Planned Gift Director - Higher Ed. jobs in Wisconsin

Position Description:

Every day, in ways both big and small, the Medical College of Wisconsin (MCW) is impacting lives for the better. MCW ... changemaking for a healthier Wisconsin.

As a Director of Development-Planned Giving, you will be responsible for identifying, qualifying, cultivating, soliciting and stewarding major gift prospects. Works closely with faculty, community leaders, senior administrators and volunteers, the Director secures leadership commitments at the $100,000 level in support of research, education and patient care initiatives supporting Froedtert Hospital, Froedtert Hospital Foundation and the Medical College of Wisconsin programs.

The Director will identify, cultivate and steward planned giving prospects with an increased focus on blended gifts (cash and planned gifts). The Director will be externally focused on leadership and major gift planned giving prospects by designing, implementing and executing a program to acquire deferred giving support for MCW/FHF's needs with emphasis on cultivation and solicitation strategies.

The Director will also partner with and act as a resource and guide to the other fundraising professionals to secure appropriate planned gift and deferred give opportunities, as part of MCW/FH's larger fundraising efforts. The Director serves as an expert in planned gifts to members of MCW/FHF's fundraising staff in their gift discussions with potential donors, working with planned giving staff to manage the administration of all active estates and other testamentary gifts, including communications with attorneys, fiduciaries, and other advisers. The Director will consistently train MCW/FHF's fundraisers on relevant planned giving topics.

The Director will understand technical aspects of planned giving vehicles and the relevant tax and estate consequences of these vehicles and how they can be used to enhance MCW/FHF's fundraising efforts. The Director will manage processing of stock gifts, facilitation of life insurance premiums and gifts, bequests, planned and life income gifts, in conjunction with the Development Operations team.

Responsibilities

• Reporting to the Managing Senior Director of Development, provides leadership and direction to secure new and increased support from grateful patients, community leaders and friends of the institutions. Working in concert with key clinicians and researchers, responsible for elevating the reputation and prominence of Froedtert & MCW. Goal is to identify, cultivate and solicit donors for major gift commitments, securing philanthropic support for research, education and patient care initiatives supporting Froedtert Hospital Foundation and the Medical College of Wisconsin.
• Understand of the mission and philanthropic priorities of Froedtert Hospital, Froedtert Hospital Foundation and the Medical College of Wisconsin and works collaboratively across the organizations and departments to build on our collective success. Comprehensive understanding of the strategic clinical and research, education, alumni relations and patient care priorities, as well as specific clinical department priorities and needs.
• Build and strategically steward and manage a portfolio of prospects and donors with capacity to contribute major gifts.
• Develop giving opportunities aligned to donor interests and the strategic priorities of Froedtert Hospital, Froedtert Hospital Foundation and the Medical College of WI. Creatively develop and implement innovative strategies for the successful solicitation of gifts.
• Working with the Prospect Research team, assess prospects, develop and execute strategies designed to realize the current and lifetime giving potential of prospects to achieve individual and departmental goals.
• Ability to raise donor sights, articulate aspirational goals and ideas, set priorities, present philanthropic opportunities and close gifts.
• Develop and maintain relationships with boards, clinical department leaders, faculty, staff, and volunteers associated with his/her portfolios/programs; meet with colleagues across campus to coordinate and execute strategies, utilizing experience and knowledge to build consensus.
• Make persuasive verbal and written cases for supporting these key priorities, effectively matching the interests of prospects to specific projects and programs needing support and ensure effective stewardship of donor relationships.
• Understanding of the complex principles and techniques associated with planned giving and estate gifts; work collaboratively with Planned Giving colleagues to close planned gifts.
• Participate in advancement activities and events, including dinners, receptions, and other fundraising initiatives.
• Responsibility for continual review and overall accuracy of his/her portfolio in database software. Record proposals and actions about prospects and donors in a timely fashion in database.
• Accountable to annual individual performance goal metrics as well as strategic goals and objectives of department.
• Prepare and work within division budget and monitor resources and expenditures under span of control.

Knowledge - Skills - Abilities

• Organized professional and with entrepreneurial spirit, creativity and resourcefulness.
• Superior interpersonal and collaborative relationship skills, with demonstrated verbal presentation experience and written communication skills.
• Ability to work across a complex organization and provide highly visible inspired leadership. Professional credibility and decision-making integrity to gain trust of key constituents and leaders. Demonstrated ability to work effectively with all constituencies, fostering inclusiveness and diversity of ideas.
• Ability to work independently and thrive in a fast-paced deadline-oriented team environment. Ability to adapt to changing circumstances in a complex environment and embrace challenges.
• Demonstrated analytic and strategic thinking capabilities. Experience with fundraising database software and Microsoft Office, including Excel.
• A highly developed ability to deal with sensitive and confidential information related to both alumni and donors, as well as employees.

Preferred Schedule:
M-F, Hybrid, 80% Remote / 20% Onsite (Wednesdays or as needed).

Position Requirements:

Minimum Qualifications:
Appropriate experience may be substituted for education on an equivalent basis.

Minimum education: Bachelor's Degree
Minimum experience: 4 years of successful professional fundraising experience and a proven track record of closing five and six-figure gifts in a complex organization.

Preferred Qualifications:

Preferred experience: Planned giving experience. Philanthropy in a health care or foundation setting.

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Why MCW?

• Outstanding Healthcare Coverage, including but not limited to Health, Vision, and Dental. Along with Flexible Spending options
• 403B Retirement Package
• Competitive Vacation and Paid Holidays offered
• Tuition Reimbursement
• Paid Parental Leave

For a brief overview of our benefits see:

Eastern Wisconsin is a vibrant, diverse metropolitan area. MCW is intent on attracting, developing, and retaining a diverse workforce and faculty body that reflects the community we serve. We value diversity of backgrounds, experience, thought, and perspectives to advance excellence in science and medicine. MCW is a welcoming campus community with a strong culture of collaboration, partnership, and engagement with our surrounding community. For more information, please visit our institutional website at .

MCW as an Equal Opportunity Employer and Commitment to Non-Discrimination
The Medical College of Wisconsin (MCW) is an Equal Opportunity Employer. We are committed to fostering a diverse community of outstanding faculty, staff, and students, as well as ensuring equal educational opportunity, employment, and access to services, programs, and activities, without regard to an individual's race, color, national origin, religion, age, disability, sex, gender identity/expression, sexual orientation, marital status, pregnancy, predisposing genetic characteristic, or military status. Employees, students, applicants or other members of the MCW community (including but not limited to vendors, visitors, and guests) may not be subjected to harassment that is prohibited by law or treated adversely or retaliated against based upon a protected characteristic.

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