Utah State University

Development Director/Officer – Gift Planning Utah State University

City Logan Campus
Posted Date 1 month ago(1/22/2021 11:26 AM)
Requisition ID
# of Openings
Job Locations
Category (Portal Searching)
Position Type
Benefited Full-Time
Job Classification
University Advancement
Vice President-Univ Advancement
Advertised Salary
Salary and excellent benefits are competitive and commensurate with experience and qualifications.


The Gift Planning Officer (Development Officer III) will identify planned gift prospects and lead qualification and gift aquisition strategies of planned gift prospects to meet individual, unit, and overarching goals. Build relationships with and inspire the confidence of donors and their legal and financial advisors. Meet with stakeholders to think strategically and creatively through the gift planning process helping USU stakeholders and investors reach their philanthropic goals.


This position is highly collaborative with other development colleagues, and works closely with university and foundation leadership. The Gift Planning Director/Officer enhances the performance of other fundraisers by helping them develop planned giving and complex gift competencies, providing feedback and perspective on their fundraising approach/methods, coaching them to realize their optimal performance and objectives, and traveling with gift officers to assist donors in achieving their philanthropic goals.  She/he will identify planned giving prospects and aquire gifts to help achieve USU advancement’s goals.

The Director/Officer of Gift Planning is highly collaborative, committed to a culture of excellence, demonstrates advanced fundraising competencies and helps lead USU’s sustained fundraising success and growth. The Gift Planning Director/Officer reports to the Sr. Director of Gift Planning.


This position requires extensive public contact with high-level alumni, donors and volunteers. Frequent travel is required.


Core responsibilities include but are not limited to:

  1. Develop and implement both annual and long-range goals, objectives and strategies to maximize private support through various sources (individuals, alumni, friends, and planned giving vehicles) for Utah State University.
  2. Implement strategies, activities, and materials that promote planned giving vehicles and communicate effectively the myriad of benefits of planned giving in charitable estate planning.
  3. Enhance the performance of unit-based fundraisers by helping them develop planned giving and complex gift competencies, providing feedback and perspective on their fundraising approach/methods, and coaching them to realize their optimal performance and gift acquisition objectives.
  4. Collaborate with USU leaders and development peers to link donors’ passions with USU priorities and ensure a gratifying gift and/or engagement experiences.  
  5. Actively lead and collaborate on major gift proposals and gift acquisition strategies; appropriately qualify, cultivate, solicit and steward prospects to advance philanthropy at USU.
  6. Utilize the suite of advancement resources, to provide regular individual and team progress reports on gift planning officer and unit performance, and to implement and achieve strategies for success. Complete contacts/proposals in a timely manner.
  7. Partner with prospect analytics and research, the principal gift workgroup and campaign operations to identify new donor opportunities, analyze team performance, and implement effective practices.
  8. Develop and conduct planned giving seminars for development staff and well as donors and advisors on the benefits of planned giving, gift planning tools, estate planning tools, and techniques to effectively communicate complex gift conversationsParticipate with the planned giving advisory board by providing resources and tools to grow USU’s planned giving partnerships. 
  9. Participate with the planned giving advisory board by providing resources and tools to grow USU’s planned giving partnerships.


Minimum Qualifications:

  • An earned baccalaureate degree from an accredited college or university.
  • Three to five years of fundraising or other relevant experience.
  • Strong communication skills, including excellent writing and editing skills.
  • Ability to foster positive interpersonal relationships and project a professional image with external and internal constituencies.
  • Ability and inclination to teach, encourage, motivate, and coach in both formal and informal settings.
  • Strong analytical, organizational and strategic planning skills. 
  • Persistence and resourcefulness in developing and executing solicitation strategies and closing gifts/sales.
  • History of success with collaborative projects.
  • Ability to maintain sensitive and confidential information.
  • Ability to work under pressure, handle multiple prospects and requests, and meet competing deadlines.
  • Ability and desire to travel frequently.

Preferred Qualifications:

  • Experience with gift planning efforts in higher education.
  • An advanced academic degree.
  • A professional license in law, accounting, or financial planning.
  • Knowledge of wealth transfer planning, including wills, trusts and estate and gift tax laws. 
  • Comprehensive understanding of current theory and practice in fundraising.
  • Record of success in establishing positive relationships with boosters, alumni, students, faculty and staff.  

Core characteristics:


Speaking: Strong written and verbal communication and presentation skills.

Problem solving: Analyzes data and evaluates results to inform and select the best solution and solve problems.

Monitoring: Measures performance of self and others; makes improvements and takes appropriate corrective action.

Critical Thinker: Uses logic and reasoning to identify solutions and approaches to problems.

Team building: Works to create a team-based environment.

Decision making: Makes coherent and appropriate decisions in a timely manner

  • Able to take initiative
  • Maintain confidentiality
  • Assume stewardship
  • Accountable
  • Commitment to ethical behavior
  • Honest and trustworthy
  • Strong work ethic
  • Commitment to the improvement of USU
  • Inquisitive
  • Detail oriented

Required Documents

Along with the online application, please attach:

1. Resume to be uploaded in the Candidate Profile

2. Cover Letter to be typed/pasted into a text box at the end of the application


**Document size may not exceed 10 MB.**

Advertised Salary

Salary and excellent benefits are competitive and commensurate with experience and qualifications.


Employees work indoors and are protected from weather and/or contaminants, but not, necessarily, occasional temperature changes.  The employee is regularly required to sit and often uses repetitive hand motions.

College/Department Highlights

The Office of Advancement is a welcoming office where inclusiveness and teamwork are highly valued. Advancement staff are engaged in the meaningful work of securing private financial resources to fuel Utah State University's mission by creating gratifying gift and engagement experiences for USU's generous and passionate alumni and friends. Comprising the division are the office of the Vice President, the USU Foundation & Board, Advancement Services, the Alumni Association, Gift Planning, Corporations and Foundations, the Annual Fund and Phonathon. Furthermore, the division coordinates all fundraising efforts across campus, including colleges, various programs, extension campuses, and USU Athletics. Through the collaboration of these units, the Office of Advancement is able to achieve significant annual fundraising goals by inspiring stakeholders to invest their time and resources in Utah State University.

University Highlights

Utah State University (USU) was founded in 1888 and is honored to be Utah’s land-grant and space-grant university. USU is a Carnegie RU/H (Research University/High Research Activity) institution with approximately 27,700 students (24,660 undergraduates and 3,040 graduate students) on the Logan main campus. Utah State’s statewide system features eight campuses and 23 education centers and serves all counties in the state with Extension programs. USU offers 114 undergraduate majors, 132 graduate programs, and a variety of innovative stackable associate and certificate credentials. Washington Monthly ranked USU 14th in their national university rankings in 2019 and the 5th best public national university in the nation in 2018. As one of the two premier research institutions in Utah, USU is proud to provide a high-quality education at an affordable price. Additional information about Utah State University can be found here.


A core characteristic of USU is engagement with communities and people in economic development, improvements to quality of life, and human capital. Through the practical application of knowledge, the University and its faculty engage and share expertise with the state, nation, and world, preserving the historical land-grant tradition of partnering with communities to address critical societal issues in the interest of the public good.


The USU main campus is located in beautiful Logan, Utah; a city of about 50,000 situated in a picturesque mountain valley about 80 miles north of Salt Lake City. Outstanding recreational opportunities abound in the nearby mountains and proximate region.


Notice of Non-discrimination

In its programs and activities, including in admissions and employment, Utah State University does not discriminate or tolerate discrimination, including harassment, based on race, color, religion, sex, national origin, age, genetic information, sexual orientation, gender identity or expression, disability, status as a protected veteran, or any other status protected by University policy, Title IX, or any other federal, state, or local law.

The following individuals have been designated to handle inquiries regarding the application of Title IX and its implementing regulations and/or USU’s non-discrimination policies:


Executive Director of the Office of Equity Alison Adams-Perlac, alison.adams-perlac@usu.edu, Old Main Rm. 161, 435-797-1266

Title IX Coordinator Hilary Renshaw, titleix@usu.edu, Old Main Rm. 161, 435-797-1266.

For further information regarding non-discrimination, please visit https://equity.usu.edu/, or contact:

U.S. Department of EducationOffice of Assistant Secretary for Civil Rights, 800-421-3481, OCR@ed.gov

U.S. Department of Education, Denver Regional Office, 303-844-5695, OCR.Denver@ed.gov


USU is sensitive to the needs of dual career couples and provides a Dual Career Assistance program to support careers for partners who are also seeking employment.


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