Job Title: Sr. Advancement Director for Planned Giving
Location: St. Louis
Full/Part Time: Full-Time
Job ID: 37494
Hiring Department

UMSL Advancement

Application Deadline

October 18, 2021

Application Instructions

Applicants must combine all application materials (cover letter, resume, and list of three references with contact information) into one PDF or Microsoft Word document and upload as a resume attachment during the application process. Limit document name to 50 characters. Maximum size limit is 11MB. Do not include special characters (e.g., /, &, %, etc.).

For questions about the application process, please call (314) 516-5805. If you are experiencing technical problems, please email pshrsupport@umsystem.edu.

Salary

Minimum Salary - $100,000 annually

Job Description

The Advancement Team seeks a solution-oriented, collaborative, innovative and dynamic leader to serve as the Senior Director of Planned Giving for University of Missouri-St. Louis. The ideal candidate for this position will possess strong communication and analytical skills, superb work ethic, proven problem-solving skills, and proven ability to manage through change and foster teamwork and collaboration.

Responsibilities

Reporting directly to the Associate Vice Chancellor for Advancement, the Senior Director of Planned Giving is responsible for planning, directing and managing UMSL’s planned giving program. This includes, but is not limited to: active identification, cultivation, solicitation and stewardship of planned giving prospects and donors; as well as assisting University administrators and other Advancement staff in soliciting and creating planned gifts.

Essential Functions

Identify planned giving prospects through collection and review of prospect data, analysis of lists and reports, self-identification through collateral materials, special events and activities, prospect “cold calling”, etc.

Actively cultivate and solicit prospects and donors, through face-to-face contacts, telephone contacts, correspondence and other contacts.

Work with alumni and friends to develop various planned gifts to benefit UMSL, including bequests, life insurance, charitable gift annuities, charitable remainder trusts, charitable lead trusts, retirement accounts, real estate, gifts of securities, and other tax-advantaged gift methods.

Work with planned giving prospects and their advisors to develop detailed and individualized proposals and illustrations to encourage current and future tax-advantaged gifts to benefit UMSL.

Provide on-going stewardship, acknowledgement and recognition of planned giving donors to solidify their planned gifts and to encourage additional current and future giving.

Manage documentation of planned gift provisions and estate gift administration to ensure proper acknowledgment, recognition and follow-up for all planned giving donors.

Create, implement and secure proper documents for various planned gifts, such as charitable gift annuities, charitable remainder trusts, and endowed gifts. This may include documents such as applications, disclosure statements, gift agreements, and board papers.

Manage the 1963 Society membership, including all activities, benefits, communications, events, recognition, listings, and marketing materials.

Manage the UMSL Legacy Council, a volunteer group dedicated to promoting and increasing planned gifts to the University.

Coordinate with Advancement Services in the maintenance and accuracy of planned giving donor records within Advancement database, file records or other records systems.

Create and implement targeted direct mail and other planned giving prospect promotion materials, including brochures, newsletters, for academic units and/or campus-wide solicitations.

Build, promote, and maintain gift planning web resources to assist donors, prospects, and professional advisors.

Promote planned giving program and benefits to attorneys, CPAs and other allied professionals to encourage client considerations for planned gifts.

Provide internal training and education to advancement staff, alumni and other faculty and staff to help identify planned giving prospects and to ensure the creation of planned gifts among their constituents.

Serve as liaison and work directly with UMSL Advancement Services and UM System Offices of the Treasurer and Legal Counsel to develop planned gifts and process documentation with in System guidelines.

Write correspondence, case statements and gift proposals.

Attend meetings and special events, including donor recognition banquets.

Host or coordinate periodic seminars designed to provide information regarding planned gifts to relevant stakeholders associated with the University community.

Perform other duties as assigned.

Minimum Qualifications A bachelor's degree or an equivalent combination of education and experience and at least 10 years of experience from which comparable knowledge and skills can be acquired is necessary.

Preferred Qualifications

Professional experience working with high net worth individuals and their advisors.

Superior interpersonal skills with proven ability to successfully interact and collaborate with colleagues of various responsibility areas in a professional manner, exhibiting excellent written and oral communication skills.

Must be a detail-oriented, self-starter with an ability to work independently and manage multiple priorities to meet challenging timelines and achieve annual goals.

Knowledge of laws and professional standards that govern the recording, receipting and reporting of charitable gifts.

Supervisory and leadership experience of professional and support staff is necessary

Presents a collegial, collaborative and customer-service demeanor that positively reflects the core values and standards of the institution and demonstrates tact and diplomacy.

Must be able to work with a diverse array of personnel under pressure and within deadlines

Comments

Benefit Summary

The University of Missouri - St. Louis offers benefit-eligible employees a wide variety of benefits including: health, dental and vision coverage effective on the first day of employment, vacation and sick time accrual, four personal days per year, tuition assistance for employees and their dependents, pension and employee and dependent life insurance. For more information about our benefits, please visit http://www.umsystem.edu/totalrewards/benefits.

UMSL is an equal access, equal opportunity, affirmative action employer that is fully committed to achieving a diverse faculty and staff. Equal Opportunity is and shall be provided for all employees and applicants for employment on the basis of their demonstrated ability and competence without unlawful discrimination on the basis of their race, color, national origin, ancestry, religion, sex, sexual orientation, gender identity, gender expression, age, genetic information, disability, or protected veteran status.

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