The Assistant Director of Development, Gift Planning Administration
is an integral team member of the Office of Gift Planning (OGP) in
the University Relations Development program. Working under the
Executive Director, the Assistant Director serves as the
university’s primary liaison for all realized estate gifts by
managing bequest and planned gift administration and processing
distributions from various estate sources. The Assistant Director
also supports the gift work of the gift planning development
officers by drafting planned giving gift agreements and due
diligence reports for special/complex gifts.
- Bequest Administration. Serve as the university’s
primary liaison to manage the bequest/estate administration process
from start to finish. Monitor, review and process legal
documentation, trust statements and related materials for
distributions from various estate sources. Interact and communicate
effectively with university, external and organizational partners
to close realized bequests and other estate gifts.
- Planned Gift Administration. Prepare extensive
detailed gift documentation (for bequest pledges, charitable gift
annuities, charitable trusts, etc.) for the Office of Gift
Acceptance to record blended and future gifts in the Blackbaud
Fundraising Performance Management platform. Participates as a team
member working with BNY Mellon,
the UMCP Foundation’s planned giving services provider.
Stays abreast of planned giving current events and changes in tax
- Planned Gift Documentation. Assist planned giving
officers to develop new gift documentation, such as drafting
charitable gift annuity agreements, etc.
- Special/Complex Assets. Facilitate protocol for
noncash gifts to the university.
- Assist OGP with marketing, donor relations,
stewardship or other projects as needed.
(include licenses, certifications,
Bachelor’s degree required.
At least 5 years of executive administrative experience, with a
strong preference for experience within a higher education and/or
Knowledge, Skills, and Abilities:
- General understanding of development/fundraising
- General knowledge of legal terminology and processes;
experience reviewing and processing legal documentation and
communicating with legal professionals.
- Develops internal/external professional relationships and works
effectively and collaboratively in a large complex university.
- Applies critical thinking and problem solving skills to analyze
and resolve situations; results oriented.
- Communicates clearly, concisely and appropriately both verbally
and in writing.
- Demonstrates the ability to prioritize tasks and meet deadlines
- Is highly organized and has high attention to detail and
- Works proactively and independently, as well as a team player
in a fast-paced environment.
- Has familiarity with IRS general guidelines and basic
- Is proficient in Microsoft Office and has an ability to
use/learn desktop and online databases and software systems
(Blackbaud Fundraising Performance Management, PGCalc, Ellucian
- Demonstrates tact, discretion, good judgment in handling
confidential information and has a strong customer service