Description

The Senior Director of Development and Planned Giving manages a portfolio of alumni, friends, corporations, and foundations to raise funds for the university in pursuit of the university’s strategic fundraising priorities. The Senior Director is also responsible for all phases of the university’s gift planning strategy, including marketing, donor cultivation, and closing planned gift agreements.

This position reports to the AVP for University Development and supervises assigned fundraisers.

Why Oklahoma City University:  At OCU, you'll find meaningful work, supportive colleagues, and a benefits package designed to support you and your family throughout your career. Highlights include:

• Medical, dental, and vision insurance with significant university premium contributions
• University-paid life and long-term disability insurance
• Retirement plan with university matching contributions up to 5%
• Generous paid time off and 16.5 paid holidays annually
• Summer hours schedule with offices closed on Fridays during the summer
• Tuition remission opportunities for employees and eligible dependents attending OCU
• Participation in Tuition Exchange and CIC Tuition Exchange programs, providing eligible dependent children access to scholarship opportunities at participating institutions nationwide
• Flexible spending and health savings account options
• Employee assistance and wellness resources
• Professional development opportunities
• Located in the heart of Oklahoma City, OCU combines the energy of a thriving metropolitan area with the close-knit culture of a university community where individual contributions are valued and recognized.

Requirements

• Demonstrate an attitude and behavior that reflects the values and mission of the division and University.
• Work collaboratively with volunteers, members of the University Advancement team, and university leadership (academic and administrative) to cultivate and solicit donors for the university’s priorities, including future campaign initiatives.
  75-100 major gift or planned gift donors/prospective donors to identify, qualify, cultivate, solicit, and steward connecting donors’ interest with the needs and priorities of the university.
• Solicit five and six figure gifts for the university
• Take Lead on funding priority campaigns and projects that are identified by campus leadership
• Lead the university's planned giving program by serving as the point-person for estate giving, and other forms of deferred gifts as well as the promotion of charitable bequests, trusts, and other planned giving vehicles.
• Lead the planned giving marketing strategy, including developing e-newsletters, brochures, and other collateral to educate donors on planned giving opportunities and the needs of the University.
• Collaborate with estate planning professionals and legal experts to facilitate planned gift arrangements.
• Facilitate a required average minimum of 15-20 OCU-oriented, substantial, personal visits per month and adhere to a set of performance metrics tracking visits, proposals, and booked proposals for major gifts and planned gifts.
• Develop and engage a travel schedule to meet with alumni and donors based on assignments in alignment with strategic goals.
• Work closely with the Works closely with Assistant Vice President for Develop to establish clear fundraising targets and metrics for success.
• Utilize data and research to identify potential major and planned giving donors and continually update and refine the prospect pool.
• Create and manage a robust donor pipeline to ensure a consistent flow of qualified prospects.
• Develop and implement stewardship strategies to ensure that donors receive appropriate recognition and appreciation for their support.
• Foster long-term relationships with donors and engage them in the life of the university.
• Meet key metrics including dollars raised, planned gifts closed, and number of meaningful personal contacts made while building and advancing strong relationships with the university for current and prospective donors.
• Foster a culture of collaboration, innovation, and donor-centricity within the team.
• Embrace key values of the University’s advancement program—passion for OCU, partnership with donors, perpetual support for OCU and a people-centered approach—and demonstrate support for them through professional interactions and activities.
• Actively and continuously learn about the practices of fundraising and the institution through internal and external professional development opportunities, relationships, and independent