Director of Planned Giving

Summary: The Director of Planned Giving oversees and directs the planned giving program and is responsible for identifying, cultivating, soliciting, valuing, and tracking all deferred gifts. Creates and implements a strategy to increase the membership in the John Cleve Green Society annually, and develops a stewardship program in coordination with the Director of Advancement Communications and Donor Relations . Additionally responsible for managing a pool of capital and planned giving prospects to engage, solicit, and steward gifts of $100,000 and above in an assigned geographical region. Extensive travel is required.

Essential Duties & Responsibilities:

• Make 100 one-on-one visits with donors/prospects annually, on own and/or with volunteers, administrators and/or colleagues. Develop and implement long-term fundraising strategies for each assigned/identified prospect including cultivation, solicitation, and stewardship. Present Lawrenceville's mission and needs, effectively and articulately to secure support for School priorities as defined by leadership.
• Engage senior administrators, faculty, trustees, and others in approaching potential donors. Prepare visit briefings, strategy documents, solicitation proposals, and stewardship reports both independently and with colleagues.
• Develop and implement an overall fundraising, marketing, and stewardship plan for planned gifts. Set measurable annual goals for JCG growth for self, colleagues, and volunteers, monitor/report progress and re-tool when needed.
• Collaborate with A&D staff to ensure likely planned giving prospects are actively managed and presented with PG opportunities. Ensure A&D proposals include a JCG component. Develop and deliver planned giving training for colleagues and volunteers. Serve as the resource and liaison to colleagues and volunteers on planned giving matters. Partner with Advancement Services to uncover and develop prospects.
• Work closely with internal and external marketing resources to produce and distribute compelling content including the planned giving website and marketing materials using email, direct mail, and social media. Fully leverage the suite of services and materials available to the school.
• Develop and provide reports to the Director of Principal and Major Gifts and other senior leaders as required.
• Anticipate and ensure timely filings for regulatory and compliance matters.
• Prepare and manage the program budget.
• Respond promptly to inquiries (within 24 hours) and provide personalized gift illustrations and planned giving proposals. Maintain accurate, confidential records of all planned gifts in collaboration with Advancement Services. Follow through promptly on all projects, mindful of detail, accuracy, and confidentiality

Non-Essential Duties and Responsibilities:

• Performs other duties as requested.

• Bachelor's degree required, advanced degree preferred. Formal training and demonstrated proficiency in all aspects of charitable gift planning, financial and estate-planning experience preferred.
• 3-5 years of development experience, with education, alumni relations and/or volunteer management preferred.
• Highly motivated, self-directed, achievement-oriented, and committed to teamwork and collaboration.
• Demonstrated knowledge of the principles of fundraising: planned giving work including in a related field, and a record of success in closing six and seven-figure gifts.
• Highest standards of professionalism and performances as evidenced by collaborative teamwork, initiative, critical thinking, good judgment, consistency of output, timeliness in follow-through, and excellent written and oral communication skills.
• Ability to participate meaningfully and creatively in goal setting, long- and short-term strategic planning, and problem solving.
• Organized, works well under pressure with limited direction
• Ability to work independently and exercise sound judgment regarding prospects and all other areas of performance without close day-to-day supervision.
• Ability to work with discretion at all times; must be able to keep all data confidential concerning Lawrenceville and its constituencies.
• Demonstrated success in motivating donors to make significant gifts.
• Proficient with technology, Microsoft Office Suite, Google software, PG Calc, and Raiser's Edge.
• Extensive travel required (35% of working days).

Work Characteristics and Physical Demands:

The work environment characteristics and physical demands described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical demands are in excess of those for sedentary work. Must be able to remain on their feet for extended periods of time, go up and down flights of steps, as well as stoop, kneel, crouch, and lift.
• Routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines, etc.
• Must be capable of using visual display terminal with continuous wrist movement on a keyboard
• Required to stand for long periods of time
• Required to, talk, hear, walk, use hands to finger, handle or feel and reach with hands and arms
• Required to work evenings, weekends and holidays in conjunction with School calendar and events
• Must be able to lift up to 25lbs. without assistance
• Ability to see with normal parameters.
• Operates in a professional work environment
• Extensive travel required (35% of working days).

The Lawrenceville School is a diverse and inclusive community and makes all employment decisions without regard for an individual's race, creed, color, religion, national origin, nationality, sex, pregnancy, affectional or sexual orientation, gender identity or expression, age, veteran status, physical or mental disability (including AIDS and HIV related illness), genetic information, refusal to provide genetic information, refusal to submit to genetic testing, ancestry, familial status, marital status, domestic partnership status, civil union status, atypical cellular or blood trait, military service, application for military service, or any other characteristic protected by applicable law. The Lawrenceville School will also provide reasonable accommodations for qualified individuals in accordance with applicable law.

The Lawrenceville School conducts pre-employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful completion of the background check.

Eligible employees receive a competitive benefit package that includes health insurance coverage, paid leave and retirement plan options and many other valuable programs.