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Director, Estate

2 months ago

Miami FL United States University of Miami Full time
Job DescriptionCurrent Employees:

If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.

The Director, Estate and Gift Planning (OEGP) in the Division of Development and Alumni Relations (DAR), assists in the execution of annual plans of action designed to capture philanthropic support primarily for the University of Miami Miller School of Medicine/UHealth System through planned gifts from grateful patients, alumni, and non-alumni individuals. The incumbent reports to the Executive Director of OEGP but is based primarily at the Office of Medical Development on the Medical campus.

CORE JOB FUNCTIONS

Assists in the development of comprehensive strategic prospecting, marketing, and stewardship plans for OEGP, assigned units, and relevant affiliated organization, which outlines measurable objectives and strategies for all significant activity during the year. Identifies and researches prospective donors and develops and executes cultivation and solicitation strategies for them. Assists relevant and assigned gift officers with researching prospective donors, developing and implementing cultivation, solicitation, and stewardship strategies, preparing donor proposals, and preparing reports. Develops and manages an active portfolio of prospects to cultivate and solicit planned gifts and directly raises planned gift and other commitments from that portfolio and in partnership with other gift officers. Coordinates and personally participates in one-on-one cultivation visits and gift solicitations and works to close planned gifts. Implements stewardship strategies for planned gift and other donors. Works with attorneys and/or other advisors of prospective and current donors to provide information about planned giving options, utilization of gifts, or University information to ensure the receipt of gifts. Drafts documents, such as University-wide gift agreements, gift annuity agreements, and other pertinent documentation for the completion of a gift. Assists in the development of programs, seminars, trainings, presentations, and other information for internal and external stakeholders to promote and explain planned giving. Assists the OEGP marketing team in the coordination, development, and execution of planned giving marketing and promotional materials and mailings for OEGP, assigned units, and relevant affiliated organizations and coordinates and responds to inquiries received from the same. Assists in the preparation, organization, and management of files, reports, research, meetings, presentations, and such. Performs such other responsibilities and special projects as needed or as assigned to support OEGP, assigned units, DAR, or University initiatives. Adheres to University and DAR policies and procedures and safeguards University assets.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

CORE QUALIFICATIONS

Education:

Bachelor’s Degree in relevant field is required

Experience:

Minimum 7 years of relevant experience required, preferably in medical planned giving or medical fundraising.

Any appropriate combination of relevant education, experience and/or certifications may be considered.

Knowledge, Skills and Attitudes:

  • Knowledge of business and management principles.
  • Ability to direct, manage, implement, and evaluate department operations.
  • Ability to establish department goals, and objectives that support the strategic plan.
  • Ability to effectively plan, delegate and/or supervise the work of others.
  • Ability to lead, motivate, develop, and train others.

The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more.

UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for.

Patient safety is a top priority. As a result, during the Influenza ("the flu") season (September through April), the University Of Miami Miller School Of Medicine requires all employees who provide ongoing services to patients, work in a location (all Hospitals and clinics) where patient care is provided, or work in patient care or clinical care areas, to have an annual influenza vaccination. Failure to meet this requirement will result in rescinding or termination of employment.

The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.

Job Status:Full timeEmployee Type:StaffPay Grade:H15