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Assistant Director, Planned Giving Stewardship
NASHVILLE TN 37230
Category: Education
  • Your pay will be discussed at your interview

Job code: lhw-e0-89830864

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Vanderbilt University

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  Job posted:   Fri May 18, 2018
  Distance to work:   ? miles
       
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Assistant Director, Planned Giving Stewardship

**Assistant Director, Planned Giving Stewardship (Job Number: 1800385)**


**Description**


**About this role**



The Assistant Director of Planned
Giving Stewardship will be responsible for executing strategic planned giving
stewardship plans, including through face-to-face meetings, mailed and digital
reporting to donors and/or their representatives, and occasional coordination of
special events.





**About the Work Unit**



The Department of Development and
Alumni Relations (DAR) assists Vanderbilt University in securing the resources,
both human and financial, that are required to achieve its mission and
goals. The Department is responsible for
the identification, cultivation, solicitation and stewardship of individuals
and organizations whose charitable objectives are consistent with those of
Vanderbilt University teaching, research and programs. In support of its purpose and in response to
existing and emerging needs of Vanderbilt University, DAR is seeking an
experienced and proven professional to serve as Assistant Director of Planned
Giving Stewardship in the Office of Stewardship.





**Duties andResponsibilities**



The Assistant Director of
Planned Giving Stewardship will report to Associate Director of Stewardship. In
this role, you will have many responsibilities including but not limited to:




+ Develop and maintain a prospectportfolio of approximately 60-80 planned giving donors; personally cultivateand steward key prospects.

+ Develop and maintain relationshipsand ongoing communications with individual planned giving donors, theirrepresentatives and/or surviving family members, through personal visits,telephone calls, and written communications.

+ Strategically engage appropriateleadership in key prospect activities, as determined by the Assistant ViceChancellor Advancement Services and Senior Director of Stewardship.

+ Execute strategic planned givingstewardship plan, including mailed and digital reporting to donors and/or theirrepresentatives.

+ Manage the personalized andcomprehensive stewardship for high-level planned giving donors, in conjunctionwith Senior Director of Donor Relations, as appropriate.

+ Strengthen the value, identity andprofile of the Sarratt Society, Vanderbilt's membership society of donors whowill leave planned gifts to the institution.

+ Quarterly Financial StatementMailing.

+ Collaborate with the AcknowledgementWriter to coordinate timely communications that include acknowledgement andcondolence letters from university leadership.

+ With respect to estates andbequests, generate timely and appropriate condolences, acknowledgments, andoffers of stewardship communications to survivors.

+ Coordinate with DAR and universitycolleagues to provide strategic and optimal execution of stewardship and donorrelations functions for the Planned Giving team, including impact reporting,acknowledgements, and face-to-face personalized stewardship.

+ In collaboration with colleagueswithin the Office of Stewardship, facilitate the annual report to plannedgiving donors about the impact of faculty support, scholarship support, andendowed fund performance.

+ Coordinate with DAR Special Events and/orappropriate event manager.

+ Coordinate with DAR Communications,Alumni Relations, and other appropriate offices to organize estate planningseminar at Reunion.

+ Staff and brief universityleadership.

+ Facilitate event follow up.

+ Events may include, but not belimited to, stewardship focused events, such as special campus tours, lectures,or luncheons, as well as collaborating with other school/units offering suchevents to ensure planned giving donors are included.

+ Maintain and update information inthe appropriate databases to ensure an accurate and ongoing record of funds.

+ Utilize existing and request newreports for stewardship projects that allow the accurate stewardship ofexisting planned giving donors.

+ Provide the Associate Director ofStewardship with regular reporting of activities and performance towards goalsand objectives.

+ Provide support as needed to theactivities of DAR's Office of Stewardship and Donor Relations.

+ Develop strong working relationshipswith other University offices to make accessing information more productive andefficient.

+ Uphold departmental andinstitutional policies regarding confidential information.

+ Work cooperatively with Developmentand Alumni Relations colleagues.

+ Travelas required, up to 50% of the time.



**About VanderbiltUniversity**



Vanderbilt is a renowned
private institution founded in 1873 and located in the heart of Nashville,
Tennessee. The university's students, faculty, and frequently cite Nashville
and the surrounding area as one of the many perks of being a part of Vanderbilt
community. Vanderbilt University is a place where your expertise will be
valued, your knowledge expanded, and your abilities challenged. It is a place
where your diversity is sought and celebrated. It is a place where employees
know they are part of something bigger than themselves, take exceptional pride
in their work and never settle for what was good enough yesterday. Vanderbilt
was recently ranked #2 for "best quality of life" and "great financial aid," #5
for "best run colleges" and "beautiful campus," and #6 for both being in a "college
city that students love" and having "great campus/city relations."


**About Vanderbilt Benefits**

In addition to offering a lively community that
encourages learning and celebrates diversity, Vanderbilt University offers a
competitive, flexible benefits package including health, dental, vision, life,
accidental death & dismemberment, disability insurance, paid time off, and
a 403(b) retirement plan with employer match. Vanderbilt offers tuition
assistance to employees, spouses and dependent children. Also, after five years
of service, Vanderbilt will pay up to 55% of the tuition for up to three
dependent children to earn a bachelor's degree. Learn more about
Vanderbilt's benefits at _VU Benefits Overview_ at -Candidate-.pdf .





**Requirementsof an Ideal Candidate**




+ Bachelor's degree and fouryears of relevant experience, or the equivalent, is required.

+ Experience instewardship, donors relations, or planned giving is preferred.

+ Proficiency in MicrosoftWord and Excel required.

+ Superior organizationalskills, oral and written communication skills are a must.

+ Attention to detail andability to assemble data is important.

+ Ability to workindependently, take initiative, have sound judgment and decision-making skills,manage multiple projects simultaneously, meet deadlines, and adapt to changingpriorities is essential.

+ Working knowledge ofVanderbilt is preferred.

+ Evening and weekendwork, as required.



**Five Success Factors**




**Five Success Factors**



**Holds oneself accountable;** takes responsibility
for failures as well as successes, recognizes that trust is required to hold a
team together.



**Shares information.**
Communicates proactively.
Transmits knowledge. Asks for
advice, and considers it thoughtfully.



**Genuinely values teamwork and co-workers.**



**Expects and delivers excellence.** Is a creative problem solver. Is proactive.
Welcomes input on making things better.
Places a high value on learning and getting better.



**Self-managing;** self-motivated. Manages time, activities and outcomes well so
that progress stays on track. Can juggle
multiple competing priorities simultaneously without becoming overwhelmed.





DARlisting




This position requires a Bachelors and 4 Years of experience or the equivalent.


**Primary Location:** _United States-Tennessee-Nashville_


**Organization:** _42214 - Stewardship_


**Job:** _External Affairs & Communications Professionals_

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