University of Miami
Director, Estate & Gift Planning
University of Miami, Coral Gables, Florida, United States,
Director, Estate & Gift Planning
Apply locations Coral Gables, FL Time Type: Full time Posted on: Posted 6 Days Ago Job Requisition ID: R100080956 The Director, Estate and Gift Planning (OEGP) in the Division of Development and Alumni Relations (DAR), assists in the execution of annual plans of action designed to capture philanthropic support for the University of Miami, primarily for the Academy, through planned and other gifts from alumni, and non-alumni individuals. The incumbent reports to the Managing Executive Director of OEGP and is based on the Coral Gables campus. CORE JOB FUNCTIONS
Assists in the development of comprehensive strategic prospecting, marketing, and stewardship plans for OEGP, assigned units, and relevant affiliated organizations, which outlines measurable objectives and strategies for all significant activity during the year. Identifies and researches prospective donors and develops and executes cultivation and solicitation strategies for them. Works closely with relevant and assigned gift officers to train them on planned giving, as well as assisting them by researching prospective donors, developing and implementing cultivation, solicitation, and stewardship strategies and action items, creating donor proposals, and preparing reports. Develops and manages an active portfolio of his or her own prospects to cultivate and solicit planned gifts and directly raises planned gift and other commitments from that portfolio in addition to those prospects he or she is working in partnership with other gift officers. Coordinates and personally participates in one-on-one cultivation visits and gift solicitations and works to close planned gifts. Implements stewardship strategies for planned gift and other donors. Works with attorneys and/or other advisors of prospective and current donors to provide information about planned giving options, utilization of gifts, or University information to ensure the receipt of gifts. Drafts documents such as gift agreements, gift annuity agreements, and other pertinent documentation for the completion of a gift. Assists in the development of programs, seminars, trainings, presentations, and other information for internal and external stakeholders to promote and explain planned giving. Assists the OEGP marketing team in the coordination, development, and execution of planned giving marketing and promotional materials and mailings for OEGP, assigned units, and relevant affiliated organizations and coordinates and responds to inquiries received from the same. Assists in the preparation, organization, and management of files, reports, research, meetings, presentations, and such. Performs such other responsibilities and special projects as needed or as assigned to support OEGP, assigned units, DAR, or University initiatives. Adheres to University and DAR policies and procedures and safeguards University assets. This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary. MINIMUM QUALIFICATIONS
Education: Bachelor’s Degree in relevant field is required. Experience: Minimum 5 years of relevant experience required, with a preference for experience in fundraising, particularly planned giving. Any relevant education, certifications and/or work experience may be considered. Knowledge, Skills and Attitudes: Knowledge of business and management principles. Ability to direct, manage, implement, and evaluate department operations. Ability to establish department goals and objectives that support the strategic plan. Ability to effectively plan, delegate and/or supervise the work of others. Ability to lead, motivate, develop, and train others. The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Job Status:
Full time Employee Type:
Staff Pay Grade:
A15 About Us
The mission of the University of Miami is to transform lives through education, research, innovation, and service. A vibrant and diverse academic and healthcare community, the University of Miami and the University of Miami Health System ("UHealth") have rapidly progressed to become one of the nation’s top research universities and academic medical centers. The University comprises 12 schools and colleges serving undergraduate and graduate students in more than 350 majors and programs. Visit welcome.miami.edu/about-um to learn more about our points of pride. The University ranks No. 55 on U.S. News & World Report’s 2022 Best Colleges list and ranked No. 49 in the 2022 Wall Street Journal/Times Higher Education College Rankings. Bascom Palmer Eye Institute is ranked the #1 eye hospital in the USA and offers some of the nation's premiere eye doctors to treat every eye condition for adults. Sylvester Comprehensive Cancer, part of the Miller School of Medicine, received the prestigious National Cancer Institute designation in 2019. The University of Miami and UHealth have also ranked among the Forbes Best Employers and Best Employers for Women on several occasions, most recently in 2022. Transforming lives With more than 17,000 faculty and staff, the University strives for excellence, and is driven by a powerful mission to transform and impact the lives of its students, patients, members of the community, and people across the globe. The University is committed to fostering a culture of belonging, where everyone feels valued and has the opportunity to add value. Through values of Diversity, Integrity, Responsibility, Excellence, Compassion, Creativity, and Teamwork (DIRECCT) the U community works together to create an environment driven by purpose, excellence, community, and service.
#J-18808-Ljbffr
Apply locations Coral Gables, FL Time Type: Full time Posted on: Posted 6 Days Ago Job Requisition ID: R100080956 The Director, Estate and Gift Planning (OEGP) in the Division of Development and Alumni Relations (DAR), assists in the execution of annual plans of action designed to capture philanthropic support for the University of Miami, primarily for the Academy, through planned and other gifts from alumni, and non-alumni individuals. The incumbent reports to the Managing Executive Director of OEGP and is based on the Coral Gables campus. CORE JOB FUNCTIONS
Assists in the development of comprehensive strategic prospecting, marketing, and stewardship plans for OEGP, assigned units, and relevant affiliated organizations, which outlines measurable objectives and strategies for all significant activity during the year. Identifies and researches prospective donors and develops and executes cultivation and solicitation strategies for them. Works closely with relevant and assigned gift officers to train them on planned giving, as well as assisting them by researching prospective donors, developing and implementing cultivation, solicitation, and stewardship strategies and action items, creating donor proposals, and preparing reports. Develops and manages an active portfolio of his or her own prospects to cultivate and solicit planned gifts and directly raises planned gift and other commitments from that portfolio in addition to those prospects he or she is working in partnership with other gift officers. Coordinates and personally participates in one-on-one cultivation visits and gift solicitations and works to close planned gifts. Implements stewardship strategies for planned gift and other donors. Works with attorneys and/or other advisors of prospective and current donors to provide information about planned giving options, utilization of gifts, or University information to ensure the receipt of gifts. Drafts documents such as gift agreements, gift annuity agreements, and other pertinent documentation for the completion of a gift. Assists in the development of programs, seminars, trainings, presentations, and other information for internal and external stakeholders to promote and explain planned giving. Assists the OEGP marketing team in the coordination, development, and execution of planned giving marketing and promotional materials and mailings for OEGP, assigned units, and relevant affiliated organizations and coordinates and responds to inquiries received from the same. Assists in the preparation, organization, and management of files, reports, research, meetings, presentations, and such. Performs such other responsibilities and special projects as needed or as assigned to support OEGP, assigned units, DAR, or University initiatives. Adheres to University and DAR policies and procedures and safeguards University assets. This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary. MINIMUM QUALIFICATIONS
Education: Bachelor’s Degree in relevant field is required. Experience: Minimum 5 years of relevant experience required, with a preference for experience in fundraising, particularly planned giving. Any relevant education, certifications and/or work experience may be considered. Knowledge, Skills and Attitudes: Knowledge of business and management principles. Ability to direct, manage, implement, and evaluate department operations. Ability to establish department goals and objectives that support the strategic plan. Ability to effectively plan, delegate and/or supervise the work of others. Ability to lead, motivate, develop, and train others. The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Job Status:
Full time Employee Type:
Staff Pay Grade:
A15 About Us
The mission of the University of Miami is to transform lives through education, research, innovation, and service. A vibrant and diverse academic and healthcare community, the University of Miami and the University of Miami Health System ("UHealth") have rapidly progressed to become one of the nation’s top research universities and academic medical centers. The University comprises 12 schools and colleges serving undergraduate and graduate students in more than 350 majors and programs. Visit welcome.miami.edu/about-um to learn more about our points of pride. The University ranks No. 55 on U.S. News & World Report’s 2022 Best Colleges list and ranked No. 49 in the 2022 Wall Street Journal/Times Higher Education College Rankings. Bascom Palmer Eye Institute is ranked the #1 eye hospital in the USA and offers some of the nation's premiere eye doctors to treat every eye condition for adults. Sylvester Comprehensive Cancer, part of the Miller School of Medicine, received the prestigious National Cancer Institute designation in 2019. The University of Miami and UHealth have also ranked among the Forbes Best Employers and Best Employers for Women on several occasions, most recently in 2022. Transforming lives With more than 17,000 faculty and staff, the University strives for excellence, and is driven by a powerful mission to transform and impact the lives of its students, patients, members of the community, and people across the globe. The University is committed to fostering a culture of belonging, where everyone feels valued and has the opportunity to add value. Through values of Diversity, Integrity, Responsibility, Excellence, Compassion, Creativity, and Teamwork (DIRECCT) the U community works together to create an environment driven by purpose, excellence, community, and service.
#J-18808-Ljbffr