Job Description ****For consideration, please attach your resume and cover letter to your application**** SUMMARY: Reporting to the Director of Gift Planning, the Gift Planning Officer is primarily responsible for securing five, six, and seven figure planned gift commitments to advance the strategic priorities of the University of Richmond. The Gift Planning Officer will be responsible for managing a portfolio of rated prospects who have the inclination and capacity to make a planned gift. This will include establishing and achieving annual performance metrics on an individual and team basis. JOB DUTIES/RESPONSIBILITIES Manage a portfolio of assigned planned giving prospects. Through personal and virtual engagement, identify, qualify, cultivate, solicit, close, and steward prospects for leadership, major and potential principal level gifts. Partner with major giving and leadership giving officers to grow Charter Associate membership. (70%) Formulate and implement strategies for short-and long-term giving outcomes, devising performance metrics, and collaborating with major and leadership giving officers. (10%) Ensure compliance with prospect management guidelines for data entry and metric tracking (10%) Attend regularly scheduled University, Advancement, Development, and individual meetings (5%) Stay educated on gift planning vehicle options and current tax laws and regulations. (5%) CONTACTS: Advancement Staff for fundraising strategy and management (including but not limited to): Annual Giving, Athletic Giving, Leadership Giving, Major Giving, Principal Giving, Prospect Research, Advancement Systems, Alumni Relations, Donor Relations, Career Services Current and prospective donors for identification, qualification, cultivation, solicitation and stewardship (including alumni, parents, and friends of the University) President’s staff, Deans, and other key internal campus partners to coordinate and streamline donor engagement. SUPERVISION EXERCISED: None WORKING CONDITIONS/PHYSICAL EFFORT: Minimal physical effort required Minimal exposure to physical risk Mon-Fri, 8:30 a.m. – 5:00 p.m. with extended hours as necessary Seasonal, evening, and weekend work will be periodically required throughout the year (e.g. Charter Associate events, Homecoming, Reunion, etc.) Frequent travel is expected QUALIFICATIONS: Knowledge, skills & ability: Demonstrated record of soliciting and closing five and six-figure philanthropic gifts. Ability to exercise good judgment, demonstrate an understanding of the ethical principles associated with working in development, and to use discretion in interactions with members of the University of Richmond community. Excellent interpersonal and leadership skills, along with the ability to work with diverse internal and external constituencies. Proven ability to work effectively in a collaborative, team environment with a high degree of collegiality; honesty and transparency are two other important abilities. Strong written, communication, organizational, and analytical skills as well as a sense of humor. Skill in the use of Microsoft office and fund-raising software applications, including Blackbaud CRM and Crescendo. Education & experience: Bachelor’s degree required; master’s degree preferred Minimum of four to six years of experience in fundraising, preferably higher education, with a proven track record of success. Gift planning experience is preferred. A legal or accounting background in estate planning or personal finance may be considered in lieu of fundraising experience. SALARY: Salary Range begins at: $77,854 to $121,659 annually, commensurate with experience. Job title will be commensurate with experience (Assistant Director, Associate Director, or Sr. Associate Director of Gift Planning). This position is based onsite at the University of Richmond. While primarily in-person, there may be opportunities for a hybrid work arrangement depending on departmental needs and individual performance. Located just minutes from downtown Richmond, Virginia, the University of Richmond blends the intimacy of a small college with exceptional academic, research, and cultural opportunities usually found only at large institutions. The mission of the University of Richmond is to educate in an academically challenging, intellectually vibrant, and collaborative community dedicated to the holistic development of students and the production of scholarly and creative work. A Richmond education prepares students for lives of purpose, thoughtful inquiry, and responsible leadership in a diverse world. Our strategic priorities are academic excellence, belonging and community, access and affordability, well-being, and experiential learning and community engagement. These priorities, coupled with strong benefits, makes the University of Richmond an employer of choice in the Richmond area. UR is a private, highly selective, liberal arts university with a welcoming spirit that prizes diversity of experience and thought. With more than 60 undergraduate majors and an average undergraduate class size of 15 students, the University provides a collaborative learning and research environment unlike any other in higher education, offering students an extraordinary combination of the liberal arts with law, business, leadership studies, and continuing education. The University of Richmond ranks number 30 among the nation’s best liberal arts colleges by US News and World Report, one of many accolades that showcases Richmond as a premiere place to grow professionally and personally.