Assistant Director of Development, Gift Planning Administration
The Assistant Director of Development, Gift Planning Administration is an integral team member of the Office of Gift Planning (OGP) in the University Relations Development program. Working under the Executive Director, the Assistant Director serves as the university’s primary liaison for all realized estate gifts by managing bequest and planned gift administration and processing distributions from various estate sources. The Assistant Director also supports the gift work of the gift planning development officers by drafting planned giving gift agreements and due diligence reports for special/complex gifts.
- Bequest Administration. Serve as the university’s primary liaison to manage the bequest/estate administration process from start to finish. Monitor, review and process legal documentation, trust statements and related materials for distributions from various estate sources. Interact and communicate effectively with university, external and organizational partners to close realized bequests and other estate gifts.
- Planned Gift Administration. Prepare extensive detailed gift documentation (for bequest pledges, charitable gift annuities, charitable trusts, etc.) for the Office of Gift Acceptance to record blended and future gifts in the Blackbaud Fundraising Performance Management platform. Participates as a team member working with BNY Mellon, the UMCP Foundation’s planned giving services provider. Stays abreast of planned giving current events and changes in tax law.
- Planned Gift Documentation. Assist planned giving officers to develop new gift documentation, such as drafting charitable gift annuity agreements, etc.
- Special/Complex Assets. Facilitate protocol for noncash gifts to the university.
- Assist OGP with marketing, donor relations, stewardship or other projects as needed.
Education (include licenses, certifications, etc.):
Bachelor’s degree required.
At least 5 years of executive administrative experience, with a strong preference for experience within a higher education and/or development setting.
Knowledge, Skills, and Abilities:
- General understanding of development/fundraising fundamentals.
- General knowledge of legal terminology and processes; experience reviewing and processing legal documentation and communicating with legal professionals.
- Develops internal/external professional relationships and works effectively and collaboratively in a large complex university.
- Applies critical thinking and problem solving skills to analyze and resolve situations; results oriented.
- Communicates clearly, concisely and appropriately both verbally and in writing.
- Demonstrates the ability to prioritize tasks and meet deadlines while multi-tasking.
- Is highly organized and has high attention to detail and accuracy.
- Works proactively and independently, as well as a team player in a fast-paced environment.
- Has familiarity with IRS general guidelines and basic accounting.
- Is proficient in Microsoft Office and has an ability to use/learn desktop and online databases and software systems (Blackbaud Fundraising Performance Management, PGCalc, Ellucian Advance, etc.).
- Demonstrates tact, discretion, good judgment in handling confidential information and has a strong customer service philosophy.