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Job Description

JOB DETAILS

Job Title:
Assistant Director of Planned Giving
Department:
Development and Alumni Relations
ID:
DAR_AstDirPG
Title of Supervisor:
Director of Planned Giving
Date Completed:
2017/09/06

JOB SUMMARY

Reporting to the Director of Planned Giving, the Assistant Director of Planned Giving is responsible for leading the day-to-day operations of the Planned Giving Program. This includes the management of all Planned Giving program marketing and communication, stewardship, data analysis and reporting, life income gift illustration creation, distribution, and management, and ensuring key project milestones and calendar timelines are met. The incumbent will not be required to travel, however, the incumbent will engage regularly with planned gift donors and prospective donors in a manner that advances both the planned gift pipeline and fundraising production as a result of new planned gifts and commitments documented. The successful candidate will possess the following characteristics: experience in successful project management, detail oriented, a strong communicator, experience with Planned Giving programmatic software is preferred, and the ability to navigate systems, people and procedures in an office environment. 4-year college degree (or equivalent) is preferred. Following appropriate training, this individual will be responsible for independently accessing and utilizing database resources to meet goals and objectives as well as informing future strategies.

ESSENTIAL JOB RESPONSIBILITIES

Responsibility % of Time
 
Manage the Operational Implementation of Planned Giving’s communication and marketing plan
•Prepare and confirm audience segmentation for annual planned giving program communications including, but not limited to U.S. mail and email strategies. This includes use of existing Raiser’s Edge reports and queries as well as the development/use of new, innovative approaches
•Partner with Development and Alumni Relations and Communications resources as needed to design communications and deliver communications in a manner that reflects best practice master calendar efforts. Annual Giving will be a strategic partner to 1) help inform annual communication strategies and 2) implement action-oriented follow up
•Ensure follow up and action items are conducted and recorded in Raiser’s Edge as directed by the Director of Planned Giving. This includes personalized communication with planned giving program donors and prospective donors as well as Asa Turner program membership management
•Survey planned giving audience(s) to gain intelligence that inform future strategies
40 %
 
Planned Giving Program Data Entry, Maintenance, and Reporting
•Confirm need for and use of existing reports and propose new programmatic reports as strategically required, supporting comprehensive campaign endeavors
•Enter, maintain, and manage all Raiser’s Edge data associated with Planned Gifts and data that effectively supports the Planned Giving Program. This will occur in partnership with the Operations Team.
•Ensure information quality assurance and streamline sharing of planned giving program information for College partners including, but not limited to Finance, Investments, and partners in Development and Alumni Relations
•Manage the production and delivery of Planned Giving program metrics to necessary audiences
•At the direction of the Director of Planned Giving, ensure program risks are managed and integrate the best practices of the planned giving industry
•Provide data from Raiser’s Edge to support all aspects of the Planned Giving program
35 %
 
Planned Giving Program Stewardship
•Work with Director of Donor Relations to ensure planned giving stewardship efforts are consistent with global Development and Alumni Relations practices
•Ensure standard, programmatic stewardship is completed on a timely basis
•Create, manage, and share (as appropriate) all planned gift program honor roll content
•Work with major gift officers and other Development and Alumni Relations staff (as appropriate) to implement custom stewardship projects and programs that steward and cultivate planned giving donors
•Assist in developing planned gift program donor profiles, including managing queue of potential profiles and assisting with interviews and content development when appropriate
•Evaluate and suggest best practice improvements to Asa Turner Society (or subsequent planned giving recognition program(s)) and implement as directed
20 %
 
Support the work of Development and Alumni Relations
•Includes event support and participation on an as-needed and strategic basis
•Other duties as requested
5 %

GENERAL RESPONSIBILITIES

1) Maintain regular and reliable attendance.

2) Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.

3) Understand and comply with the policies of the College Staff Handbook.

4) Demonstrate commitment to customer service. Establish effective relationships with internal and external customers and respond to their needs.

5) Perform duties as a team member in a manner supportive of department and College procedures, policies and goals.

6) Protect confidentiality of College information.

7) Provide leadership to others through example and sharing of knowledge/skill.

8) Communicate with others in a courteous and helpful manner.

9) May be asked to fill positions considered essential during weather emergencies or other events requiring special staffing.

10) Perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES

 

Yes

No

Does this job have supervisory responsibilities? (place an "x" in the appropriate box)
X
 

Place an "x" in the appropriate box

If yes, how many?

Student Staff
Non-exempt
Exempt
If "Student Staff" - Approximately how many total hours of student staff?

LEADERSHIP:

  Do Not Enter

SUPERVISION RECEIVED

  Do Not Enter
 
General Direction:
receive very general guidance with respect to overall objectives; work is usually quite independent of others; operate within division or department policy guidelines using independent judgment in achieving assigned objectives.
0 %

EDUCATION

Degree/Diploma
Program of Study
Required/Preferred
Bachelors
Required
Additional Educational Requirements

EXPERIENCE

  Do Not Enter:
 
One year or more

0 %

COMPUTER OPERATIONS

  Do Not Enter:
 
Intermediate personal computer skills, including electronic mail, routine database activity, word processing, spreadsheet, graphics, etc.

0 %

CERTIFICATES, LICENSES, REGISTRATIONS

TRAVEL

Do Not Enter
 
Extensive overnight travel (over 50%) by land and/or air.

0 %

ADDITIONAL INFORMATION OR QUALIFICATIONS

Opportunity for results-oriented individual with strong interest in fundraising. Higher ed development experience or transferable experience necessary
Three-plus years higher ed development experience preferred.

ESSENTIAL FUNCTION ANALYSIS

Accurate identification of essential and marginal functions and the time required is important for making a variety of personnel decisions, including recruitment, hiring, performance evaluation, discipline, training and accommodation. The analysis explains the components of the job by identifying who, what, why, how much, and when.

MENTAL/COGNITIVE REQUIREMENTS

 

Under 1/3

1/3 to 2/3

Over 2/3

Analyzing information or data
X
Effective communication skills (written and verbal)
X
Composing & comprehending communication materials (written and verbal)
X
Establishing effective interpersonal relationships
X
Adjusting to changes (work load, environment, department structure, etc.)
X
Using logic to define problems, collect information, establish facts, draw valid conclusions, etc.
X
Making decisions of moderate to substantial consequence
X
Performing mathematical calculations
X
Editing reports or technical materials
X
Planning and organizing (work load, schedules, events, etc.)
X
 

Under 1/3

1/3 to 2/3

Over 2/3

Handle stressful, emotional and/or frustrating situations
X
Working with numerous distractions
X
Working under a time pressure and within timelines/deadlines
X
Coordinating work with others
X
Handling multiple assignments and priorities
X
Completing work in an accurate manner
X
Concentrating - maintaining attention to details and tasks
X
Memory functions (remembering names, details and procedures)
X

PHYSICAL REQUIREMENTS

 

Under 1/3

1/3 to 2/3

Over 2/3

Stand
X
Walk
X
Sit
X
Ability to walk up or down stairs
Use hands to finger, handle, or feel
X
Reach with hands and arms
X
Climb or balance
X
Stoop, kneel, crouch, or crawl
X
Talk or hear
X
Taste or smell
 

Under 1/3

1/3 to 2/3

Over 2/3

Up to 10 pounds
X
Up to 25 pounds
X
Up to 50 pounds
X
Up to 100 pounds (with an assisted device)
More than 100 pounds (with an assisted device)

GENERAL PHYSICAL REQUIREMENTS

  Do Not Enter
 
Light physical activity performing non-strenuous daily activities.

0 %

VISION REQUIREMENTS

  Do Not Enter
 
Close vision (clear vision at 20 inches or less)

0 %

WORK ENVIRONMENT

 

Under 1/3

1/3 to 2/3

Over 2/3

Wet or humid conditions (non-weather)
Extreme cold (non-weather)
Extreme heat (non-weather)
Outdoor weather conditions
Work near moving mechanical parts
Work in high, precarious places
Air Contamination (i.e., dust, fume, smoke, toxic conditions, disagreeable odors)
Toxic or caustic chemicals
Work with explosives
Risk of electrical shock
 

Under 1/3

1/3 to 2/3

Over 2/3

Vibration (i.e. operating jackhammer, impact wrench)
Risk of radiation
Confined Spaces

ENVIRONMENTAL CONDITIONS

  Do Not Enter
 
Well-lighted, heated and/or air-conditioned indoor setting with adequate ventilation.

0 %

TYPICAL NOISE LEVEL

  Do Not Enter
 
Moderate noise (examples: business office with computers and printers, light traffic)

0 %

ADDITIONAL INFORMATION

Employee Statement of Understanding

As an employee, I will strive to uphold the mission and core values of Grinnell College. I understand that my work and my presence contribute to the teaching and learning environment. I have read and understand the job description for my position and I am able to perform the essential functions of this position as stated. I agree to comply with college policies and all laws, rules, regulations, and standards of conduct relating to my position. As an employee, I understand my duty to report any suspected violations of the law, unsafe work environment or practices, sexual harassment, discrimination, or other misconduct to a supervisor or other designated college official. I further understand that should I have a workplace injury, I will report it to my supervisor and/or the Office of Human Resources promptly.