Job Summary:

The Assistant Director, Gift Planning (specifically deferred gifts) assists with the cultivation of new gifts for the Gift Planning program at TCU. This position emphasizes the identification, cultivation and solicitation of new planned gifts with prospective individual donors. The Assistant Director, Gift Planning also helps educate donors and their personal advisors about various gift plans and vehicles, supports overall program marketing efforts, helps steward current donors, and works collaboratively with other gift officers.

Duties & Essential Job Functions:

1. Supports the overall long-term financial strength of the University by soliciting planned gifts from donors and prospective donors.
2. Develops and maintains trusting and successful relationships with other gift officers.
3. Assists with Gift Planning’s stewardship efforts by calling on Britain Society members.
4. Participates in local professional associations and pursues educational opportunities in planned giving and fund raising.
5. Assists with all aspects of marketing TCU’s Gift Planning program.
6. Maintains regular, continuing contact with prospects, allied professional and Advancement staff.
7. Performs other related duties as assigned.

Required Education & Experience:

• Bachelor's degree.
• 2 years of experience in individual donor solicitation and prospect management (preferably in gift planning) or a closely related field that includes developing and maintaining relationships with individual donors/clients (preferably in the financial industry).

Preferred Education & Experience:

• Higher education development experience.

Required Licensure/Certification/Specialized Training:

• Valid Driver’s License.
• Must be insurable under the university motor vehicle requirements.

Preferred Licensure, Certification, and/or Specialized Training:

• None

Knowledge, Skills & Abilities:

• Knowledge of the principles, concepts, practices, methods of fund raising and relationship development.
• Knowledge of computerized systems for managing development information and for calculating planned gifts.
• Knowledge of planned gifts and their use in fund raising.
• Skill in making presentations including the ability to persuade and connect audiences to the university.
• Ability to work independently while keeping others informed of issues, problems, opportunities and progress.
• Ability to work well with a wide variety of people, including prospects and their professional advisors.
• Ability to receive sensitive financial and personal information discreetly.

TCU Core Competencies:

University Core Competencies definitions may be found on the Human Resources website and in the staff performance management system.

Physical Requirements (With or Without Accommodations):

• Visual acuity to read information from computer screens, forms and other printed materials and information.
• Able to speak (enunciate) clearly in conversation and general communication.
• Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.
• Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.
• Lifting and moving objects and equipment up to 10 lbs.

Work Environment:

• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours.
• This role is an on campus, in-person position
• There are no harmful environmental conditions present for this job.
• The noise level in this work environment is usually moderate.

AA/EEO Statement:

As an AA/EEO employer, TCU recruits, hires, and promotes qualified persons in all job classifications without regard to age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status, or any other basis protected by law.