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Planned Giving Officer

Company: James Madison University
Location: Harrisonburg
Posted on: January 20, 2023

Job Description:

Position Details

Position Information

Working Title

Planned Giving Officer

Position Number


Posting Number


Position Type

Administrative and Professional Faculty

Position Status

Full Time




100400 - Office of Planned Giving

Pay Rate

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 lives.


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 faculty research.

General Information

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 Program.

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 society.

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 Development.

  • 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 are made.

  • 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, or solicitation.

  • Responsible for -110 prospect visits annually.

  • Responsible for encouraging major and annual gifts with goals set annually.

  • 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 university.

  • 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 Development.



    • 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 gifts.

    • Strong organizational skills and attention to detail with the ability to utilize technological resources to maximum advantage.

    • 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 authorization.

        Posting Detail Information

        Posting Date


        Beginning Review Date


        Closing Date

        Open Until Filled


        Proposed Starting Date

        EEO Statement

        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 jobs@jmu.edu. 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 safety information.

        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 http://www.jmu.edu/publicsafety/clerycompliance/2018Annual-Security-and-Fire-Safety-Report.shtml

        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 calling (540)568-6769/6913.

        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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