University of Idaho
Director of Estate, Trust & Gift Planning
Location: Moscow, Boise, Coeur dAlene
Division/College: University Advancement-MID
Employee Category: Exempt
Pay Range: $88,000 annually or high depending on education and experience
FTE: 1
Full/Part Time: Full Time
Position Summary:
This position will be working with the development team to advance the mission of the University of Idaho by inspiring private giving among alumni, friends, corporations, and foundations.
By building and strengthening relationships, our donor-centered approach connects stakeholders' passions and philanthropic goals with opportunities to support the university priorities.
Duties may include:
* Establishes relationships with planned giving donors and prospects that incorporate visits, proposals, and ongoing stewardship
* Maintains personal responsibility for a portfolio of 75-100 donors and prospects; will make 120-160 strategic moves per year and submit 30-45 proposals of $25,000 or more per year
* Close $3-$5M in new gifts and commitments per year
* Works with professional advisors of prospective donors
* Supervise other planned giving officers
* Participates with the OETGP team to brainstorm, review, edit and improve OETGP marketing and to establish an overall marketing plan
* Gives periodic planned giving presentations/training to development officers, volunteers, donor and prospect groups and professional organizations
* Shares in staffing the Gift Acceptance Committee and OETGP Planned Giving Advisory Board(s)
* Other duties as assigned
Minimum Qualifications:
* Bachelors degree
* Five years experience in grant writing, fundraising, outside sales or constituent-based outreach
* Experience working in an environment dependent on developing and maintaining positive relationships with a demonstrated record of teamwork and collaboration
Preferred Qualifications:
Education:
* An advanced degree or professional certification related to estate and/or financial planning such as a CPA, CFP, J.
D.
, AB, LLM, MBA, CSPG or AEP
Experience with/in:
* Complex gift issues, with the ability to analyze and interpret information and make decisions and to organize and carry out complex tasks with minimum supervision.
* Supervising direct reports
* Recruiting, organizing and managing volunteers
* Public relations or marketing experience, preferably related to fundraising
* Database computer systems and microcomputer applications, preferably with customer relationship management systems
* Communicating effectively both verbally and in writing
Physical Requirements & Working Conditions:
* None
None
Required Licensures, Certifications or other
Posting Number: SP004371P
Posting Date: 04/01/2024
Closing Date:
Open Until Filled: Yes
Special Instructions:
To receive first consideration, please submit a letter of qualification, current resume, and references (last 3 supervisors) no later than April 22, 2024.
In your letter of qualification, using details and examples, please address all of the required and preferred qualifications for this position and how your experience and skills align.
The information provided in your letter of qualification will be used to determine eligibility for an interview and demonstrate your communications skills.
If you would like to see the full job description, please contact Riley Reintjes at rreintjes@uidaho.
edu.
Background Check: Applicants who are selected as final possible candidates must be able to pass a criminal background check.
To apply, please visit: jobs.
uidaho.
edu
EEO Statement
University of Idaho is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.
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