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University of Chicago - Associate Director, Gift Planning

  • 02/04/2019 3:09 PM
    Message # 7146389



    JOB TITLE: Associate Director, Gift Planning
    The Associate Director, Gift Planning, will function as a frontline 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 gift officers from other units cross 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 as a means to sustaining external focus and frontline fundraising activity.
    • Travel regularly 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.
    • Balance competing demands from external and internal constituents and remain focused on fundraising goals and team objectives.
    • 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.
    • Perform other duties as assigned.


    • Communicate Effectively & With Influence
    • Exhibit Resilience & Optimize Resources
    • Display Emotional Intelligence
    • Demonstrate University Stewardship & Serve as a Brand Ambassador
    • Foster Partnership & Collaboration

    Additional Requirements​​

    Education, Experience or Certifications:


    • Bachelor's degree or higher required.


    • A minimum of three years of professional work experience in institutional advancement, development, alumni relations, sales, financial planning, estate planning or similar field required.
    • Experience managing a portfolio of donors or clients required.

    Licenses and Certifications:

    • Certifications or advanced degrees in financial planning, law, business, finance, or similar fields preferred.

    ORGANIZATION NAME: The University of Chicago
    LOCATION: Chicago, IL

    All interested candidates should apply using the link provided above.  However, if you would like to speak about the position before applying -

    CONTACT NAME: Denise Chan Gans

    CONTACT PHONE: (773) 702-0882
    CONTACT EMAIL: dchangans@uchicago.edu
    ORGANIZATION WEBSITE: www.uchicago.edu
    POST DATE: 02/04/2019

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