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Senior Associate Director, Planned Giving
The Planned Giving team is dedicated to securing sustained transformational philanthropic support for the University of Texas MD Anderson Cancer Center by engaging with new and existing donors across the United States and collaborating with gift officer colleagues across the division in support of executable blended gift strategies. Planned Giving officers heavily prospect for new donor opportunities and plan/execute on deeply meaningful cultivation strategies for high net-worth constituents and stakeholders (new and established) for the purpose of soliciting and closing six and seven-figure philanthropic gifts. Philanthropy carries forth all fundraising efforts with a donor-centric focus and gift officers are empowered to maximize the donor’s engagement experience through meaningful moves along carefully planned strategies that align donor passions with areas in need of philanthropic support.
MD Anderson Cancer Center is seeking a Sr. Associate Director, Trusts, Estates and Planned Giving to join the Individual Giving team. The Sr. Associate Director will heavily prospect for Planned Giving donors in a designated travel territory, conceptualizing highly customized cultivation strategies for individual constituents and stakeholders to personally secure philanthropic gifts in excess of $100,000 for the institution’s fundraising priorities. This specialized content expert maximizes charitable contributions through a deep understanding and application of appropriate, donor-aligned planned giving vehicles. In partnership with Major Gift colleagues, this gift officer will also assist Major Gift officers with strategy development in support of opportunities for planned and blended gifts. Additionally, this development professional will be highly adept in matching donor interests with institutional fundraising priorities. This professional will work alongside institution Faculty, volunteers, and leadership as part of cultivating prospective donors and grateful families. The Sr. Associate Director will pursue growth and sustainability of an individual portfolio comprised of approximately 75 constituents, meaningfully engaging all donors in his/her/their accountability and establishing a constituent portfolio that generates a minimum of $4.5 million in gift revenue annually.
In addition to personal accountability to donors under assignment, the Sr. Associate Director may also serve as a people manager, offering supervision and management to Associate Directors, Planned Giving and/or Assistant Directors, Planned Giving. Leading by example, this collaborative fundraising partner will model MD Anderson’s Core Values in all aspects of securing funds in support of the institution.
KEY FUNCTIONS
Stakeholder Engagement (40%)
Display the ability to investigate, qualify, and solicit new donors to the institution. Display social awareness, professional etiquette, and the ability to interact and build rapport with donors, faculty and institutional leaders. Engage with varied constituencies with social fluency and garner their trust as to influence donor behavior. Appropriately align donors to giving opportunities and orchestrate and facilitate meaningful engagements.
Consultation with Critical Evaluation (30%)
Provide guidance to internal and external stakeholders utilizing subject matter expertise. Use critical evaluation skills to interpret information and make business decisions and recommendations to internal and external stakeholders.
Leadership and Project Management (20%)
Drive execution of strategic plans and lead decision making around donor relationships, special projects and initiatives and the orchestration of strategic approaches. Continuously capture and collect significant data points, execute on deliverables with precision, develop actionable strategies and allocate appropriate resources to execute work functions.
Perception and Attentiveness (10%)
Accurately assess interests of prospective donors; organize and present information in thoughtful and engaging ways, constantly shift between multiple activities and sources of information, maintain situational awareness, institutional awareness and adeptly navigate cross functional prospect teams in support of donor engagement, solicitation and stewardship plans.
EDUCATION
Required: Bachelor's degree.
CERTIFICATION
Required: None.
Preferred: Professional Certification (CFRE, ACP, CFP)
EXPERIENCE
Required: Seven years direct fundraising experience. Two years supervisory experience. Successful completion of the LEADing Self Accelerate program may substitute for one year of required supervisory or management experience.
Preferred: Eight years of professional experience in portfolio-based fundraising with experience securing six figure major gifts. Verifiable record of accomplishment of $5 million + in personally attributable charitable gifts closed. Demonstrated experience working with faculty, executive leadership teams, senior campaign/board members and fellow development professionals to execute fundraising strategies. Experience in healthcare or higher education fundraising. Membership in the Planned Giving Council of Houston, Association of Fundraising Professionals (AFP), The Association of Healthcare Philanthropy (AHP) or the Council for Advancement and Support of Education (CASE).
Deep understanding of individual philanthropy and the philanthropic process. Ability to maintain a high level of consistent productivity. Track record of expanding donor participation in giving efforts and expertise in working with high-level giving constituencies. High degree of diplomacy, emotional intelligence, ethical sensitivity, cultural sensitivity and commitment to confidentiality. Demonstrated track record of using tact and diplomacy in communications with a wide variety of personalities. Willingness to travel as well as work some nights and weekends.
OTHER
Required: Must pass pre-employment skills test as required and administered by Human Resources.
It is the policy of The University of Texas MD Anderson Cancer Center to provide equal employment opportunity without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, disability, protected veteran status, genetic information, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. http://www.mdanderson.org/about-us/legal-and-policy/legal-statements/eeo-affirmative-action.html
