Director of Estate, Trust

Position Details

Position Information Internal Posting? Posting Number SP004371P Position Title Director of Estate, Trust & Gift Planning Division/College University Advancement-MID Department University Development Location Moscow, Boise, Coeur d’Alene Posting Context Statement Position reports to the Senior Director of Estate, Trust & Gift planning within University Development. It is one of two Directors. The primary focus of the position is to develop and cultivate relationships with alumni and friends of the University of Idaho for the purpose of obtaining financial support for the university’s priority goals and mission. Position Overview This position will be working with the development team to advance the mission of the University of Idaho by inspiring private giving among alumni, friends, corporations, and foundations. By building and strengthening relationships, our donor-centered approach connects stakeholders’ passions and philanthropic goals with opportunities to support the university priorities.

Duties may include: Establishes relationships with planned giving donors and prospects that incorporate visits, proposals, and ongoing stewardship Maintains personal responsibility for a portfolio of 75-100 donors and prospects; will make 120-160 strategic moves per year and submit 30-45 proposals of $25,000 or more per year Close $3-$5M in new gifts and commitments per year Works with professional advisors of prospective donors Supervise other planned giving officers Participates with the OETGP team to brainstorm, review, edit and improve OETGP marketing and to establish an overall marketing plan Gives periodic planned giving presentations/training to development officers, volunteers, donor and prospect groups and professional organizations Shares in staffing the Gift Acceptance Committee and OETGP Planned Giving Advisory Board(s) Other duties as assigned Unit URL Position Qualifications Required Experience Five years’ experience in grant writing, fundraising, outside sales or constituent-based outreach Experience working in an environment dependent on developing and maintaining positive relationships with a demonstrated record of teamwork and collaboration Required Education Bachelor’s degree Required Other Must be able to work nonstandard hours and weekends to meet business needs Must be able to travel regularly Possess a valid driver’s license and be able to meet policy requirements for driving university-owned vehicles Additional Preferred Education: An advanced degree or professional certification related to estate and/or financial planning such as a CPA, CFP, J.D., AB, LLM, MBA, CSPG or AEP Experience with/in: Complex gift issues, with the ability to analyze and interpret information and make decisions and to organize and carry out complex tasks with minimum supervision. Supervising direct reports Recruiting, organizing and managing volunteers Public relations or marketing experience, preferably related to fundraising Database computer systems and microcomputer applications, preferably with customer relationship management systems Communicating effectively both verbally and in writing Physical Requirements & Working Conditions None Degree Requirement Listed degree qualification is required at time of hire Posting Information FLSA Status Overtime Exempt Employee Category Exempt Pay Range $88,000 annually or high depending on education and experience Type of Appointment Fiscal Year FTE 1 Full Time/Part Time Full Time Funding A visa sponsorship is available for the position listed in this vacancy. No

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