Director of Individual & Legacy Giving

POSITION SUMMARY
The Director of Individual & Legacy Giving directly solicits and closes major gifts with a portfolio of prospective and leadership donors throughout Wisconsin to meet PBS Wisconsin’s short and long-term programming and capital project fundraising goals. This position also promotes and solicits legacy gifts through the promotion of bequests and other charitable giving vehicles with an overall goal of encouraging and increasing donors’ lifetime giving value. This position is in the Development department and reports to the Managing Director of Individual & Legacy Giving.

DEGREE AND AREA OF SPECIALIZATION

Bachelor’s Degree required.

MINIMUM YEARS AND TYPE OF RELEVANT WORK EXPERIENCE REQUIRED

1. Minimum of four years’ development experience including work in major and/or planned giving.
2. Demonstrated experience in cultivating relationships and making personal asks that have resulted in major/planned gifts and a record of success in achieving development goals.
3. Demonstrated understanding of the moves management process and fundraising principles, methods, and strategies including research, cultivation, solicitations, and stewardship.
4. Experience and demonstrated success and accountability in managing donor portfolios and tracking measurable results.
5. Experience and proficiency with development or customer relationship management software, technologies and general office applications.
6. Experience in working with board members and community volunteer fundraisers.
7. Advanced written, presentation, verbal, organizational, and interpersonal skills; demonstrated ability to relate well to individuals from diverse backgrounds.

NOT REQUIRED BUT DESIRABLE QUALIFICATIONS

1. Experience with special long-term cultivation and solicitation strategies to ask for or secure transformational seven-figure gifts.
2. Knowledge of planned giving vehicles, such as bequests, beneficiary designations, and charitable gift annuities.
3. Experience or knowledge of public broadcasting fundraising.

PRINCIPAL DUTIES

1. Identifies, promotes, and maintains donor relationships and identifies solicitation opportunities specifically designed for the generation of gifts to reach program funding goals.
2. Develops and delivers targeted large gift fundraising and communication programs and materials specific to large gift contributions in alignment with strategic initiatives.
3. Develops and updates prospect portfolios, evaluates existing strategy and integrates planned giving objectives in donor and prospect cultivation, solicitation, and stewardship.
4. Maintains accurate, timely, and thorough portfolio donor records and contact reports to facilitate programmatic performance evaluation and preserve institutional memory.
5. Serves as a liaison to other key stakeholders, partner organizations, and staff, provides information and represents the interests of PBS Wisconsin.
6. Provides documents and prepares materials as requested by attorneys, financial advisors, personal representatives, bank officers, trust associates and others to assist with pending estate gifts.
7. Travels statewide independently and collaboratively to maintain an active engagement schedule with donors and prospects in all stages of development.

ADDITIONAL INFORMATION
Expected salary for this position is the $60,000 – $70,000 range. Actual pay will depend on experience and qualifications. PBS Wisconsin offers a comprehensive benefits package, including generous vacation, sick leave, healthcare and pension.

The person in this position will be required to comply with the Ethics for PBS Wisconsin Editorial & Executive Staff located here (https://pbswisconsin.org/about/) in addition to the Association of Fundraising Professionals code of ethics located here (https://afpglobal.org/ethicsmain/code-ethical-standards).

The University of Wisconsin is an Equal Opportunity and Affirmative Action Employer. We promote excellence through diversity and encourage all qualified individuals to apply.

Please note that successful applicants are responsible for ensuring their eligibility to work in the United States (i.e. a citizen or national of the United States, a lawful permanent resident, a foreign national authorized to work in the United States without need of employer sponsorship) on or before the effective date of appointment.

HOW TO APPLY:
Apply online at https://jobs.hr.wisc.edu by October 29^th. The job number is 242116.

The following must be received for your application to be complete: 1) Resume; 2) A cover letter describing how your experience relates to the job duties and minimum and desirable qualifications. 3) At least three professional references with titles, emails, and phone numbers (include at least one supervisory reference). Please note references will not be contacted without your prior knowledge.

Questions? Contact: Erin Cook, PBS Wisconsin, 821 University Avenue, Madison, WI, 53706; 608-263-0477.