Senior Assoc Director, Gift Planning

Chicago, IL
Feb 28, 2018
Executive Administration Jobs
C-Level & Executive Directors
Institution Type
Four-Year Institution

5235 S. Harper Court

60630 Development-VP For

About the Unit
The University of Chicago Campaign: Inquiry and Impact (, the most ambitious and comprehensive campaign in the University's history, is raising $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.

Job Information

Job Summary:

Support the manager and team in executing and advancing the strategic plan and mission of the Office of Gift Planning. Assist in these core functions: driving gift planning activity across campus; providing the highest level of gift planning services to internal and external constituents; managing and mentoring gift planning staff; managing a select portfolio of 60-100 high level prospects and assisting others in managing and soliciting high level planned gift prospects in their portfolios; and developing and implementing programs and special projects that will leverage planned giving to achieve ARD and University goals.

  • Serve as gift planning liaison and partner to specific units. Develop and implement unit-specific plans and strategies to maximize planned gift opportunities in prospect pools, pipeline development, active solicitations and gift cultivations. Plan and execute a target of 24+ solicitations per year.
  • Manage gift planning training program for development staff and curate seminars and sessions on specialized topics and for targeted groups, including specific departments, units, senior staff, alumni and volunteers.
  • Maintain select portfolio of high level prospects and planned gift donors in cultivation; take on assignment of select groups of prospects and suspects for specific purposes or initiatives; enhance and assist gift strategies and cultivations managed by others by providing gift planning and sophisticated philanthropic advice.
  • Maintain high degree of proficiency in all areas of charitable giving, gift planning and estate planning through continued education and professional development as well as independent inquiry and self-study of existing materials. Keep current with tax law changes affecting charitable giving. Participate in professional associations and maintain relationships to gain knowledge of programs and practices at nonprofit and peer organizations locally and nationally. Serve as the point person on select topics and techniques as assigned to support manager and colleagues. Consult on and contribute to marketing, communication, stewardship strategies that will enhance the gift planning program.
  • 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.

  • Communicate Effectively & With Influence
  • Exhibit Resilience & Optimize Resources
  • Display Emotional Intelligence
  • Demonstrate University Stewardship & Serve as a Brand Ambassador
  • Foster Partnership & Collaboration

Additional Requirements

Education, Experience, and Certifications:

  • Bachelor's degree or higher required.

  • A minimum of four years of progressively responsible professional experience in gift planning, estate planning, financial planning, philanthropic advisory services, development or fundraising required.
  • A minimum of two years of leading a project team or managing staff required.
  • A minimum of one year of experience developing and monitoring budgets preferred.

Licenses and Certifications:
  • Certifications or advanced degrees in financial planning, law, business, finance, or similar fields preferred.

Required Documents:
  • Cover Letter
  • Writing sample

(NOTE: When applying, all required documents MUST be uploaded under the Resume/CV section of the application.)

Benefit Eligibility

Pay Frequency

Pay Range
Depends on Qualification

Scheduled Weekly Hours


Job is Exempt?

Drug Test Required?

Does this position require incumbent to operate a vehicle on the job?

Health Screen Required?

Background Check Required?


Posting Date

Remove from Posting On or Before

Posting Statement:

The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, status as an individual with a disability, protected veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.

Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.

The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.

Full time

About Us
The University of Chicago is an urban research university that has driven new ways of thinking since 1890. Our commitment to free and open inquiry draws inspired scholars to our global campuses, where ideas are born that challenge and change the world.

We empower individuals to challenge conventional thinking in pursuit of original ideas. Students in the College develop critical, analytic, and writing skills in our rigorous, interdisciplinary core curriculum. Through graduate programs, students test their ideas with UChicago scholars, and become the next generation of leaders in academia, industry, nonprofits, and government.

To learn more about the university click here


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