Gift Planning

3 weeks ago

Milwaukee, United States University of Wisconsin–Milwaukee Full time

Position Type Non-Teaching Academic Staff Appointment Type Fixed Renewable, Non-Teaching Pay Basis Annual Salary Grade 26 FLSA Status Exempt Percent 100 Posting Type Staff UWM Description

The University of Wisconsin-Milwaukee (UWM) is Wisconsin’s second-largest university, with a unique dual mission of access and research to provide high-quality education for students from all backgrounds. UWM is one of 146 top research universities recognized as “R1” by the Carnegie Classification of Institutions of Higher Education. Along with its main campus in Milwaukee, UWM has branch campuses in Waukesha and Washington County.

School/College/Division Description

At the University of Wisconsin-Milwaukee, the Division of University Advancement has the privilege of championing one of the country’s leading research universities. In collaboration with our internal and external stakeholders, we maximize private support for UWM’s schools, colleges, units and programs through a comprehensive development and alumni relations program that:

- Promotes a university-wide culture of philanthropy and stewardship
- Engages alums through high impact and highly visible programs and services
- Supports and fosters investment in campus priorities
- Respects donors philanthropic interests and passions
- Provides a joyful giving experience
- Complies with relevant professional codes of conduct and ethics
- Holds parties accountable for meeting goals and objectives

Job Summary

The Sr. Director, Gift Planning and Agreements position at UW-Milwaukee is responsible for drafting agreements through consultation with both internal and external stakeholders, managing estate gift administration, and managing the planned gift program including implementation of best-practices for marketing, prospect identification and donor stewardship.

This individual serves as a senior director in University Advancement, a thought leader with significant access to the Vice Chancellor of Advancement and is a leader among fundraising staff. This individual is a strategic partner to the Assistant Vice Chancellor for Advancement. This individual acts as informal, in-house counsel on all matters of gift negotiation, and manages drafting and finalizing gift agreements on behalf of University Advancement and the donor.

Responsible for working with staff in University Advancement and with the Chancellor, Vice Chancellors and other academic leaders to ensure gift agreements are the best possible representation of the donors’ wishes and University interests. Serves as a key partner to the staff and leadership at the UWM Foundation, Inc., and serves as Advancement’s primary contact for compliance matters and often partners with colleagues in UWM’s Office of Legal Affairs.

Responsibilities also include, managing the gift agreement process, ensuring that gift agreements are consistent with UWM and UWM Foundation policies and protocols, tracking and storing gift agreements, monitoring of gift agreements for adherence to University policy and CASE guidelines and serves as an advisor on gift acceptance policies, naming policies and other gift administration procedures.

This individual may manage a gift officer in estate planning, the Director of Gift Planning. This individual may potentially manage other members of the central development staff, as needed. This individual may manage a small portfolio of principal level prospects and donors ($1M+), primarily estate planning prospects.

Minimum Qualifications
- A Bachelor’s degree
- Experience working in a client service profession such as advancement, financial planning or legal services
- Excellent verbal communication and interpersonal skills
- Exceptional written communication skills

Preferred Qualifications
- Advanced degree in law (JD)
- Progressively responsible experience in drafting contracts or agreements
- Experience working in large, complex institutions like universities, hospitals or government agencies
- Experience in speaking with clients about their estate plans or documenting their estate gift intentions
- Professional experience working as an advisor to leadership in making strategic decisions
- Management experience

Target Salary Range Anticipated salary starting at a minimum of $110,000 and will be determined by finalist's experience, training, education and equity-based factors. Benefits and Total Rewards

As part of UWM’s commitment to supporting the success of our team members through positive experiences, employees are provided with Benefits to Benefit You and Your Life. UWM offers a comprehensive benefits package and contributes towards the cost of several benefit plans. Employees with a qualifying position also receive an **extensive leave package** including vacation, sick leave (with no expiration), personal holiday, and paid legal holidays. Please visit this link to view summary benefits information. (Compensation figures are for example purposes only.) **UWM** Benefits

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