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Senior Director of Gift & Estate Planning

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Please see Special Instructions for more details.

The University of Georgia Division of Development and Alumni Relations will be working with an external search firm named Myers-McRae Executive Search and Consulting for this position. By submitting your application, you are consenting to have your applicant materials shared with this third-party agency. You may also be contacted by a staff member of Myers-McRae to request further information about your candidacy.

Posting Details

Posting Details

Posting Number S00217P
Working Title Senior Director of Gift & Estate Planning
Department OFFICE OF DEVELOPMENT
About the University of Georgia

The University of Georgia (UGA), a land-grant and sea-grant university with statewide commitments and responsibilities is the state’s oldest, most comprehensive, and most diversified institution of higher education (http://www.uga.edu/). UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University’s main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA was founded in 1785 by the Georgia General Assembly as the first state-chartered University in the country. UGA employs approximately 1,800 full-time instructional faculty and more than 7,600 full-time staff. The University’s enrollment exceeds 36,000 students including over 27,500 undergraduates and over 8,500 graduate and professional students. Academic programs reside in 17 schools and colleges, as well as a medical partnership with Augusta University housed on the UGA Health Sciences Campus in Athens.

About the College/Unit/Department

As part of the University of Georgia’s Office of Development, the Gift and Estate Planning staff administers major current and deferred gifts to the University. Currently, the team consists of a major gift officer, marketing coordinator, trusts and estates coordinator and stewardship coordinator. The Gift and Estate Planning office partners with donors, deans, development officers, financial planners and attorneys to fulfill donors’ philanthropic goals to benefit the University of Georgia.

College/Unit/Department website http://ugalegacy.org/
Posting Type External
Retirement Plan TRS or ORP
Employment Type UGA Employee
Benefits Eligibility Benefits Eligible
Full/Part time Full Time
Work Schedule
Work Schedule (other)

8:00 am – 5:00 pm. Must be willing and able to work evenings and weekends as necessary.

Advertised Salary Commensurate with experience
Posting Date 12/22/2017
Open until filled Yes
Closing Date
Proposed Starting Date 04/01/2018
Special Instructions to Applicants

The University of Georgia Division of Development and Alumni Relations will be working with an external search firm named Myers-McRae Executive Search and Consulting for this position. By submitting your application, you are consenting to have your applicant materials shared with this third-party agency. You may also be contacted by a staff member of Myers-McRae to request further information about your candidacy.

Location of Vacancy Athens Area
EEO Policy Statement

The University of Georgia is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.

Position Information

Classification Title SR DIR, DEVELOPMENT & ALUMNI
Pay Grade 085
FLSA Exempt
Job Family Development
FTE 100
Minimum Qualifications

Bachelor’s degree and 8 years of related higher education experience.

Position Summary

This position reports directly to the Executive Director of Development, this position is expected to advance the mission of the University, the Development and Alumni Relations Division, and the Office of Development. It is charged with securing strong and stable relationships with internal and external constituencies and must operate through effective communication, strategy development, coordination and management of the planned giving program, and the successful leadership of staff.

Additional Education, Experience, Licensure, and/or Certification

Valid driver’s license required.

Knowledge, Skills, Abilities and/or Competencies

*Knowledge of investments, financial markets, real estate, etc.
*Strong interpersonal, verbal and written communication skills.
*Strong management, organizational, and time management skills.
*Ability to work independently and collaboratively.
*Basic office computer and equipment skills.

Preferred Qualifications

Higher education experience with comprehensive campaign experience is a plus.

Physical Demands

*Ability to work in a standard office environment.
*Ability to travel in and out of state.

Is driving required to perform essential duties outlined in this position? (This does not include infrequent trips) The successful candidate would have to provide proof that s/he has a valid driver's license when offered employment. Yes
Does this position have financial responsibilities? Yes

Duties/Responsibilities

Duties/Responsibilities

Determine and implement departmental direction concerning all facets of estate and gift planning including, but not limited to: charitable gift annuities, charitable remainder trusts, pooled income funds and bequests.

Percentage of time 30
Duties/Responsibilities

Conduct face to face visits with prospective and current donors as needed for cultivation, solicitation and stewardship purposes. Selected visits may be with advisors to donors.

Percentage of time 20
Duties/Responsibilities

Manage the day-to-day operations of the fundraising programs in Gift and Estate Planning including supervision of the assistant director and two development associates. Initiate any personnel actions required for the unit.

Percentage of time 15
Duties/Responsibilities

Serve as a member of the senior leadership team of the Office of Development, helping develop strategies and set policies and procedures.

Percentage of time 10
Duties/Responsibilities

Provide oversight of the design and development of proposals, planned gift agreements, and all print and web-based materials for the unit.

Percentage of time 10
Duties/Responsibilities

Develop and oversee the annual operating budget for the unit.

Percentage of time 5
Duties/Responsibilities

Serve as the point of contact for all UGA development staff and other institutions regarding issues and questions regarding estate and gift planning.

Percentage of time 5
Duties/Responsibilities

Attend development staff meeting as required and attend and conduct continuing education as requested.

Percentage of time 5

Posting Specific Questions

Required fields are indicated with an asterisk (*).

  1. * In the event you are selected as a finalist for employment, the hiring department may conduct a background check. Any offer of employment with the University of Georgia is contingent upon a successful completion of a background investigation. If necessary, will you consent to a background check?
    • No Response
    • No
    • Yes
  2. * How did you hear about this position?
    • iPAWS (UGA's job board)
    • LinkedIn
    • Handshake
    • Indeed.com
    • HigherEdJobs
    • From a current UGA employee
    • Other (please provide)

Applicant Documents

Required Documents
  1. Resume/CV
  2. Cover Letter
Optional Documents
  1. Other Documents #1