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Director of Gift Planning

Urbana, IL Job ID: 1420175


UNIVERSITY OF ILLINOIS FOUNDATION

has an immediate opening for an

Director of Gift Planning

UNIVERSITY OF ILLINOIS FOUNDATION has an immediate opening for an Director of Gift Planning The University of Illinois Foundation (Foundation) is the official fundraising and private gift-receiving organization of the University of Illinois (University). It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University.

The Director of Gift Planning serves as a fundraising subject matter expert resource in the area of planned giving arrangements. This position works collaboratively with colleagues across the three Universities of the University of Illinois System and the University of Illinois Foundation (UIF) to provide technical support and guidance related to gift planning. This includes consulting with frontline major gift officer staff, donors, and professional advisors on matters associated with charitable gift planning, gift planning administrative policies, tax matters, and gift documentation requirements. Secures major and planned giving commitments (both outright and deferred) through the management of personal portfolio. Travels nationally seeking major gift support.

REQUIRED QUALIFICATIONS:

• Provides accurate and timely advice, calculations, proposals, documents, and other assistance to development officers, outside advisors, donors, and other inquiring parties with regard to the technical aspects of outright and deferred gifts; including tax, estate, and financial considerations. Serves as a liaison from the UIF Office of Gift Planning and Trust Services to the three universities.

• Provides guidance to prospects and donors regarding charitable giving options as well as funding opportunities pertaining to colleges, departments, and programs. Position will also maintain and manage a portfolio of prospects and donors.

• Through donor-initiated gift planning inquiries, gift planning marketing responses, and analytics related to gift planning, identifies, qualifies, cultivates, solicits, and stewards gift planning prospects and donors for each university and also for own portfolio of prospects.

• Stays current with and maintains professional knowledge about tax laws, regulatory changes, industry best practices, standards and other technical aspects of charitable gift planning.

• Ensures that all University and UIF administrative standards, procedures and processes are followed, both personally and in guidance provided to others. Provides input into improvements and updates of department processes and documentation.

• In collaboration with University units, assists in the implementation of planned gift marketing strategies to prospects and donors and assists with fundraising campaigns.

• As appropriate and in cooperation with Advancement talent management staff, delivers training to internal and external stakeholders on gift planning techniques and administrative guidelines related to planned gift documentation.

MINIMUM QUALIFICATIONS:

• Bachelor's degree • Five years of experience in charitable gift planning or in related areas of law, taxation, trusts, or investments. • Exemplary integrity, relationship-building skills, and interpersonal skills.

• Excellent analytic ability, oral and written communication skills, and a strong attention to detail.

• The ability to travel as needed to advance gift planning strategies and stewardship for staff meetings and professional development.

Occasional work on nights and weekends and a valid driver’s license are required.

PREFERRED QUALIFICATIONS:

• Experience in a Higher Education institution is strongly preferred.

• A Juris Doctorate (JD), a Certified Financial Planner (CFP) designation, and/or similar designation strongly preferred.

• Related advanced degree preferred.

Application Deadline: December 8, 2019

Application Process:For full consideration for the role, all candidates must complete an online application and include a resume and cover letter. Candidates may create a profile through

https://jobs.uif.uillinois.edu. For further information regarding application procedures, contact Foundation Human Resources at uifhrsearches@uif.uillinois.edu.

THE UNIVERSITY OF ILLINOIS FOUNDATION IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

University of Illinois Foundation

Location: Urbana, IL

Category: Professional