- Direct day-to-day operations of gift planning. Set goals for productivity and efficiency in gift solicitation. Plan effective allocation of resources.
- Actively solicits gifts from individuals. Prepares proposals on gift contributions.
- Works with donor's lawyers, accountants, and financial advisors to provide technical and legal oversight from the University's perspective.
- Conceptualizes and oversees planned giving marketing strategies.
- Oversees general office administration, including gift acceptance of planned gifts, and administration of bequests.
- Oversees development and management of planned giving data, including adding, updating, and deleting records as necessary.
- Trains and educates subordinate staff and development directors on concepts of planned giving.
- Develops and cultivates planned giving proposals and present development projects to prospects for deferred and outright gifts for University and schools.
- Provides technical expertise in gift planning to current and prospective donors regarding the tax and financial aspects and consequences of various planned giving programs, to ensure the best interests of both the donor and the University are met.
- Performs other duties as assigned. Qualifications
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Access Philanthropy Baltimore, United StatesThe University of · Maryland, Baltimore (UMB), Office of Philanthropy · is · currently seeking a · Director, Gift · Planning . · Benefits: · UMB offers a · comprehensive benefits package · that prioritizes · wellness, work/life balance, and professional development. This · po ...
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Director, Gift Planning - Baltimore, United States - University of Maryland School of Medicine
Description
Director, Gift Planning-(SI)The University of Maryland, Baltimore (UMB), Office of Philanthropy is currently seeking a Director, Gift Planning .
Benefits:
UMB offers a comprehensive benefits package that prioritizes wellness, work/life balance, and professional development. This position participates in a retirement program that must be selected and is effective on your date of hire. Exempt regular staff receive a generous PAID leave package that includes over 4 weeks of vacation accrued each year, 15 paid holidays, 3 personal leave, unlimited accrual of sick time, and comprehensive health insurance; professional learning and development programs; tuition remission for employees and their dependents at any University System of Maryland school; and flexible work schedules and teleworking options (if applicable per job).
Primary Duties:
Education: Bachelor's degree. Master's degree or JD preferred.
Experience: Eight years of development experience with negotiation and management of third party planned giving vendors and at least four years in planned giving, preferably within an institution of higher education.
Supervisory Experience: Four years of direct management involved in recruitment, training, performance, and professional development of staff.
Certification/Licensure:
Other:
Knowledge, Skills, Abilities:
Thorough knowledge of position requirements. Thorough knowledge of all applicable requirements, regulations, and laws. Skill in effective use of applicable technology/systems. Ability to effectively communicate both verbal and written thoughts, ideas, and facts. Ability to support a mission and strategic vision. Instructional, training, and teambuilding skills to strengthen and cultivate relationships. Skill in consultation and change management. Ability to demonstrate, understand, apply, and adhere to the UMB Core Values of Respect and Integrity, Well-being and Sustainability, Equity and Justice, and Innovation and Discovery.
Hiring Range: $, - $, (Commensurate with education and experience)
Job
:Reg or CII Exempt Staff-EHEmployee Class :Exempt RegularFull Time/Part Time:Full-TimeShift
:Day JobFinancial Disclosure:NoOrganization
:PhilanthropyJob Posting
:May 6,Unposting Date
:Jun 5, , 11:59:00 PM