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Associate Director, Gift Planning, University of Chicago

  • 05/12/2023 10:42 AM
    Message # 13200751

    The Office of Gift Planning at the University of Chicago invites applications for an Associate Director who will join a tight-knit team of experienced gift planning professionals at an internationally renown institution. 

    The Associate Director, Gift Planning, will function as a front line planned gift officer covering a regional territory in the United States. The Associate Director will be an integral member of the gift planning team as well as valued partner to other regional gift officers and unit gift officers across campus.


    • Secure planned gifts from University alumni and friends.

    • Proactively seek and identify new planned giving prospects.

    • Manage a portfolio of planned gift prospects with the goal of acquiring new planned gifts and obtaining additional commitments, planned and outright, from current planned gift donors.

    • Commit to meeting contact, visit and solicitation goals to sustaining external focus and front line fundraising activity.

    • Travel to meet with potential donors.

    • Plan and implement cultivation strategies and solicitations of deferred gifts.

    • Qualify and cultivate prospects who respond to marketing materials or other portals through diligent and systematic follow up.

    • Plan and implement strategies for increasing planned gift activity in assigned units across campus, including prospect pool or portfolio analysis, strategy sessions, training, planned gift reporting, goal-setting, and partnering directly with other gift officers on individual prospects.

    • Contribute creative new ideas for raising awareness of gift planning opportunities and driving gift planning activity.

    • Motivate individuals and groups, foster collaboration with colleagues, and engender loyal relationships with donors. Invest in the success of the team, the goals of Alumni Relations & Development and the best interests of the University.

    • Produce high level and sophisticated communications (written and verbal), including planned gift illustrations, tax and financial calculations, and personalized consultations.

    • Develop and maintain content expertise in gift planning vehicles, estate, and tax planning, investing, financial planning, philanthropic planning, and economic climate.

    • Develop and maintain expertise on University initiatives, current events, and history.

    • Seek opportunities for professional development that will enhance job performance, including building networks within the University and with colleagues at peer institutions.

    • Work with high-level donors and with other University development staff members to secure planned gifts from alumni and friends of the University. Designs a marketing program and implements it through staff members. Maintains communication across the University.

    • Use a deep understanding in donor programs to identify planned giving prospects and plans strategies and the solicitations of planned and deferred gifts from individual donors. Secure planned gifts from University alumni and friends.

    • Perform other related work as needed.

    To read the full job description and apply, please click here.

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