Assistant Director of Gift and Estate Planning

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website and 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:am–5:pm; Must be willing and able to work evenings and weekends as necessary Advertised Salary $,+ commensurate qualifications and experience Posting Date //5 Open until filled Yes Closing Date Proposed Starting Date //5 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@). USG Core Values Statement The University System of Georgia is comprised of our 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..1.2 and can be found online at policymanual/section8/C/#p8.2._personnel_conduct .
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found online at policymanual/section6/C3 . Position Information Classification Title Development/Fundraising Professional FLSA Exempt FTE 1. 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 ($k+). 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 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 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 Duties/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 Duties/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 Duties/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@ Recruitment Contact Phone
Location:
Athens
Job Type:
PartTime

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