Director of Gift Planning/Philanthropic Advisor - Anschutz

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 Director of Gift Planning/Philanthropic Advisor, Gift Planning (herein Philanthropic Advisor, Gift Planning) is a centralized University of Colorado (CU) system position embedded within Anschutz Medical Campus’s Office of Advancement. The Philanthropic Advisor, Gift Planning is responsible for the leadership and strategic oversight of the gift planning efforts at the Anschutz Medical Campus (AMC).

The AMC Philanthropic Advisor, Gift Planning supports an average of major 15 gift officers and their respective portfolios, with approximately15-20 personally managed prospects and a strong fundraising pipeline of planned and active planned/blended gift proposals. This role serves as a trusted advisor to the vice chancellor of advancement, the principal gifts team, and the development officers. 

The Philanthropic Advisor, Gift Planning is responsible for refining and implementing strategies to increase the overall pipeline of asset/blended/planned gifts. Additionally, through individual effort and collaboration, the Philanthropic Advisor, Gift Planning is responsible for increasing outright major/principal gift and deferred giving initiatives with prospects, benefactors, outside allied professionals, and members of the University community. The Philanthropic Advisor, Gift Planning understands and applies national best practices, process and service excellence principles for gift planning and continually seeks out new industry knowledge. 

A national leader in health care and life sciences, CU Anschutz is the only comprehensive academic health sciences center in Colorado and the largest in the Rocky Mountain region. Located in Aurora, Colo., it is one of the newest education, research and patient care facilities in the world. With six schools and colleges, CU Anschutz trains the health sciences workforce of the future by blending education, research and clinical care all in one place. This strategic collaboration among diverse health care fields allows knowledge to travel directly from the research bench to the patient’s bedside. Read CU Anschutz Quick Facts here.

The University of Colorado Anschutz Medical Campus ranks among the top institutions nationally in clinical care, education and research. Its 230-acre campus, designed to enhance collaboration and interprofessional education, hosts the College of Nursing; the Schools of Dental Medicine, Medicine, Pharmacy, and Public Health; the Graduate School; a Health Sciences Library; and two hospitals. Strategically located contiguous to the campus are a biosciences research park and the Veterans Hospital. CU Anschutz offers two undergraduate degrees, 35 graduate degrees, and five first-professional programs. More than 4,000 students learn alongside faculty members who also make meaningful medical discoveries and provide expert clinical care through 1.5 million patient-visits annually. A hub for research and innovation, CU Anschutz receives over $400 million in research awards each year and has filed 1,300 patent applications and formed 53 new companies since 2002. 

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

COVID-19

The University of Colorado has a requirement for COVID-19 vaccinations and full completion of the attestation form within the first 30 days after hire date.  Information regarding this requirement, and exemptions can be found at https://www.cu.edu/vaccine-requirement

Duties & Responsibilities

Serves as the department’s primary liaison for the Anschutz Medical Campus and provides strategic direction, coordination and evaluation of the gift planning efforts.Serves as the department’s primary liaison for the principal gifts program to ensure that each principal gift conversation incorporates a blended, asset based, or deferred giving strategy, where applicable.   Cultivates planned gifts to benefit AMC by providing technical gift planning expertise for University of Colorado colleagues and supporters.In collaboration with CU Advancement staff, the Philanthropic Advisor, Gift Planning cultivates, solicits, negotiates, and closes gifts by focusing primarily on multi-faceted outright gifts; gifts of complex or unique assets; revocable designations; and irrevocable gifts such as charitable remainder trusts, charitable gift annuities, retained life estates, or charitable lead trusts.Contributes to University system, campus and department goals by creating and implementing an annual workplan, identifying specific areas of focus which may include: proactive lead generation to create a strong future “pipeline” of planned gift prospects or benefactors; prospect strategy sessions; trainings; stewardship of existing legacy society members; marketing efforts; strengthening relationships with the advisor community; prospect strategy sessions; proposal creation; benefactor visits/travel; etc.Manages and supervises at least one programmatic activity that is a priority for the Office of Gift Planning including, but are not limited to: CU President’s Gift Planning Advisory Council, Internal Training Programs, or best practice initiatives outlined in 3-yr strategic plan. Responsible for assisting the Department Head and Senior Director of Gift Planning in analyzing and projecting internally the legal and tax consequences of gifts of cash or property.Performs other duties 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. This position is based in Colorado with the ability to work a Hybrid work schedule.  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.

What we offer:

Salary: The anticipated hiring range has been established at $95,000-$125,000.

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
• Solid knowledge of gift planning principles, procedures, and best practices
• A commitment to professional development, learning, and being mentored
• Benefactor-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 benefactors 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 benefactors 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 benefactors, 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

Software Utilized

• Microsoft Office Products, including Outlook, Word, Excel, PowerPoint, etc.
• Gift planning software, such as PGM Anywhere, TIAA Kaspick GiftAdvisor
• Benefactor tracking and reporting software, such as Ellucian Advance, Salesforce
• Smart phones

Qualifications
Minimum Qualifications

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)
• Five (5) years’ professional experience working in gift planning, estate/financial planning, or blending major and principal gifts of $500,000 or more. 
• Experience cultivating, soliciting, negotiating, and closing gifts of complex or unique assets; gifts or real estate; revocable designations; or irrevocable gifts such as charitable remainder trusts, charitable gift annuities, or retained life estates.
• 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.
• Advanced degree (MA, JD, CFP, MBA)
• Seven (7) years’ professional experience working in gift planning and blending major/principal gifts of $1,000,000 or more.
• Two (2) years’ experience in a team lead or supervisory role, which may include assigning and reviewing the work of others, providing guidance to internal and external team members, and/or assisting management with performance reviews
• Experience in a nonprofit, higher education, or healthcare environment
• Experience working within large, complex organizations
• Demonstrated success in higher education or healthcare major, planned, and/or principal gift fundraising.

Job Category: Development
Primary Location: Denver
Schedule: Full-time
Posting Date: Dec 21, 2021
Unposting Date: Ongoing