website: http://www.upstate.edu/hr/jobs/
Director of Alumni for the College of Nursing
Director of Alumni will plan and implement an ongoing, comprehensive annual development effort among alumni, students, parents, faculty and friends of the College of Nursing at Upstate Medical University. This will include direct mail, face-to-face solicitation, electronic solicitation, grant writing and grant administration, and donor stewardship. In addition to annual campaign fundraising, the successful candidate should have a solid understanding of moves management, including the cultivation, solicitation, and stewardship of major gift donors.
Other duties to include but not limited to:
- Provide leadership and support to the board of directors. Recruit new members, promote participation and provide opportunities for board development. Ensure submission of annual tax reports and maintain currency of legal materials such as minutes and bylaws.
- Manage and adhere to alumni association budgets.
- Administer endowed student scholarships, an endowed lectureship, and others. Steward major donors.
- Maintain historical files for the alumni association, including master charts of scholarship recipients.
- Develop and oversee a communications plan, to include: solicitation letters, a bi-annual newsletter, website content, e-mail, social media postings and other communications.
- Plan and implement program-enhancing events for alumni. Work with college and university staff on events such as: annual white coat ceremony, student orientation, commencement and pre-commencement activities, continuing education events, and alumni gatherings.
- Participate in Upstate Foundation activities as assigned.
Minimum qualifications
- Bachelors degree and 3 years of relevant experience, or equivalent combination of education and experience.
- Excellent communication, writing/editing, math, organizational skills.
- Valid drivers license and access to a vehicle for meetings with donors and prospects.
Preferred qualifications
- Several years of experience in development, including annual fundraising and major gift fundraising.
- Knowledge of Raisers Edge and/or background in health care a plus.
Work days
- Monday - Friday, 8:30 am - 4:30 pm
- Flexible work hours to attend special events and board meetings.
Compensation: $75,000 - $85,000, epending on experience.
To apply
For additional information and to apply for this position (Job #88231) please go to Upstate’s Human Resources website: http://www.upstate.edu/hr/jobs/