The Office of Development and University Relations at The University of Tampa has an opening for a Senior Development Officer - Planned Giving. This position will design, plan and oversee the implementation of a planned giving program. This program actively cultivates and solicits alumni, faculty, staff and friends of The University of Tampa for estate and planned gifts through face to face, telephone and electronic means of communication. This position will report to the Assistant Vice President for Development and University Relations.
Design, plan and oversee the implementation of a planned giving program.
Coordinate and implement marketing strategies for planned gifts including the preparation and distribution of brochures and other printed material in consultation with our vendor Crescendo.
Make recommendations for the improvement of the planned giving program.
Develop and secure approval of proposed policies and procedures related to the planned giving program.
Secure gifts made by alumni, faculty, staff and friends of the University who wish to make gifts by a will or trust or by executing a charitable gift annuity agreement, life insurance policy, or another planned gift instrument. The successful candidate will also carry a portfolio of approximately 100 prospects, the majority of which will be planned giving donors/prospects.
In collaboration with the Senior Director, Advancement Services, create a program to maintain personal contact with planned giving prospects and provide information about gift utilization which would be codified in a written endowment agreement or another type of a letter of agreement.
Plan and coordinate the promotion of planned gifts through the UT Journal, planned giving newsletter, seminars, direct mail pieces, and other electronic in collaboration with our vendor Crescendo and our Annual Giving office.
Plan and collaborate with the Development office the stewardship of planned giving donors, including the recognition of documented planned giving donors who become members of the Legacy Society in the UT Journal, on the plaque in the lobby of Plant Hall, at the annual luncheon held for members of the Legacy Society and Landmark Society, and any new forms of recognition which may be developed.
Specifically this position will: identify and contact planned giving prospects, offer educational opportunities and materials regarding planned giving for fellow team members and prospects/donors, manage (and possibly start) a branded planned giving program, help write marketing materials and communications for the planned giving program, generate program reports, present necessary updates to the board and other UT leaders. (In essence, this position will serve as a content expert to the Development team to appropriately incorporate estate/planned giving to assist in maximizing gifts.
Extensive and regular travel required.
In collaboration with VP and AVP of Development, provide staff support to leadership group UT Financial Ambassadors Council.
Five (5) years’ experience in planned giving or in a closely related field such as estate law, trust administration or financial services.
Excellent marketing skills, competency with budget management and financial analysis.
Proficient knowledge of MS-Office Programs and experience with database management.
Preference will be given to those candidates who have had experience with marketing a planned giving program and who have had experience with the direct cultivation and solicitation of donors.
Excellent written, oral, interpersonal and organizational skills needed as well as the ability to establish priorities and manage time wisely.
Proven fundraising track record, as well as possible history in finance, sales, and marketing; ability to lead, work in a team setting, and work independently; detailed and in-depth knowledge of planned giving and its complexities including estate planning, tax laws, wills, trusts, etc. Comfort in researching and analyzing large groups of data to uncover planned giving prospects, and an aptitude capable of handling numerous tasks at once and still meeting deadlines.
Knowledge of or the ability to learn quickly The University of Tampa software programs such as Workday and Microsoft Office.
Willingness to embrace new technologies and innovative organizational practices.
For further details and to apply, please visit our website at www.ut.edu/jobs Applicants should be prepared to attach a cover letter and resume.
The University of Tampa is an Affirmative Action/Equal Opportunity Employer.