Associate Director of Legacy and Gift Planning

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  • Full-Time
  • De Pere, WI
  • Job Type Details: Legacy and Gift Planning

St. Norbert College, a nationally-ranked, private, Catholic, liberal arts college is seeking an Associate Director of Legacy and Gift Planning. This is a frontline fundraiser position. A person in this role is expected to build relationships and generate financial support from alumni, friends, and parents for St. Norbert College. The primary focus will be to build upon our comprehensive planned giving program and increase the number of planned giving donors to the college.

The salary range for this position is $62,000 – $69,000, based on experience and this position reports to the Director of Philanthropic Advising.

Specific responsibilities:

Lead Legacy and Gift Planning program planning and management, including creating and evaluating communication, marketing, and stewardship plans and projects; preparing and administering the budget; and establishing and evaluating program procedures. – 50%

Build and manage a portfolio of donors capable of investing philanthropic gifts at the leadership annual giving and major gift levels, with a primary focus on increasing the percentage of planned giving supporters and dollars committed for the planned giving program. As a trusted fundraising partner, contact and meet with prospective philanthropic donors to determine their capacity for giving, discover passions, and secure resources aligned with college priorities. Cultivate relationships for the purpose of developing and implementing strategies for the solicitation of gifts. Ask for gifts personally, sometimes as part of a team. Communicate information needed in a clear and timely manner with donors who are inspired to philanthropically support St. Norbert College. Manage progress toward a mutually-decided number of visits, qualifications, solicitations, commitments, and dollars raised during each fiscal year. Document results of all substantive contacts with prospective donors for records, review and critique. ​- 30%

Track and monitor key elements of the legacy giving program such as overall progress toward legacy/estate giving goals, activity on planned giving donor leads, legacy society member engagement, marketing metrics, planned giving story options, and college-owned life insurance commitments including those where ongoing payment requests to the donors are warranted. – 10%

Lead legacy giving education, build relationships and share relevant legacy giving resources with those that support donors’ legacy gift planning (fundraising colleagues, estate and wealth planning professionals). Partner with fundraisers on donor connections involving more complex gift vehicles, as they arise. – 10%

Perform additional duties as assigned and attend College required training. Regular attendance is required. Work in a manner that is aware of personal safety and the safety of others and observes safety, health and sanitation codes, regulations, or practices required by the College or governmental authority.

Required Minimum Qualifications:

Education –

  • Bachelor’s Degree

Experience and Credentials –

  • 2+ years previous experience in areas such as fundraising, estate planning, finance, legal services, or communications is preferred. 

  • Valid Driver’s License required.

  • Demonstrated experience working in and fostering a diverse campus environment or commitment to do so as an employee of St. Norbert College.

Knowledge, Skills, and Abilities –

  • Knowledge of computer programs (Microsoft Office and Google apps) and proficient with desktop and mobile devices.

  • Skilled in understanding expectations and knowing how to reach agreed upon timelines and targets. 

  • Ability to act independently with minimal supervision. Results oriented with ability to plan for action. 

  • Skilled at developing effective strategies, identifying critical tasks and deliverables, and obtaining or organizing necessary resources and support to achieve objectives.

  • Ability to work with others on design and implementation of tasks. 

  • Ability to lead by example and ability to learn from past performance and experiences. 

  • Possesses good interpersonal skills and be team oriented.

  • Ability to align team objectives and priorities, secure commitment of others on the team to objectives to be achieved, and ensure appropriate linkage/partnerships are established and maintained.

  • Skilled in forming partner relationships with leadership, development teammates, volunteers and alumni to create strategies based on in-depth knowledge of college needs and prospects interests.

  • Skilled at establishing and maintaining good working relationships with internal and external customers by effectively communicating verbally and in writing.

  • Possess good interpersonal skills and be team oriented.

  • Ability to travel, occasionally with overnight stays

The College may consider any equivalent amount of credentials, licensures, training, or experience that provides the necessary knowledge, skills, and abilities to perform the duties and responsibilities of this job.

Working Conditions:

Regular office work hours are M – F, 8:00 am – 4:30 pm on campus with some early morning and evening appointments. This position is expected to work on campus on a regular basis and is eligible to participate in a Hybrid Work and Flexible Schedules as approved during winter and summer student breaks. Approval of Flexible Work Arrangements are at the discretion of the department supervisor to ensure that the needs of the department and college are met.  Travel required  approximately 20% of the time. Some evenings and weekends.  

Benefits package:

The College offers an outstanding benefits package including health, dental, vision and life insurance; retirement plan; paid time-off and tuition waiver. For more information, please visit: www.snc.edu/hr/workinghere.html.

Applications will be reviewed upon receipt until the position has been filled. Please submit a cover letter and resume with your application.  To apply, please go to: stnorbert.wd1.myworkdayjobs.com/en-US/SNC_Careers/details/Associate-Director-of-Legacy-and-Gift-Planning_JR101301.

St. Norbert College (SNC), a Catholic, Norbertine and Liberal Arts College provides an educational environment that fosters intellectual, spiritual and personal development.  As the only Norbertine institution of higher learning in the world, our roots, traditions, and commitments create a unique and enriching educational experience for our students.

At SNC, our commitment to communio – the Norbertine ideal of a community united as one – is grounded in the principles of dignity, truth and justice. Consistent with these principles, St. Norbert is proud to provide equal employment opportunities to all employees and applicants for employment.

We seek those who will embrace our mission and commitment to building a vibrant, diverse and spiritually engaged community (www.snc.edu/mission/gettingtoknow.html). Applications from members of underrepresented groups are strongly encouraged to apply (snc.edu/diversityaffairs).

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