Division of University Advancement
Director of Planned Giving
Vacancy # 14E117
Position # 1150
The University of North Carolina Wilmington invites applications for the position of Director of Planned Giving. The Director of Planned Giving reports to the Associate Vice Chancellor for Advancement and will lead and direct UNCW’s planned giving program. This position is responsible for the cultivation, solicitation and receipt of all bequests, devises and gifts from estates in probate, including legal and tax aspects of such gifts that will result in significant contributions to UNCW and strengthen scholarly efforts across all academic disciplines. The individual in this position will play a key role in developing and managing a planned giving prospect pool for UNCW in coordination with the major gifts team.
This position will be a team member of the Office of University Advancement. Planned Giving works in partnership with units across campus. Responsibilities include:
- Cultivation, solicitation and receipt of all bequest, devises and gifts from estates in probate, including legal and tax aspects of such gifts;
- Conducting personal visitation with prospective donors and their attorneys, accountants and investment advisors for the legal and tax ramifications of trust and deferred gifts;
- Provide general information on the legal and tax aspects of such gifts to selected donors and those requesting information;
- Prepare detailed plans and calculations to enable donors to make such gifts;
- Draft and prepare legal instruments for review by donors and their advisors;
- Provide documents and information to enable donors to obtain tax deductions for their gifts;
- Meeting key accountabilities which include disseminating 20-25 new $100K+ planned giving proposals per year; 12 face to face visits with prospects and donors per month;
- Managing planned giving portfolio of 75 planned giving prospects rated at $100K+;
- Proposing to prospective donors strategies for gift ideas and cultivation;
- Proactively exploring opportunities to advance donor’s interest in UNCW and its priorities through one-on-one visits and contacts;
- Exploring options and developing proposals to respond to donor’s inquiries for proposed gifts that are not targeted to approved UNCW priorities;
- Identifying and tracking new prospects;
- Oversee all marketing, promotion and advertising for planned gifts;
- Initiate new programs to encourage donors to make planned gifts to the university;
- Acknowledgment and recognition of planned gifts;
- Acting as a resource to major gift officers, deans and other key administrators;
- Providing information about tax laws and other gift planning news and updates to colleagues;
Minimum requirements Minimum of a Bachelor’s degree required, Master’s degree preferred, with a minimum of five years of demonstrated successful experience in the design, implementation, and execution of successful fundraising programs or an equivalent combination of education and experience. Experience in a higher education environment preferred. Specific training and demonstrated experience in planned giving is preferred.
Demonstrated track record of public and private development efforts including mastery of the basic principles and techniques of successful fundraising as they pertain to identification, cultivation, solicitation, and stewardship of planned giving prospects, preferably in the non-profit or higher educational sector. Candidates must demonstrate the ability to successfully plan and achieve short and long-term goals. Knowledge of UNCW culture is a plus. Salary will be commensurate with relevant experience.
To apply, please complete the online application process available on the Web at http://consensus.uncw.edu. A letter of interest, resume, and contact information for three professional references should be addressed to the Director of Planned Giving Search Committee, and attached to the online application – not emailed or mailed. Attachments must be either Microsoft Word or Adobe PDF documents. For questions regarding the online application process, please contact Human Resources at (910) 962-3160. Under North Carolina law, applications and related materials are confidential personnel documents and not subject to public release. Priority consideration will be given to online applications received by June 5, 2014, but applications will be accepted until the position is filled.
UNC Wilmington actively fosters a diverse and inclusive working and learning environment and is an equal-opportunity employer. Qualified men and women from all racial, ethnic or other minority groups are strongly encouraged to apply.