Director, Principal & Planned Giving

  • DePaul University
  • Chicago, IL, USA
  • Nov 11, 2017

Job Description

DePaul University

DePaul University is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, age, marital status, physical or mental disability, protected veteran status, genetic information or any other legally protected status, in accordance with applicable federal, state and local EEO laws.

Job Title Director, Principal & Planned Giving
Job ID 2904
Location Loop Campus
Full/Part Time Full-Time
Regular/Temporary Regular

Multicultural Statement

At DePaul University, we are looking for candidates who want to join us in our mission to provide access to education for all. Successful candidates welcome ideas and perspectives from colleagues and students representing a wide variety of cultures, backgrounds, religious beliefs, and experiences. We seek collaborative, open-minded and hard working professionals to work in a real world urban learning environment. Are you exceptional, yet modest and open to challenges? We seek achievers and leaders that want to bring their passion and skills to our well-respected community of approachable colleagues. Build your career with us.

General Summary

Reporting to the Senior Director of Gift Planning, the Director of Principal and Planned Giving is responsible for developing strategies for the solicitation of high-level principal and planned gifts from individuals through extensive field contact with prospective donors. The Director of Principal and Planned Giving works with donors to determine the appropriate gift vehicles; including cash, securities, real property and other. The Director of Principal and Planned Giving will be expected to coordinate efforts with unit based development officers, central development professionals, and other university personnel where appropriate.

Responsibilities & Duties

  • Make assessment calls, cultivate, solicit, provide recognition and steward principal and planned gifts for the university with an emphasis on prospects capable of gifts at the $500,000 level and above to meet established goals. Actively qualify donors for any capital campaign. Manage in varying stages of involvement a portfolio of prospects and donors to ensure that timely steps are taken toward solicitation. Develop and implement strategies for each prospect, including ways to increase involvement of donors and prospects in the activities of the university. Utilize both current and planned gift opportunities to best meet donors’ needs, interests, and financial capabilities.
  • Review research reports and information from the university donor management system database on assigned donors and prospects Plan trips and call donors to set appointments for visits. Build relationships for the university with donors, effectively present the case for philanthropic support of the university and explain gift opportunities. Follow up with correspondence, phone calls and additional visits as appropriate to close gifts.
  • Provide regular progress reports on the prospect cultivation and solicitation, and complete and file thorough reports of all contacts in a timely manner.
  • Meet regularly with unit based development officers or central development officers as appropriate to discuss major donor prospects strategy and solicitation.
  • Perform other duties as assigned.

Education & Experience

  • Bachelor’s degree.
  • Significant history of working with and advising high-net worth individuals and their families around investments, financial planning, and philanthropy.
  • Minimum of 10 years experience working with high-net worth individuals and families surrounding philanthropic planning and wealth management.

Preferred Requirements

  • Advanced degree or other legal or financial planning and wealth management credentials.
  • Development experience, or comparable sales/marketing/financial planning/wealth management experience involving individual relationship building.
  • Certification in financial planning and wealth management.

Other Skills & Abilities Reqd

  • Ability to promote and successfully solicit high-level major gifts by identifying major gift prospects, managing caseload, designing and implementing cultivation and solicitation strategies, and ensuring follow-up activities and stewardship.
  • Demonstrated communications and interpersonal skills and success in working in a team setting.
  • Experience in a leadership capacity in a Catholic educational setting.

Other Attachments

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Additional Information

Must be able to travel frequently and work varied hours; frequent overnight and/or out of state travel for donor visits, alumni gatherings, and professional conferences.

Salary & Benefits:

DePaul offers comprehensive and competitive pay and benefits to attract and retain talent to further the University's mission. Please click on the following link to review the full Benefits Summary.

For the Part Time Benefits Summary, click this link

Required Background Screening:

All final candidates extended an offer of employment will undergo background screening.

Mandated Reporting of Child Abuse & Neglect:

Upon accepting an offer of employment with the university, you will also be required to sign an Acknowledgement of Mandated Reporter Status at the time of hire. A mandated reporter is required to make a report to the Illinois DCFS Hotline whenever there is reasonable cause to believe that a child known to them in their professional or official capacity may be abused or neglected.

For more information about the Illinois Abused and Neglected Child Reporting Act, please visit: