Sr Assoc Director, Gift Plng & Bequest Admin

Mar 02, 2017
Institution Type
Four-Year Institution
About The Unit: The University of Chicago Campaign: Inquiry and Impact (, the most ambitious and comprehensive campaign in the University's history, will raise $4.5 billion to support faculty and researchers, practitioners and patients, and students and programs across the University. Launched in October 2014, the campaign supports priorities in every division, school, department, and institute, and aims to engage 125,000 alumni and friends over its five-year duration. Please note: This role is located in Harper Court at 5235 S Harper Court - the corner of 53rd Street and Lake Park. For more information:

Unit Job Summary: Senior Associate Director, Gift Planning & Bequest Administration: Bear responsibility for the collection, conservation, administration and allocation of realized testamentary gifts to the University, including not only gifts by will or trust, but also from retirement funds, payable on death accounts, life insurance, etc. Work directly with executors, trustees, and other fiduciary/financial custodians on a daily basis to receive the full value of bequests in a timely and efficient manner and ensure against mismanagement and waste. Ensure proper processing of bequest gifts, including coordinating with other University departments to properly allocate funds and inform the setting up of accounts. Monitor and ensure proper counting of realized bequests for fundraising, campaign and cash progress. Interpret and execute on routine language in wills and trusts, letters of direction, gift agreements and beneficiary designations. Track and monitor open estates and testamentary distributions. Maintain processes and reporting of same, with the goal of providing timely, accurate and transparent information to colleagues, leadership and other stakeholders. Maintain meticulous recordkeeping of all correspondence, receipts, account statements, closing statements, tax forms, and probate court filings related to estate administration from notification through closure. Manage severance and distribution of all terminated life income gifts such as gift annuities and charitable remainder trusts, which involves seeking recovery of payments when appropriate and instructing the allocation of remainder distributions. Support life income gift administration, gift annuity and trust registration and annual filings, and reporting to donors and beneficiaries as assigned. Support other aspects of gift planning services as assigned including substituting on gift documentation work when needed. Perform other duties as assigned. Seek opportunities for professional development that will enhance job performance, including building networks within the University and with colleagues at peer institutions.

Unit Education: Bachelor's degree required. Advanced degree preferred.

Unit Experience: A minimum of four years of professional experience in estate settlement, estate or trust administration. A working knowledge of the legal, tax and procedural aspects of estate planning, estate administration, probate, fiduciary duties, estate and trust tax preparation and accounting required. A minimum of two year of leading a project team or managing staff preferred. A minimum of one year of experience developing and monitoring budgets preferred.

Unit Job Function Competencies: Applicants must be currently authorized to work permanently in the United States. Valid United States driver's license required. A current resident of the Chicago area or willing to relocate to the Chicago area required. Ability to interact professionally and effectively with corporate and individual fiduciaries as well as accountants, financial custodians, surviving family members, key internal partners within the University. Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational and project management skills required. Ability to manage confidential information with discretion and tact required. Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to the Office of Alumni Relations and Development, including Griffin (the University's Donor Relationship Management System), Microsoft Windows computer environment, Microsoft Outlook, Word, Excel, PowerPoint and Access required. Ability to work collegially and collaboratively in a team setting required. An exceptional work ethic and track record of personal initiative required. Outstanding interpersonal and communications skills characterized by the ability to listen, to speak and to write well required. Flexibility and adaptability to new programs in an emerging and changing environment required. Willingness and ability to travel to campus and/or non-campus locations for University business required. Willingness and ability to work evenings and weekends required. Dress code of business or business casual attire required. Understanding of the University of Chicago, its history, organization and modus operandi preferred.

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