Associate Director, Gift Planning

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: Associate Director, Gift Planning: Secure planned gifts from University alumni and friends. Proactively seek and identify new planned giving prospects. Manage a portfolio of planned gift prospects with the goal of acquiring new planned gifts and obtaining additional commitments, planned and outright, from current planned gift donors. Commit to meeting contact, visit and solicitation goals as a means to sustaining external focus and frontline fundraising activity. Travel regularly to meet with potential donors. Plan and implement cultivation strategies and solicitations of deferred gifts. Qualify and cultivate prospects who respond to marketing materials or other portals through diligent and systematic follow up. Plan and implement strategies for increasing planned gift activity in assigned units across campus, including prospect pool or portfolio analysis, strategy sessions, training, planned gift reporting, goal-setting and partnering directly with other gift officers on individual prospects. Contribute creative new ideas for raising awareness of gift planning opportunities and driving gift planning activity. Motivate individuals and groups, foster collaboration with colleagues and engender loyal relationships with donors. Invest in the success of the team, the goals of Alumni Relations & Development and the best interests of the University. Produce high level and sophisticated communications (written and verbal), including planned gift illustrations, tax and financial calculations, and personalized consultations. Balance competing demands from external and internal constituents and remain focused on fundraising goals and team objectives. Develop and maintain content expertise in gift planning vehicles, estate and tax planning, investing, financial planning, philanthropic planning, and economic climate. Develop and maintain expertise on University initiatives, current events and history. 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 or higher required. Certifications or advanced degrees in financial planning, law, business, finance, or similar fields preferred.

Unit Experience: A minimum of three years of professional work experience in institutional advancement, development, alumni relations, sales, financial planning, estate planning or similar field required. Experience managing a portfolio of donors or clients required. A minimum of one year of leading a project team or managing staff preferred. A minimum of one year of experience developing and monitoring budgets preferred. Experience in estate, tax or financial planning preferred. Experience conducting training or leading presentations 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. Proven aptitude for, or skill with, financial/tax information and analysis required. Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational 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. Strong leadership qualities, including the ability both to delegate and to execute, thereby leading by word and by example 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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