Estate Planning Strategist

3 weeks ago


Coral Gables, Florida, United States University of Miami Full time
Job Description: We are seeking a highly skilled Estate Planning Strategist to join our team at the University of Miami. As a key member of our Division of Development and Alumni Relations, you will play a critical role in executing annual plans of action designed to capture philanthropic support for the university.

In this position, you will assist in developing comprehensive strategic prospecting, marketing, and stewardship plans for our Office of Estate and Gift Planning. This will involve identifying and researching prospective donors, developing and executing cultivation and solicitation strategies, and working closely with gift officers to train them on planned giving. You will also be responsible for managing an active portfolio of prospects, cultivating and soliciting planned gifts, and coordinating one-on-one cultivation visits and gift solicitations.

The ideal candidate will have a bachelor's degree in a relevant field and a minimum of 5 years of experience in fundraising, particularly in planned giving. They will also possess excellent knowledge of business and management principles, as well as the ability to direct, manage, implement, and evaluate department operations.

This is a full-time position that offers a competitive salary range of $80,000 - $110,000 per year, depending on experience. If you are a motivated and results-driven individual who is passionate about estate planning and philanthropy, we encourage you to apply.

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