Director of Gift and Estate Planning

Director of Gift and Estate Planning

Reporting to the Senior Director of Gift & Estate Planning in the Division of Development & Alumni Relations, the 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 is responsible for independently managing a portfolio of donors and prospects capable of making significant planned gifts.

This position contributes directly to university-wide fundraising goals and is one of the 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 and advising development partners within schools, colleges, and units on planned giving strategy. The position works collaboratively withUGAFoundation trustees and other key volunteers as needed on university-wide and unit-based planned giving efforts.

The 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+).

Advanced knowledge of fundraising principles with specialized expertise in deferred and complex gift planning Ability to independently analyze, recommend, and structure planned gift solutions Demonstrated ability to explain complex financial, estate, and tax concepts to donors, advisors, and colleagues Strong professional judgment and discretion in donor engagement and solicitation strategy 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 Communicates and employs interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct

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 toCASEstandards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers.

All fundraisers will be held accountable for meeting this expectation.

Sit and work in a standard office environment or vehicle for extended periods of time Hold a valid driver's license Driving as needed to perform job duties Travel in and out of state as needed 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 30 pounds Walk, stand, stoop, lift, kneel, climb

Independently expand and manage program for identifying, cultivating, and soliciting planned giving prospects, referred planned giving prospects, and all other prospects that indicate an interest in making a planned gift. Identify, cultivate, solicit, and steward donors using sophisticated gift planning strategies aligned with donor intent and institutional priorities. Exercise discretion and professional judgment in determining appropriate solicitation methods, gift vehicles, and stewardship approaches.

Document and manage donor strategy, activity, and pipeline progress in BlackbaudCRMplatform.

Lead outreach to coordinate and collaborate with campus development colleagues to design and successfully execute planned gifts for schools, colleges, and departments. This involves proactive outreach, oversight, management and strategizing with internal partners in the plan management, preparation, and execution of strategies to achieve planned gift goals for individual units and the University overall. Influence and support fundraising outcomes through expert consultation, join strategy development, and coordination on complex donor situations.

Provide high-level stewardship for documented planned giving donors through personalized visits and other sustained communication. Maintain long-term donor relationships that reinforce trust, stewardship, and continued commitment to the University of Georgia and increase probability of retaining planned gift.

Serve as a primary resource and subject matter expert for development colleagues regarding planned giving instruments and strategies. Attend and…