Director of Planned Giving

Department

Office of Institutional Advancement (OIA) inspires commitment to UMBC. We lead fundraising and development initiatives to support the University’s strategic priorities and goals. We engage and cultivate relationships with individuals, foundations, corporations, alumni, faculty, and colleagues using our expertise, partnerships, and resources. We are committed to thoughtfully stewarding relationships and strategically approaching opportunities that serve and support UMBC and its community.

This is a leadership role within UMBC’s Office of Institutional Advancement, responsible for managing the Planned Giving team and developing enterprise-wide strategies to secure transformational support. The Director leads in a high-growth environment, driving collaborative efforts across the centralized development team and acting as the university’s subject matter expert for planned, estate, blended, and complex gifts. A primary focus of this role is the strategic re‑branding, re‑launching, and ongoing management of UMBC’s legacy society.

UMBC offers competitive compensation. This role starts at $134,000 and has over 4 weeks of vacation for regular full‑time roles. Tuition remission is also available.

What is it like to work at UMBC? Check out Glassdoor or Indeed.

For 16 years in a row UMBC has been recognized as a Great College to Work For!

A hybrid telework schedule may be available.

• Serves as the lead strategist for the development and execution of university-wide gift‑planning initiatives.
• Develops and maintains a portfolio of active donor relationships to maximize philanthropic opportunities using blended and tax‑wise gift approaches.
• Collaborates with development officers, academic leaders, and external legal/financial advisors to execute complex gift planning strategies that align with donor intent and university priorities.

• Leads the comprehensive re‑branding and re‑launching of the UMBC legacy society to increase visibility and member engagement.
• Manages the day‑to‑day operations and growth of the legacy society, ensuring proper stewardship and recognition of all planned gift donors.
• Provides leadership and performance management for the Gift Planning team, including hiring, training, and professional coaching.
• Develops comprehensive training for the broader development community to increase institutional capacity for identifying planned giving prospects.

• Provides leadership to key collaborative operational partnerships to ensure a seamless donor experience and optimal program production.
• Functions as the primary lead for operational services that enhance non‑cash and special gift‑giving activities.
• Leads the strategy for growth and retention of the planned gift donor pipeline through a comprehensive, centralized marketing strategy.
• Partners with Advancement Communications to facilitate effective outreach and educational materials for donors and their professional advisors.
• Plans and executes strategic initiatives that integrate gift planning into the overall goals of the university’s fundraising campaigns.

Education:

• Bachelor's Degree

Experience:

• Minimum of seven (7) years of experience development
• Minimum of five (5) years of experience specifically focused on planned giving or trust/estate law.
• Demonstrated success in building or scaling a planned giving program within a higher education or non‑profit environment.
• Deep knowledge of IRS regulations regarding charitable contributions.
• Expertise using planned giving software (PG Calc, Crescendo).
• Proven record of interacting effectively and as a trusted partner with corporate and individual fiduciaries, surviving family members, and other key internal and external partners.
• Strong verbal and writing skills.
• Self‑start with excellent organizational skills.
• High attention to detail and follow‑up skills.
• Ability to manage confidential information with discretion and tact.
• Ability to interpret and translate complex financial concepts into heart‑centered…