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The Director is a cross-functional position that blends analytical acumen with hands-on engagement in philanthropy. The role requires a data-driven approach to the gathering, analysis and application of data from internal and external sources to help improve identification of donor motivations, receptiveness, and potential for successful engagement. The incumbent creates strategies that utilize analytical insights to inform and enhance the print, digital marketing, and other fundraising efforts of the Gift Planning team. Unique to this position, the Director also directly engages with prospects and donors utilizing data-driven insights to secure gifts and cultivate relationships. The Director collaborates with other gift officers and academic partners to secure new planned gift commitments, current gifts using non-cash and/or complex assets, blended gift arrangements and works to build the pipeline of future support and raise awareness of strategic philanthropic techniques within the SU community.
Education and Experience:
Bachelors degree required, relevant professional certification or education is a plus.
Must have three or more years experience working in a higher education development environment or related professional experience in a fundraising, gift planning, financial planning, and/or marketing capacity.
Fluency with financial terminology and/or solicitations is strongly preferred.
Must have familiarity with, and the desire to develop expertise in, the application of charitable trusts, gift annuities, charitable bequests, gifts of real estate and other non-cash assets, and other non-traditional gifts and giving strategies.
Must possess a valid Drivers License.
Skills and Knowledge:
Ability to discern useful data and other sources of information into actionable strategies to improve effectiveness of the Gift Planning teams marketing strategies and interpersonal solicitations.
Proficiency in database management tools and customer relationship management systems.
Strength in Windows-based applications, specifically Microsoft Offices suite required.
Knowledge of CRM/Blackbaud preferred.
Strong organizational and interpersonal skills, including diplomacy, tact, discretion, and the ability to maintain complete confidentiality.
Must be able to work independently yet collaborate with stakeholders to develop comprehensive and compelling solicitations, marketing messages, and gift-funding solutions.
Excellent oral and written communication skills, professional presentation, creativity, and demonstrated success in managing all forms of personal interaction including in-person conversation, video-call technology, and written communication.
Ability to comprehend and distill complex topics into conversational dialogue with clarity, fluency and emotional intelligence.
Exhibit professional composure and effectiveness while respecting diverse perspectives and charitable interests of prospective donors.
Responsibilities:
Coordinate and enhance the collection, analysis, and application of data that supports donor motivations, receptiveness, and potential for successful engagement in collaboration with colleagues from Fundraising Intelligence, Communications, and external vendors.
Create and implement strategies that utilize analytical insights to inform and enhance the Universitys development initiatives including Gift Planning marketing efforts.
Monitor the effectiveness of marketing and communication efforts, recommending adjustments as necessary. Examples include the gift planning website, email campaigns, printed and digital promotional materials and campaigns, and stewardship materials.
Identify, cultivate, solicit and promote opportunities for existing and prospective donors to make significant gifts, assisting them with gift planning strategies rooted in a familiarity with financial planning and estate planning including financial, tax and legal implications.
Identify opportunities to improve the pipeline of prospective donors who may have an interest in planned gifts, blended gifts, life-income gifts, non-traditional giving strategies, and complex and/or non-cash asset gifts.
Collaborate with central and decentralized gift officers to bring Gift Planning solutions to their donors and prospects in addition to working independently with prospects and donors.
Report results of all gifts/solicitation efforts in the CITRUS/CRM database.
Develop and keep updated donor plans and opportunities. Ensure the accuracy and timely entry of all information and records.
Build and demonstrate working knowledge of asset-based philanthropy and gift planning terminology and strategies to improve outcomes from prospective donors in collaboration with development and academic colleagues across the institution.
Respond to prospective donor inquiries resultant from marketing initiatives and other incoming expressions of interest.
Perform necessary research to properly advise donors and structure gift discussions, presentations and illustrations as appropriate.
Provide stewardship and improve donor relations through personal, digital, and written interactions that engage and deepen donors relationship with Syracuse University and any College/Unit/Program/Affinity Group to which they most closely identify.
About Syracuse University:
Syracuse University is a private, international research university with distinctive academics, diversely unique offerings, and an undeniable spirit. Located in the geographic heart of New York State, with a global footprint, and over 150 years of history, Syracuse University offers a quintessential college experience.
The scope of Syracuse University is a testament to its strengths: a pioneering history dating back to 1870; a choice of more than 200 majors, 100 minors, and 200 advanced degree programs offered across the Universitys 13 schools and colleges; over 15,000 undergraduates and over 6,000 graduate students; more than a quarter of a million alumni in 160 countries; and a student population from all 50 U.S. states and 123 countries. For more information, please visit http://www.syracuse.edu.
About the Syracuse area:
Syracuse is a medium-sized city situated in the geographic center of New York State approximately 250 miles northwest of New York City. The metro-area population totals approximately 500,000. The area offers a low cost of living and provides many social, cultural, and recreational options, including parks, museums, festivals, professional regional theater, and premier shopping venues. Syracuse and Central New York present a wide range of seasonal recreation and attractions ranging from water skiing and snow skiing, hiking in the Adirondacks, touring the historic sites, visiting wineries along the Finger Lakes, and biking on trails along the Erie Canal.
Syracuse University is an equal-opportunity institution. The University prohibits discrimination and harassment based on race, color, creed, religion, sex, gender, national origin, citizenship, ethnicity, marital status, age, disability, sexual orientation, gender identity and gender expression, veteran status, or any other status protected by applicable law to the extent prohibited by law. This nondiscrimination policy covers admissions, employment, and access to and treatment in University programs, services, and activities.
Syracuse University has a long history of engaging veterans and the military-connected community through its educational programs, community outreach, and employment programs. After World War II, Syracuse University welcomed more than 10,000 returning veterans to our campus, and those veterans literally transformed Syracuse University into the national research institution it is today. The Universitys contemporary commitment to veterans builds on this historical legacy, and extends to both class-leading initiatives focused on making an SU degree accessible and affordable to the post-9/11 generation of veterans, and also programs designed to position Syracuse University as the employer of choice for military veterans, members of the Guard and Reserve, and military family members.
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Syracuse University is a place where talent, desire, and opportunity thrive. In 12 different schools and colleges that span the liberal arts and professional disciplines, students, faculty, and staff from diverse backgrounds come together to learn, create, and break boundaries.
The University is also a vital part of the community, providing services as well as being a leader in employee benefits, work-life and organizational development, training, student employment, staff relations, and workforce diversity.
Syracuse itself is located at the crossroads of New York State, and offers a lush landscape of seasons. From fun-filled summers in the Finger Lakes to snowy winters that thrill outdoor sports enthusiasts, the area truly has something for everyone.