Director of Planned Giving

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The 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 seek to 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.

• 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 acomprehensive, 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 goalsof the university’s fundraising campaigns.

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

A hybrid telework schedule may be available.

• Bachelor's Degree

• 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)
• Prove 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 stories for donors.

• JD, CFP, or CAP certifications highly preferred
• Tuition remission at UMBC for eligible dependents after two years of FT employment

• Life and disability insurance
• Ret…