Senior Director, Gift Planning & Philanthropy

Utah; Salt Lake City (UT); On-site; USD 130,000 - 150,000; Full time

Job summary

University of Utah invites applicants for the Senior Director of Gift Planning to lead a comprehensive planned giving program within University Advancement. You will guide strategy, growth, and execution across schools and areas, focusing on gifts via wills, trusts, retirement assets, and other vehicles.

The role emphasizes collaboration with major gift staff, leadership alignment, and donor education through a council of financial planning professionals.

Qualifications

• Bachelor's degree or equivalent with 14+ years of related work, or Master’s with 12+ years.
• Experience leading gift planning programs and teams.
• Expert knowledge of applicable laws and regulations governing charitable giving.

Responsibilities

• Actively manage a portfolio of planned gift prospects and donors through identify, qualify, cultivate, solicit, and steward.
• Coordinate with IFR, Donor Relations, and Communications to promote planned giving education and materials.
• Develop and engage a Gift Planning and Financial Advisors Council to advocate for planned giving.
• Maintain records and produce monthly fundraising progress reports and performance metrics.
• Lead education seminars and trainings for fundraising staff; collaborate with legal and real estate teams as needed.

Skills

Relationship building

Gift planning knowledge

Communication skills

Leadership

Project management

Education

Bachelor's degree

Master's degree

Job description

University of Utah invites applicants for the Senior Director of Gift Planning to lead a comprehensive planned giving program within University Advancement. You will guide strategy, growth, and execution across schools and areas, focusing on gifts via wills, trusts, retirement assets, and other vehicles.

The role emphasizes collaboration with major gift staff, leadership alignment, and donor education through a council of financial planning professionals.