Executive Director of Gift and Estate Planning

Location
Austin, Texas
Posted
Jun 19, 2018
Institution Type
Four-Year Institution

Essential Functions
Participate at the executive level in the University's campus-wide fundraising activities and contribute to the formulation of priorities and policies. Oversee business practices related to planned giving. Design, implement, and manage a proactive development plan focused on expanding and enhancing planned giving solicitations with the goal of providing 30 percent of the gifts for the University's next comprehensive campaign. This would be a 10 percent increase in Gift Planning's contribution to the previous 3.1B dollar Campaign for Texas. Supervise a team of 9-10 gift planning officers and support staff in cultivating, soliciting, and stewarding donors in support of University priorities. Provide guidance and mentoring to staff to ensure productivity and career enhancement. Identify planned gift prospects, and help officers maintain an accurate, balanced and strategic portfolio of primary and secondary prospects not to exceed 125. Develop annual goals for the Gift and Estate Planning office. Direct and coordinate activities related to obtaining multi-million dollar planned gifts, including working in partnership with all development colleagues and deans and directors across campus. Work collaboratively with UT System in their management of estate realizations. Create and oversee the implementation of a high quality stewardship process for planned giving prospects and donors. Ensure that stewardship and reporting requirements are met to sustain successful partnerships; a planned giving marketing plan in conjunction with Development Communications; and an overall strategy for gift and estate planning training in conjunction with Talent Development and regularly lead educational workshops on gift planning to university-wide development colleagues. Ensure that UT is represented by gift and estate planning staff at key professional meetings. Recruit and staff volunteers including professional advisors.

Required qualifications
Bachelor's degree. Five or more years of leadership and management experience in a comprehensive planned giving program or five or more years of experience in applying tax, trust and other laws affecting charitable giving. Demonstrated ability to understand and negotiate complex gift arrangements and to articulate these concepts to prospective donors and advisors in simple, donor-friendly language. Proven ability to supervise professional staff and to work effectively in an interdisciplinary team setting. Ability to travel frequently and work extended hours within a varying schedule. Excellent verbal, interpersonal, and written communication skills. Demonstrated ability to work effectively in a team-oriented environment.

Preferred Qualifications
J.D., LLB or MBA degree. Ten years of experience in gift planning law, banking, or financial planning. Experience with investment and financial matters including complex asset and business transactions. Experience in higher education fundraising.