Associate Director of Development, OEGP

Associate Director of Development

The Associate Director of Development, Estate & Gift Planning (Associate Director) is a key member of the Office of Estate and Gift Planning (OEGP) team within the University of Hawaiʻi Foundation (UHF), primarily focused on identifying, qualifying, engaging and soliciting prospective donors for planned and blended gifts that support UH System and its campuses. This includes bequests, charitable gift annuities (CGAs), charitable remainder trusts (CRTs), qualified charitable distributions (QCDs), and other complex gift vehicles.

The Associate Director will close gifts and steward donors so that positive and mutually beneficial relationships continue and will partner closely with development officers system-wide to embed planned giving into their prospect pipelines.

Success in this role depends on strong prospect qualification skills, excellent in-person and virtual donor meetings, and impeccable follow-through, including timely and thorough contact reports and next-step execution.

Reports to:

Associate Vice President, Gift Planning & Donor Development (AVP)

Unit Focus: UH System

Duties & Responsibilities:

• Prospect Qualification, Cultivation and Solicitation
• Build and actively manage a portfolio of 75-80 planned giving prospects, including those identified by the Associate Director and those referred by development officers, the AVP, and UHF colleagues system wide.
• Qualify prospects for planned giving through discovery conversations, capacity and affinity research, and coordination with Development and Research colleagues, determining appropriate gift vehicles and next steps for each prospect.
• Identify, cultivate and solicit prospective donors for planned gifts (bequests, CGAs, CRTs, QCDs and similar vehicles), as well as blended gifts that combine outright, major and deferred components.
• Make appointments for personal visits with prospects and conduct donor meetings that build trust, uncover philanthropic and estate planning interests, and move relationships toward a gift commitment.
• Develop and present gift illustrations and vehicle options in partnership with the AVP and Director of Development (OEGP) to help donors and their advisors evaluate planned giving options.
• Contact Reports, Documentation and Follow-Through
• File timely, clear and complete contact reports after every substantive donor interaction, capturing key details, donor intent, and agreed-upon next steps.
• Participate actively and consistently in the UHF Prospect Management Process: file timely (monthly) prospect clearance requests for cultivation and solicitation; provide monthly schedules of prospect appointments; communicate with all team members on each assigned prospect; develop written strategies and adhere to a scheduled strategy for the cultivation and closing of planned gifts.
• Ensure diligent follow-through on commitments made to donors, colleagues and advisors, including coordinating proposal drafting, gift documentation, and handoff to the Gift Planning Specialist for administration and stewardship.
• Partnership and Collaboration
• Work collaboratively with development officers throughout UHF and across UH System to identify planned giving prospects within their portfolios and to embed planned giving conversations into broader donor strategies.
• Develop a clear understanding of OEGP's planned giving vehicles, gift illustrations, and internal gift counting practices in order to speak credibly with donors, advisors and development officer colleagues.
• Support the OEGP team's engagement with the Professional Adviser Network (trust officers, estate attorneys, financial advisors and tax professionals) as appropriate.
• Steward current and past planned giving donors, including Heritage Society members, to assure ongoing involvement and increased giving.
• Work as a positive and productive member of the OEGP and UHF Development teams for the benefit of the total University.
• Perform other duties in support of UHF's mission as assigned.

Job Qualifications:

• Bachelor's degree required.
• Two or more years of progressive experience in non-profit, development, educational, financial services, legal, or membership organization settings is preferred; experience with planned giving is a plus.
• Demonstrated success qualifying prospects, developing gift strategies, conducting donor meetings, and soliciting and closing gifts.
• Strong written communication skills, with particular attention to producing clear, accurate and timely contact reports, proposals, and donor correspondence.
• Working knowledge of, or strong willingness and ability to learn, planned giving vehicles (bequests, CGAs, CRTs, QCDs, and similar instruments) and their tax and estate planning implications.
• Highly organized, detail-oriented, and reliable with follow-through on commitments and deadlines.
• Demonstrated ability to exercise discretion and maintain confidentiality when handling sensitive and confidential information.
• Must possess a valid driver's license or have a reliable mode of…