Director Gift Planning

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Director, Gift Planning
The candidate serves as the primary contact with assigned colleges and units to increase the quantity and quality of current non-cash gifts, split interest gifts, and testamentary gifts to support the University. Provides a high level of knowledge and expertise in areas of gift planning strategies and deferred giving vehicles as well as major gifts, general fundraising, and estate and financial planning. Plans, develops, and implements various gift planning programs, marketing initiatives and communications strategies. Builds strong relationships with Development staff and teams in assigned colleges and units to identify gift planning prospects and support development, cultivation, and solicitation of those gifts. Identifies, cultivates and solicits prospects; stewards donors for deferred and complex gifts; and serves as an expert resource to close complicated gifts. If assigned to a college or unit, may be responsible for creating and implementing a development plan for components within the assigned college or unit, including resource management. Participates in University-wide development activities as needed. May lead staff in the absence of the manager. Performs other job-related duties as required. Reporting to the Associate Vice President of University Development, this position collaborates with and provides expertise to major gift officers across **MEMBERS ONLY**SIGN UP NOW***. and other UH universities. This position will be responsible for 3 direct reports. Assist with the design and creation of meaningful engagement strategies that will encourage prospects and donors to learn more about the ways to support the University. Be able to explain to donors in a comprehensible fashion the complicated concepts and issues associated with the wide range of available giving options. Build working relationships with the campus and extensively collaborate with school-based development colleagues to customize and implement modular marketing programs. Prepare correspondence to acknowledge gifts and complete the university gift/pledge acceptance forms. Ensure proper university offices are informed of all gifts received and provided documentation for deposits and record keeping. Be an active and conscientious participant in the prospect tracking system. Fully document contacts with donors and prospective donors through the established prospect management system within the ADVANCE database. Preferred advanced degree such as JD or MBA degree. Requires a thorough understanding of both theoretical and practical aspects of an analytical, technical or professional discipline; or the basic knowledge of more than one professional discipline. A background in personal finance, trust management and/or law is needed. Must have knowledge of the discipline is normally obtained through a formal, directly job-related 4 year degree from a college or university or an equivalent in-depth specialized training program that is directly related to the type of work being performed. Should have 7 years of directly job-related experience. Must have excellent interpersonal skills including a high degree of intellectual and social curiosity as well as the ability to assess donors and prospects from varying perspectives and points of view. Should have fundraising credentials (CFRE, CSPG, CAP or similar).

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