Senior Director, Estate & Gift Planning

Association of Fundraising Professionals; Miami (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

Association of Fundraising Professionals in Miami seeks an Assistant Vice President for Estate and Gift planning to provide strategic leadership for a comprehensive estate and gift planning program, expanding philanthropic support through bequests, trusts, gift annuities, and other planned giving vehicles.

The role partners with leadership to cultivate major prospect portfolios, supervise staff, oversee compliance, and design annual operating plans, aligning goals with university advancement

Qualifications

• Master's degree plus six years of experience, or bachelor's degree plus eight years.
• Experience leading estate and gift planning programs.
• Strong knowledge of tax implications of gift planning.

Responsibilities

• Provide strategic leadership for a comprehensive Estate and Gift planning program.
• Manage a portfolio of major gift prospects and oversee staff.
• Negotiate and finalize terms of complex gifts with cross-functional teams.
• Lead marketing and compliance efforts for the program.
• Represent the University at professional organizations and events.
• Monitor progress toward fundraising goals and report to senior leadership.

Skills

Strategic leadership

Staff management

Gift planning

Donor relations

Marketing & communications

Education

Master's degree

Bachelor's degree

Tools

Donor database system

Job description

Association of Fundraising Professionals in Miami seeks an Assistant Vice President for Estate and Gift planning to provide strategic leadership for a comprehensive estate and gift planning program, expanding philanthropic support through bequests, trusts, gift annuities, and other planned giving vehicles.

The role partners with leadership to cultivate major prospect portfolios, supervise staff, oversee compliance, and design annual operating plans, aligning goals with university advancement