What are the responsibilities and job description for the Director of Development Planned Giving position at UT Southwestern?
WHY UT SOUTHWESTERN?
With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence,
innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide
the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in
Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth
and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO
and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the
UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career!
JOB SUMMARY
This position will focus on securing planned gifts from UT Southwestern’s alumni, faculty and grateful patients and growing the planned giving recognition group, the Wildenthal Society. The right candidate is excited to take the next career step and appreciates the challenge of discovery work and building new relationships. Reporting to the Director of Development, Gift Planning, the chosen candidate has to thrive in a team-first environment.
ESSENTIAL FUNCTIONS
Job Duties
Identify Prospective planned giving donors through discovery calls and effective use of print and digital marketing channels.
Introduce planned giving options, including bequests, beneficiary designations, charitable gift annuities, and charitable remainder trusts.
Assist donors in making charitable decisions, including running proposals, illustrating planned giving concepts, and working with donors' advisors.
Identify, cultivate, solicit, and steward donors capable of making major gifts.
Manage and develop a portfolio of prospective donors and implement solicitation and engagement strategies in support of institutional priorities of UT Southwestern Medical Center.
May supervise others in performance of duties.
May serve as clinical line liaison.
Build and nurture effective working relationships with administrative leadership, physicians, researchers, and volunteer leadership.
Work closely with Stewardship team to identify and implement appropriate stewardship strategies.
Work collaboratively as a member of the development team.
Identify, recruit, and train volunteer leaders who can extend the reach of staff through involvement in the cultivation and solicitation of prospective donors.
Write letters, proposals, and case materials.
Utilize constituent relationship management system to strategically plan and track activities.
Performs other duties as assigned.
QUALIFICATIONS
Education and Experience
Required
Education
Bachelor's Degree
Experience
5 years of fundraising or related sales/client facing experience.
Preferred
Experience
The successful candidate will have a history of initiating planned giving conversations with prospective donors, be comfortable with discussing gifts of assets, such as appreciated securities and retirement plan accounts, and developing long-term relationships with planned giving donors.
Experience working with planned giving vendors to produce marketing collateral is a plus.
Knowledge, Skills and Abilities
Work requires ability to manage and direct staff.
Work requires ability to monitor and maintain budget.
Work requires ability to ensure adherence to all policies and procedures of university, such as FLSA, salary guidelines, accounting regulations and internal controls policies.
Work requires ability to communicate effectively with various levels of internal and external contacts.
Work requires ability to work with confidential information on daily basis.
Work requires knowledge of personal computers.
PHYSICAL DEMANDS/WORKING CONDITIONS
Working Conditions
Office Setting
PACT STATEMENT
The following is the acronym, "PACT", and is fundamental to all non-clinical positions at UT Southwestern Medical Center:
P-Problem Solving : Employees take ownership in solving problems effectively, efficiently, and to the satisfaction of customers, or managers. They show initiative in addressing areas of concern before they become problems.
A-Ability, Attitude and Accountability : Employees exhibit ability to perform their job and conduct themselves in a professional and positive manner reflecting a professional environment readily assuming obligations in a dependable and reliable manner.
C-Communication, Contribution, and Collaboration : Who are our Customers? Anyone who requests our help, needs our work product, or receives our services. Employees focus on customer service with creative solutions while improving the customer experience through clear, courteous, and timely delivery and communication. Sharing ideas with others helps expand our contribution to department goals.
T-Teamwork : Employees work to contribute to the department's success by supporting co-workers, promoting excellence in work product and customer service, and in maintaining a satisfying, caring environment for each other.
Salary
Salary Negotiable
Security
This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.
EEO Statement
UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status. Benefits UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:
PPO medical plan, available day one at no cost for full-time employee-only coverage
100% coverage for preventive healthcare – no copay
Paid Time Off, available day one
Retirement Programs through the Teacher Retirement System of Texas (TRS)
Paid Parental Leave Benefit
Wellness programs
Tuition Reimbursement
Public Service Loan Forgiveness (PSLF) Qualified Employer
Learn more about these and other UTSW employee benefits!
With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence,
innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide
the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in
Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth
and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO
and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the
UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career!
JOB SUMMARY
This position will focus on securing planned gifts from UT Southwestern’s alumni, faculty and grateful patients and growing the planned giving recognition group, the Wildenthal Society. The right candidate is excited to take the next career step and appreciates the challenge of discovery work and building new relationships. Reporting to the Director of Development, Gift Planning, the chosen candidate has to thrive in a team-first environment.
ESSENTIAL FUNCTIONS
Job Duties
Identify Prospective planned giving donors through discovery calls and effective use of print and digital marketing channels.
Introduce planned giving options, including bequests, beneficiary designations, charitable gift annuities, and charitable remainder trusts.
Assist donors in making charitable decisions, including running proposals, illustrating planned giving concepts, and working with donors' advisors.
Identify, cultivate, solicit, and steward donors capable of making major gifts.
Manage and develop a portfolio of prospective donors and implement solicitation and engagement strategies in support of institutional priorities of UT Southwestern Medical Center.
May supervise others in performance of duties.
May serve as clinical line liaison.
Build and nurture effective working relationships with administrative leadership, physicians, researchers, and volunteer leadership.
Work closely with Stewardship team to identify and implement appropriate stewardship strategies.
Work collaboratively as a member of the development team.
Identify, recruit, and train volunteer leaders who can extend the reach of staff through involvement in the cultivation and solicitation of prospective donors.
Write letters, proposals, and case materials.
Utilize constituent relationship management system to strategically plan and track activities.
Performs other duties as assigned.
QUALIFICATIONS
Education and Experience
Required
Education
Bachelor's Degree
Experience
5 years of fundraising or related sales/client facing experience.
Preferred
Experience
The successful candidate will have a history of initiating planned giving conversations with prospective donors, be comfortable with discussing gifts of assets, such as appreciated securities and retirement plan accounts, and developing long-term relationships with planned giving donors.
Experience working with planned giving vendors to produce marketing collateral is a plus.
Knowledge, Skills and Abilities
Work requires ability to manage and direct staff.
Work requires ability to monitor and maintain budget.
Work requires ability to ensure adherence to all policies and procedures of university, such as FLSA, salary guidelines, accounting regulations and internal controls policies.
Work requires ability to communicate effectively with various levels of internal and external contacts.
Work requires ability to work with confidential information on daily basis.
Work requires knowledge of personal computers.
PHYSICAL DEMANDS/WORKING CONDITIONS
Working Conditions
Office Setting
PACT STATEMENT
The following is the acronym, "PACT", and is fundamental to all non-clinical positions at UT Southwestern Medical Center:
P-Problem Solving : Employees take ownership in solving problems effectively, efficiently, and to the satisfaction of customers, or managers. They show initiative in addressing areas of concern before they become problems.
A-Ability, Attitude and Accountability : Employees exhibit ability to perform their job and conduct themselves in a professional and positive manner reflecting a professional environment readily assuming obligations in a dependable and reliable manner.
C-Communication, Contribution, and Collaboration : Who are our Customers? Anyone who requests our help, needs our work product, or receives our services. Employees focus on customer service with creative solutions while improving the customer experience through clear, courteous, and timely delivery and communication. Sharing ideas with others helps expand our contribution to department goals.
T-Teamwork : Employees work to contribute to the department's success by supporting co-workers, promoting excellence in work product and customer service, and in maintaining a satisfying, caring environment for each other.
Salary
Salary Negotiable
Security
This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.
EEO Statement
UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status. Benefits UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:
PPO medical plan, available day one at no cost for full-time employee-only coverage
100% coverage for preventive healthcare – no copay
Paid Time Off, available day one
Retirement Programs through the Teacher Retirement System of Texas (TRS)
Paid Parental Leave Benefit
Wellness programs
Tuition Reimbursement
Public Service Loan Forgiveness (PSLF) Qualified Employer
Learn more about these and other UTSW employee benefits!
