Location: Urbana, IL
Company: University Of Illinois Foundation
Foundation (UIF) to provide technical support and guidance related to gift planning. This includes consulting with frontline major gift officer staff, donors, and professional advisors on matters associated with charitable gift planning, gift planning administrative policies, tax matters, and gift documentation requirements.
Secures major and planned giving commitments (both outright and deferred) through the management of personal portfolio. Travels nationally seeking major gift support. DUTIES & RESPONSIBILITIES: Provides accurate and timely advice, calculations, proposals, documents, and other assistance to development officers, outside advisors, donors, and other inquiring parties
with regard to the technical aspects of outright and deferred gifts; including tax, estate, and financial considerations. Serves as a liaison from the UIF Office of Gift Planning and Trust Services to the three universities.
Provides guidance to prospects and donors regarding charitable giving options as well as funding opportunities pertaining to colleges, departments, and programs. The position will also maintain and manage a portfolio of prospects and donors. Identifies, qualifies, cultivates, solicits, and stewards gift planning prospects and donors for each university and for their own portfolio of prospects through donor-initiated gift planning inquiries, gift planning marketing
responses, and analytics related to gift planning, Stays current with and maintains professional knowledge about tax laws, regulatory changes, industry best practices, standards and other technical aspects of charitable gift planning.
Ensures that all University and UIF administrative standards, procedures and processes are followed, both personally and in guidance provided to others. Provides input into improvements and updates of department processes and documentation. Assists in collaboration with University units, in the implementation of planned gift marketing strategies to prospects and donors and with fundraising campaigns. Delivers training to internal and external stakeholders on gift planning techniques and administrative guidelines related to planned gift documentation as appropriate and in cooperation with Advancement talent management staff.
MINIMUM QUALIFICATIONS: Assistant Director: Bachelor's degree 2 years of experience in fundraising, charitable gift planning or related areas of law, taxation, trusts or investments Associate Director: Bachelor's degree 4-6 years of experience in fundraising, charitable gift planning or related areas of law, taxation, trusts or investments Director: Bachelor's degree 7+ years of experience in fundraising, charitable gift planning or related areas of law, taxation, trusts or investments Preference for direct experience in a gift planning role at a non-profit/higher ed organization PREFERRED QUALIFICATIONS: Experience in a Higher Education institution.
A Juris Doctorate (JD), a Certified Financial Planner (CFP) designation, and/or similar designation strongly preferred for Associate/Director level. Related advanced degree. Competitive benefit package and compensation commensurate with experience. Comprehensive background checks including but not limited to a criminal conviction and credit check will be conducted.
Application Deadline: November 7, 2023 Application Process: For full consideration for the role, all candidates must complete an online application and include a resume and preferably a cover letter. Candidates may create a profile through jobs. uif. uillinois. edu. For further information regarding application procedures, contact Foundation Human Resources at UNIVERSITY OF ILLINOIS FOUNDATIONIS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER PI15334b6a
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