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Sr. Development Director, Planned Giving

Company: University of Miami
Date Posted: April 10, 2018

The University of Miami is considered among the top tier institutions of higher education in the U.S. for its academic excellence, superior medical care, and cutting-edge research.  At the U, we are committed to attracting a talented workforce to support our common purpose of transforming lives through teaching, research, and service.  Through our values of Diversity, Integrity, Responsibility, Excellence, Compassion, Creativity and Teamwork (DIRECCT) we strive to create an environment where everyone contributes in making UM a great place to work.  We are one of the largest private employers in Miami-Dade County; home to more than 13,400 faculty and staff from all over the world.

The Senior Development Director of Planned Giving is responsible for assisting in the execution of an annual plan of action designed to capture philanthropic support through planned giving gifts from alumni and non-alumni individuals to meet the growing needs of the University.    The Senior Director reports to the Executive Director of Planned Giving and works closely with major gifts development officers and other University personnel throughout the University.

Assist in the development of a comprehensive plan for the Department which outlines measurable objectives and outlines strategies for all significant activity during the year.

  • Identify and research prospective donors and funding sources and develop cultivation and solicitation strategies.
  • Develop and maintain an active dashboard of prospects to cultivate and solicit and planned giving donors to steward.
  • Coordinate and personally participate in one-on-one cultivation visits and gift solicitations.
  • Develop and maintain personal contact with prospects and past donors to encourage interest in planned giving options and to provide information concerning the utilization of gifts; coordinate activities with prospect's attorney and/or financial advisor to determine the most appropriate method of deferred giving and to ensure necessary arrangements for collection of gifts.
  • Review existing University-owned life insurance portfolio, assess whether policies are in accordance with original projections, or are in danger of lapsing pre-maturely.  With advisory board assistance, assess policy performance and recommend changes if appropriate.
  • Draft documents such as University-wide gift agreements, gift annuity agreements, and other pertinent documentation to the completion of a gift.  Highlight tax and estate planning issues and consequences for donors and their advisors.
  • Coordinate and respond to inquiries arising from planned giving promotional materials and general development literature and mailings.
  • Coordinate with alumni and other University groups in the development of programs to promote and explain fund raising activities and the various methods of estate planning and deferred giving.
  • Assist with the marketing planned giving techniques for the University and its professional schools through direct mail and personal contacts; develop and implement marketing programs through print media and local allied professionals including lawyers, accountants, trust officers, financial planners, and insurance professionals.
  • Maintain and update the Planned Giving website; act as the University liaison with the Planned Giving website company; supervise the planned giving staff responsible for marketing.
  • Assist with the development and implementation of major gift and estate planning seminars to promote deferred giving to the University by its alumni, faculty and friends;
  • Assist with training seminars for major gift officers (University-wide), regarding the various planned giving techniques and typical planned giving donor profiles, in order to educate staff to identify planned giving opportunities.
  • Assist in the preparation, organization and management of files, reports, research, meetings, presentation, conferences and such.

Coordinate the administration of estates for the University to ensure that the University supplies the necessary information and/or documentation to receive estate gifts.

Qualifications:

Candidates must have a bachelor's degree, J.D. degree preferred with five year’s relevant experience. Equivalent combination of education and experience will be considered.  A minimum of 40 hours weekly with flexibility to work overtime when necessary. Candidate must have an excellent command of the English language; outstanding oral and written communication skills, as well as strong interpersonal skills; Candidates must be organized, creative, energetic, and assertive. Knowledge of Microsoft Outlook, Excel, Word.

Apply online at www.miami.edu/careers 

Position # P00004730

The University of Miami is home to some of the brightest minds in the world. We are committed to educating and nurturing students, creating knowledge, and providing service to our community and beyond.  The University of Miami offers competitive salaries and a comprehensive benefits package including medical and dental benefits, tuition remission, vacation, paid holidays and much more.  The University of Miami is an Equal Opportunity/Affirmative Action Employer.  Come join us!

The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply.  Applicants and employees are protected from discrimination based on certain categories protected by Federal law.