Planned Giving Officer Lead

Description

Directs and manages all aspects of various Planned Giving Programs. Markets the service to divisions. Identifies, cultivates and motivates donors to make significant gifts assisting them with gift planning strategies, financial and estate planning, tax law and real estate. Collaborates with all divisions/schools in the Institution. May include management and/or supervisory responsibilities. Education and Experience: Bachelor degree and 5+ years in planned giving/development. Employees in this classification typically analyze, compare and evaluate various courses of action and have the authority to make independent decisions on matters of significance, free from immediate direction, within the scope of their responsibilities. Primary activities and decision making authority are predominantly performed independently affecting business operations to a substantial degree. Under FLSA, this is the exempt job classification for this title. Incumbents in this position must meet the full criteria for exempt status: salary level, salary basis, and duties tests.