University of Miami
Director, Estate & Gift Planning page is loaded## Director, Estate & Gift Planningremote type:
Hybridlocations:
Coral Gables, FLtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R100093075**Current Employees:**If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click
to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position, please review this .The Director, Estate and Gift Planning (OEGP) in the Division of Development and Alumni Relations (DAR), assists in the execution of annual plans of action designed to capture philanthropic support primarily for the schools, colleges, and units on the University of Miami Coral Gables and Rosenstiel campuses through planned gifts from alumni and non-alumni individuals. The incumbent reports to the Managing Executive Director of OEGP and is based at the Newman Alumni Center on the Coral Gables campus.CORE JOB FUNCTIONS
1. Assists in the development of comprehensive strategic prospecting, marketing, and stewardship plans for OEGP, assigned units, and relevant affiliated organization, which outlines measurable objectives and strategies for all significant activity during the year.2. Identifies and researches prospective donors and develops and executes cultivation and solicitation strategies for them. Assists relevant and assigned gift officers with researching prospective donors, developing and implementing cultivation, solicitation, and stewardship strategies, preparing donor proposals, and preparing reports.3. Develops and manages an active portfolio of prospects to cultivate and solicit planned gifts and directly raises planned gift and other commitments from that portfolio and in partnership with other gift officers.4. Coordinates and personally participates in one-on-one cultivation visits and gift solicitations and works to close planned gifts. Implements stewardship strategies for planned gift and other donors.5. Works with attorneys and/or other advisors of prospective and current donors to provide information about planned giving options, utilization of gifts, or University information to ensure the receipt of gifts.6. Drafts documents, such as University-wide gift agreements, gift annuity agreements, and other pertinent documentation for the completion of a gift.7. Assists in the development of programs, seminars, trainings, presentations, and other information for internal and external stakeholders to promote and explain planned giving.8. Assists the OEGP marketing team in the coordination, development, and execution of planned giving marketing and promotional materials and mailings for OEGP, assigned units, and relevant affiliated organizations and coordinates and responds to inquiries received from the same.9. Assists in the preparation, organization, and management of files, reports, research, meetings, presentations, and such.10. Performs such other responsibilities and special projects as needed or as assigned to support OEGP, assigned units, DAR, or University initiatives.11. Adheres to University and DAR policies and procedures and safeguards University assets.MINIMUM QUALIFICATIONS
Education:Bachelor’s Degree in relevant field is required, a law degree is preferred.Experience:Minimum 5 years of relevant experience required. Any relevant education, certifications and/or work experience may be considered.Knowledge, Skills and Attitudes:• Knowledge of business and management principles.• Ability to direct, manage, implement, and evaluate department operations.• Ability to establish department goals, and objectives that support the strategic plan.• Ability to effectively plan, delegate and/or supervise the work of others.• Ability to lead, motivate, develop, and train others.The University of Miami is recognized as one of the nation’s premier research institutions and academic health systems and is among the largest employers in South Florida.With more than 20,000 faculty and staff, the University is committed to excellence and guided by a mission to positively impact the lives of students, patients, and communities locally and globally.We are dedicated to fostering a culture where every individual feels valued and empowered to contribute meaningfully. United by shared values, the University community works together to build an environment defined by purpose, collaboration, and service.The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click
for additional information.**Job Status:**Full time**Employee Type:**StaffThe mission of the University of Miami is to transform lives through education, research, innovation, and service. A vibrant and diverse academic and healthcare community, the University of Miami and the University of Miami Health System ("UHealth") have rapidly progressed to become one of the nation’s top research universities and academic medical centers in the nation.The University comprises 12 schools and colleges serving undergraduate and graduate students in more than 350 majors and programs. Visit
to learn more about our points of pride.The University ranks No. 55 on U.S. News & World Report’s 2022 Best Colleges list and ranked No. 49 in the 2022 Wall Street Journal/Times Higher Education College Rankings.Bascom Palmer Eye Institute is ranked the #1 eye hospital in the USA and offers some of the nation's premiere eye doctors to treat every eye condition for adults. Sylvester Comprehensive Cancer, part of the Miller School of Medicine, received the prestigious National Cancer Institute designation in 2019.The University of Miami and UHealth have also ranked among the Forbes Best Employers and Best Employers for Women on several occasions, most recently in 2022. #J-18808-Ljbffr
Hybridlocations:
Coral Gables, FLtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R100093075**Current Employees:**If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click
to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position, please review this .The Director, Estate and Gift Planning (OEGP) in the Division of Development and Alumni Relations (DAR), assists in the execution of annual plans of action designed to capture philanthropic support primarily for the schools, colleges, and units on the University of Miami Coral Gables and Rosenstiel campuses through planned gifts from alumni and non-alumni individuals. The incumbent reports to the Managing Executive Director of OEGP and is based at the Newman Alumni Center on the Coral Gables campus.CORE JOB FUNCTIONS
1. Assists in the development of comprehensive strategic prospecting, marketing, and stewardship plans for OEGP, assigned units, and relevant affiliated organization, which outlines measurable objectives and strategies for all significant activity during the year.2. Identifies and researches prospective donors and develops and executes cultivation and solicitation strategies for them. Assists relevant and assigned gift officers with researching prospective donors, developing and implementing cultivation, solicitation, and stewardship strategies, preparing donor proposals, and preparing reports.3. Develops and manages an active portfolio of prospects to cultivate and solicit planned gifts and directly raises planned gift and other commitments from that portfolio and in partnership with other gift officers.4. Coordinates and personally participates in one-on-one cultivation visits and gift solicitations and works to close planned gifts. Implements stewardship strategies for planned gift and other donors.5. Works with attorneys and/or other advisors of prospective and current donors to provide information about planned giving options, utilization of gifts, or University information to ensure the receipt of gifts.6. Drafts documents, such as University-wide gift agreements, gift annuity agreements, and other pertinent documentation for the completion of a gift.7. Assists in the development of programs, seminars, trainings, presentations, and other information for internal and external stakeholders to promote and explain planned giving.8. Assists the OEGP marketing team in the coordination, development, and execution of planned giving marketing and promotional materials and mailings for OEGP, assigned units, and relevant affiliated organizations and coordinates and responds to inquiries received from the same.9. Assists in the preparation, organization, and management of files, reports, research, meetings, presentations, and such.10. Performs such other responsibilities and special projects as needed or as assigned to support OEGP, assigned units, DAR, or University initiatives.11. Adheres to University and DAR policies and procedures and safeguards University assets.MINIMUM QUALIFICATIONS
Education:Bachelor’s Degree in relevant field is required, a law degree is preferred.Experience:Minimum 5 years of relevant experience required. Any relevant education, certifications and/or work experience may be considered.Knowledge, Skills and Attitudes:• Knowledge of business and management principles.• Ability to direct, manage, implement, and evaluate department operations.• Ability to establish department goals, and objectives that support the strategic plan.• Ability to effectively plan, delegate and/or supervise the work of others.• Ability to lead, motivate, develop, and train others.The University of Miami is recognized as one of the nation’s premier research institutions and academic health systems and is among the largest employers in South Florida.With more than 20,000 faculty and staff, the University is committed to excellence and guided by a mission to positively impact the lives of students, patients, and communities locally and globally.We are dedicated to fostering a culture where every individual feels valued and empowered to contribute meaningfully. United by shared values, the University community works together to build an environment defined by purpose, collaboration, and service.The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click
for additional information.**Job Status:**Full time**Employee Type:**StaffThe mission of the University of Miami is to transform lives through education, research, innovation, and service. A vibrant and diverse academic and healthcare community, the University of Miami and the University of Miami Health System ("UHealth") have rapidly progressed to become one of the nation’s top research universities and academic medical centers in the nation.The University comprises 12 schools and colleges serving undergraduate and graduate students in more than 350 majors and programs. Visit
to learn more about our points of pride.The University ranks No. 55 on U.S. News & World Report’s 2022 Best Colleges list and ranked No. 49 in the 2022 Wall Street Journal/Times Higher Education College Rankings.Bascom Palmer Eye Institute is ranked the #1 eye hospital in the USA and offers some of the nation's premiere eye doctors to treat every eye condition for adults. Sylvester Comprehensive Cancer, part of the Miller School of Medicine, received the prestigious National Cancer Institute designation in 2019.The University of Miami and UHealth have also ranked among the Forbes Best Employers and Best Employers for Women on several occasions, most recently in 2022. #J-18808-Ljbffr