Assistant Director of Gift Planning

Location
Charlottesville, VA
Posted
Jul 10, 2018
Institution Type
Four-Year Institution

Working Title: Assistant Director of Gift Planning

Position Type: University Managerial and Professional Staff

Department: University Advancement

Location: Charlottesville

Posting Date: 04-20-2018

Posting Summary:
The Assistant Director of Gift Planning increases the capacity of the Office of Gift Planning by qualifying prospects including alumni, parents, and friends in person and by phone; providing prompt response to gift planning inquiries by email, phone, and through the Office of Gift Planning website; and drafting gift agreements, performing gift calculations, and finalizing planned gift paperwork. Typical work may include gathering lists of donors, following up as appropriate with local prospects and providing prospect referrals to traveling gift planning officers; reviewing and drafting gift agreements, providing gift calculations for less complex gifts, and providing final paperwork for planned gifts. The ADGP is expected to meet defined visit and solicitation goals and to attend fundraising events. Occasional local travel is involved, as donor qualification will take place in Charlottesville and surrounding areas as well as by phone; occasional overnight travel may be warranted. The ADGP will also assist with event planning and stewardship for the Cornerstone Society, the Gift Planning Council, and the Professional Advisor Network. Most work is conducted in partnership with experienced staff, with increasing levels of independence and opportunities for growth.

Reporting to the Director of Gift Planning in our central organization, University Advancement, the Assistant Director of Gift Planning (ADGP) will join a team of fundraising professionals and represent the University of Virginia, its programs, policies, personnel, traditions, philosophy, and objectives to all constituent groups. The main focus of this position will be to increase the capacity of the Office of Gift Planning by qualifying prospects in person and by phone; providing prompt response to gift planning inquiries by email, phone, and through the Office of Gift Planning web site; and drafting gift agreements, performing gift calculations, and finalizing planned gift paperwork. Typical work may include gathering lists of donors and qualifying prospects for the Office of Gift Planning through mailings and by phone, following up as appropriate with local prospects and providing prospect referrals to traveling gift planning officers; reviewing and drafting gift agreements, providing gift calculations for less complex gifts, and providing final paperwork for planned gifts. The ADGP provides donor pipeline development by qualifying planned giving prospects, including alumni, parents and friends through mail, phone, and in-person visits. He/she is expected to meet defined visit and solicitation goals and to attend fundraising events. Occasional local travel is involved, as donor qualification will take place in Charlottesville and surrounding areas as well as by phone; occasional overnight travel may be warranted. He/she may assist with event planning and execution for the Cornerstone Society, the Gift Planning Council, and the Professional Advisor Network. Most work is conducted in partnership with senior-level staff.

Required Knowledge, Skills and Abilities:
Exceptional interpersonal skills with the ability to interact effectively with prospects, fundraising colleagues, academic leaders, faculty, alumni, and volunteers.

Demonstrated verbal and written communication skills.

Ability to travel on behalf of the University and occasional evening and weekend responsibilities.

Demonstrated achievement of visit, proposal, and fundraising goals.

Ability to manage a donor pipeline and relationships.

Energetic, goal-oriented, and comfortable closing substantial gifts.

Collaborative problem solver with a well-organized and efficient work style.

Ability to work independently and as part of a team.

E-mail a Friend: jobs.virginia.edu/applicants/Central?quickFind=84413

PI103336011

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