SENIOR DIRECTOR OF PLANNED GIVING & PRINCIPAL GIFTS
The Senior Director of Planned Giving and Principal Gifts will play an important role in enhancing gift planning techniques as a function of the College’s overall fundraising plan, while
managing a finite pool of assigned prospects. The incumbent is responsible for building a pipeline of gift planning prospects nation-wide, connecting alumni, donors, friends, volunteers and other constituents to the campus and to ultimately increase individual gifts to campus-wide departments and programs. The Senior Director is responsible for qualifying, cultivating, soliciting, and stewarding major and principal gift donors. The Senior
Director will develop and implement a comprehensive marketing and communications plan working with College Advancement staff, internal strategic communications team members, web developers, outside contractors, and vendors. Through the office's efforts, gift planning will play a significant and growing role in the success of fund raising for Harvey Mudd College.
The Senior Director serves as an expert or lead development professional in a specialized area such as major / principal gifts and gift planning while maintaining a portfolio of donor prospects that include the most influential, complex or highest rated donors. May maintain and manage portfolio(s) of senior campus leadership. May have authority to make commitments and precedent-setting decisions regarding program design, development, and procedures. May oversee the work of professional and support staff. The Senior Director is expected to raise gift dollar amounts as established at each fundraiser specialization.
About Harvey Mudd College:
Located in the heart of Claremont, California, 35 miles east of Los Angeles, Harvey Mudd College is a highly selective undergraduate liberal arts college offering degrees in science, technology, engineering and mathematics. HMC enrolls about 800 students and is a member of The Claremont Colleges, which comprises five undergraduate colleges and two graduate institutions. According to students, professors, and alumni, what makes Harvey Mudd distinctive is its collaborative, cross-disciplinary nature. The working environment is built on collaborative relationships between and among all members of the campus community and a deep commitment to the College’s mission to educate students “so that they may assume leadership in their fields with a clear understanding of the impact of their work on society.
SUMMARY OF DUTIES AND RESPONSIBILITIES
Qualify major and principal gift prospects and solicit gifts directly. Works with approximately 120 assigned gift planning prospects; qualifying, cultivating, soliciting, and stewarding when appropriate. Monitor and steward charitable trusts and other planned gifts naming Harvey Mudd College as a beneficiary.
The Senior Director of Planned Giving and Principal Gifts manages the overall planning, direction, and budget of the Planned Giving Program. Sets goals, develops strategies, and designs procedures to achieve shared goals. Recommends gift planning policy for College Advancement in conjunction with campus colleagues and volunteer leadership and in concert with College-wide policy. Steward planned giving budget and oversee expenditures.
Collaborate with campus colleagues in areas of planned giving, providing expertise and support when necessary. Work closely with gift officers to develop and implement gift planning strategies for top prospects. Devise and implement gift-planning stewardship.
Develops, creates, writes, implements, and/or evaluates individualized marketing plans and/or strategies for cultivation and solicitation of major and planned gifts (strategies that typically require a high degree of innovation). Plan, advocate for and administer marketing and outreach initiatives; supervise implementation and ensure articulated goals are met.
Creates, establishes and evaluates methods for building/maintaining prospect and volunteer constituencies and identifies, recruits, and directs the activities of high-level volunteers.
Serves as an expert or lead development professional in a specialized area of major/principal gifts and gift planning.
Manage a portfolio of donor prospects that include the most influential, complex or highest capacity-rated donors.
May maintain and manage portfolio(s) of senior campus leadership.
Ensure that predetermined fundraising goals are met. Designs and implements highly specialized program activities.
Presents formal fundraising proposals to major/principal donors and prospects or prepares senior management to present proposals.
Serves as resource for assigned area of expertise, interacting with prospects, donors, staff and outside professionals to provide information, advice and counsel regarding assigned specialized program(s).
Analyzes needs and creates strategic and long-range plans for fundraising and other advancement programs and may have the authority to make commitments and precedent-setting decisions regarding program design, development, and procedures.
May oversee the work of professional and support staff.
Ensures that predetermined fundraising goals are met.
Other duties as assigned
Required Education and Experience:
Bachelor’s degree in related area and/or equivalent experience/training.
Minimum of 10 years of related experience.
Required Knowledge, Skills and Abilities:
Working knowledge of the campus, its vision, mission, goals, objectives, achievements and infrastructure.
Working knowledge of applicable laws, rules, regulations, policies, et cetera.
Working knowledge of fundraising, donor relations and public relations concepts, principles, procedures and techniques.
Good written and interpersonal communication skills to establish and maintain good working relationships throughout the campus and with external constituencies.
Good organizational, analytical and critical thinking skills.
Skill to maintain confidentiality.
Strong sense of ethical conduct that will inspire confidence and motivation with the proven ability to persuade colleagues and donor prospects, while maintaining confidentiality in all matters as they relate to sensitive donor relations issues. Highly ethical donor-centered outlook on gift planning, balancing the College’s best interest.
Ability to travel outside of business hours.
Proven experience in the full spectrum of development including cultivation, stewardship and donor recognition.
Experience to direct the design of strategies for cultivation and solicitation of prospective donors.
Preferred Education and Experience:
Advanced degree preferred.
Minimum of 8 years’ experience in fundraising, in higher education.
Minimum of 3 years of financial planning, trust, legal, or estate planning.
Certified Specialist in Planned Giving (CFPG) credential, or equivalent.
Preferred Knowledge, Skills and Abilities:
Ability to conceptualize, design and implement a development program.
Proven ability to work effectively with deans and directors, academic and College leaders and volunteers to achieve fundraising goals. Ability to work effectively with other advancement staff in devising, analyzing, modifying, implementing, and evaluating development programs.
Exceptional organizational, analytical and critical thinking skills.
Exceptional skill in communicating persuasively, both orally and in writing, about private gift fundraising.
Knowledge of a broad range of academic and institutional issues related to a higher education fundraising environment.
Ability to use a dedicated relational donor database system.
LICENSES AND CERTIFICATIONS
Possess and maintain a valid driver’s license and driving record acceptable to the College’s automobile insurance carrier.
PHYSICAL REQUIREMENTS Normal physical job functions performed within a standard office environment and include reaching, fingering, grasping, talking, hearing, seeing and repetitive motions. May occasionally lift/push/pull items up to 15 lbs.
Regular office hours are 8:00 a.m. to 5:00 p.m. Hours may vary due to the needs of the department and/or College. Local, regional and national travel is required and may be outside of normal business hours.
Reports to the Vice President for Advancement
Please visit www.hmc.edu/employment to view a complete job description for this position and obtain information about how to submit an application. Information about HMC’s competitive benefits package is available at www.hmc.edu/hrbenefits.
Deadline to apply:
Position will remain open until filled.
Harvey Mudd College is an Affirmative Action/Equal Opportunity Employer. Qualified applicants will be given consideration for employment without regard to age, race, gender, national origin, sexual orientation, protected veteran’s status, disability, or any other characteristics protected by applicable law.
The Claremont Colleges, a consortium of five undergraduate liberal arts colleges, two graduate institutions, and Claremont University Consortium, which provides shared institutional support services, is reminiscent of the Oxford-Cambridge model. The undergraduate colleges include Pomona College, Scripps College, Claremont McKenna College, Harvey Mudd College, and Pitzer College. The two graduate institutions include Claremont Graduate University and Keck Graduate Institute.