What are the responsibilities and job description for the Senior Associate Director, Gift Planning position at University of Chicago?
Department
ARD Gift Planning
About The Department
Alumni Relations and Development (ARD) engages alumni (~220k), current students, parents and friends of the University through intellectual, professional and social activities on campus, around the world and online. ARD raises $600 Million annually to support faculty and researchers, practitioners and patients, and students and programs across the University. Our work supports priorities in every division, school, department, and institute.
The Office of Gift Planning specializes in philanthropic support for the University through charitable bequests, gift annuities, charitable remainder trusts, charitable lead trusts, gifts of real estate, in kind gifts and gifts of complex assets. The Office of Gift Planning works closely with individual donors and their advisors to structure charitable gifts in a manner that will take advantage of tax benefits, complement financial planning and maximize the ultimate impact of a gift.
Job Summary
The Senior Associate Director, Gift Planning, will be an experienced gift planning professional who is an integral member of the gift planning team and a valued partner and resource to other gift officers. This role uses best practices and knowledge of the gift planning program across the University to secure planned gifts from alumni and friends. Develops gift-giving strategy and uses prospect management system for identification, cultivation, and solicitation of individuals for optimal gifts to the University. Has full authority of the gift planning office, staff, and associated programs. Interprets University goals and priorities, and accordingly advises donors and their advisors. Oversees gift stewardship in conjunction with University Financial Services to ensure smooth operation of gift stewardship.
Responsibilities
Minimum Qualifications
Minimum requirements include a college or university degree in related field.
Work Experience:
Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.
Certifications:
Driver's License - Multiple States
Preferred Qualifications
Job Family
Alumni Relations & Development
Role Impact
Individual Contributor
Scheduled Weekly Hours
37.5
Drug Test Required
No
Health Screen Required
No
Motor Vehicle Record Inquiry Required
No
Pay Rate Type
Salary
FLSA Status
Exempt
Pay Range
$102,000.00 - $120,000.00
The included pay rate or range represents the University’s good faith estimate of the possible compensation offer for this role at the time of posting.
Benefits Eligible
Yes
The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off. Information about the benefit offerings can be found in the Benefits Guidebook.
Posting Statement
The University of Chicago is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, or expression, national or ethnic origin, shared ancestry, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.
Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.
All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.
The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: http://securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.
ARD Gift Planning
About The Department
Alumni Relations and Development (ARD) engages alumni (~220k), current students, parents and friends of the University through intellectual, professional and social activities on campus, around the world and online. ARD raises $600 Million annually to support faculty and researchers, practitioners and patients, and students and programs across the University. Our work supports priorities in every division, school, department, and institute.
The Office of Gift Planning specializes in philanthropic support for the University through charitable bequests, gift annuities, charitable remainder trusts, charitable lead trusts, gifts of real estate, in kind gifts and gifts of complex assets. The Office of Gift Planning works closely with individual donors and their advisors to structure charitable gifts in a manner that will take advantage of tax benefits, complement financial planning and maximize the ultimate impact of a gift.
Job Summary
The Senior Associate Director, Gift Planning, will be an experienced gift planning professional who is an integral member of the gift planning team and a valued partner and resource to other gift officers. This role uses best practices and knowledge of the gift planning program across the University to secure planned gifts from alumni and friends. Develops gift-giving strategy and uses prospect management system for identification, cultivation, and solicitation of individuals for optimal gifts to the University. Has full authority of the gift planning office, staff, and associated programs. Interprets University goals and priorities, and accordingly advises donors and their advisors. Oversees gift stewardship in conjunction with University Financial Services to ensure smooth operation of gift stewardship.
Responsibilities
- Serves as the key frontline planned gift officer for an assigned region(s) in the United States, working with high-level donors and with other University development staff members to secure planned gifts from alumni and friends of the University. Uses a deep understanding in donor programs to identify planned giving prospects and plans strategies and the solicitations of planned and deferred gifts from individual donors while proactively identifying new prospects.
- This role will be expected to travel regularly to meet with potential donors.
- Expertly and strategically manages a portfolio of 80-100 planned gift prospects and donors, building relationships and optimizing philanthropy that benefits a wide range of the University’s units, schools, and Divisions.
- Builds and manages a prospect pipeline that meets individual fundraising goals. This role could yield up to 25 $100k solicitations and $5 million in booked gift commitments at steady state.
- Motivates individuals and groups, fosters collaboration with colleagues and engenders loyal relationships with donors. Invests in the success of the team, the goals of ARD, and the best interests of the University.
- Supports the Executive Director in advancing the strategic mission and growth of the gift planning program by administering and developing programs and special projects that will leverage planned gifts to achieve ARD and University goals.
- Oversees and helps maintain gift planning resources for ARD, including, but not limited to, internal website, gift planning blog, hosting professional development and webinar opportunities, producing video content and continually refreshing gift planning content for colleagues.
- Provides interna/external constituents a high level of gift planning expertise. This may include serving frequently as team lead for gift planning training and orientation for ARD staff; mentoring ARD colleagues and networking to diversify and expand the reach of the Office of Gift Planning; and more.
- Designs and implements strategies for increasing planned gift activity in assigned units across campus, including prospect pool or portfolio analysis, strategy sessions, training, planned gift reporting, goal-setting and partnering directly with other gift officers on individual prospects.
- Develops and maintains content expertise in gift planning vehicles, estate and tax planning, investing, financial planning, philanthropic planning, and economic climate. As assigned by Executive Director, OGP, serves as the point person on select topics and techniques.
- Develops and participates in seminars for donors. Attends conferences and seminars on gift planning topics. Keeps current with tax law changes affecting charitable giving and state laws regulating charitable giving. Acts as a resource for donors and answers questions about existing life-income gifts.
- Produces high level and sophisticated communications, written and verbal, including planned gift illustrations, tax and financial calculations, and personalized consultations.
- Qualifies and cultivates prospects who respond to marketing materials or other portals through diligent and systematic follow-up.
- Develops and maintains expertise on University initiatives, current events and history.
- Seeks opportunities for professional development that will enhance job performance including attending webinars, seminars, building networks within the University and with colleagues at peer institutions.
- Works with high-level donors and with other University development staff members to secure planned gifts from alumni and friends of the University. Designs a marketing program and implements it through staff members. Maintains communication across the University.
- Develops and participates in seminars for donors. Attends conferences and seminars on gift planning topics. Keeps current with tax law changes affecting charitable giving and state laws regulating charitable giving. Acts as a resource for donors and answers questions about existing life-income gifts.
- Performs other related work as needed.
Minimum Qualifications
Minimum requirements include a college or university degree in related field.
Work Experience:
Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.
Certifications:
Driver's License - Multiple States
Preferred Qualifications
- Bachelor’s degree or advanced degree.
- A minimum five years of professional work experience in gift, estate, or financial planning, fundraising, sales, trust administration, or similar professional work.
- A minimum two years of management experience, including supervision of staff.
- A minimum of one year of experience developing and monitoring budgets.
- Background managing a portfolio of donors or clients.
- Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University, gift planning and tax software, as well as the technology tools available to the Office of Alumni Relations and Development, including the University's donor relationship management system and the Microsoft Office Suite, including Teams.
- Skilled at working with charitable gift planning vehicles and non-cash assets.
- Manage confidential information with discretion and tact.
- Act with integrity, professionalism, and confidentiality.
- Work collegially and collaboratively in a team setting.
- Prioritize multiple projects and independently follow through with detail.
- Outstanding interpersonal and communications skills characterized by the ability to listen, speak, and write effectively.
- Self-motivated and take initiative.
- This position has a hybrid work schedule which includes weekly in office presence.
- Standard office environment.
- Travel to campus and/or non-campus locations for University business.
- Work evenings and weekends as needed.
- This position is located in Hyde Park at 5235 South Harper Court.
- Resume/CV (required)
- Cover Letter, addressed to Hiring Committee (preferred)
Job Family
Alumni Relations & Development
Role Impact
Individual Contributor
Scheduled Weekly Hours
37.5
Drug Test Required
No
Health Screen Required
No
Motor Vehicle Record Inquiry Required
No
Pay Rate Type
Salary
FLSA Status
Exempt
Pay Range
$102,000.00 - $120,000.00
The included pay rate or range represents the University’s good faith estimate of the possible compensation offer for this role at the time of posting.
Benefits Eligible
Yes
The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off. Information about the benefit offerings can be found in the Benefits Guidebook.
Posting Statement
The University of Chicago is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, or expression, national or ethnic origin, shared ancestry, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.
Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.
All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.
The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: http://securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.
Salary : $102,000 - $120,000
