Planned Giving Officer
Company: James Madison University
Posted on: January 20, 2023
Planned Giving Officer
Administrative and Professional Faculty
100400 - Office of Planned Giving
Commensurate with Experience
Specify Range or Amount
$65,000 - $71,400
Is this a JMU only position?
Is this a grant-funded position?
Is this a Conflict of Interest designated position?
Position Summary Information
About James Madison University
We are a community committed to preparing students to be educated
and enlightened citizens who lead productive and meaningful
To be the national model for the engaged university: engaged with
ideas and the world.
Who We Are
Located in the heart of Virginia's beautiful Shenandoah Valley, the
city of Harrisonburg is approximately 120 miles from Washington,
D.C. and Richmond, VA. With a population of just over 53,000,
Harrisonburg is one of the most diverse communities in the
Commonwealth of Virginia. JMU is a selective, public institution
with a growing national reputation for offering experiences that
lead to an outstanding education and inclusive environment for
students, faculty and staff. The student body includes
approximately 20,000 undergraduate and 1,900 graduate students,
with over 1,000 full-time instructional faculty.
JMU offers thriving programs in the liberal arts, science and
technology, and professional disciplines at the undergraduate,
master's and doctoral levels. The university is committed to
expanding diversity, fostering equity and inclusion, and supporting
superlative teaching and scholarship. JMU has achieved national
recognition for the high quality of its academic programs, focus on
maintaining strong student/faculty interaction, and innovative
The Office of Development at James Madison University, a department
within the Division of University Advancement, is accepting
applications for a Planned Giving Officer. The Planned Giving
Officer will report to the Director of Planned Giving and will
support the Director in oversight of the Planned Giving
Reporting to the Director of Planned Giving, the Planned Giving
Officer is responsible for the cultivation and solicitation of a
portfolio of prospects. The Officer assists with the implementation
of a comprehensive program to educate alumni and friends about the
charitable giving opportunities available via bequests and other
deferred giving techniques. The Planned Giving Officer will assist
by increasing the number of deferred gifts in the university's
planned gift expectancy pool and growing the number of members of
the Madison Founders Society, JMU's planned giving recognition
Duties and Responsibilities
- Design and implement annually a fund-raising plan based on
university objectives, working in conjunction with the Director of
Planned Giving and the Associate Vice President for
- Travel extensively, including overnight and weekends, and
attend university events to meet with donors/prospects to cultivate
relationships and identify potential planned gift donors. Guide
donors in creating estate gifts that support the donor's
philanthropic intentions while supporting the university's vision,
ensuring the highest level of stewardship once these commitments
- Develop and manage a rated portfolio of 80 - 100 individuals
who have the fiscal capacity to make deferred gifts. Management in
this instance is defined as creating enduring relationships with
and providing optimal service for each donor or prospect as that
individual's circumstances require, e.g., cultivation, stewardship,
- Responsible for -110 prospect visits annually.
- Responsible for encouraging major and annual gifts with goals
- Write detailed and timely reports on each contact and other
reports as requested.
- Collaborate with the Offices of Strategic Gifts, Annual Giving,
Corporate and Foundation Relations, Principal Relationship
Development, The JMU Foundation, Inc., and Athletics to seek gifts
for the university.
- Work with other offices (such as Communications and Marketing,
Constituent Relations, Donor Relations, and Advancement Information
Services) as appropriate, to design and implement recognition and
stewardship activities for donors and prospects affiliated with the
- Assist other offices within University Advancement as necessary
to advance the goals of the division.
- Develop and maintain positive working relationships with
university faculty, staff, students, administrators, and
professional staff and appropriate off-campus constituencies.
- Assume other responsibilities as assigned by the Director of
Planned Giving and the Associate Vice President for
- Bachelor's degree
- Minimum of 3-5 years of experience in fundraising (preferably
in higher education) or in related fields if that experience
transfers effectively to the requirements of the position.
- Proven ability to solicit and close planned and/or major
- Strong organizational skills and attention to detail with the
ability to utilize technological resources to maximum
- Strong interpersonal skills, including the abilities to relate
to diverse constituencies, deal effectively and discreetly with
donors, colleagues, and allied professionals.
- Willingness and ability to work flexible hours and travel,
including evenings and weekends.
- Excellent oral and written communication skills.
- Master's degree
Conditions of Employment
Employment is contingent upon the successful completion of a
criminal background check.
E-Verify Notice: After accepting employment, new hires are required
to complete an I-9 form and present documentation of their identity
and eligibility to work in the United States. James Madison
University uses the E-Verify system to confirm identity and work
Posting Detail Information
Beginning Review Date
Open Until Filled
Proposed Starting Date
James Madison University is committed to creating and supporting a
diverse and inclusive work and educational community that is free
of all forms of discrimination. This institution does not tolerate
discrimination or harassment on the basis of age, color,
disability, gender identity or expression, genetic information,
national origin, parental status, political affiliation, race,
religion, sex, sexual orientation or veteran status.
We promote access, inclusion and diversity for all students,
faculty, staff, constituents and programs, believing that these
qualities are foundational components of an outstanding education
in keeping with our mission. The university is interested in
candidates whose experience and qualifications support an ongoing
commitment to this core quality.
Anyone having questions concerning discrimination should contact
the Office for Equal Opportunity: (540) 568-6991.
Reasonable Accommodation Request
If you are an individual with a disability and need assistance
searching or applying for jobs please contact us at (540) 568-3597
or email@example.com. You may also visit the JMU Human Resource Office,
located at 752 Ott Street, Harrisonburg, VA 22807 and we will be
happy to assist you.
Annual Security and Annual Fire Safety Report
Notice of Availability - Annual Security and Fire Safety Report
The Annual Security and Fire Safety Report contains information
regarding campus security and personal safety including topics such
as: crime prevention, the university police law enforcement
authority, crime reporting policies, disciplinary procedures,
protocols for the immediate notification of students and staff upon
confirmation of a significant emergency on campus and other matters
of importance related to security and safety. The report includes
statistics for the most recent three-year period of reported crimes
that have occurred on campus; in certain off-campus buildings or
property owned or controlled by JMU or its affiliates; and on
public property within or immediately adjacent to and accessible
from the campus.
The Annual Security and Fire Safety Report includes campus housing
fire statistics for the most recent three-year period, a
description of each on-campus student housing facility fire safety
system, the number of fire drills held during the previous calendar
year, policies or rules on portable electrical appliances, smoking,
and open flames in student housing; and procedures for student
housing evacuation in the event of fire along with other fire
The JMU Annual Security and Fire Safety Report includes the
Harrisonburg campus and the three overseas branch campuses;
Florence, Antwerp, and London. It is available electronically
You can obtain a copy of any of this report by contacting the
Office of Public Safety, MSC 6810, James Madison University,
Harrisonburg, VA 22807 or request that a copy be mailed to you by
Minimum Reference(s) Required
Quick Link for Direct Access to Posting
Additional Posting Information
JMU's Dual Career and Community Resources Program is available for
candidates that will be relocating to the area. For more
information, please visit https://bit.ly/2OTF1NG.
Keywords: James Madison University, Harrisonburg , Planned Giving Officer, Other , Harrisonburg, Virginia
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