Assistant/Associate/Director of Development - Estate & Gift Planning - (497238 )

University of Houston; Houston (TX); On-site; USD 85,000 - 140,000; Full time

Job summary

The University of Houston is hiring an Assistant, Associate, or Director of Development- Estate & Gift Planning to advance major gifts initiatives across university-wide priorities. This role manages a portfolio of donors and prospects, guiding complex gift strategies and collaborating with faculty and staff.

Responsibilities include developing and executing gift plans, cultivating relationships, and coordinating with finance and legal teams to optimize estate and planned giving.

Qualifications

• Bachelor's degree from an accredited college or university.
• 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.

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 principal 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.

Skills

Major gifts fundraising

Donor relations

Strategic planning

Communication

Education

Bachelor's degree

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 & GiftPlanning.
Manages a portfolio of major gifts donors and prospects in supportof university-wide initiatives or for one or more assigned collegesor units. Possesses a high level of knowledge and expertise onmajor gifts and fundraising in general, and at least a mid-levelknowledge of planned giving.
1. Manages a portfolio of prospects which are mostly at the levelof $100,000 to more. 2. Identifies, cultivates and solicitsprospects and stewards donors; works with faculty, staff andvolunteers as appropriate.
3. Provides guidance to the college or unit on major gifts, otherdevelopments, and fundraising matters.
4. If assigned to a college or unit, may be responsible forcreating and implementing a development plan for components withinthe assigned college, including resource management.
5. May administer other advancement activities, such as alumnirelations, publications, special events, media relations, etc. foran assigned college or unit.
6. Participates in University-wide development activities asneeded.
7. Performs other job-related duties as required.
MQ: Education; Requires a thorough understanding of boththeoretical and practical aspects of an analytical, technical orprofessional discipline; or the basic knowledge of more than oneprofessional discipline. Knowledge of the discipline is normallyobtained through a formal, directly job-related 4-year degree froma college or university or an equivalent in-depth specializedtraining program that is directly related to the type of work beingperformed.
Assistant Director
Experience: Requires a minimum of one (1) year of directlyjob-related experience.
Associate Director:
Experience: Requires a minimum of three (3) years of directlyjob-related experience.
Director:
Experience: Requires a minimum of five (5) years of directlyjob-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 marketingstrategies, with internal and external partners and vendors.
• Identify, cultivate, and solicit current and prospectivedonors.
• Manage a personal portfolio of major and principial giftprospects.
• Plan, coordinate, and implement planned giving strategies withdonors and development officers to structure lifetime, blended anddeferred gift arrangements.
• Provide technical expertise, guidance and supervision to systemstaff on estate planning options.
• Collaborate with finance, legal and advancement teams to enhancegift planning operations and support fundraising efforts.
• Maintain current knowledge of gift planning methods. Serve assubject matter expert for internal staff.
• Promote positive donor relations and stewardship.

QUALIFICATIONS:

• An earned baccalaureate degree from an accredited college oruniversity 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 varietyof settings.
• Deep knowledge of gift planning arrangements and industry bestpractices.
• Demonstrated ability to develop strong relationships with allconstituencies including donors, senior leaders, direct reports, employees,volunteers, board members, and community and businessleaders.
• Documented history of success in facilitating, closing andsecuring 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.