Senior Director of Planned Giving, Institutional Advancement

## Company Description Augsburg University has maintained a strong academic reputation defined by excellence in the liberal arts and professional studies since 1869. A welcoming campus in the heart of Minneapolis, Augsburg offers undergraduate and graduate degrees to nearly 3,200 diverse students. Augsburg’s mission is to educate students to be informed citizens, thoughtful stewards, critical thinkers, and responsible leaders. The Augsburg experience is supported by an engaged community that is committed to intentional diversity in its life and work. An Augsburg education is defined by excellence in the liberal arts and professional studies, guided by the faith and values of the Lutheran church, and shaped by its urban and global settings. Augsburg invites individuals who share our mission and commitment to intentional diversity, equity, inclusion and belonging to join our community. In particular, Augsburg invites BIPOC, LGBTQIA+, individuals with disabilities, women, veterans and those from underrepresented or marginalized backgrounds are encouraged to apply. Center, model and champion the division’s core values: - We value each person. - We are enterprising. - We are accountable. - We are stewards. ## Job Description **Summary of Position** The Senior Director of Planned Giving is a part-time leadership role responsible for developing and leading Augsburg University's planned giving program, securing complex and deferred gifts such as bequests, charitable trusts, and real estate. As the University's planned giving expert, this position provides strategic guidance, technical expertise, and donor engagement strategies while partnering with Institutional Advancement leadership, gift officers, volunteers, and campus colleagues. The Senior Director also supports complex donor conversations, coaches fundraising staff, and strengthens planned giving efforts to grow the University's planned giving pipeline and Oftedal Legacy Society membership. **Primary Responsibilities** Program Leadership - Serve as Augsburg University's lead planned giving expert, providing strategic guidance on complex, blended, and deferred gift opportunities. - Partner with fundraisers and campus stakeholders to identify planned giving opportunities, develop donor strategies and materials, and support complex gift conversations. - Collaborate with legal, finance, and advancement services to structure, document, and steward planned gifts. - Grow and strengthen the Oftedal Legacy Society through donor stewardship, training, coaching, and planned giving education. Direct Fundraising - Partner with advancement leadership, gift officers, and volunteers to develop donor strategies that integrate principal, major, blended, and planned giving opportunities. - Manage a portfolio of high-capacity planned giving prospects, providing technical expertise and participating in donor meetings to advance complex gift opportunities. - Develop customized cultivation, solicitation, and stewardship strategies that align donor interests with the University's priorities, including preparing gift proposals and illustrations. - Ensure ethical fundraising practices, exceptional donor stewardship, and collaboration with campus and volunteer leaders throughout the gift process. Development and Information Management - Maintain accurate and timely donor records, contact reports, proposals, and follow up activities in The Raiser's Edge in partnership with Advancement Services. - Manage proposals through all stages (planning, pending, and funded) in accordance with departmental policies and procedures. - Provide the Vice President of Institutional Advancement with weekly updates on donor activity and fundraising progress. - Maintain proficiency in donor database systems and other information management tools to support effective fundraising operations. Additional Responsibilities - Maintain knowledge of current tax laws, investments and planned giving opportunities; use knowledge in pros…