Director of Estate and Gift Planning

2 weeks ago

Coral Gables, Florida, United States The University of Miami Full time
Job Summary

The University of Miami seeks a highly skilled and experienced Director of Estate and Gift Planning to join its Division of Development and Alumni Relations. This key role will play a critical part in executing annual plans of action 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 Division of Development and Alumni Relations, assigned units, and relevant affiliated organizations.
  • Identify and research prospective donors, developing and executing cultivation and solicitation strategies to secure planned gifts and other commitments.
  • Manage an active portfolio of prospects, cultivating and soliciting planned gifts and directly raising commitments from that portfolio, in addition to those worked on in partnership with other gift officers.
  • 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/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.
  • Draft documents such as gift agreements, gift annuity agreements, and other pertinent documentation for the completion of a gift.
  • Assist in the development of programs, seminars, trainings, presentations, and other information for internal and external stakeholders to promote and explain planned giving.
  • Collaborate with the OEGP marketing team in the coordination, development, and execution of planned giving marketing and promotional materials and mailings for the Division of Development and Alumni Relations, assigned units, and relevant affiliated organizations.
  • Perform other responsibilities and special projects as needed or assigned to support the Division of Development and Alumni Relations, assigned units, or University initiatives.
Requirements
  • Bachelor's Degree in a relevant field is required.
  • 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, manage, implement, and evaluate department operations, establish department goals, and objectives that support the strategic plan, and effectively plan, delegate, and/or supervise the work of others.

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