Lead the overall planned giving fundraising effort on behalf of the University. The Director will report to the Associate Vice President of Advancement, and work closely with the Vice President, major gift officers, and University leadership to identify, cultivate and secure planned gifts from individuals, matching donor intent with University initiatives. Provide strategic leadership and direction for planned giving marketing and fundraising efforts, by developing an annual plan for the office, as well as, a campaign plan for the next capital campaign. Work with the Vice President, Associate Vice President, and Advancement colleagues to develop the overall planned giving program. Oversee development of planned giving materials for the Jenkins Society (the University's group of planned giving donors), and work with Donor Engagement on planned giving stewardship. Work with University counsel on planned giving matters and serve as chair of the University Gift Acceptance Committee. Work with volunteers and the financial planning community on seminars, advice, and additional programming to engage alumni and prospects. In collaboration with the University's Controller, an outside vendor, and the director of Advancement Services, complete various state fundraising license documents on a yearly basis. Maintain professional expertise through professional groups, conferences, and webinars; stay abreast of current trends and changes in tax codes that impact individual planned giving and provide updates of such to the Advancement team. Collaborate with the Director of Alumni Engagement to develop and implement a planned giving initiative for Loyola's senior alumni, including, but not limited to, the 50-year reunion class, Golden Greyhound Dinner Dance, First Friday Mass, additional senior alumni events and activities.

Required Qualifications:

Master's degree

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