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Sr. Director of Development Gift Planning
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- The Sr. Director enhances the performance of other fundraisers by helping them develop planned giving and complex gift competencies, providing feedback and perspective on their fundraising approach/methods, coaching them to realize their optimal performance and objectives, and traveling with gift officers to assist donors in achieving their philanthropic goals.
- Implement strategies, activities, and materials that promote planned giving vehicles and communicate effectively the tax advantages and how planned gifts are beneficial components in charitable estate planning.
- Enhances the performance of unit-based fundraisers by helping them develop planned giving and complex gift competencies, providing feedback and perspective on their fundraising approach/methods, and coaching them to realize their optimal performance and gift acquisition objectives.
- Qualify, cultivate, solicit and steward planned giving prospects to advance philanthropy at USU.
- Develop and conduct planned giving seminars for development staff and well as donors and advisors on the benefits of planned giving, gift planning tools, estate planning tools, and techniques to effectively communicate complex gift conversations.
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