Executive Director of Legacy Giving

Saint Mary’s College of California

Moraga, CA

ID: 7163079 (Ref.No. 4517942)
Posted: August 22, 2023
Application Deadline: Open Until Filled

Job Description

Salary: $150,000.00 Annually
Job Type: Full-Time
Job Number: 2015-1604237
Location: CA 94556, CA
Department: Advancement
Closing: 9/17/2023 11:59 PM Pacific


Founded in 1863, Saint Mary's is a residential campus nestled 20 miles east of San Francisco in the picturesque Moraga Valley. Based in the Catholic, Lasallian and Liberal Arts traditions, Saint Mary's currently enrolls more than 3,100 students from diverse backgrounds in undergraduate and graduate programs. The De La Salle Christian Brothers, the largest teaching order of the Roman Catholic Church, guide the spiritual and academic character of the College.

As a comprehensive and independent institution, Saint Mary's offers undergraduate and graduate programs integrating liberal and professional education. Saint Mary's reputation for excellence, innovation and responsiveness in education stems from its vibrant heritage as a Catholic, Lasallian and Liberal Arts institution. An outstanding, committed faculty and staff that value shared inquiry, integrative learning and student interaction bring these traditions to life in the 21st century. The College is committed to the educational benefits of diversity.

The Executive Director of Legacy Giving plays a critical role in the success of Saint Mary's planned giving efforts. The Executive Director represents the College to alumni, parents, volunteers, and friends who have the capacity to make significant and sometimes complex legacy gifts to Saint Mary's and/or for special projects/campaigns.

A comprehensive and successful Legacy Giving Program is essential to the continued growth and financial viability of Saint Mary's College and the Transform 2028 strategic plan. This position will develop, manage and lead planned giving strategy and the Lasallian Legacy Circle, while ensuring the program is at the forefront of current trends, laws and policies.

With leadership, strategic direction from the Associate Vice President and the Vice President forStrategic Partnerships and Advancement, the Executive Director manages a portfolio of legacy givingprospects, including alumni, parents, and friends; in addition, this lead fundraiser identifies, cultivatesand solicits prospective donors in California and in other areas of the United States as assigned.

Essential Functions/Major Areas of Responsibilities:

1. Develops, manages and leads a comprehensive planned giving strategy for the College, leveraging Advancement talent and resources for greatest legacy outcomes.

2. Manages a portfolio of approximately 150 high-net worth prospects andparticipates in all aspects of the major gift and planning gift cycle,including initiating contacts with potential donors; maintaining an activeschedule of a minimum of 15+/- meaningful contacts per month withindividuals whose gift capacity is rated in the $100,000 to $1,000,000range; moving potential donors in an appropriate and timely fashion towardsolicitation and closure; and maintain stewardship contacts with donors insupport of donor retention goals.

3. Participates as a member of the directors' group within Advancementand contributes to annual team goals and outcomes; reflects Advancementpriority themes and SMC mission is all aspects of work.

4. Develops and maintains respectful, productive relationships with key stakeholders, including campus partners, volunteers, alumni leaders, donors, andcommunity members as appropriate for this role.

Experience and Qualifications

Experience: (years required and applicable field of experience): 10+/- years of successful experience in majorand planned gift fundraising; preference for experience in higher education, but not required.

Skills/Abilities: (e.g. computer skills, written & verbal skills, trades, laws, procedures, technical)Demonstrated proficiency in Windows operating systems, Microsoft Office (Word, Excel, PowerPoint, etc.), andexperience with development software platforms; comfort with new technologies that support virtual donorinteractions and communications; management experience required.

Other Requirements: (e.g. travel, weekend/evening work):

- Professional experience in capital campaigns preferred
- Knowledge of deferred giving vehiclesand current laws
- Entrepreneurial spirit
- Strong organizational skills; ability to prioritize and handle multiple projects simultaneously and to work calmlyunder pressure of deadlines
- Demonstrated success and effectiveness in major and planned gift prospect identification, cultivation,solicitation, closing, and stewarding significant gifts
- Experience guiding, motivating and relating to development volunteers
- Demonstrates perseverance while exhibiting sensitivity to the needs of the donors and prospects
- Self-directed, high-performance individual who has demonstrated initiative and achievement against goals
- Exceptional verbal and written communications skills, engaging interpersonal skills, high energy, personalinitiative and a great sense of humor
- Ability to represent the College and its priorities effectively with diverse audiences.? Great attention to detail and follow-through
- Ability to work effectively and tactfully with a diverse group of external constituents

Supplemental Information

Application Instructions: Please apply online at https://www.schooljobs.com/careers/stmarys?page=1

  • Include a cover letter that specifically addresses how you meet the qualifications and are prepared to support the mission of the College
  • A resume
  • The name and contact information for three (3) professional references.

In applying for a position, candidates sign a consent authorizing a broader inquiry which may include reference checks, a motor vehicle check, and a third party background check.

Saint Mary's is an equal employment opportunity employer. We support inclusive excellence and are committed to creating a safe and welcoming community for all.

College policy prohibits discrimination based on race, color, religion, national origin, ancestry, age, gender, sexual orientation, marital status, medical condition, physical or mental disability, gender stereotyping, and gender identity, taking a protected leave (e.g. family medical or pregnancy leave), or on any other basis protected by applicable laws.

Saint Mary's College annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Saint Mary's College Report, please go to the Public Safety website at http://www.stmarys-ca.edu/public-safety/annual-security-and-fire-safety-report-0. To request a paper copy please call Public Safety at (925) 631-4284. The report includes the type of crime, venue, and number of occurrences.

Please apply online at https://www.schooljobs.com/careers/stmarys

We envision a community that goes beyond tolerance of differences to one guided by social justice, cultural competence and engaged citizenship. We know we can reach greater heights of excellence by learning from diverse people.