Director of Development, Planned Giving

Quinnipiac University is at an ambitious moment in its philanthropic growth, and the Office of University Advancement is looking for an experienced gift planning professional to deepen donor relationships and expand a meaningful planned giving program. 

As the director of planned giving you are responsible for overseeing Quinnipiac University's planned giving program including bequests, trusts, charitable gifts annuities, and d other deferred and hybrid gifts, as well as management and coordination of all aspects of pending and completed planned gifts, ensuring effective communication and collaboration between donors, their advisors, and key internal stakeholders.

Quinnipiac University is a private, coeducational institution located 90 minutes north of New York City and two hours from Boston. The university currently has an enrollment of 9,700 students in more than 100-degree programs through its Schools of Business, Communications, Computing & Engineering, Education, Health Sciences, Law, Medicine, Nursing and the College of Arts & Sciences. Our 20 Division I teams have achieved remarkable success, boasting national and conference titles — including a 2023 NCAA national championship win in men’s ice hockey, a trip to the Sweet 16 for our women's basketball team and NCAA Tournament appearances by many of our programs. The Quinnipiac University Poll is nationally recognized as a leader in public opinion research, and the university is consistently recognized by U.S. News & World Report and Princeton Review. The Wall Street Journal ranked Quinnipiac #51 among the best colleges in the nation, and second in Connecticut, for our exceptional graduation rate, salary impact, learning facilities, career preparation and learning opportunities.

The university is in the midst of program expansion and renewal for both traditional and adult learners, the development of innovative strategic partnerships, and recently opened South Quad with three state-of-the-art buildings.

As Quinnipiac grows, the university remains guided by the core values that define our community and shapes the experience of every student and employee.

• We are fiercely committed to ensuring every Bobcat thrives. We are a lifelong partner for every learner.
• We passionately care about our community. Everyone should feel welcome and valued.
• We boldly shape our university's future. We will forge a path of impact together.

These values are the foundation of who we are and reflect the Quinnipiac spirit found across our campuses. For more information, please visit qu.edu. Connect with Quinnipiac on Facebook, Instagram, YouTube, TikTok and X.

• Lead the Planned Giving program and manage a portfolio of planned giving prospects and donors
• Serve as the QU’s primary resource on charitable estate planning and tax-advantaged giving strategies and work closely with donors and their advisors to structure gifts that optimize benefits for both the donor and QU
• Work with D&AA staff to plan strategies for cultivation and solicitation of prospective donors for complex and deferred gifts (bequests, gift annuities, remainder trusts, gifts of real estate, etc.). Provide coaching and training to staff for purposes of development of technical knowledge
• Prepare gift proposals for prospects using appropriate software calculations, written explanations, and oral presentations. Ensure follow up on such proposals with donors with a goal towards closure of donor gifts
• Use available data to identify gift planning prospects. Oversee the development and execution of marketing strategies including the production and writing of topic specific pieces and newsletters, other marketing mailings, and other advertisements for planned giving prospects
• Serve as primary contact between D&AA and the gift planning asset administrator for life-income gifts
• Oversee bequest program, including but not limited to: communication with and monitoring of estate executors and attorneys in the process of distributing estate gifts to QU, acknowledgement of distributions as received, etc
• Commit to national travel for personal visits with prospects, particularly when opportunities are identified by applying gift planning indicators or by gift officers, for the purposes of cultivating and soliciting complex and deferred gifts
• Oversee the activities of the Tower Society, which recognizes those individuals who have made estate plans or established life-income gifts to benefit QU, as well as collaborate with D&AA partners on planned giving stewardship efforts

• Bachelor's degree is required

• 5 to 7 years of experience
• Excellent writing and verbal skills
• An understanding of, and technical expertise in, estate planning and tax laws affecting charitable and deferred giving
• Proven ability to collaborate effectively with individuals from varied backgrounds.