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Director of Planned Giving
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- The Director of Planned Giving creates drives and executes donor cultivation, solicitation, and stewardship plans to leverage this historic time for Santa Clara University to achieve the goals of an ambitious campaign plan.
- The Director of Planned Giving reports to the Executive Director for Planned Giving and will build and manage a portfolio that includes the identification, cultivation, solicitation, and stewardship of prospects targeted for gifts of $100,000 and above.
- They will contribute to the success of the University’s development goals; contribute to the University’s culture; add value to the Planned Giving program; increase the outreach and engagement with the University’s alumni and friends; and increase the planned gift pipeline with the ultimate impact of contributing greatly to the University’s mission and strategic goals.
- Secure and conduct personal face-to-face visits monthly to qualify, engage, solicit, and steward the University’s planned giving donors and prospects.
- Ability to move prospects through the discovery, cultivation and solicitation process with the result to raise $700,000-$2,000,000 and above annually in life income gifts, bequest expectancies, and other planned and major gifts.
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