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Associate Vice President of Gift Planning

Employer
University of Virginia
Location
Charlottesville, VA

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Executive Administration Jobs
Vice Presidents
Administrative Jobs
Institutional & Business Affairs, Alumni Relations & Development
Employment Type
Full Time
Institution Type
Four-Year Institution

Job Details

Job location: Charlottesville, VA


Employment Type: Full-time
Posted data: 2019-01-14
Req: R0001680
The role of Associate Vice President of Gift Planning at the University of Virginia is a remarkable opportunity for a seasoned professional to build and lead a best-in-class, proactive and expert gift planning fundraising program at one of the nation’s premier universities.
The Associate Vice President (AVP) will provide vision for and leadership of the Office of Gift Planning for the University of Virginia as part of its $5 billion Honor the Future campaign, which is set to enter its public phase in the fall of 2019. Reporting to the Vice President for Advancement, the AVP will envision, develop and implement a comprehensive gift planning program that provides strategic gift planning objectives and outcomes for the advancement community and University leaders. She/he will collaborate with University leadership and development professionals to devise and execute strategies for optimal cultivation and solicitation of such gifts. This includes providing vision and leadership around gift planning based on a comprehensive understanding of the gift planning process and familiarity with financial planning, tax and charitable gift law, and planned giving vehicles and methods.
The AVP will have the opportunity and resources to structure and grow the Office of Gift Planning by making strategic hires to enhance service to the University, and she/he will be responsible for all operations and administration of the Office of Gift Planning, including personnel, budget, reporting, and related management matters.

  • Lead the Office of Gift Planning team and its affiliated unit and school-based partners in raising over $1.25 billion in planned gifts as part of the University’s $5 billion Honor the Future Campaign, which will run through June 2025.
  • Provide strategic planned and blended giving goals and objectives for principal, major, and annual gift officers across the University as well as gift planning officers within the Office of Gift Planning.
  • Design and execute a best-in-class service-oriented office that provides: gift planning technical expertise, consulting, advising, and educational programming to benefit the advancement community; legally sound gift agreements and charitable trust and gift annuity documents; effective gift, trust, and estate administration processes; robust marketing and stewardship programs; and service-oriented liaison-based fundraising support for the University and its schools and units.
  • Recruit, mentor and manage a high-performing Office of Gift Planning team, currently comprising eight members, drawing on resources available within University Advancement to mentor, coach, and manage staff. 
  • Develop customized annual goals and metrics for gift planning officers to drive fundraising success, foster technical knowledge, and provide outstanding service to the University’s schools and units.

Technical Expertise

  • Uphold and model the highest technical and legal guidance and support for the University and ensure that trust documents, gift agreements, marketing and educational materials, gift planning counseling and advice, and gift processes are legally sound, and that changes in tax or other relevant laws are effectively communicated to internal and external constituents and incorporated into training, educational and marketing offerings.
  • Ensure that Office of Gift Planning staff members demonstrate requisite technical knowledge and abilities to perform best-in-class service to the University.

Fundraising

  • Actively manage a portfolio of approximately 50 principal and major blended and gift planning prospects in collaboration with schools, units, and University leadership.
  • Make approximately 100 donor/prospect visits annually, both individually and collaboratively with principal gift officers or senior University leadership, to advance gift discussions.

Professional Experience
  • Deep knowledge of financial, estate and charitable tax planning.
  • Demonstrated leadership abilities and the ability to offer strategic gift planning fundraising direction and guidance to University leadership and advancement professionals.
  • Proven ability to grasp complex subjects and articulate compelling messages across a broad range of audiences through superior written and oral communication skills.
  • Experience with budgetary responsibilities, management, strategic planning, and working comfortably with senior officials.
  • Minimum of seven years of fundraising experience and demonstrated success in closing principal, major and planned gifts.

Education
  • A bachelor's degree is required; an advanced degree, ideally a J.D., M.B.A., or other advanced finance degree, is preferred.

The University of Virginia, including the UVA Health System and the University Physician’s Group are fundamentally committed to the diversity of our faculty and staff.  We believe diversity is excellence expressing itself through every person's perspectives and lived experiences.  We are equal opportunity and affirmative action employers. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender identity, marital status, national or ethnic origin, political affiliation, race, religion, sex (including pregnancy), sexual orientation, veteran status, and family medical or genetic information.

Organization

In 1819, the University of Virginia established a new model for intellectual exchange and cross-disciplinary collaboration in higher education. Two hundred years later, as a major research institution, we continue to challenge conventions, lead with ingenuity and advance knowledge for the common good.

What began as an innovative idea has become one of the nation’s leading public research universities, with over 21,000 undergraduate, graduate and professional students. UVA also has over 3,000 full-time faculty offering more than 400 degrees.

Each of the University’s eleven schools has its own distinctive mission, working together to garner consistently high rankings—including #2 Best Value Public College (Princeton Review, 2016), #3 Public University in the Nation (U.S. News & World Report, 2016), and #3 Best Value Among Public Colleges (Kiplinger’s, 2016).  

As we invest in and strengthen our research capabilities, UVA seeks new faculty ready to uncover new insights, rewrite old rules and collaborate on intellectual discoveries.

RESEARCH COLLABORATIONS THAT CROSS DISCIPLINES

As an R1 institution, the University’s research centers, consortia and laboratories are on the leading edge of discovery and technology, offering collaborative spaces for students and faculty to solve global problems.

Our professors are recognized members of major national scholarly and professional organizations, including the National Academy of Sciences and the American Academy of Arts and Sciences. Our faculty’s engagement in interdisciplinary research is being facilitated by new research institutes specializing in everything from big data to brain functioning, and by cluster hires across schools.

NATIONALLY RANKED HEALTH SYSTEM

UVA is also home to a nationally renowned academic medical center and the UVA Health System, which serves a three-part mission to treat patients, conduct translational research and train medical practitioners in a wide variety of disciplines.

Established as the nation’s 10th medical school in 1825, the institution has since grown to include a 612-bed hospital and a Level I trauma center, nationally recognized cancer and heart centers, a Children’s Hospital, and primary and specialty clinics throughout Central Virginia.

The UVA Medical Center is consistently ranked among the nation’s best hospitals by the U.S. News & World Report magazine and has been named among the top 25 percent in seven specialties.

INSPIRING STUDENTS, INSPIRED TEACHING

The vast majority of UVA students come from the top 10% of their high school class, as well as from all 50 states, over 142 countries and a variety of socioeconomic backgrounds. Despite their diversity, all UVA students share a love of learning and a drive to achieve.

One of the reasons students choose Virginia is our unique residential culture. At UVA, the community of students, faculty and staff personifies the Jeffersonian idea that living and learning are connected. The Academical Village was constructed to support a unique residential experience, with faculty living in the Pavilions, students occupying Lawn rooms and the world-famous Rotunda at its heart. The University’s residential culture continues to support this experience today—strengthened by students, faculty and staff rich in backgrounds, ideas and perspectives. Our unique culture is also paying dividends in innovation:  UVA’s faculty have generated more than 130 patents since 2010.

Perhaps most importantly, faculty come to UVA knowing that instruction is as important as research, and they pride themselves on their many teaching awards.  Our best professors look for ways to encourage, mentor and develop tomorrow’s leaders inside and outside the classroom.

LIFE IN CHARLOTTESVILLE

Living in Charlottesville you’ll find sophisticated restaurants, world-renowned wineries and breweries, cosmopolitan arts and music, friendly urban and suburban neighborhoods and a Piedmont landscape that has lured adventurous souls for centuries.  No wonder the U.S. National Bureau of Economic Research named Charlottesville the “happiest city in America” in 2014.

In addition to UVA and its health system, several major employers have facilities in Charlottesville, including State Farm, Northrop Grumman, the U.S. Department of Defense, GE and others.  Charlottesville is also becoming a center for innovative start-up businesses.  The University also actively helps spouses and partners of faculty members build their networks and pursue employment opportunities with a wide variety of area employers. 

The University of Virginia is an equal opportunity and affirmative action employer. Women, minorities, veterans, and persons with disabilities are encouraged to apply. In accordance with the Americans with Disabilities Act Amendments Act of 2008 (ADAAA) and the Rehabilitation Act of 1973, qualified individuals with disabilities are protected from discrimination and may be entitled to reasonable accommodations to assist in their pursuit of employment at the University. This includes assistance in completing the online job application as well as reasonable accommodations during the interview process. Please contact the UHR Service Center: 434.982.0123 orAskHR@virginia.edu to request assistance.

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