|Temple University, an urban public research university with an international reach, has been creating knowledge, improving lives, and engaging the community for over 125 years. Temple's superb faculty and broad curriculum of over 300 academic programs provide superior educational opportunities for talented and motivated students without regard to their status or station in life. That tradition of access and excellence has made Temple's student body one of the most diverse in the nation. Temple's Main Campus in Philadelphia is the primary site of more than $500 million in construction and renovation. Benefiting from an increasing number of students eager for an urban university experience, Temple has become an increasingly vibrant center of student life.
In this role, you will identify, qualify, cultivate, solicit, and steward gift planning prospects. Using a donor-focused approach, you will help alumni and Friends of the University integrate their estate, financial, and personal goals with giving opportunities at Temple University. Specific responsibilities include:
- Providing gift planning support to several schools, colleges, and business units within the University and supporting the gift officers within those organizations through collaboration, strategic consultation, and education.
- Assisting the Director of Gift Planning Marketing and Stewardship in creating technical and donor-centered gift planning marketing pieces and in identifying key Temple marketing segments.
- Bachelor's degree and a minimum of 6 years of experience in charitable fundraising at an educational institution, hospital, or other nonprofit organization.
- Legal or financial background evidenced by a law degree, CPA, and/or CFP is highly desired.
- Additional training in aspects of charitable gift planning, including tax and inheritance law, and membership in the Partnership for Philanthropic Planning (PPP) and PPP of Greater Philadelphia are preferred.
Experience in the following required:
- Successfully managing a gift planning function.
- Training major gift officers to recognize gift planning opportunities, opportunities for collaboration, and strategy development.
- Stewarding gift planning donors to encourage Ambassador behaviors.
- Maintaining a portfolio of 120 prospect assignments, serving as either a primary or a secondary prospect manager.
- Assisting in the creation of gift planning prospect cultivation, proposal, and stewardship materials.
- Gift, estate, and financial planning, as well as a strong understanding of gift planning options for complex assets, life income gifts, and estate administration.