Assistant Director of Gift and Estate Planning
3 Days Old
Posting Details
Posting Number S13757P
Working Title Assistant Director of Gift and Estate Planning
Department DAR-Gift & Estate Planning
About the University of Georgia
Since our founding in 1785, the University of Georgia has operated as Georgia's oldest, most comprehensive, and most diversified institution of higher education (https://www.uga.edu/). The proof is in our more than 235 years of academic and professional achievements and our continual commitment to higher education. UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University's main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA employs approximately 3,100 faculty and more than 7,700 full-time staff. The University's enrollment exceeds 41,000 students including over 31,000 undergraduates and over 10,000 graduate and professional students. Academic programs reside in 19 schools and colleges, including our newly formed School of Medicine.
About the College/Unit/Department
Division of Development and Alumni Relations
The Division of Development and Alumni Relations at the University of Georgia advances the goals, objectives, and priorities of the university by generating private financial support, building, and maintaining relationships with alumni and donors, and assisting students with career development opportunities.
Office of Gift & Estate Planning
The Office of Gift & Estate Planning (GEP) is part of the Division of Development & Alumni Relations. GEP assists donors with making a planned gift to the University of Georgia Foundation. This office partners with schools, colleges, units, and fundraisers across campus to ensure donors have the information and resources they need to make a planned gift. Many donors may not realize the capacity they have to positively impact the lives of students, faculty, and the University of Georgia for generations. Most donors cannot afford to make a major gift to the university at a given moment in their lives but planned giving provides an avenue through which the same people can give more than they ever thought possible.
Planned gifts are typically the largest and most significant gift a donor will ever make. At UGA, the evidence of planned giving and the effectiveness of such generosity permeates the institution. The university's most generous benefactors have funded scholarships, chairs and professorships, campus infrastructure and many other areas of critical need.
College/Unit/Department website https://dar.uga.edu/ and http://ugalegacy.org/
Posting Type External
Retirement Plan TRS or ORP
Employment Type Employee
Benefits Eligibility Benefits Eligible
Full/Part time Full Time
Work Schedule
Additional Schedule Information
8:00am-5:00pm; Must be willing and able to work evenings and weekends as necessary
Advertised Salary $80,000+ commensurate qualifications and experience
Posting Date 06/18/2025
Open until filled Yes
Closing Date
Proposed Starting Date 09/01/2025
Special Instructions to Applicants
- This position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position.
Location of Vacancy Athens Area
EEO Policy Statement
The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, or veteran status or other protected status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR (hrweb@uga.edu).
USG Core Values Statement
The University System of Georgia is comprised of our 26 institutions of higher education and learning, as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found online at https://www.usg.edu/policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found online at https://www.usg.edu/policymanual/section6/C2653.
Position Information
Classification Title Development/Fundraising Professional
FLSA Exempt
FTE 1.00
Minimum Qualifications
Requires at least a baccalaureate degree in the field. Please contact your Human Resources office for an evaluation of education/experience in lieu of the required minimum qualifications.
Preferred Qualifications
- At least 3 years development experience or professional experience related to certified financial planning, wealth, or tax planning.
- Estate planning and/or planned giving fundraising experience preferred.
Position Summary
Reporting to the Senior Director of Gift & Estate Planning in the Division of Development & Alumni Relations, the Assistant Director of Gift & Estate Planning is critical to University of Georgia's efforts to identify and cultivate private support across all schools, colleges, and units on campus. The position supports key efforts to raise private funds that support student career preparation, scholarships, faculty support, research, innovation, public service and outreach, facility renovations as well as unrestricted money.
This position focuses on managing a pipeline of deferred major gifts by establishing annual goals for individual donor prospects. Likewise, this position has responsibility for contributing to the university's fundraising goals while supporting each development office in the schools, colleges, and units on campus. The position works collaboratively with UGA Foundation trustees and other key volunteers as needed on university-wide and unit-based planned giving efforts.
The Assistant Director of Gift & Estate Planning also serves as the liaison and subject-matter expert to other development officers across campus and therefore is critical to the central development team's ability to support cross-campus collaboration and strategy development for prospects and donors capable of major gifts ($50k+).
Knowledge, Skills, Abilities and/or Competencies
- Overall knowledge of the fundraising processes
- Emphasis on deferred giving techniques and methodology
- Ability to explain complex gifts to be understood by donors and development officers
- Self-starter, takes initiative, and can work independently as well as in a team environment
- Exemplary communications skills (written, verbal, and nonverbal)
- Organizational skills
- Demonstrates a commitment to outstanding customer service
- Knowledge of Word, Excel, database management, and email skills
- Exhibits behavior that supports the mission, vision, and values of the University of Georgia
- Communicates and employs interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct
Additional Division Expectations:
- Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment.
- Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation.
Physical Demands
- Work evenings and weekends as necessary
- Work in a standard office environment
- Travel in and out of state as necessary
- Sit and work at a computer workstation for extended periods of time
- Work using electronic mail, telephone, face-to-face discussions, paper form correspondence
- Communicate effectively in writing, speaking, and listening
- Organize and establish priorities; Remember detail; multi-task
- Lift and/or move up to 20 pounds
- Walk, stand, stoop, lift, kneel, climb
Is driving a responsibility of this position? Yes
Is this a Position of Trust? Yes
Does this position have operation, access, or control of financial resources? No
Does this position require a P-Card? No
Is having a P-Card an essential function of this position? No
Does this position have direct interaction or care of children under the age of 18 or direct patient care? No
Does this position have Security Access (e.g., public safety, IT security, personnel records, patient records, or access to chemicals and medications) Yes
Credit and P-Card policy
Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the UGA Credit Background Check website.
Background Investigation Policy
Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the UGA Background Check website.
Duties/Responsibilities
Duties/Responsibilities
- Grow a network of estate planning professionals to identify, cultivate, solicit, and successfully book gifts.
- Identify and cultivate relationships with attorneys, accountants, and other wealth and financial planning advisors to provide information about planned giving options, utilization of gifts, or University information. This involves proactive outreach, oversight, management and strategizing with internal and external partners in the plan management, preparation, and execution of strategies to achieve planned gift goals for individual units and the University overall.
Percentage of time 40Duties/Responsibilities
- Develop and manage a portfolio of prospects to cultivate and solicit planned gifts. Duties to include identifying, cultivating, and soliciting planned giving prospects, qualifying referred planned giving prospects and all other prospects that indicate an interest in making a planned gift.
- Provide responses to requests for planned giving materials.
- Visit and communicate with donors, prospective donors, and donors' professional advisors
Percentage of time 40Duties/Responsibilities
- Assist in the development of programs, seminars, trainings, presentations, and other information for internal and external stakeholders to promote and explain planned giving.
Percentage of time 15Duties/Responsibilities
- Attend and participate in all division meetings as well as donor events across campus.
- Participate in personal, professional development opportunities (e.g., SEC/ACC Planned Giving Council, the Georgia Planned Giving Council, as well as conferences and seminars when available).
- Serve as a resource for development colleagues regarding planned giving options and instruments.
Percentage of time 5
Contact Information
Recruitment Contact
Contact Details
For questions concerning this position or recruitment progression, please refer to the Recruitment Contact listed below.
Recruitment Contact Name Development & Alumni Relations' Office of Talent Management
Recruitment Contact Email dartalent@uga.edu
Recruitment Contact Phone
Posting Specific Questions
Required fields are indicated with an asterisk (*).
- * How did you hear about this employment opportunity?
- Chronicle of Higher Education
- DAR Careers Page
- DiversityJobs.com
- Handshake
- Insight Into Diversity
- Inside Higher Ed
- UGAJobs (UGA's job board)
- Other (please provide name of source)
- Resume/CV
- Cover Letter
- Location:
- Athens
- Job Type:
- PartTime