Associate Director of Gift Planning - UCD

Employer
University of Colorado System Administration
Location
Denver, CO

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Administrative Jobs
Institutional & Business Affairs, Alumni Relations & Development
Jobs Outside Higher Education
Government Agencies
Employment Type
Full Time
Institution Type
Four-Year Institution

Job Details

Description
Department Description

The Advancement operation provides the management and coordination of the back office functions to support the campus-based fundraising field staff. These include research, marketing and communications, gift processing, data base management, estate gift planning, and other services. These central services produce economies of scale by eliminating the need for these back office functions to be duplicated on each of the four campuses. They also place the institution in an optimal position to attract substantial support from the philanthropic sector.

Position Description 

The University of Colorado Denver’s (CU Denver) Office of Advancement connects those who are passionate about education and research to the people and programs at CU Denver who can excel with their support. We serve as a trusted campus and community resource that inspires alumni pride and private support to advance CU Denver's mission, and we work to ensure a bright and promising future for CU Denver through robust engagement, transformative philanthropy, and a deep sense of pride in the university.

The Associate Director of Gift Planning is a centralized University of Colorado (CU) system position embedded within the CU Denver’s Office of Advancement. This position works closely with the Department Head and Senior Director of Gift Planning, the broader CU Gift Planning team, and the CU Denver Advancement team to enhance the giving experience by supporting donors and development officers as they explore major and planned gift opportunities.

This position reports to the Department Head and Senior Director of Gift Planning and is exempt from the State of Colorado Classified system.

Duties & Responsibilities 
Duties and responsibilities of the position include, but are not limited to: 

  • Embedded in the CU Denver Advancement team, this position will partner with CU Denver Advancement colleagues to establish effective gift planning strategies to grow the gift planning prospect pipeline, prioritize approaches, steward prospects and help identify, cultivate and solicit new gift planning prospects. 
  • Leverage the Gift Planning Opportunity Pool to identify prospective donors; move prospects to become donors through identification, cultivation, solicitation, and stewardship. 
  • Introductory outreach to prospects to determine their potential as a gift planning prospect and then move these gift planning prospects up the pipeline. 
  • Assist in the evolution of the CU Gift Planning team’s efforts to identify new leads through marketing and proactive prospecting initiatives.  
  • Monitor CU Denver gift planning leads and provide input into any changes made to marketing initiatives in order to improve marketing results.  
  • Maintain a portfolio consisting of a minimum of 25 prospects which will need to be identified/developed by the incumbent. Goals relating to personal contacts, number of proposed gifts, planned gifts and prospect identification to be set with and approved by management.
  • Solicit and close technically simple and straightforward bequests and retirement plan designations.
  • Partner with CU Gift Planning to provide gift planning training to CU Denver Advancement team.
  • Supports the stewardship process for gift planning donors who have already shared their estate intentions with CU Denver.
  • Supports system-level gift planning efforts as assigned, such as database maintenance, counting standards, gift acceptance policies, estate distribution efforts, policies and procedures, etc. 
  • Performs other duties and special projects as assigned.
Who we are and What we offer

Who we are: System Administration, which also houses the Office of the President, is located in the uptown neighborhood of Denver with a few smaller offices located on the campuses.  However, this position is located on our Denver Campus.  Many of our departments support the educational and research missions of the four University of Colorado campuses, but System Administration is not considered a campus. We provide diverse opportunities for professional development, innovation, and collaboration with talented staff and faculty.  Learn more about CU System Administration.

The University of Colorado has been proactive in response to the COVID-19 pandemic. You can visit our COVID-19 webpage for more information.

What we offer:

Salary: The salary range has been established at $68,000-$72,000.

The salary of the finalist(s) selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, specialty and training.

The above salary range (or hiring range) represents the University’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

Benefits: The University of Colorado offers an excellent benefits package including:

  • Medical: Multiple plan options
  • Dental: Multiple plan options
  • Additional Insurance: Disability, Life, Vision and Wellness
  • Retirement 401(a) Plan: Employer contributes 10% of your gross pay
  • Paid Time Off: Accruals over the year
    • Vacation Days: 22
    • Sick Days: 15
    • Holiday Days: 10
  • Tuition Benefit: System employees have the benefit on all campuses 
  • ECO Pass: RTD Bus and light rail service
  • Additional Perks & Programs: Click here to access a few more Perks and Programs
Click here to access our Total Compensation Calculator to see what your total rewards could be at CU. This position is a University Staff position.

Additional taxable fringe benefits may be available.

More information on benefits programs, including eligibility, is available at www.cu.edu/employee-services/.

Knowledge, Skills and Abilities 

To be successful in this position, candidates will need the following:

  • Commitment to promoting and enhancing diversity and equity
  • Ability to operate and utilize a smart phone.
  • Computer skills, including the ability to utilize Microsoft Office programs and virtual meeting technology (i.e. Word, Excel, PowerPoint, Outlook, MS Teams, Zoom) and learn and experiment with new software and systems
  • Knowledge of the University of Colorado’s mission, demographics, faculty, current programs, departments, and culture 
  • Some Knowledge of gift planning principles, procedures, and best practices
  • A commitment to professional development, learning, and being mentored
  • Donor-centric customer service skills, including the ability to actively listen, address customer needs, defuse tense situations, and maintain an open, flexible, and friendly demeanor
  • Interpersonal skills, including the ability to facilitate interaction, communication, and teamwork between others
  • Ability to persuasively engage donors and articulate how CU distinguishes itself from peer institutions
  • Ability to make persuasive verbal and written cases for supporting key programs and projects, effectively matching the interests of prospective donors to specific university needs
  • Ability to deliver a high level of commitment to customer service
  • Ability to communicate and work effectively with individuals from diverse backgrounds, cultures, and ages
  • Ability to navigate complex, multi-layered environments and organizations
  • Ability to work independently and as part of a team setting
  • Ability to develop strategies to achieve operating goals
  • Ability to interact with high-level donors, maintain a high level of professionalism, discretion, and confidentiality.
  • Ability to establish and maintain cooperative working relationships with faculty, staff, and others
  • Ability to promote and enhance diversity and equity
  • Ability to establish and maintain cooperative working relationships with faculty, staff, and others
  • A proven ability to self-motivate and work both independently and as part of a team


Qualifications
Minimum Requirements

Please ensure your resume includes any and all relevant experience to be accurately assessed against these qualifications.  You must meet all minimum requirements listed at the time of application to be considered for this role.

  • Bachelor’s degree from an accredited institution of higher education, or equivalent professional experience (professional experience may be substituted for the educational requirement on a year-for-year basis)
  • Three (3) years  of professional experience securing major gifts and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work.
  • Ability to travel 
Preferred Qualifications

  • Bachelor’s or post-baccalaureate degree from an accredited institution of higher education in the field of business, business administration, finance or another closely related field.
  • Five (5) years’ experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work
  • Experience in a nonprofit, higher education, or healthcare environment
  • Experience working within large, complex organizations


Job Category: Development
Primary Location: Denver
Schedule: Full-time
Posting Date: Sep 15, 2021
Unposting Date: Ongoing

Organization

Read our Diversity Profile The University of Colorado is the third largest employer in the state of Colorado and plays a profound role in the lives of individuals, businesses and communities throughout the state, across the country and around the world. Nearly 500,000 alumni lead the way in business, science, the arts, health care and their communities, and they’re joined by some 15,000 more each year.UC aerial view

Founded in 1876, the University of Colorado now includes four campuses: CU BoulderCU Denver, CU Colorado Springs and the University of Colorado Anschutz Medical Campus. The University of Colorado is recognized as a national leader in teaching and research excellence, with campuses offering more than 300 unique degree programs.

University of Colorado campuses are consistently ranked nationally and regionally by U.S. News & World Report’s annual Best Colleges Rankings. A total of 14,479 degrees in were awarded in 2015-16 and the total enrollment among CU’s four campuses during the fall 2016 semester was 63,202.

UC buffaloIn FY 2015-16, CU garnered $924 million in sponsored research awards, which support research related capital improvements, scientific equipment and salaries for research and support staff. In the past year alone, CU Technology Transfer registered 275 invention disclosures, 112 new patent filings and 193 follow-on filings. Five new companies were formed based on CU technology.

 

Our outstanding staff and faculty make us who we are. Notable honors and awards received include:  

  • Five Nobel Laureates
  • One Pulitzer Prize recipient
  • Nine MacArthur fellows
  • Twenty-four recipients of the Hazel Barnes Prize
  • Two Carnegie Foundation Professor of the Year honorees
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