Item 3.F-Aug. 20, 2010
ADMINISTRATIVE FACULTY POSITION DESCRIPTION QUESTIONNAIRE
To expedite and facilitate the PDQ review process, please send the PDQ and Org Chart electronically to
marshag@unr.edu for discussion and for initial review before routing PDQ for approval signatures.
Questions - call UNR-HR at 682-6114
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INSTRUCTIONS: See http://www.unr.edu/vpaf/hr/compensation/placement.html for complete instructions.
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Incumbent(s) Name (if applicable): Lisa Riley
Position #(s): 16579
Current Title: Director, Major Gift Planning
Current Range: 5
(JCC:76806;1B;CM8508;CC005;E)
Department: Development and Alumni Relations
College/Division: Development and
Alumni Relations
Account #: 1101-103-0001
Action Proposed: (check all that apply)
( ) New position: Proposed Range:
Proposed Title:
( X ) Title Change, Proposed Title: Director, Planned Giving
( ) Proposed Reassignment from Range
to Range
( ) Revised PDQ only (no change in range or title)
( ) Line of Progression (show titles below)
Range:
JCC (HR assigned):
I certify that the statements in this description are accurate and complete to the best of my knowledge.
____________________________________________________________
Employee’s Signature
__________________
Date
I/we have reviewed the statements in this form and they accurately reflect the job assignments.
____________________________________________________________
Immediate Supervisor’s Signature
__________________
Date
____________________________________________________________
Director/Chair/Dean
Bruce Mack
AVP, Development & Alumni Relations
__________________
Date
Approved for Salary Placement Committee review.
____________________________________________________________
__________________
Pres / Vice Pres / Vice Prov Signature John Carothers
Date
Vice President, Development & Alumni Relations
Action Approved by the President (Completed by Faculty HR):
Position #: 16579
EEO Code: 1B
CUPA Code: CM8505
Exempt: Yes or No Census Code: 005
Job Class Code: 76834
Range: 5
Effective Date: 9/1/2010
Approved Title:
DIRECTOR, PLANNED GIVING
____________________________________________________________
__________________
Employee Signature
Date
(Employee signs and sends to HR for personnel file after PDQ has been “final” stamped for approval)
Rev: 12/1/2008
Position Description – Director, Planned Giving
Page 2
1. Summary Statement: State the major function(s) of the position and its role in the
university. Attach an organizational chart with positions, ranges, and names for the division
which reflects the position in it as well as those supervised in the department. (This section is
used for advertisement of the position.)
The Director, Planned Giving, administers and expands a growing planned giving program and
provides professional advice on matters concerning deferred gifts. This position reports to the
Associate Vice President for Development & Alumni Relations.
2. List the major responsibilities, including percentage of time devoted to each. Provide
enough detail to enable a person outside the department to understand the job (percentage
first with heading and then bulleted information).
60% - Cultivation, Solicitation & Stewardship of Planned Giving Prospects
 Develop and maintain personal relationships with prospects and their legal and financial
advisors, primarily through face-to-face visits and contacts, to:
 Cultivate their interest in making a planned gift to the University and to provide
information concerning the utilization of the gift;
 Solicit, negotiate and close planned gifts; and
 Steward existing planned giving donors
 Prepare and present planned giving proposals to prospects as part of solicitation process
 Initiate contact with potential new planned gift prospects to begin cultivation process
30% - Administration of Planned Giving Program
 Complete gifts, including major gifts and planned gifts from the bequest/trust administration of
deceased donors
 Prepare planned giving newsletter for mailing to targeted audience
 Maintain honorary society for planned giving donors
 Coordinate planned giving activities and function with development officers in colleges
 Coordinate planned giving activities with Foundation legal counsel to ensure compliance with
applicable laws and university investment policies
 Evaluate and initiate new components for the planned giving program
10% - Training and Community Outreach Programs
 Maintain a University of Nevada, Reno Planned Giving Advisory Council
 Arrange and conduct planned giving seminars both internally and externally to maximize
effectiveness of planned giving efforts
3. Describe the level of freedom to take action and make decisions with or without
supervision and how the results of the work performed impact the department, division and/or
the university as a whole.
Level of Freedom:
The programs designed and directed by this incumbent result in private financial support necessary
for the university to undertake projects and programs which are not provided by state allocation or
from tuition income. Incumbent must work independently, creatively, and efficiently with little direct
supervision and with considerable latitude for initiative and independent judgment. Position is
responsible for a specific unit within DAR.
Position Description – Director, Planned Giving
Page 3
Impact:
This position is very visible to the public, potential donors and donors and therefore has a direct
impact on the perception of the university and potential fundraising. Actions contribute directly to the
success of university accomplishments to the extent that inadequate performance has a detrimental
effect on the achievement of the division’s and the university’s major goals. Errors extend serious
inconvenience to other units/departments and are detrimental to the reputation and services provided
by the department/program and may have negative consequences for our donors and charitable
exemptions.
4. Describe the knowledge, skills (to include cognitive requirement and verbal and written
communication), and abilities (to include task complexity, problem solving, creativity and
innovation) essential to successful performance of this job (in bullet format).
Knowledge of:
 Basic understanding of tax laws, especially as related to charitable giving
 Word processing and spreadsheets for reporting
 Proficiency in use of a personal computer and current software applications including but not
limited to Microsoft Office Suite (Word, Access, Excel, PowerPoint, and email)
 Revenue generation/fund raising techniques
 Endowment development
 All aspects of fundraising, including capital campaigns, major gift solicitation and cultivation,
planned giving, proposal and grant writing, annual fund solicitations, development events and
alumni relations events
 Fundraising terminology and processes
 Relational databases
 Accounting and its affect on the data and the accuracy of reporting within the various
databases
Skills:
 Strong organizational skills
 Excellent verbal and written communication
Ability to:
 Prioritize tasks
 Work effectively with volunteers (alumni, advisory boards, friends of the college etc.)
 Create and strategize creative fundraising techniques
 Listen and communicate persuasively and effectively
 Fully understand and communicate estate tax benefits equally with constituents and
profession financial advisors
 Recruit and effectively work with volunteers
 Keep confidences
5. Describe the type of personal contacts encountered in performing the duties of the job.
Explain the nature and purpose of these contacts: i.e., to provide services, to resolve
problems, to negotiate.
Internal
President, Vice Presidents,
Deans, Directors and
Development staff
Reason for Contact
To focus on fundraising efforts with respect to planned giving
Position Description – Director, Planned Giving
External
Donors
Alumni Groups
Advisory Boards
Page 4
Reason for Contact
To meet their needs and/or expectations
To encourage volunteer support
To encourage volunteer support
6. Indicate the minimum qualifications which are necessary in filling this position should it
become vacant. Please keep in mind the duties/responsibilities of the position rather than the
qualifications of the incumbent.
a.
Minimum educational level, including appropriate field, if any.
Bachelor’s Degree from a regionally accredited institution
b.
Minimum type and amount of work experience, in addition to the above required
education necessary for a person entering this position.
Bachelor’s Degree and six years or a Master’s Degree and four years or a Doctorate
and three years of comparable professional experience
Preferred Licenses or Certifications: Certified Public Accountant, Attorney or Certified
Financial Planner
c.
Indicate any license or certificate required for this position.
None