What we offer:
- Competitive benefits package including health, dental, company paid life insurance, and a variety of voluntary benefits. A 403(b) retirement plan with 10% company contribution
- Paid leave including vacation, sick, personal and volunteer. Six weeks of paid parental leave. Paid holidays and company paid HSA contributions. A work environment that embraces flexibility inside of a framework
- Mission-driven work that changes the lives of people around the world
- Tuition and certification assistance and a $300 annual reimbursement wellness program
- View more benefits here!
What does success look like in this position?
- An individual contributor who is motivated by goals
- A self-motivated and collaborative teammate who takes initiative to secure, conduct, and follow up from donor visits
- Comfortable presenting materials and not afraid to make the ask!
If you have a knack for fostering meaningful relationships and an interest in turning philanthropic dreams into reality, this is the perfect opportunity for you to make a difference. Join our passionate team and help shape the future of philanthropy by empowering individuals to make a lasting impact through gift planning. Together, we can create a world where generosity knows no bounds!
The Gift Planning Officer identifies planned gift prospects and builds a portfolio to meet individual and unit goals. The fundraiser reviews research reports and information on assigned donors and prospects. This position plans trips and contacts donors to set appointments for visits. The Officer builds relationships for the University with donors, collaborate with development division units and effectively present the case for philanthropic support of the University and explain gift opportunities. This position follows up with correspondence, phone calls and additional visits as appropriate to close gifts. Building relationships with and inspiring the confidence of donors and their legal and financial advisors is key.
** In our pursuit of being the best development shop and acquiring top talent, position title and salary will be commensurate with experience.
A day in the life of a Gift Planning Officer could be:
- Make qualification calls/visits, cultivate, solicit, and provide recognition and steward appropriately major gifts for the College and University, with an emphasis on gifts of $50,000+.
- Develop and implement strategy for each prospect.
- Utilizing a variety of foundation resources, provide regular progress reports on prospect cultivation and solicitation. Complete and file reports of all contacts/proposals in a timely manner.
- Utilize both current and planned gift opportunities to best meet donors’ needs, philanthropic interests, and financial capabilities.
- Meet with development and Foundation colleagues, university partners including Alumni Association and Athletics as appropriate to discuss major donor prospects, strategy, and solicitation.
- Educate development staff, donors, and financial advisors on planned giving tools, estate planning tools and techniques.
- Stay up to date with planned giving vehicles (real estate, unitrusts, annuity trusts, bequests, life insurance, etc), convey the tax advantages and describe how these gifts are beneficial components in charitable estate planning.
- Bachelor’s degree
- 2+ years' professional transferrable experience in a related field such as trusts and estate law, financial planning, or trust or wealth management, ideally within a nonprofit institution.
- Experience calling, conducting face-to-face appointments, managing relationships, creating and presenting proposals, and other fundamental elements of client/donor relationship or sales-related activities.
- Proven ability to communicate effectively and persuasively with a diverse client base, with an emphasis on engaged listening, and success working in a team setting.
- A valid motor vehicle operator’s license with an acceptable driving record
What we want:
- Experience in the transactions of real estate to include investments, sales, site selection, partnership agreements, market analysis, oil interests, mineral rights, farm property and land use planning
- Knowledge of federal and state laws and IRS rulings that effect cash, securities, real estate and personal property gifts
- Significant travel required
- Manhattan, Kansas (onsite)
- Kansas City area (remote)
Commitment to Inclusion and Belonging
The Foundation is committed to providing opportunities for all employees to succeed by creating an environment that is inclusive and draws upon the strength of the diverse backgrounds and personal experiences of our team.
Employees cultivate a supportive, welcoming, inclusive, and equitable work environment that allows everyone to feel connected to the organization’s mission and contribute to their full potential.
Work for a Certified Great Place to Work
As a Certified Great Place to Work, organizational culture and employee engagement is important to us. We strive to harness your talents and build upon your strengths. We offer resources for professional growth so team members can find their purpose, a path to grow, ways to add value and thrive. Work alongside passionate, caring and hardworking people who trust and challenge one another in our intentional pursuit to be the best.
Hiring Compensation Range
$75,000 - $90,000