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/
Corporate Development Manager
Position summary
Under the direction of the Director of Corporate Development, the Corporate Development Manager will identify new corporate prospects, prepare proposals, make presentations, develop campaign and multi-year corporate packages, secure commitments, steward corporate partners and function as a resource for third-party fundraising groups. This role requires exceptional sales, business development, and relationship-closing expertise to expand our corporate donor base and generate revenue in support of patient care, research, education and the health and well-being of our community.
Duties and responsibilities
- Identify emerging corporate leadership and industry trends with special emphasis on developing, cultivating, soliciting, and stewarding philanthropic support.
- Execute professional cold calling, lead generation, direct outreach, and initiate meetings to secure and close new corporate partnerships.
- Procure corporate sponsorship and in-kind support for foundation signature events. Assist with the planning and activation of the Upstate Open golf tournament.
- Develop customized, high-impact multi-year corporate sponsorship proposal packages that leverage the foundation’s signature events, campaigns, and other initiatives.
- Actively research and discover online corporate sponsorship opportunities that align with foundation objectives. Collaborate with grant team to manage corporate grant proposals and reporting requirements. Responsible for cultivating and sustaining relationships with corporate donors.
- Manage a portfolio of a minimum of 100 Corporations and Foundations, prioritizing those with the highest new business potential while maintaining and stewarding existing long-term partners.
- Record all interactions, gifts and solicitations in Raiser’s Edge and maintain accurate data and donor records.
- Function as a resource for corporate third-party groups (internal departmental and external community groups and organizations) in their efforts to organize and implement fundraising events in support of the Upstate mission and provide appropriate recognition.
- Create customized presentations based on the needs of the donor and consistent with the mission of the Upstate Foundation.
- Implement mini fundraising campaigns with local businesses, assist in establishing new funds and/or endowments, and collaborate with the Foundation’s communication team in the creation of related marketing materials.
- Prepare comprehensive annual Proof of Performance reports for major corporate donors.
- Monday-Friday: 8:00am-4:00pm or 8:30am-4:30pm; some evenings and weekends.
Travel
Position requires some travel, primarily within the 17-county region of Central New York. A valid driver’s license and access to a reliable vehicle is required. Use of a personal vehicle is reimbursed at the prevailing IRS standard mileage rate.
Qualifications
- A bachelor’s degree and a minimum of three years of experience in development or B2B sales/business development. Exceptional communication skills, both written and verbal, are essential.
- Experienced in cold calling and lead generation preferred. This role requires impeccable integrity and the ability to work collaboratively, along with demonstrable experience in new prospect identification and cultivation, and a successful history of sales and/or fundraising.
- Ability to accurately perform confidential work and meet deadlines.
- Knowledge of golf or experience planning charitable golf tournaments is preferred.
Compensation
- Commensurate with qualifications. ($70,000-$85,000)
- Excellent benefits package
To apply
For additional information and to apply for this position please go to Upstate’s Human Resources website: http://www.upstate.edu/hr/jobs/ (Job #87362)
Director of Alumni for the College of Nursing
The 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
Bachelor’s degree and 3 years of relevant experience or equivalent combination of education and experience. Excellent communication, writing/editing, math, organizational skills. Valid driver’s license and access to a vehicle for meetings with donors and prospects. Flexible work hours to attend special events and board meetings.
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
- Commensurate with qualifications. ($75,000-$85,000)
- Excellent benefits package
To apply
For additional information and to apply for this position please go to Upstate’s Human Resources website: http://www.upstate.edu/hr/jobs/(Job#88231)