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Executive Director, Estate & Gift Planning

Company: ASU Foundation
Date Posted: June 13, 2017

Executive Director, Estate & Gift Planning
ASU Foundation 

What we do:

ASU Enterprise Partners is a global-reaching non-profit based in Tempe, AZ. We raise resources to support students, researchers and programs at Arizona State University so that they can improve the world.

As is customary at ASU, we operate a little differently: not only do we cultivate philanthropy, we also identify real estate, technology transfer, international partnership and defense research opportunities that yield private support for the university. You can learn more about each of these entities at

Who we are:

Our team is varied – fundraisers, designers, scholars, financial wizards, ex-CEOs, filmmakers, venture capitalists, inventors, volunteers – and each member brings a different perspective to our vision.

Regardless of background, we share a mission that we can help, that quality higher education should be accessible -- no matter from where one comes -- and that we are responsible for the wellbeing of the communities we live in and serve.

Want to advance the most innovative university in the country – and your work? Join us.

There is no single career journey at Enterprise Partners. Roles often shift as passions are discovered. You’ll be encouraged to look across the organization to determine if new areas are of interest – whether in fundraising, real estate development, social media or something else. Training courses are offered every week, and our main offices face ASU’s Tempe campus, where our employees’ tuition is significantly reduced.

Our advancement opportunities are real – and so is the ability to be part of an intellectually stimulating, people-focused, mission-driven team doing meaningful work in a beautiful, vibrant, sunlit location.

Details about our comprehensive benefits are available at   

Partner Description:

ASU Foundation

The ASU Foundation is a private non-profit organization that identifies, encourages and engages private supporters to advance the success of Arizona State University as a New American University.

The foundation works with donors to determine their motivations and aspirations and matches those passions with investment opportunities at ASU.

We especially welcome candidates who are eager to apply best practices in fundraising towards cultivating a culture of philanthropy throughout the ASU community.

Role summary:

Building off the momentum of the public launch of Campaign ASU 2020, the Arizona State University Foundation for A New American University is transforming its Office of Estate and Gift Planning (OEGP) to meet the needs of its New American donor/prospect. This core development office is seeking an Executive Director to lead the team forward and capitalize on the abundance of opportunity ASU has generated by being the #1 Innovative University in the US according to US News and World Reports ahead of MIT and Stanford.

We are seeking a proven, assertive fundraising leader who understands estate and gift planning, and is collaborative and strategic while taking an entrepreneurial approach to developing and strengthening relationships. This position will serve as an integral member of the Vice President of Core Development’s team as well as a member of Foundation’s Development Management team.

What you’ll do:

Lead a comprehensive fundraising and development program that supports the ASU Foundation’s fundraising priorities

Responsible for achieving the unit and personal fundraising goals/metrics

Build and manage a portfolio of major and principal gift prospects and secure philanthropic investments in support of Arizona State University’s priorities

Establish reliable reporting for monthly, quarterly, and annual analysis

Furnish timely leadership reports on progress toward assigned goals

Hire, supervise, mentor and evaluate assigned OEGP development staff

Re-establish and manage the Partners in Philanthropy group

Establish and nurture effective, collegial working relationships with Foundation colleagues, University partners, volunteers, and donors

Proactively collaborate across the University enterprise to leverage the maximum philanthropic potential of each donor

Develop and oversee a results-oriented and forward facing communication and marketing plan that builds the prospect pipeline and shares impact with donors, as well as educates Foundation and University colleagues in aspects of planned giving and ensures program transparency

Work within the ASU Foundation prospect management and tracking system, following all protocols for visits and solicitations

Other development related duties as assigned by the Vice President of Core Development

What you’ll need:

Knowledgeable in the use, application and administration of planned giving instruments, tax legislation, and IRS regulation/code as it relates to planned giving

Ability to interact with donors; professional advisors; Foundation staff; University faculty and staff; alumni; and volunteers in a professional manner that instills confidence in ASU and its related priorities and programs

Ability and desire to work in a team-based environment focused on collaboration and innovation

Ability to maintain a high degree of confidentiality and responsibility regarding information related to Foundation and University business and prospect information

Strong interpersonal skills; organizational skills; demonstrated written/oral communications skills; competency in making face-to-face solicitations

Ability to set goals and priorities, take initiative, and demonstrate accountability while remaining nimble to match the Foundation’s strategic direction and evolving priorities

Experience managing staff and volunteers, effectively handling complex situations involving numerous and sometimes competing constituencies

Experience with budgeting and financial analysis

Relevant experience:

Bachelor’s degree, advanced degree preferred, with a minimum of 12-15 years of successful development experience, preferably in higher education, estate planning, financial advising or tax advising; OR, any equivalent combination of education and experience within a complex organization from which comparable knowledge, skills and abilities have been achieved.

Contact us today.

The ASU Foundation through ASU Enterprise Partners offers a competitive compensation and benefits package, including medical, dental and vision insurance; a 401(k) plan and reduced tuition at ASU.

For more information on the ASU Foundation, visit our web site at If interested in the Executive Director Estate & Gift Planning position, please apply online at

The ASU Foundation for A New American University is an Equal Opportunity Employer