Job Details

Job Title:

Director of Individual and Planned Giving

Department/Division:

Development

Location(s):

DC

Job Description:

The Director of Individual and Planned Giving supports the mission of the organization by designing and implementing a program that identifies prospective major gift donors for UNCF. This position manages the organization's principle gifts fund-raising program by increasing restricted and unrestricted revenue through the solicitation, cultivation and stewardship of high potential individual prospects. The Director will also be responsible for developing and implementing plans for securing major and deferred gifts from donors through estate planning and other types of gifts.

Responsibilities and Duties:

Individual Giving duties:

  • Identify major gift prospects and obtain information concerning financial capability, special interests, past history, and current connections to UNCF, close friends and advisors, and financial contributions to other causes.
  • See that the prospects are assigned to appropriate people, board members, other key volunteers, the CEO, EVP/VPs, Development, RDDs and other top administrators.
  • Work with each person who has a major donor assignment to chart plans, timetable and "moves" for each prospect to include cultivation, involvement, solicitation, and appropriate acknowledgement.

    Planned Giving duties:

  • Identify planned giving prospects within UNCF and rate them by gift potential. Develop additional prospects outside of UNCF.
  • Promote the benefits and opportunities offered by planned giving vehicles, i.e. planned giving brochures, advertisements, internal and external advertising media.
  • Follow-up on all leads developed through promotion, using mail, telephone and personal visits.
  • Plan individual cultivation strategies for planned giving prospects.
  • Be knowledgeable and keep current about tax laws, and other technical aspects of estate planning.
  • Maintain working liaison with trust departments, community foundations, etc. who furnish fiduciary and managerial services for planned giving programs. Cultivate "agents of wealth", i.e. attorneys, trust officers, chartered life underwriters, tax consultants, etc. who may be able to advise clients to support UNCF.

    Requirements:

    Bachelor's degree (B. A.) from four-year college or university and at least 10 years of progressively responsible experience in a complex fundraising or university development operation, with a proven record of successful fundraising from high net worth individuals.

  • Specialized knowledge in individual and planned gift fundraising.
  • Must be creative with a vision and ability to refocus and revive an existing donor membership club.
  • Ability to understand the needs and interests of major donors in order to facilitate relationships between them and UNCF
  • Have an understanding of tax laws that impact charitable giving, personal assets, marketable securities, and estate planning.
  • Demonstrated knowledge of planned giving options such as gift annuities, trusts, life income plans, etc.
  • Ability to use the Raiser's Edge Donor Management System.
  • Must be able to travel.

    Additional Requirements:

  • Ability to initiate, analyze, monitor, evaluate and advance strategic development plans.
  • Ability to conduct major fund raising activities.
  • Excellent oral, written, interpersonal, analytical and organizational skills required; in addition must possess research and analysis, goal setting and “moves” management skills.
  • Extensive experience in volunteer management.
  • Strong organizational and planning skills with the ability to multi-task.
  • Outstanding human relations and managerial skills.
  • Ability to work independently and in a team environment.
  • Demonstrated commitment to working with and motivating a diverse range of people.

    To Apply:

    • 1.  Send an e-mail message with a resume and cover letter in the body of the e-mail (or as attachments) to: resumes@uncf.org (Note: Word 7.0 or ASCII files are preferred)
    • 2.  Fax your resume and cover letter to: 202-234-0223
    • 3.  Mail your resume and cover letter to:
      United Negro College Fund
      Human Resources
      1805 7th Street, NW
      Washington, DC 20001