This job was posted by https://idahoworks.gov : For more information,
please see: https://idahoworks.gov/jobs/2188907
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rrUniversity of Idaho
rrDirector of Estate, Trust & Gift Planning
rrLocation: Moscow, Boise, Coeur dAlene
rrDivision/College: University Advancement-MID
rrEmployee Category: Exempt
rrPay Range: \$88,000 annually or high depending on education and
experience
rrFTE: 1
rrFull/Part Time: Full Time
rrPosition Summary:
rThis position will be working with the development team to advance the
mission of the University of Idaho by inspiring private giving among
alumni, friends, corporations, and foundations. By building and
strengthening relationships, our donor-centered approach connects
stakeholders\' passions and philanthropic goals with opportunities to
support the university priorities.
Duties may include:
- Establishes relationships with planned giving donors and prospects
that incorporate visits, proposals, and ongoing stewardship
- Maintains personal responsibility for a portfolio of 75-100 donors
and prospects; will make 120-160 strategic moves per year and submit
30-45 proposals of \$25,000 or more per year
- Close \$3-\$5M in new gifts and commitments per year
- Works with professional advisors of prospective donors
- Supervise other planned giving officers
- Participates with the OETGP team to brainstorm, review, edit and
improve OETGP marketing and to establish an overall marketing plan
- Gives periodic planned giving presentations/training to development
officers, volunteers, donor and prospect groups and professional
organizations
- Shares in staffing the Gift Acceptance Committee and OETGP Planned
Giving Advisory Board(s)
- Other duties as assigned
rrMinimum Qualifications:
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- Five years experience in grant writing, fundraising, outside sales
or constituent-based outreach
- Experience working in an environment dependent on developing and
maintaining positive relationships with a demonstrated record of
teamwork and collaboration
rrPreferred Qualifications:
rEducation:
- An advanced degree or professional certification related to estate
and/or financial planning such as a CPA, CFP, J.D., AB, LLM, MBA,
CSPG or AEP
Experience with/in:
- Complex gift issues, with the ability to analyze and interpret
information and make decisions and to organize and carry out complex
tasks with minimum supervision.
- Supervising direct reports
- Recruiting, organizing and managing volunteers
- Public relations or marketing experience, preferably related to
fundraising
- Database computer systems and microcomputer applications, preferably
with customer relationship management systems
- Communicating effectively both verbally and in writing
rrPhysical Requirements & Working Conditions:
r
None
r
rRequired Licensures, Certifications or other
r
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rPosting Number: SP004371P
rrPosting Date: 05/07/2024
rrClosing Date:
rrOpen Until Filled: Yes
rrSpecial Instructions:
rIn your letter of
qualification,
using details and examples, please address all of the required and
preferred qualifications for this position and how your experience and
skills align. The information provided in your letter of qualification
will be used to determine eligibility for an interview and demonstrate
your communications skills.
If you would like to see the full job description, please contact Riley
Reintjes at rreintjes@uidaho.edu.
rrBackground Check: Applicants who are selected as final possible
candidates must be able to pass a criminal background check.
rrTo apply, please visit:
jobs.uidaho.edu
rrEEO Statement
rUniversity of Idaho is an Equal Opportunity/Affirmative
Action/Veterans/Disability Employer.
rr
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