Career Opportunities

There are jobs – and there are careers. The Upstate Foundation gives you the chance to do the kind of work that is meaningful, the opportunity to challenge yourself and learn new skills, and the prospect of working alongside a team of talented and motivated people. 

Join our team.

 

 

 

Director of Planned Giving

Background and position summary

In early 2010, the Foundation for Upstate announced the Upstate Legacy Society to honor its generous planned gift donors and to encourage new planned gift donors.  In October 2010 the inaugural Legacy Society Luncheon was held with the President of Upstate Medical University welcoming and thanking the 17 founding members of the Legacy Society. From 2010 to 2019, under the guidance of the Foundation Board’s Planned Giving Committee, the Upstate Legacy Society had grown to 42 members.

Our Legacy Giving program is based on a multiyear strategic plan with timely promotional literature, a robust awareness campaign and a 20-member Professional Advisory Board from across our geographical region. The Director of Planned Giving serves as key member of the Upstate Foundation staff with primary responsibility for the management and growth of a comprehensive gift planning program.

Travel

This position requires some travel, primarily within the central New York (CNY) region, and limited travel outside of CNY. Because travel to suburban and rural areas in CNY will be required, the candidate must hold a valid New York State driver’s license and have access to a reliable vehicle which can be used for business related travel. (Use of a personal vehicle is reimbursed at the prevailing IRS standard mileage rate).

Ideal candidate

The ideal candidate is a passionate, experienced and successful planned giving officer who is looking for an exciting leadership planned giving position with limited (mostly local) travel requirements.

The ideal candidate will have the opportunity to leave his or her mark at Upstate by leading the efforts to craft the future direction of this vital program and bringing the program to an even greater level of success.

Required and desired qualifications

  • Bachelor's degree required
  • Three years of development experience with documented success in personally cultivating and securing major/planned gifts is required, Seven or more years desired;
  • A valid driver's license and access to a vehicle to travel within the state required; some out of state travel may be necessary.
  • MBA, MPA, JD or other advanced degree desired.
  • Five or more successful years as a Planned Giving Officer, or an organization’s sole/primary Planned Giving expert desired.
  • Prior experience with estate planning from a legal, accounting, tax and/or financial planning perspective desired.

Duties and responsibilities

The Director of Planned Giving for the Upstate Foundation will have primary responsibility for the management and growth of a comprehensive gift planning program. Specific responsibilities include, but are not necessarily limited to: The Director of Planned Giving for the Upstate Foundation will have primary responsibility for the management of growth of a comprehensive gift planning program. Specific responsibilities include, but are not necessarily limited to: (1) developing and documenting a comprehensive understanding of institutional priorities suitable for planned gifts; (2) developing succinct case statements for planned gift opportunities; (3) managing updated and prioritized lists of planned gift prospects; (4) overseeing a strategic marketing program; (5) nurturing strong relationships with CNY financial, legal and tax advisors; (6) meeting the ongoing training needs of Upstate Foundation Development Officers and volunteers; (7) managing the Upstate Legacy Society and overseeing all other Planned Giving stewardship activities; (8) managing a caseload of approximately 75-100 major/planned gift donors and prospective donors; (9) serving as the Foundation's planned giving expert on cultivation and solicitation calls with Development Officers and volunteers; (10) providing Foundation staff leadership to the Foundation Board's Planned Giving committee; (11) assisting with and participating in other Foundation fundraising programs as needed; (12) some travel and weekend/evening work will be required.

Compensation

Commensurate with qualifications. Excellent benefits package.

To Apply

(Job # 63983) please go to: http://www.upstate.edu/hr/jobs/

 

Syracuse, New York is located in the very center of Upstate New York and offers a high quality of life at a low cost of living. The area has a population of between 650,000 to 700,000. The region offers many cultural and recreational opportunities and is home to 12 colleges and universities. With more than 9000 employees, UPSTATE is the largest employer In Central New York.