Leadership Annual and Planned Giving Officer

Remote - Remote position, NJ

Drew University is seeking a Leadership Annual and Planned Giving Officer (LAPGO) in University Advancement. Reporting to the Executive Director of Individual Giving, the Leadership Annual and Planned Giving Officer manages a portfolio of leadership annual giving prospects and donors at the $5K-$25K level, with a goal of increasing the acquisition of new donors and retention rate of current donors, growing the annual giving donor base, and increasing levels of existing gifts to Drew’s College of Liberal Arts, the Caspersen School of Graduate Studies, and the Theological School. Additionally, the LAPGO will manage and pursue deferred and planned gifts - gifts such as trusts, charitable annuities, life insurance, wills, and bequests. This is a remote position that requires occasional local, regional, and national travel. 

Key Responsibilities: 

Leadership Annual Giving:

  • Conduct outreach, meetings, and visits with prospective, current, and lapsed donors to advance conversations about current and deferred gifts to the University. This may occasionally require the presence of other members of the Drew community, including faculty, and/or volunteers.  Stress activity that retains donors and increases their annual giving, as well as attracts new donors.
  • Working in collaboration with the Executive Director for Individual Giving and the Executive Director of Operations & Infrastructure, develop individual cultivation, solicitation, and stewardship strategies for a portfolio of current and prospective leadership annual and planned gift donors capable of making leadership annual and/or planned gifts in support of Drew University's institutional priorities and academic programs.
  • Identify donors to move up the pipeline towards the Major Gift Officers

Planned Giving:

  • Designs and manages a branded, strategic planned giving program and drafts marketing materials and communications for the deferred/planned giving program
  • Remains current in areas of gift possibilities available and the current laws and regulations governing such gifts
  • Working with the Executive Director of Individual Giving, the Director of Research and Prospect Management, and the major gift officers; identifies, cultivates, solicits, and stewards deferred/planned giving prospects and donors
  • Creates positive donor relations by assuming primary responsibility for providing options and support regarding deferred/planned gifts, and encourages “blended gifts” involving strategically combined current and deferred/planned donations
  • Provides training and advice on deferred/planned giving for gift officers
  • Works closely with the Drew Finance office and external investment and estate planning firms on all matters related to deferred/planned giving
  • Provides stewardship of donors who have already documented a deferred/planned gift or intention
  • Updates and maintains The Acorn Society, Drew’s deferred/planned giving recognition society for donors

Required Education and Experience:

  • Bachelor’s degree or equivalent from four year college or university, or equivalent combination of education and experience required.
  • Master’s degree or equivalent combination of education and experience preferred, with legal experience ideal.

  • Five to eight years of practical, relevant experience required for this position.

Application:

To apply, submit the following materials.

  • Cover letter
  • CV/Resume
  • Contact Information of 3 professional references

Please apply by December 15, 2021. Application review will be on a rolling basis as applications are submitted; early applications are encouraged.

About Drew University:

Drew University, located on a beautiful, wooded,186-acre campus in Madison, New Jersey, includes the College of Liberal Arts, the Theological School, and the Caspersen School of Graduate Studies. It has a total enrollment of more than 2,100 students with 145 full-time faculty members. Over 35% of our undergraduate students are from underrepresented groups, and we were recently ranked 19th among baccalaureate institutions for the number of international students enrolled. The Theological and Caspersen Schools offer master’s and doctoral degrees, and the College confers bachelor’s degrees in 32 disciplines.

 Drew is dedicated to exceptional faculty mentorship and hands-on learning that successfully prepares students for their futures. Students regularly connect with local communities, and because of our proximity to New York City, we are home to multiple New York Semester experiences for our undergraduate students: Wall Street, United Nations, Contemporary Art, Communications and Media, Social Entrepreneurship, and New York Theatre. The University also houses the Charles A. Dana Research Institute for Scientists Emeriti, the Center for Global Education, the Center for Civic Engagement, the Center on Religion, Culture & Conflict, and the United Methodist Archives and History Center. Drew also recently received a multi-year grant to transform teaching and learning in the humanities by incorporating emerging digital technologies, methods, and pedagogies.  

To enrich education through diversity, Drew University is an Affirmative Action/Equal Opportunity Employer. In accordance with Department of Homeland Security regulations, a successful candidate must be authorized to work in the United States. These positions are subject to a background check.