Agupdate
Executive Director Estate and Planned Giving
Agupdate, Miami, Florida, us, 33222
About FIU
Florida International University is a top public university that drives real talent and innovation in Miami and globally. Very high research (R1) activity and high social mobility come together at FIU to uplift and accelerate learner success in a global city by focusing in the areas of environment, health, innovation, and justice. Today, FIU has two campuses and multiple centers. FIU serves a diverse student body of more than 56,000 and 290,000 Panther alumni. U.S. News and World Report places dozens of FIU programs among the best in the nation, including international business at No. 2. Washington Monthly Magazine ranks FIU among the top 20 public universities contributing to the public good. Job Summary
Manages and enhances a planned giving program that is focused on securing gifts through trusts, annuities, and testamentary giving to meet organizational goals. Builds a multi-year strategic plan and set priorities for FIU that best serves the growing number of centralized and unit-based fundraising staff and Alumni Association. Identifies, cultivates, and solicits major and principal level outright and deferred gift prospects independently and in partnership with colleagues from across the University. Oversees marketing initiatives for deferred and outright gifting techniques to various internal and external audiences. The position works with all areas of the University in coordination with University and Foundation leadership. Responsibilities
Plans and directs all aspects of Planned Giving Programs. Identifies, cultivates, and solicits prospective individual donors achieving and surpassing established annual fundraising metrics. Provides technical expertise in planned giving to current and prospective donors and University and Foundation partners regarding the tax and financial aspects and consequences of various planned giving programs. Provides guidance and expertise to colleges/schools/units planned giving programs while collaborating with colleagues and college/school/unit representatives to devise an annual operating plan and conduct regular and periodic meetings to update on progress with Deans, program leads and senior staff, in consultation with the VP for Development. Negotiates, closes, and finalizes the terms of new gifts with the advice and input of development and administrative colleagues at the colleges/schools and units. Advises college/school/unit representatives regarding planned gift marketing materials including mailings, special appeals, annual fund tag lines, and magazine advertisements. Conducts presentations to alumni and friends. Assists in the preparation of proposals to prospective donors. Utilizes planned giving software to prepare proposals. Works closely with the supervisor and University colleagues to prepare and finalize gift terms. Attends all development meetings as required. Plans, coordinates, and/or supports planned giving seminars for prospects, donors, advisors, faculty, administrators, and development staff on planned giving topics. Coordinates the Planned Giving Office newsletter(s) and website. Coordinates communications from the colleges/schools/units. Provides follow-up to prospect and college/school/unit inquiries and assists in preparing proposals as needed. Conducts follow-up appointments. Interprets and implements policies and procedures as they apply to an assigned area. May recommend changes on policy and procedures as necessary. May supervise staff. Meets with Miami/South Florida based estate planning attorneys to discuss opportunities for partnership at FIU. Attends Miami based Estate Planning Council/Planned Giving Council events. Provides advice on sponsorships or ad placement in Chamber/Council programs with reach to other advisors. Tracks call reports and interaction with donors and prospects in donor database. Provides quarterly and annual report of progress to supervisor. Participates in on-campus and off-campus events/activities outside of normal business hours as appropriate for the purpose of donor qualification, cultivation and stewardship. Participates in division-wide and university-wide events, committees, and project teams to advance priority projects of the University. Keeps abreast of new laws and rules related to planned gifts. Supervises Planned Giving staff. Minimum Qualifications
Bachelor's degree and twelve (12) years of experience and seven (7) years of experience in gift planning fundraising program implementation and management. Must have supervisory/management experience. Desired Qualifications
Possess initiative, self-starting capacities and goal-oriented motivation. Ability to relate in a multifaceted fundraising environment, participating and contributing to a full team effort. Must demonstrate a high level of integrity, trust and the ability to build strong partnerships across the institution, with a sense of urgency and clear set of priorities. Comprehensive understanding of planned giving vehicles (e.g., bequests, charitable trusts, annuities). Juris Doctor (J.D.) degree preferred. Strong strategic thinking skills to achieve both short-term and long-term goals and increase results year-over-year. Experience with face-to-face personal solicitations in a higher education or non-profit setting. Job Category
Administrative Advertised Salary
$155,000 - $165,000 Work Schedule
Begin time: 8:30 AM End time: 5:00 PM Pre-Employment Requirements
Expanded Background Check Other Information
Must attend meetings off campus and occasionally attend functions on weekends and evenings. Ability to travel locally and nationally. Ability to work flexible hours as needed. Ability to work occasional evenings, weekends and at locations outside of the University. How To Apply
Current Employee As a current employee, you must log into Employee Self Service (ESS) to apply for this and any other internal career opportunity of interest. In this account, you are able to track your applicant status in
My Applications .
To be considered eligible for the position as an internal candidate, departmental staff must meet minimum requirements of the position and be in good performance standing.
Before you begin the process, we recommend that you are prepared to attach electronic copies of your resume/ curriculum vitae, cover letter or any other documents within the application process. It is recommended that you combine your cover letter and resume into one attachment. Attached documents should be in Microsoft Word or PDF format. *This posting will close at 12:00 am of the close date. Prospective Employee If you have not created a registered account, you will be asked to create a username and password for use of the system. It is recommended that you provide an active/valid e-mail account as that will be the main source of communication regarding your status within the process. In this account, you are able to track your applicant status in
My Applications . To be considered eligible for the position as an internal candidate, departmental staff must meet minimum requirements of the position and be in good performance standing.
Before you begin the process, we recommend that you are prepared to attach electronic copies of your resume, cover letter or any other documents within the application process. It is recommended that you combine your cover letter and resume/curriculum vitae into one attachment. Attached documents should be in Microsoft Word or PDF format. All applicants are required to complete the online application including work history and educational details (if applicable), even when attaching a resume. *This posting will close at 12:00 am of the close date. Disclosures
Clery Notice In compliance with the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the University Police department at Florida International University provides information on crimes statistics, crime prevention, law enforcement, crime reporting, and other related issues for the past three (3) calendar years. The FIU Annual Security report is available online at:
FIU Annual Security Report . To obtain a paper copy of the report, please visit the FIU Police Department located at 885 SW 109th Avenue, Miami, FL, 33199 (PG5 Market Station). Pay Transparency Florida International University will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. FIU is a member of the State University System of Florida and an Equal Opportunity, Equal Access, Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
#J-18808-Ljbffr
Florida International University is a top public university that drives real talent and innovation in Miami and globally. Very high research (R1) activity and high social mobility come together at FIU to uplift and accelerate learner success in a global city by focusing in the areas of environment, health, innovation, and justice. Today, FIU has two campuses and multiple centers. FIU serves a diverse student body of more than 56,000 and 290,000 Panther alumni. U.S. News and World Report places dozens of FIU programs among the best in the nation, including international business at No. 2. Washington Monthly Magazine ranks FIU among the top 20 public universities contributing to the public good. Job Summary
Manages and enhances a planned giving program that is focused on securing gifts through trusts, annuities, and testamentary giving to meet organizational goals. Builds a multi-year strategic plan and set priorities for FIU that best serves the growing number of centralized and unit-based fundraising staff and Alumni Association. Identifies, cultivates, and solicits major and principal level outright and deferred gift prospects independently and in partnership with colleagues from across the University. Oversees marketing initiatives for deferred and outright gifting techniques to various internal and external audiences. The position works with all areas of the University in coordination with University and Foundation leadership. Responsibilities
Plans and directs all aspects of Planned Giving Programs. Identifies, cultivates, and solicits prospective individual donors achieving and surpassing established annual fundraising metrics. Provides technical expertise in planned giving to current and prospective donors and University and Foundation partners regarding the tax and financial aspects and consequences of various planned giving programs. Provides guidance and expertise to colleges/schools/units planned giving programs while collaborating with colleagues and college/school/unit representatives to devise an annual operating plan and conduct regular and periodic meetings to update on progress with Deans, program leads and senior staff, in consultation with the VP for Development. Negotiates, closes, and finalizes the terms of new gifts with the advice and input of development and administrative colleagues at the colleges/schools and units. Advises college/school/unit representatives regarding planned gift marketing materials including mailings, special appeals, annual fund tag lines, and magazine advertisements. Conducts presentations to alumni and friends. Assists in the preparation of proposals to prospective donors. Utilizes planned giving software to prepare proposals. Works closely with the supervisor and University colleagues to prepare and finalize gift terms. Attends all development meetings as required. Plans, coordinates, and/or supports planned giving seminars for prospects, donors, advisors, faculty, administrators, and development staff on planned giving topics. Coordinates the Planned Giving Office newsletter(s) and website. Coordinates communications from the colleges/schools/units. Provides follow-up to prospect and college/school/unit inquiries and assists in preparing proposals as needed. Conducts follow-up appointments. Interprets and implements policies and procedures as they apply to an assigned area. May recommend changes on policy and procedures as necessary. May supervise staff. Meets with Miami/South Florida based estate planning attorneys to discuss opportunities for partnership at FIU. Attends Miami based Estate Planning Council/Planned Giving Council events. Provides advice on sponsorships or ad placement in Chamber/Council programs with reach to other advisors. Tracks call reports and interaction with donors and prospects in donor database. Provides quarterly and annual report of progress to supervisor. Participates in on-campus and off-campus events/activities outside of normal business hours as appropriate for the purpose of donor qualification, cultivation and stewardship. Participates in division-wide and university-wide events, committees, and project teams to advance priority projects of the University. Keeps abreast of new laws and rules related to planned gifts. Supervises Planned Giving staff. Minimum Qualifications
Bachelor's degree and twelve (12) years of experience and seven (7) years of experience in gift planning fundraising program implementation and management. Must have supervisory/management experience. Desired Qualifications
Possess initiative, self-starting capacities and goal-oriented motivation. Ability to relate in a multifaceted fundraising environment, participating and contributing to a full team effort. Must demonstrate a high level of integrity, trust and the ability to build strong partnerships across the institution, with a sense of urgency and clear set of priorities. Comprehensive understanding of planned giving vehicles (e.g., bequests, charitable trusts, annuities). Juris Doctor (J.D.) degree preferred. Strong strategic thinking skills to achieve both short-term and long-term goals and increase results year-over-year. Experience with face-to-face personal solicitations in a higher education or non-profit setting. Job Category
Administrative Advertised Salary
$155,000 - $165,000 Work Schedule
Begin time: 8:30 AM End time: 5:00 PM Pre-Employment Requirements
Expanded Background Check Other Information
Must attend meetings off campus and occasionally attend functions on weekends and evenings. Ability to travel locally and nationally. Ability to work flexible hours as needed. Ability to work occasional evenings, weekends and at locations outside of the University. How To Apply
Current Employee As a current employee, you must log into Employee Self Service (ESS) to apply for this and any other internal career opportunity of interest. In this account, you are able to track your applicant status in
My Applications .
To be considered eligible for the position as an internal candidate, departmental staff must meet minimum requirements of the position and be in good performance standing.
Before you begin the process, we recommend that you are prepared to attach electronic copies of your resume/ curriculum vitae, cover letter or any other documents within the application process. It is recommended that you combine your cover letter and resume into one attachment. Attached documents should be in Microsoft Word or PDF format. *This posting will close at 12:00 am of the close date. Prospective Employee If you have not created a registered account, you will be asked to create a username and password for use of the system. It is recommended that you provide an active/valid e-mail account as that will be the main source of communication regarding your status within the process. In this account, you are able to track your applicant status in
My Applications . To be considered eligible for the position as an internal candidate, departmental staff must meet minimum requirements of the position and be in good performance standing.
Before you begin the process, we recommend that you are prepared to attach electronic copies of your resume, cover letter or any other documents within the application process. It is recommended that you combine your cover letter and resume/curriculum vitae into one attachment. Attached documents should be in Microsoft Word or PDF format. All applicants are required to complete the online application including work history and educational details (if applicable), even when attaching a resume. *This posting will close at 12:00 am of the close date. Disclosures
Clery Notice In compliance with the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the University Police department at Florida International University provides information on crimes statistics, crime prevention, law enforcement, crime reporting, and other related issues for the past three (3) calendar years. The FIU Annual Security report is available online at:
FIU Annual Security Report . To obtain a paper copy of the report, please visit the FIU Police Department located at 885 SW 109th Avenue, Miami, FL, 33199 (PG5 Market Station). Pay Transparency Florida International University will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. FIU is a member of the State University System of Florida and an Equal Opportunity, Equal Access, Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
#J-18808-Ljbffr