Director of Planned Giving

Job description

Wichita State University Foundation and Alumni Engagement (WSUFAE) is looking for a part‑time person to be our next Director of Planned Giving who will build meaningful, long‑term relationships with donors and help them create lasting legacies for Wichita State University. This position plays a key role in advancing Wichita State University Foundation and Alumni Engagement’s philanthropic mission by managing a portfolio of prospective and current planned giving donors and leading the identification, cultivation, solicitation, and closure of planned gifts. The Director will work with donors to develop personalized gift strategies aligned with their philanthropic interests and financial and estate‑planning goals, including bequests, charitable gift annuities, trusts, beneficiary designations, retirement assets, life insurance, real estate, and other complex gifts. The Director will also collaborate closely with major and principal gift officers, university leadership, professional advisors, legal counsel, and finance professionals to structure and secure meaningful philanthropic commitments.

With a team of more than 50 dedicated individuals working to support fundraising and donor and alumni relationships, the WSUFAE is proud to champion the continued growth of Wichita State University. With nearly $400 million in managed assets and thousands of alumni spread around the world, it is an exciting time to be a part of advancing Shocker Nation.

The Job Duties For This Position Include

Planned Gift Development and Gift Closures

Manage a portfolio of prospective and current planned giving donors

Identify, qualify, cultivate, solicit, and close planned gifts, including but not limited to: Bequests

Charitable gift annuities

Charitable remainder trusts

Charitable lead trusts

Beneficiary designations

Gifts of retirement assets

Life insurance gifts

Gifts of real estate and other complex assets

Develop personalized gift proposals aligned with donors' philanthropic interests and financial objectives

Conduct personal visits, virtual meetings, and presentations with prospective donors and their advisors

Partner with major and principal gift officers to integrate planned giving strategies into principal and major gift solicitations

Planned Gift Administration

Coordinate all documentation and processing of planned gift agreements and expectancies

Maintain accurate planned giving records within the foundation's donor database

Collaborate with legal counsel, financial advisors, and the foundation's finance team regarding gift acceptance, documentation, and compliance

Monitor charitable gift annuities, trusts, and other deferred gift vehicles as appropriate

Ensure planned gifts comply with university and foundation gift acceptance policies

Assist in maintaining planned giving procedures and administrative best practices

Donor Stewardship

Develop and implement stewardship plans for legacy donors and documented planned gift expectancies

Maintain regular communication with legacy donors

Coordinate donor recognition opportunities in collaboration with the donor experience team

Build long‑term relationships that encourage additional gifts and deepen donor engagement

Ensure timely acknowledgment and recognition of planned gift commitments

Administrative Duties

Maintain computer and paper files as necessary

Manage an annual budget for fund‑raising activities and professional development.

Perform any other duties as assigned.

Job Requirements

Bachelor’s degree from accredited institution required

Five or more years in direct gift solicitation experience in‑person or over the phone, with experience in planned giving, development, estate planning, or non‑profit development

Demonstrated success in securing planned gifts or other complex philanthropic commitments

Knowledge of charitable gift planning vehicles and tax‑advantaged giving strategies

Willing to work evenings and weekends with occasional regional and national travel

Have and maintain valid driver’s license and insurance

Project professional image at all times

Commitment to the WSUFAE core values of Integrity, Service, Excellence and Collaboration

Willingness to travel locally and occasionally attend evening or weekend events

Skills

Excellent interpersonal, oral, and written communication skills

Excellent organizational skills with the ability to manage multiple priorities independently

Ability to maintain confidentiality and exercise sound judgment

Highly motivated and ability to work effectively independently and as part of a team

Maintain confidentiality of information, records, and materials

Physical Requirements

This position will involve daily walking, sitting, bending, crouching, stooping, stretching, reaching, and standing for long periods of time. Must be able to use a computer and use a telephone for long periods of time daily.

Ability to lift/carry up to 30 pounds

Ability to drive/sit in a car (day or night) for 3 hours or more (to different city/state) with the ability to travel by train, car, flying, or other forms of public transformation.

Must be willing to attend campus events outside of normal working hours.

Typical office working conditions.

Preferred Requirements And Skills

Certified Specialist in Planned Giving (CSPG), Certified Fund‑Raising Executive (CFRE), or similar professional credential

Experience working within higher education advancement

Familiarity with estate administration and charitable trust management

Experience using donor relationship management (CRM) systems

WSUFAE offers outstanding benefits including medical/dental/vision (100% premium paid for employee/50% for dependents), term life insurance, tuition reimbursement, 8.5% company matching on retirement accounts after one year, and more.

WSUFAE believes in the power of education. Since 1965, we have worked to connect the students, faculty, and staff of Wichita State University with the resources they need to transform their communities. Our dedicated staff includes members of the development, annual fund, finance, support, and student teams. We have accomplished big goals in the last few years and don't plan to slow down anytime soon.

Advancing the mission and vision of Wichita State University takes a strong team, and it is our core values that unite and empower us to reach our goals together. Collectively, we are passionate about education and opening doors to new opportunities by working together to “elevate, celebrate and advance Wichita State University through engagement and philanthropy.”

In compliance with the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act of 1973 and the ADA Amendments Act of 2008, the Wichita State Foundation and Alumni Engagement will provide reasonable accommodation to applicants with a disability in completing the application form or in the interview process. Please notify the Human Resources Office at or email (email protected) in advance so necessary arrangements can be made.

WSUFAE is an EOE employer

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Worksite address

wichita, KS, 67232, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.