Associate Director of Development, Estate & Gift Planning

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Full Time Professional Honolulu, HI, US

3 days ago Requisition

Salary Range: $76,000.00 To $81,000.00 Annually

Title:

Associate Director of Development, Estate & Gift Planning

Department:
Office of Estate & Gift Planning

FLSA Status:
Full-Time Exempt

About the University of Hawai’i Foundation:

The University of Hawaiʻi Foundation was established in 1955 to encourage private support for the University of Hawaiʻi. Today it is the central fundraising organization for the UH System and is contracted by the Board of Regents to be the sole provider of fundraising and alumni services. In addition to fundraising, the Foundation manages more than 7,000 gift accounts for the benefit of the university and its students.

The UH Foundation is a private, institutionally related corporation designated as a 501(c)(3) organization by the Internal Revenue Service. It is a legally separate entity from the University of Hawaiʻi, the UH Alumni Association, and all other UH affiliates. However, the UH Foundation works closely with these organizations, as well as with others in the community, exclusively for the benefit of the university.

To inspire giving and partnership with the University of Hawaiʻi by fostering UH pride and passion among donors, alumni and the community.

To unite donors' passions with the University of Hawaiʻi's aspirations by raising philanthropic support and managing private investments to benefit UH, the people of Hawaiʻi and our future generations.

Our values shape our relationships and guide our thinking and actions. By living our values, we build trust with our fellow employees, our donors, the university and the broader community.

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.

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

• UH System

Development and Fundraising (100%)

• 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…