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Director of Planned Giving
The Chronicle of Philanthropy
Background & Position Summary:

In early 2010, the Foundation for Upstate announced the Upstate
Legacy Society to honor its generous planned gift donors and to
encourage new planned gift donors.
In October 2010 the
inaugural Legacy Society Luncheon was held with the President of
Upstate Medical University welcoming and thanking the 17 founding
members of the Legacy Society. From 2010 to 2015, under the
guidance of the Foundation Board's Planned Giving Committee, the
Upstate Legacy Society had grown to 32 members.

Based on that progress and opportunities for continued growth,
the Upstate Foundation Board of Directors approved the hiring of a
Director of Planned Giving in 2015.
The current Director for Legacy Giving has developed; a
multiyear plan, new promotional literature, a print media awareness
campaign and a Professional Advisory Board.
A total of 11 new
planned gifts have been identified/solicited and more than 100
prospects identified.
That Director will be retiring in 2018.
The new Director will be the Upstate Foundation staff member
with primary responsibility for the management and growth of a
comprehensive gift planning program.

This position requires some travel, primarily within the central
New York (CNY) region, and limited travel outside of CNY. Because
travel to suburban and rural areas in CNY will be required, the
candidate must hold a valid New York State driver's license and
have access to a reliable vehicle which can be used for business
related travel. (Use of a personal vehicle is reimbursed at the
prevailing IRS standard mileage rate).

Ideal candidate:
The ideal candidate is a passionate, experienced and successful
planned giving officer who is looking for an exciting leadership
planned giving position with limited (mostly local) travel
The ideal candidate will have the opportunity to leave his or
her mark at Upstate by leading the efforts to craft the future
direction of this vital program and bringing the program to an even
greater level of success.

Required and Desired

A Bachelor's Degree is required; an MBA, MPA, JD or other
advanced degree, and/or professional certification
(CAP, CFP, FSCP, ChFC, WMCP) is highly
A minimum of three years of development experience with
documented success in personally cultivating and securing
major/planned gifts is required; seven or more years is
Five or more successful years as a Planned Giving Officer, or
an organization's sole/primary Planned Giving expert desired.
Prior experience with estate planning from a legal, accounting,
tax, and/or financial planning desired.
A valid driver's license and access to a reliable vehicle to
travel within NY State is required; some out-of-state travel may be
required; occasional weeknight or weekend work may be

Duties and

The Director of Planned Giving for the Upstate Foundation will
have primary responsibility for the management and growth of a
comprehensive gift planning program. Specific responsibilities
include, but are not necessarily limited to:

Developing and documenting a comprehensive understanding of
institutional priorities suitable for planned gifts.
Developing succinct case statements for planned gift
Managing updated and prioritized lists of planned gift
Maintaining and updating the marketing program with appropriate
collateral materials and effective awareness, solicitation and
stewardship events.
Nurturing strong relationships with CNY financial, legal and
tax advisors.
Meeting the ongoing training needs of Upstate Foundation
Development Officers and volunteers.
Managing the Upstate Legacy Society and overseeing all Planned
Giving stewardship activities.
Managing a caseload of approximately 75-100 major/planned gift
donors and prospective donors.
Serving as the Foundation's planned giving expert on
cultivation and solicitation calls with Development Officers and
Meet personally with prospects; qualify, cultivate, solicit,
secure and steward major/planned gifts.
Providing Foundation staff leadership to the Foundation Board's
Planned Giving Committee.

Assisting with and participating in other Foundation
fundraising programs as needed.

Some travel and weekend/evening work will be required.


Commensurate with
Excellent benefits package.

Syracuse, New York is located in the very
center of Upstate New York and offers a high quality of life at a
low cost of living. The area has a population of between 650,000 to
700,000. The region offers many cultural and recreational
opportunities and is home to 12 colleges and

With more than 9000 employees, UPSTATE is the largest employer
In Central New York.
To Apply:
For additional information and
to apply for this position (Job # 050092) please
go to Upstate's Human Resources website:
Category: Marketing & Biz Dev , Keywords: Fundraising Director

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