Assistant/Associate/Director of Development - Estate & Gift Planning

University of Houston; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

The University of Houston is seeking an Assistant, Associate, or Director of Development in Estate & Gift Planning to manage a portfolio of major gifts donors and prospects in support of university-wide initiatives. The role emphasizes deep knowledge of gift planning and the ability to cultivate and solicit donors while collaborating with faculty, staff, and volunteers.

The position offers leadership in fundraising strategy and donor stewardship, with opportunities to advance university

Qualifications

• Education background or equivalent experience in fundraising or related field.
• Strong knowledge of major gifts and planned giving concepts.
• Proven ability to interact with a wide range of stakeholders.
• History of success in facilitating, closing and securing gifts.
• Ability to manage multiple projects concurrently.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as a senior member of the Gift Planning team and provide expertise in deferred and complex gift matters.
• Participate in marketing strategy creation and collaboration with internal and external partners.
• Identify, cultivate, solicit, and steward current and prospective donors.
• Manage a personal portfolio of major and principal gift prospects.
• Plan and implement planned giving strategies with donors and development officers.
• Provide guidance and supervision to staff on estate planning options.
• Collaborate with finance, legal, and advancement teams to enhance gift planning operations.

Skills

Donor cultivation

Major gifts knowledge

Portfolio management

Relationship building

Written communication

Project management

Education

Bachelor's degree or equivalent

Job description

Department:Gift PlanningSalary:Commensurate with Experience/Education

Description:

The Division of Development/Fundraising is hiring (1), Assistant, Associate, or Director of Development- Estate & Gift Planning.

Manages a portfolio of major gifts donors and prospects in support of university-wide initiatives or for one or more assigned colleges or units. Possesses a high level of knowledge and expertise on major gifts and fundraising in general, and at least a mid-level knowledge of planned giving.

• 1. Manages a portfolio of prospects which are mostly at the level of $100,000 to more.
• 2. Identifies, cultivates and solicits prospects and stewards donors; works with faculty, staff and volunteers as appropriate.
• 3. Provides guidance to the college or unit on major gifts, other developments, and fundraising matters.
• 4. If assigned to a college or unit, may be responsible for creating and implementing a development plan for components within the assigned college, including resource management.
• 5. May administer other advancement activities, such as alumni relations, publications, special events, media relations, etc. for an assigned college or unit.
• 6. Participates in University-wide development activities as needed.
• 7. Performs other job-related duties as required.

MQ: Education; Requires a thorough understanding of both theoretical and practical aspects of an analytical, technical or professional discipline; or the basic knowledge of more than one professional discipline. Knowledge of the discipline is normally obtained through a formal, directly job-related 4-year degree from a college or university or an equivalent in-depth specialized training program that is directly related to the type of work being performed.

Assistant Director
Experience: Requires a minimum of one (1) year of directly job-related experience.

Associate Director:
Experience: Requires a minimum of three (3) years of directly job-related experience.

Director:
Experience: Requires a minimum of five (5) years of directly job-related experience.

RESPONSIBILITIES

• -Serve as a senior member of the Gift and Estate Planning team, providing expertise in deferred and complex gift matters.
• -Participate in the creation and implementation of marketing strategies, with internal and external partners and vendors.
• -Identify, cultivate, and solicit current and prospective donors.
• -Manage a personal portfolio of major and principial gift prospects.
• -Plan, coordinate, and implement planned giving strategies with donors and development officers to structure lifetime, blended and deferred gift arrangements.
• -Provide technical expertise, guidance and supervision to system staff on estate planning options.
• -Collaborate with finance, legal and advancement teams to enhance gift planning operations and support fundraising efforts.
• -Maintain current knowledge of gift planning methods. Serve as subject matter expert for internal staff.
• -Promote positive donor relations and stewardship.

QUALIFICATIONS

• -An earned baccalaureate degree from an accredited college or university or equivalent years of relevant experience.
• -5-7 years of professional fundraising or related experience.
• -Demonstrated ability to interact with the public in a wide variety of settings.
• -Deep knowledge of gift planning arrangements and industry best practices.
• -Demonstrated ability to develop strong relationships with all constituencies
  including donors, senior leaders, direct reports, employees, volunteers, board members, and community and business leaders.
• -Documented history of success in facilitating, closing and securing deferred gifts.
• -Ability to manage multiple projects at once.
• -Demonstrated advanced writing skills that produce clear, accurate, and detailed communications.

All positions at the University of Houston-System are security sensitive and will require a criminal history check.

The University of Houston System and its universities are Equal Opportunity Institutions. Everyone is encouraged to apply.