Director, Estate & Gift Planning

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The Director Estate and Gift Planning (OEGP) in the Division of Development and Alumni Relations (DAR) assists in the execution of annual plans of action designed to capture philanthropic support primarily for the schools colleges and units on the University of Miami Coral Gables and Rosenstiel campuses through planned gifts from alumni and non-alumni individuals. The incumbent reports to the Managing Executive Director of OEGP and is based at the Newman Alumni Center on the Coral Gables campus.

CORE JOB FUNCTIONS

1. Assists in the development of comprehensive strategic prospecting marketing and stewardship plans for OEGP assigned units and relevant affiliated organization which outlines measurable objectives and strategies for all significant activity during the year.

2. Identifies and researches prospective donors and develops and executes cultivation and solicitation strategies for them. Assists relevant and assigned gift officers with researching prospective donors developing and implementing cultivation solicitation and stewardship strategies preparing donor proposals and preparing reports.

3. Develops and manages an active portfolio of prospects to cultivate and solicit planned gifts and directly raises planned gift and other commitments from that portfolio and in partnership with other gift officers.

4. Coordinates and personally participates in one-on-one cultivation visits and gift solicitations and works to close planned gifts. Implements stewardship strategies for planned gift and other donors.

5. Works 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.

6. Drafts documents such as University-wide gift agreements gift annuity agreements and other pertinent documentation for the completion of a gift.

7. Assists in the development of programs seminars trainings presentations and other information for internal and external stakeholders to promote and explain planned giving.

8. Assists the OEGP marketing team in the coordination development and execution of planned giving marketing and promotional materials and mailings for OEGP assigned units and relevant affiliated organizations and coordinates and responds to inquiries received from the same.

9. Assists in the preparation organization and management of files reports research meetings presentations and such.

10. Performs such other responsibilities and special projects as needed or as assigned to support OEGP assigned units DAR or University initiatives.

11. Adheres to University and DAR policies and procedures and safeguards University assets.

MINIMUM QUALIFICATIONS

Education:

Bachelors Degree in relevant field is required a law degree is preferred.

Experience:

Minimum 5 years of relevant experience required. Any relevant education certifications and/or work experience may be considered.

Knowledge Skills and Attitudes:

Knowledge of business and management principles.

Ability to direct manage implement and evaluate department operations.

Ability to establish department goals and objectives that support the strategic plan.

Ability to effectively plan delegate and/or supervise the work of others.

Ability to lead motivate develop and train others.

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The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.

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