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Associate Director of Gift and Estate Planning

Employer
University of Georgia
Location
Georgia, United States
Salary
$70,000.00 - $80,000.00
Closing date
Sep 22, 2021

View more

Position Type
Fundraising, Major Gifts, Planned Giving
Fields
Education, Philanthropic Advisors
Employment Type
Full Time
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Position Summary

The Associate Director of Gift & Estate Planning is critical to University of Georgia’s efforts to raise private funds that support student career preparation, scholarships, faculty support, research, innovation, public service and outreach, facility renovations as well as unrestricted money.  

This position focuses on managing a pipeline of deferred major gifts by establishing annual goals for individual donor prospects and also serves as the liaison and subject-matter expert to other development officers across campus and therefore is critical to the central development team’s ability to support cross-campus collaboration and strategy development for prospects and donors capable of major gifts ($25k+).

Qualifications

  • Bachelor’s degree and at least 5 years development experience or professional experience related to relationship management in wealth management, banking, tax or legal planning
  • Estate and planned giving fundraising experience preferred

Duties & Responsibilities

  • (60%) Expand and manage program for identifying, cultivating, and soliciting planned giving prospects, referred planned giving prospects and all other prospects that indicate an interest in making a planned gift.
  • (20%) Collaborate with campus development colleagues to identify, cultivate, solicit, and successfully book planned gifts.
  • (15%) Provide meaningful stewardship contacts for documented planned giving donors which includes extensive visits and other communication (phone, mail, text) conversations with the planned giving donors.
  • (5%) Participate in personal, professional development opportunities and serve as a resource for development colleagues regarding planned giving options and instruments.

About the Office of Gift & Estate Planning 

The Office of Gift & Estate Planning (https://dar.uga.edu/gift-estate-planning/) assists donors with making a planned gift to the University of Georgia Foundation. This office partners with schools, colleges, units, and fundraisers across campus to ensure donors have the information and resources they need to make a planned gift. Many donors may not realize the capacity they have to positively impact the lives of students, faculty, and the University of Georgia for generations. Most donors cannot afford to make a major gift to the university at a given moment in their lives but planned giving provides an avenue through which the same people can give more than they ever thought possible.

At UGA, the evidence of planned giving and the effectiveness of such generosity permeates the institution. The university’s most generous benefactors have funded scholarships, chairs and professorships, campus infrastructure and many other areas of critical need.

About the University of Georgia 

The University of Georgia (UGA), a land-grant and sea-grant university with statewide commitments and responsibilities is the state’s oldest, most comprehensive, and most diversified institution of higher education. UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University’s main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA was founded in 1785 by the Georgia General Assembly as the first state-chartered University in the country. UGA employs approximately 1,800 full-time instructional faculty and more than 7,700 full-time staff. The University’s enrollment exceeds 39,000 students including over 30,000 undergraduates and over 9,000 graduate and professional students. Academic programs reside in 17 schools and colleges, as well as a medical partnership with Augusta University housed on the UGA Health Sciences Campus in Athens.

EEO Policy Statement

The University of Georgia is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ethnicity, age, genetic information, disability, gender identity, sexual orientation or protected veteran status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR (hrweb@uga.edu).

 

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