Associate Director, Gift Planning
5235 S. Harper Court
60630 Development-VP For
About the Unit
The University of Chicago Campaign: Inquiry and Impact (http://campaign.uchicago.edu), 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. The Office of Gift Planning specializes in philanthropic support for the University through charitable bequests, gift annuities, charitable remainder trusts, charitable lead trusts, gifts of real estate, in kind gifts and gifts of complex assets. The Office of Gift Planning works closely with individual donors and their advisors to structure charitable gifts in a manner that will take advantage of tax benefits, complement financial planning and maximize the ultimate impact of a gift. As a resource to alumni and friends, the Office of Gift Planning produces marketing and informational materials on a broad range of charitable giving techniques and provides updates on tax and law developments impacting charitable giving. We bear primary responsibility for cultivating, administering and stewarding planned gifts throughout a donor's lifetime and after gifts are realized. Colleagues, administrators, and leaders across campus consult the Office of Gift Planning for tax and gift planning expertise to enhance strategies and maximize the impact, size and long-term potential of gifts. We are a fundraising team with technical expertise and a strong service-oriented component. Our mission is to enhance and advance support for the University's goals and initiatives through planned giving vehicles and techniques.
The Associate Director, Gift Planning, will function as a frontline planned gift officer covering a regional territory in the United States. The Associate Director will be an integral member of the gift planning team as well as valued partner to other regional gift officers and gift officers from other units cross campus.
- 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.
- Communicate Effectively & With Influence
- Exhibit Resilience & Optimize Resources
- Display Emotional Intelligence
- Demonstrate University Stewardship & Serve as a Brand Ambassador
- Foster Partnership & Collaboration
Education, Experience, and Certifications:
- Bachelor's degree or higher required.
- 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.
Licenses and Certifications:
- Certifications or advanced degrees in financial planning, law, business, finance, or similar fields preferred.
Technical Knowledge or Skills:
- 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.
Working Conditions and Physical Requirements:
- Willingness and ability to travel to campus and/or non-campus locations for University business.
- Willingness and ability to work evenings and weekends.
- Cover Letter
(NOTE: When applying, all required documents MUST be uploaded under the Resume/CV section of the application.)
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?
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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.
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