Philanthropy Assoc Spec/Gift & Est Plan

Job description

Posting Details

Job TitlePhilanthropy Assoc Spec/Gift & Est PlanRequisition NumberRE24830Working TitlePhilanthropy Assoc. Specialist - Gift & Estate PlanningDepartment Name14000:Office Of DevelopmentWork LocationLexington, KYGrade Level45Salary Range$44,762-73,861/yearType of PositionStaffPosition Time Status Full-TimeRequired Education


Click here for more information about equivalencies: Related Experience

4 yrs

Required License/Registration/Certification


Physical Requirements

Engaging in meetings and activities across campus and working at computer for long periods of time.


Monday – Friday; 8:00 a.m. – 5:00 p.m. As an exempt employee, additional hours may be required to meet the objectives of the position.

Job Summary

The University of Kentucky Office of Philanthropy is seeking a highly qualified candidate to manage and assist with Trust and Estate matters. The successful candidate in this position will work closely with various units of the university’s financial services team and the Gift & Estate Planning (GEP) department to administer trust and estate proceeds. In order to close gifts of trusts and estates, s/he will work with executors, personal representatives, trustees, attorneys, fund administrator and investment advisors to complete the transfer of estate, trust, beneficiary, insurance and annuity distribution gifts to the university. S/he will also work closely with internal units, including gift receiving, university financial services, college and unit philanthropy and business officers, to determine and implement the proper use of the gift proceeds.
This position will provide vital assistance in data administration for the GEP, to update and maintain PG Calc GiftWrap software with current and accurate data regarding these gifts and insurance policies and other expediencies. S/he will manage and administer the charitable life insurance pool, reviewing annual statements, working with insurance agents, and preparing donor communications as well as managing communication of premium notices to donors.

To find out more about UK Philanthropy and the Kentucky Can campaign, please Click Here

For more information about Lexington and the University’s vital role within our community, please Click Here

Skills / Knowledge / Abilities

Technical experience with Microsoft Office, Excel and data entry. Ability to build relationships and communicate effectively and persuasively.

Does this position have supervisory responsibilities? NoPreferred Education/Experience

Paralegal Certification; Certified Financial Planner (“CFP”); Certified Public Accountant (“CPA”); and Chartered Life Underwriter (“CLU”).

Deadline to Apply10/27/2020University Community of Inclusion

The University of Kentucky is committed to a diverse and inclusive workforce by ensuring all our students, faculty, and staff work in an environment of openness and acceptance. We strive to foster a community where people of all backgrounds, identities, and perspectives can feel secure and welcome. We also value the well-being of each of our employees and are dedicated to creating a healthy place to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.

As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.

Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Posting Specific Questions

Required fields are indicated with an asterisk (*).

  1. * Do you have a paralegal certificate, or certified public accountant, certified financial advisor, or charter life underwriter license or designation?
    • Yes
    • No
  2. * Do you have experience in the field of trust and estate administration?
    • Yes
    • No
  3. * Do you have experience in the field of financial services, including financial investments, life insurance and related financial planning?
    • Yes
    • No
  4. * Do you have experience in the field of accounting or auditing?
    • Yes
    • No
  5. * How many years of experience do you have in a high-level administrative position?

    (Open Ended Question)

  6. * Have you worked in a document management or database system incorporating multiple entities in an interdisciplinary system?
    • Yes
    • No
  7. * Where did you first see this position advertised other than on UK's online employment system?
    • (Diverse Issues in Higher Education)
    • (Higher Education Recruitment Consortium)
    • A Colleague, Friend and/or Family Member
    • None of the Above
Applicant DocumentsRequired Documents
  1. Resume
  2. Cover Letter
Optional Documents




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    Job No:
    Posted: 10/8/2020
    Application Due: 1/14/2021
    Work Type: