Assistant Vice President, Gift Administration
1 month ago
Structure
Assistant Vice President for Gift Administration is an exempt (salaried) position employed by the University of Cincinnati Foundation (UC Foundation) and reports to the Vice President for Development.
Focus
The Assistant Vice President for Gift Administration is responsible for the management and execution of the life income gifts program, estate administration, stock transfers and gift acceptance for specified gifts. This position works collaboratively with College and Unit based development officers, outside legal and financial advisors, and donors to ensure a robust and successful gift planning program across the University.
Specific Duties
- Lead and oversee the life income gifts program; including serving as the primary point of contact for life income gift-management services; developing marketing materials utilizing a variety of media and formats for targeted efforts; and collaborating with the Assistant Vice President for Gift Planning on drafting trust documents and annuity contracts, and the management of charitable gift annuities and charitable remainder trusts.
- Manage estate administration, ensuring on-time distributions and fulfillment of pledge commitments.
- Administer the stock transfer process in partnership with the finance team, assisting the donor throughout the process.
- Lead the update process for scholarship gift agreements that focus on protected class students.
- Manage a portfolio of donors and prospects to cultivate, solicit and secure planned gifts to support the priorities and needs of the University and UC Health.
- Participate in maintaining stewardship relationships with donors through the development and effective oversight of completed gifts, regulations and other requirements as may be necessary.
- Advise on complex gifts in conjunction with gift planning leadership.
- Evaluate and oversee applicable vendor relationships, making recommendations for enhancements or changes, as needed.
- Lead and complete special projects as assigned by the Vice President for Development.
- Other duties, as assigned.
Requirements
- Bachelor’s degree with 10+ years of experience, or advanced degree with 7-10 years of experience
- Demonstrated effective client/donor relationship building.
- The position requires a thorough knowledge of charitable gift planning, and federal regulations that impact the process of charitable gift planning.
- Excellent communications skills, including the ability to write and speak with precision and clarity about gift planning subjects and the ability to adjust language and tone to fit the audience.
- Demonstrated exercise of independent judgment, serious attention to detail and thoughtful interaction with donors and prospects.
- Ability to manage a portfolio of high-level clients/donors with a high degree of personalized/custom relationship interaction and support.
- Evidence of a commitment to the philanthropic support of higher education.
Physical Demands
This position is considered to have light work. Exerting up to 20lbs. of force occasionally, and/or up to 10 lbs. of force frequently, and/or a negligible force constantly to move objects. This position requires the operation of a motor vehicle. This position also requires:
- Finger use
- Talking
- Hearing
- Repetitive motion of the wrist, hands, and/or fingers
Work Environment
While performing the duties of this job, this position is not substantially exposed to adverse environmental conditions (such as in typical office or administrative work).
The University of Cincinnati Foundation seeks talented, collaborative and mission-focused individuals to join our advancement team in driving philanthropic support for the University of Cincinnati and UC Health. All offers of full-time employment are contingent upon passing a criminal background check and drug test. Positions requiring a degree are also contingent upon education verification.
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