The University of Texas at Austin
Director of Gift and Estate Planning
The University of Texas at Austin, Austin, Texas, us, 78716
Job Posting Title:
Director of Gift and Estate PlanningHiring Department:
University Development OfficePosition Open To:
All ApplicantsWeekly Scheduled Hours:
40FLSA Status:
ExemptEarliest Start Date:
Mar 06, 2024Position Duration:
Expected to ContinueLocation:
AUSTIN, TXJob Details:
Purpose:
To serve as a Director of Gift and Estate Planning providing guidance to donors, prospects and their advisors, and colleagues on planned giving strategies and techniques for completing significant charitable gifts at the $1,000,000 and above level. This role will specifically support the UT School of Law and successful candidates will work closely with the School of Law development staff and faculty.UT's Gift and Estate Planning team is responsible for raising $1B in new planned gifts during the What Start Here campaign. Successful candidates will have a demonstrated track record of engaging donors and donor prospects at scale; a proven ability to bring creativity, curiosity, and boldness to this groundbreaking program; and comfort working within a complex organization.Responsibilities:
Maintain an understanding of the priorities, vision and mission of the university and the UT School of Law.Build and carry an active portfolio of 50-100 prospective donors.Engage in qualification, strategy, relationship-building and closing of planned gifts for the UT School of Law.Beginning 36 months from start date, consistently produce $5-10M+ per year.Participate in a minimum number of 80-150 visits annually while cultivating prospects for future solicitation.Participate in goal setting, proposal preparation, strategy development, and stewardship as required for donors in the portfolio.Provide analysis and make recommendations regarding the strategies to be utilized in the solicitation of funds from planned gift prospects.Effectively work with, communicate and collaborate with faculty, academic leaders, and other development staff and volunteers to develop campus-wide funding opportunities to reach campaign goals.Successfully and consistently deliver funding proposals to prospective and current donors.Utilize a fundraising database and prospecting tools. Maintain appropriate electronic documentation on a timely basis.Record timely reports, letters, proposals, or gift agreements following a donor contact.Work collaboratively, proactively, and in a professional, service-oriented manner with all University development officers.Participate in education workshops on gift planning to university-wide development colleagues.Travel throughout the United States and around the globe representing the college.Required Qualifications:
Bachelor's degree and a minimum of five years of experience in positions that involve planned gift fundraising, major gift fundraising work, estate planning, financial advising or wealth management.Demonstrated ability to execute successful full-cycle donor strategy.High degree of emotional intelligence.Demonstrated ability to show tenacity and be nimble.Ability to drive results.Highly effective communication skills (written, verbal, interpersonal).Ability to think strategically and creatively and work well under pressure.Project management skills.Capable of working independently, while also engaging in collaboration between teams.Ability to travel frequently to visit prospects and donors.Ability to use discretion and maintain integrity and professionalism.Relevant education and experience may be substituted as appropriate.Preferred Qualifications:
More than the required years of experience and education.Experience in gift planning or fundraising in a complex higher education environment or a non-profit.Experience with creating and communicating gift illustrations and recommendations to donors.Experience making presentations to large, varied groups.Experience accepting gifts of real estate, securities, closely-held stock, art and collectibles.Knowledge of the Texas philanthropic market.Experience working with attorneys, accountants and other professional advisors.Preference for candidates with a law degree and/or experience in estate planning.Salary Range:
$115,000+ depending on qualificationsWorking Conditions:
Typical office with hybrid/flex environment.Must be able to travel frequently, overnight, and weekends as necessary.Required Materials:
Resume/CV3 work references with their contact information; at least one reference should be from a supervisorLetter of interestImportant:
You will be prompted to submit your resume the first time you apply. Ensure that all required materials have been uploaded.Employment Eligibility:
Regular staff who have been employed in their current position for the last six continuous months are eligible for openings being recruited for through University-Wide or Open Recruiting.Background Checks:
A criminal history background check will be required for finalist(s) under consideration for this position.Equal Opportunity Employer:
The University of Texas at Austin complies with all applicable federal and state laws regarding nondiscrimination and affirmative action.Pay Transparency:
The University of Texas at Austin will not discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.Compliance:
Employees may be required to report violations of law under Title IX and the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act (Clery Act).
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Director of Gift and Estate PlanningHiring Department:
University Development OfficePosition Open To:
All ApplicantsWeekly Scheduled Hours:
40FLSA Status:
ExemptEarliest Start Date:
Mar 06, 2024Position Duration:
Expected to ContinueLocation:
AUSTIN, TXJob Details:
Purpose:
To serve as a Director of Gift and Estate Planning providing guidance to donors, prospects and their advisors, and colleagues on planned giving strategies and techniques for completing significant charitable gifts at the $1,000,000 and above level. This role will specifically support the UT School of Law and successful candidates will work closely with the School of Law development staff and faculty.UT's Gift and Estate Planning team is responsible for raising $1B in new planned gifts during the What Start Here campaign. Successful candidates will have a demonstrated track record of engaging donors and donor prospects at scale; a proven ability to bring creativity, curiosity, and boldness to this groundbreaking program; and comfort working within a complex organization.Responsibilities:
Maintain an understanding of the priorities, vision and mission of the university and the UT School of Law.Build and carry an active portfolio of 50-100 prospective donors.Engage in qualification, strategy, relationship-building and closing of planned gifts for the UT School of Law.Beginning 36 months from start date, consistently produce $5-10M+ per year.Participate in a minimum number of 80-150 visits annually while cultivating prospects for future solicitation.Participate in goal setting, proposal preparation, strategy development, and stewardship as required for donors in the portfolio.Provide analysis and make recommendations regarding the strategies to be utilized in the solicitation of funds from planned gift prospects.Effectively work with, communicate and collaborate with faculty, academic leaders, and other development staff and volunteers to develop campus-wide funding opportunities to reach campaign goals.Successfully and consistently deliver funding proposals to prospective and current donors.Utilize a fundraising database and prospecting tools. Maintain appropriate electronic documentation on a timely basis.Record timely reports, letters, proposals, or gift agreements following a donor contact.Work collaboratively, proactively, and in a professional, service-oriented manner with all University development officers.Participate in education workshops on gift planning to university-wide development colleagues.Travel throughout the United States and around the globe representing the college.Required Qualifications:
Bachelor's degree and a minimum of five years of experience in positions that involve planned gift fundraising, major gift fundraising work, estate planning, financial advising or wealth management.Demonstrated ability to execute successful full-cycle donor strategy.High degree of emotional intelligence.Demonstrated ability to show tenacity and be nimble.Ability to drive results.Highly effective communication skills (written, verbal, interpersonal).Ability to think strategically and creatively and work well under pressure.Project management skills.Capable of working independently, while also engaging in collaboration between teams.Ability to travel frequently to visit prospects and donors.Ability to use discretion and maintain integrity and professionalism.Relevant education and experience may be substituted as appropriate.Preferred Qualifications:
More than the required years of experience and education.Experience in gift planning or fundraising in a complex higher education environment or a non-profit.Experience with creating and communicating gift illustrations and recommendations to donors.Experience making presentations to large, varied groups.Experience accepting gifts of real estate, securities, closely-held stock, art and collectibles.Knowledge of the Texas philanthropic market.Experience working with attorneys, accountants and other professional advisors.Preference for candidates with a law degree and/or experience in estate planning.Salary Range:
$115,000+ depending on qualificationsWorking Conditions:
Typical office with hybrid/flex environment.Must be able to travel frequently, overnight, and weekends as necessary.Required Materials:
Resume/CV3 work references with their contact information; at least one reference should be from a supervisorLetter of interestImportant:
You will be prompted to submit your resume the first time you apply. Ensure that all required materials have been uploaded.Employment Eligibility:
Regular staff who have been employed in their current position for the last six continuous months are eligible for openings being recruited for through University-Wide or Open Recruiting.Background Checks:
A criminal history background check will be required for finalist(s) under consideration for this position.Equal Opportunity Employer:
The University of Texas at Austin complies with all applicable federal and state laws regarding nondiscrimination and affirmative action.Pay Transparency:
The University of Texas at Austin will not discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.Compliance:
Employees may be required to report violations of law under Title IX and the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act (Clery Act).
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