Norfolk State University Foundation (NSUF), Delaware State University (DSU) and the University of Illinois Foundation (UIF) have partnered to offer a unique entry-level, full-time career job opportunity in advancement facilitated and funded by a grant from the Planned Giving Initiative (PGI).

A year-long, full-time fellowship with focus on planned giving is available at each of three locations, NSUF, DSU or UIF, and comes with the unique opportunity to share experiences between the other two partnering institutions for even greater learning in diverse environments.  Available to postgraduate students, fellows follow the CASE Graduate Trainee 50-week program.

Timeframe:

July 2024-June 2025

Qualifications:

  • A baccalaureate degree obtained by the start of the program
  • An interest in educational advancement, specifically planned giving
  • Cannot currently be a regular full-time employee of DSU, NSUF or UIF
  • Must be eligible to work in the United States without sponsorship

Professional Development in the Areas of:

  • Prospect research
  • Building a case for support
  • Donor cultivation and gift solicitation strategy
  • Planned giving basics from beginner to more advanced
  • The art of “making the ask”
  • Donor stewardship
  • Professional advancement training by CASE, including attendance at the Institute for Educational Fundraising, CASE’s signature conference on fundraising, New Professional Bootcamp, and attendance to a District Conference
  • Cohort of other peer advancement professionals having similar experiences
  • Virtual meetings with CASE President & CEO Sue Cunningham, and fellows from around the globe
  • CASE membership
  • Integration in a unique partnership between diverse institutions
  • Close, learning relationship with planned giving professionals

This full-time employment opportunity includes salary and benefits at the host university for duration of the program as well as post-program job search assistance.

To learn more or access application information, see additional information below.  Application deadline is April 30, 2024.

More information about this ground breaking partnership can be found on the PGI website:  Innovative Partnership Seeks to Address Inequities in Planned Giving Programs.

For questions, please contact Amy Roy at [email protected].

Delaware State University – Planned Giving Fellow Description

Delaware State University’s Planned Giving Fellow will play an integral role in advancing the University’s efforts to expand its planned giving program, which encompasses major gifts that are made as part of a donor’s overall financial and/or estate planning and include such giving vehicles as securities, life insurance, retirement plans, donor advised funds, charitable gift annuities and bequests.  Reporting to the Senior Director of Development and Strategic Initiatives, this position assists the University’s Institutional Advancement Division in implementing and advancing marketing, programming, stewardship, records management and data processing for its planned giving program.  

The DSU Planned Giving Fellow will be a full-time employee of Delaware State University. Salary and benefits will be provided during the duration of the program. In addition, the Fellow will attend the Council for Advancement and Support of Education (CASE) Graduate Trainee Program, which connects participants across the nation and provides a full year of online education, mentorship, conversations with advancement leaders, and conference experiences.  

If you are interested in applying, please visit the following link:  DSU Planned Giving Fellow

About Delaware State University

Delaware State University (DSU) is the nation’s #3 public Historically Black College/University (US News & World Report) with a 133-year history of providing a high-quality, low-cost education for ALL. The University ranks as the nation’s #1 provider of professional pilots of color and Delaware’s #1 provider of nurses, teachers, social workers, and accountants of color. Established in 1891 in Dover, Delaware, DSU currently serves over 6,450 students at its main, downtown Dover, Wilmington and Georgetown campuses across the state as well as online, offering associate’s, bachelor’s, master’s and doctoral degrees.

Norfolk State University Foundation – Planned Giving Fellow Description

The Norfolk State University Foundation seeks an individual interested in higher education fundraising to participate in a year-long job training and professional development program intended to launch frontline fundraising careers at the Norfolk State University Foundation. Program participants will hold the title of Planned Giving Fellow and will be full-time employees of the Norfolk State University Foundation. Salary and benefits will be provided during the duration of the program.

The Planned Giving Fellow will participate in a series of rotational assignments at the Foundation. In addition, they will attend the Council for Advancement and Support of Education (CASE) Graduate Trainee Program, which connects participants across the nation and provides a full year of online education, mentorship, conversations with advancement leaders, and conference experiences.  

The Planned Giving Fellow will gain skills and direct experience in building relationships with prospective donors, soliciting major gifts (gifts of over $25,000), and thanking and engaging with our donors to strengthen their connection with the Norfolk State University Foundation. They will also learn about other components of the Norfolk State University Foundation and University Advancement partnership, including annual giving, marketing and communication, alumni relations, and advancement services. The Planned Giving Fellow will be located primarily in Norfolk, Virginia, with some out-of-state travel.

The Planned Giving Fellow with Norfolk State University Foundation works directly with the Foundation Executive Director in partnership with the Division of University Advancement at Norfolk State University.  This position is responsible for developing and managing all activities related to the cultivation, solicitation, and stewardship of planned giving donors, ensuring these donors are inspired by the Norfolk State University Foundation and Norfolk State University’s mission.

FUNCTIONS AND DUTIES OF THE POSITION

Fundraising

· Directs efforts to identify, cultivate, solicit and steward potential major and planned donors. Create individual goals and communication plans for each person on his/her caseload based on the donor’s history of giving and the organization’s knowledge of that donor’s potential.

· Designs and coordinates targeted calls, in-person visits, fundraising activities, and events for prospective and current major donors, and for cultivation and recognition of current major donors and committed planned giving donors.

· Responsible for oversight of Norfolk State’s planned giving program, including promotion of planned giving opportunities and solicitation and cultivation of prospective and current planned giving donors.

Qualifications

· Possession of a bachelor’s degree; master’s degree is highly desirable.

· Superior interpersonal, oral, and written communication and presentation skills with the ability to represent Norfolk State University Foundation’s mission and interests to a diverse group of people.

· Excellent user of office technology and information systems (including Word, Excel, Outlook, Access, PowerPoint) and donor databases, preferably Raiser’s Edge. Familiarity with a “moves management” donor tracking system.

· Demonstrated ability to multi-task and work successfully in a fast-paced environment with a high degree of attention to detail and minimum supervision.

Work environment

· Valid driver’s license and safe driving record.

· Regularly sits at a desk or computer workstation.

· Occasionally lifts, carries, or otherwise moves and positions objects weighing up to 30 pounds.

· Remote-friendly work environment.

This job description reflects the assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.

If you are interested in applying, please visit the following link: NSUF Planned Giving Fellow

About Norfolk State University and Norfolk State University Foundation

Norfolk State University (NSU), a state-of-the-art 134-acre campus founded in 1935, offers a supportive academic and culturally diverse environment for students.  As the largest Historically Black College and University (HBCU) in Virginia, NSU empowers our students to turn their aspirations into reality and to achieve their full potential as well-rounded, resourceful leaders for the 21st century. With more than 1,100 employees and 5,600 students, NSU plays a vital economic and social role in the Hampton Roads region and across Virginia.  

The Norfolk State University Foundation, Inc., was chartered in 1971, and is a non-profit 501 (C)(3) established exclusively to provide support to Norfolk State University. The NSU Foundation manages, invests, and administers private gifts, including endowment and real property. As a non-profit fundraising corporation, the foundation supports quality education and generates private financial support for the academic and co-curricular development of Norfolk State students.  

      University of Illinois Foundation

University of Illinois Foundation – Planned Giving Fellow Description

The University of Illinois Foundation is hiring an individual interested in higher education fundraising to participate in a twelve-to-eighteen-month job training and professional development program intended to launch frontline fundraising or gift planning careers at the University of Illinois System’s three universities in Champaign-Urbana, Chicago, and Springfield.

This individual will hold the title of Gift Planning Fellow and will be a full-time employee of the University of Illinois Foundation. The position will be an integral part of the Office of Gift Planning and Trust Services (GPTS). Salary and benefits will be provided during the duration of the program. The Fellow will attend the Council for Advancement and Support of Education (CASE) Graduate Trainee Program, which connects participants across the nation and provides a full year of online education, mentorship, conversations with advancement leaders, and conference experiences. The fellow will also participate in a collaborative effort with the Planned Giving Initiative (PGI), Norfolk State University Foundation (NSUF), and Delaware State University (DSU). More information about this ground breaking partnership can be found on the UIF website: University of Illinois Foundation Joins Innovative Partnership Seeking to Address Inequities in Planned Giving Programs

This is an in-person position located in Champaign, Illinois, with some out-of-state travel.

If you are interested in applying, please visit the following link: UIF Planned Giving Fellow

About the University of Illinois Foundation

Established in 1935 and headquartered in Champaign, Illinois, the University of Illinois Foundation is an independent not-for-profit corporation responsible for raising and administering private gifts that advance the University of Illinois, a world-class public research university system, and its excellence in teaching, research, public service, and economic development.