Senior Director of Gift Planning

BGSU Office of Human Resources   Bowling Green, OH   Full-time     Other
Posted on March 16, 2023
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Position Summary

Reporting to the Assistant Vice President for Development, the Senior Director of Gift Planning is a key member of the University Advancement fundraising team, leading BGSU planned giving programming and serving as an adviser to leadership and staff. Responsibilities include serving as the primary expert on complex deferred charitable giving tools such as annuities, trusts, life insurance, wills and bequests, remaining current on BGSU Foundation gift acceptance policies, the laws and regulations governing planned gifts, and providing planned giving educational sessions and material to Advancement staff and University colleagues. The Senior Director of Gift Planning will identify, cultivate, solicit, close, and steward planned and outright gifts at major ($25,000+) and principal gift ($1,000,000+) levels, benefiting BGSU college and unit priorities, and oversee the 1910 Society, develop and manage a planned giving advisory council, ensure that appropriate documentation exists for all planned gifts and their future designation, maintain the BGSU planned giving website, and lead related marketing efforts to educate donors and prospective donors. The position also will supervise the Assistant Director for Gift Planning.

Full time position with an option for a flexible/hybrid work schedule.

Essential Duties, Tasks and Responsibilities

  • Identify, cultivate, and solicit planned giving prospects for major and principal level gifts. Manage an active portfolio of assigned donors and prospects and meet assigned metrics for performance.
  • Develop and implement a marketing strategy plan to identify and attract legacy prospects through web, mailings, seminars/education sessions, industry partnerships, and alumni engagement activities.
  • Provide guidance and training on tools, solicitation strategies, and giving vehicles to University Advancement colleagues. Attend donor visits with fundraising colleagues to assist with presentation of illustrations, legacy gift solicitations and closures. Develop and manage an advisory council of estate, financial planning and banking professionals to support BGSU gift planning objectives.
  • Manage the charitable trust, gift annuity, and life insurance programs. Work with industry partners and the Assistant Director for Gift Planning to design, implement, audit, and evaluate current and future programs.
  • Ensure appropriate documentation is collected and maintained for all planned gifts. Remain current in knowledge of charitable and estate planning tools, techniques, and tax legislation changes.
  •  Supervise and mentor the Assistant Director for Gift Planning.



Knowledge, Skills or Abilities

  • Must demonstrate experience working with individuals on estate or deferred gift plans. 
  • Must demonstrate knowledge of planned gift instruments and approaches, as well as estate tax and legal implications. 
  • Must be an excellent written and verbal communicator with strong organizational and time management skills.



Minimum Qualifications

The following Degree is required:

A Bachelor’s Degree is required; a J.D. is strongly preferred.  Degree must be conferred at the time of application.  Must have and maintain a valid driver’s license and comply with the university’s vehicle use policy.

The following Experience is required:

  • 8 years of experience in legal estate planning or as a major gift fundraiser or planned giving leader in a higher education or other large, nonprofit setting
  • 3 years of supervisory experience is required



Full-time administrative staff position. Salary is commensurate with education and experience. Administrative pay grade 359. Full benefits package available.


Deadline to apply:  The search committee will review applications until the position is filled, ; however, for best consideration, applications should be provided by ‘March 30, 2023’.  



Why work at BGSU?

Full-time BGSU employees enjoy an array of exceptional benefits, including:

  • Quality, affordable health insurance: Various coverage options available for health, vision and dental starting the first day of the month following your date of employment.
  • Generous paid time off: Vacation, holidays, sick days and more.
  • Excellent work life balance resources: Our Employee Assistance Program offers confidential support to employees and their eligible family members, along with ancillary programs covering identity theft, elder care, legal services and more.
  • Tuition fee waivers: For eligible employees, spouses and dependent children.
  • Professional development opportunities: For skills training, supervisor and leadership programs, performance management, online courses and online tools for employee growth and development.
  • Parental leave: Up to five weeks of paid parental leave for full-time employees with at least 12 months of continuous service.
  • Retirement: BGSU offers several options for meeting your retirement goals with a current employer contribution of up to 14% depending on the retirement program selected. Read More about the option that best fits your needs.

Learn more about Bowling Green State University and how we aspire to be the preeminent public university that creates public good in Ohio, the nation and world.


To Apply

For a complete job description & to apply for this position visit or contact the Office of Human Resources at (419) 372-8421. BGSU. AA/EEO/Disabilities/Veterans. In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position with Bowling Green State University, please call 419-372-8421.



BGSU Office of Human Resources

1851 N Research Drive
Bowling Green , OH