Director of Individual & Legacy Giving

POSTED:

Thu, Apr 22, 2021

ENDS:

Tue, Jun 1, 2021

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 in non-profit management, communications, business, public relations or related field required.

MINIMUM YEARS AND TYPE OF RELEVANT WORK EXPERIENCE

  • Minimum of four years’ development experience including work in major and/or planned giving.
  • Demonstrated experience in cultivating relationships and making asks that have resulted in major/planned gifts and a record of success in achieving development goals.
  • Demonstrated understanding of the major and planned giving process, principles, methods and practices including prospect research, cultivation, and stewardship.
  • Experience and demonstrated success managing projects, timelines and revenue goals.
  • Experience and comfort with technology, including spreadsheet software and donor relationship management databases.
  • Experience in working with board members and community volunteer fundraisers.
  • Advanced written, oral and interpersonal communication skills to communicate effectively and persuasively with a wide range of people and to represent PBS Wisconsin with key constituents.

NOT REQUIRED BUT DESIRABLE QUALIFICATIONS

  • Knowledge of planned giving vehicles, such as bequests, beneficiary designations, and charitable gift annuities.
  • 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

ADDITIONAL INFORMATION

Expected salary range for this position is the $60,000s – $70,000s. 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://wisconsinpublictv.s3.us-east-2.amazonaws.com/wp-content/uploads/2019/11/Ethics-for-Editorial-Staff.pdf) in addition to the UW-Madison code of ethics.

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

Knowledge of and abides by prospect and fundraising research ethics (https://afpglobal.org/ethicsmain/code-ethical-standards).

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 June 1, 2021. The job number is 233484. 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.

As applicants progress to interviews, they will need to provide at least three professional references with titles, emails, and phone numbers (include at least one supervisory reference).

Questions? Contact: Kate O’Connor, PBS Wisconsin, 821 University Avenue, Madison, WI, 53706; 608-262-5221; hr@wpm.wisc.edu.