Sr. Director, Gift & Estate Planning

Cgph; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

The University of Houston System is seeking a senior member of the Gift and Estate Planning team, providing expertise in deferred and complex gift matters and guiding donors through lifetime and deferred gift arrangements.

You will collaborate with finance, legal and advancement teams to enhance gift planning operations, identify prospects, and cultivate relationships while maintaining current knowledge of industry best practices.

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.
• Department is willing to accept education in lieu of experience.
• Department is willing to accept experience in lieu of education.

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.

Skills

Donor cultivation

Major gifts

Relationship building

Communication skills

Education

Bachelor's degree

Job description

• 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.
• Department is willing to accept education in lieu of experience.
• Department is willing to accept experience in lieu of education.

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.