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Director of Planned Giving

Organization: Pratt Institute
Date Posted: 7/27/2018
Date Needed: 7/27/2018
City: Brooklyn
Location: New York
Country: United States
Primary Category: Education
Type of Position: Full-Time
Education Requirement: Bachelor's
Experience Requirement: 5-10 years

Description & Details

Pratt Institute

Director of Planned Giving

Job Description




The Director of Planned Giving is responsible for managing and growing the planned giving program at Pratt Institute.  This position reports directly into the Executive Director of Development and actively engages alumni, parents, trustees, and friends using a donor-centered approach to identify, qualify, cultivate, solicit, and steward individuals capable of making major deferred and outright gifts in support of Pratt Institute’s mission. 






·         Oversee and manage the planned giving program supporting all areas of Pratt Institute through identification, qualification, cultivation, solicitation, and stewardship of donors.

·         Oversee and direct planned giving marketing with an emphasis on increasing revenue and number of planned gifts.

·         Manage a portfolio of approximately 40 to 50 prospects per year consistently moving them through the fundraising cycle.

·         Complete a minimum of 120 qualified contacts per year.

·         Partner with gift officers in identifying planned giving prospects within their portfolios and collaborate with them on solicitation strategies.

·         Develop and implement in partnership with Donor Relations a strategic outreach plan for Renaissance Giving Society members to continue their interest in deferred giving to Pratt.

·         Coordinate activities on various legal issues with outside counsel (when appropriate).

·         Record and document all personal prospect contacts and outcomes in the Raiser’s Edge database.

·         Manage portfolios and proposal activity in the prospect database, updating regularly.

·         Actively participate in the prospect review meetings and in the identification of planned giving prospects.

·         Conduct periodic review of legal notifications in which the Institute has legal entitlement from an estate, trust, life insurance, or other beneficiary designation.

·         Work with the Institute’s Finance Department to administer planned gifts and report on the progress.

·         Responsible for the organizational policies related to planned giving.

·         Ensure that the planned giving program is in compliance with federal and state laws.Adhere to best practices in fundraising.




Education:  Bachelor’s degree or equivalent experience required. Master’s preferred.


Experience:  Minimum five to seven years successful experience in planned giving fundraising preferably in a higher education setting.


Knowledge and Skills:  

·         Excellent written, verbal, and interpersonal communications skills.

·         Ability to see and understand the fundraising goals and objectives of Pratt, and to integrate planned giving with those goals and objectives.

·         Thorough knowledge of planned and life income gift opportunities, gift and estate tax regulations, the principles of digital and print marketing campaigns, and major gift fundraising.

·         Ability to think strategically to successfully negotiate with individuals and groups, both internally and externally.

·         Ability to work effectively with professional advisors in the legal, financial, and tax fields.

·         Ability to balance competing priorities, complex gift scenarios, and tight deadlines.

·         Proficient with planned giving software and knowledge of the Raiser’s Edge database.

·         Ability to work independently and in a team-based setting and to manage multiple complex tasks simultaneously.

·         Strong project management skills and a demonstrated ability to set and complete goals.

·         Comfort in researching and analyzing large groups of data to uncover planned giving prospects.

·         Ability to work across the Institute with administrative and academic leadership, trustees, faculty, and staff.

·         Experience in developing strategies for prospects with excellent follow-through.

·         An understanding of the important role of diversity, inclusion, and equity to institutional advancement.


How to Apply / Contact




To Apply: Please Submit your cover letter and resume online at If you are selected for an interview, please be prepared to provide at least 5 References via our on-line reference tool system. At least 2 of your References must be, or have been, your direct managers. 



Job Location: Brooklyn, New York, United States

Position Type: Full-Time/Regular 


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