Director, Estate and Gift Planning

5 days ago


Coral Gables, Florida, United States The University of Miami Full time
About the Role

The University of Miami seeks a highly skilled and experienced Director, Estate and Gift Planning to join its Division of Development and Alumni Relations. This key position plays a vital role in executing annual plans to capture philanthropic support for the University, primarily for the Academy, through planned and other gifts from alumni and non-alumni individuals.

Key Responsibilities
  • Develop comprehensive strategic prospecting, marketing, and stewardship plans for the Office of Estate and Gift Planning, assigned units, and affiliated organizations.
  • Identify and research prospective donors, developing and executing cultivation and solicitation strategies.
  • Manage a portfolio of prospects to cultivate and solicit planned gifts, directly raising commitments from that portfolio.
  • Coordinate and participate in one-on-one cultivation visits and gift solicitations, implementing stewardship strategies for planned gift and other donors.
  • Work with attorneys and advisors to provide information on planned giving options and University information to ensure gift receipt.
  • Draft documents, such as gift agreements and gift annuity agreements, for the completion of gifts.
  • Assist in developing programs, seminars, and presentations to promote and explain planned giving.
  • Coordinate with the OEGP marketing team to develop and execute planned giving marketing and promotional materials.
Requirements
  • Bachelor's Degree in a relevant field.
  • Minimum 5 years of relevant experience, with a preference for experience in fundraising, particularly planned giving.
  • Knowledge of business and management principles, ability to direct and manage department operations, and establish department goals and objectives.


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