Director of Development for Planned Giving, UTIA

Director of Development for Planned Giving

University of Tennessee Institute for Agriculture

The University of Tennessee Foundation, Inc.

The University of Tennessee Foundation, Inc (UTFI) invites applications and nominations to fill the position of Director of Development for Planned Giving at the UT Institute for Agriculture (UTIA). Reporting to the Assistant Vice Chancellor for Advancement, the Director of Development for Planned Giving is responsible for the identification, cultivation, solicitation and stewardship of planned gifts that will benefit any program, departments, and/or colleges for the Institute of Agriculture, including regional research centers and youth development centers. Planned gifts may include equity, life insurance, real estate, personal property, or monetary gifts.

This role will work with all alumni or friends of UTIA, regardless of where they may have graduated or what their philanthropic interest may be. Job responsibilities include, but are not limited to:

Prospective Donor Identification and Cultivation:

• Maintain a personal portfolio of planning giving prospects.

• Develop, manage, and coordinate planning giving marketing efforts at the system level.

• Coordinate and follow-up with leads received from mailings and web-based services.

Gift Solicitation:

• Work closely with donors (prospective and current) and their financial advisors, attorneys, and CPAs regarding the structure of lifetime and testamentary planned gifts.

• Prepare planned giving illustrations and proposals that consider the donor's best interests, as well as the funding goals and needs of UTIA/UTFI.

• Provide suggested charitable bequest language to attorneys for potential inclusion in donor's estate plans.

Donor Stewardship:

• Conduct appropriate stewardship activities including gift acknowledgements, donor recognition program(s) and preparing reports on planned giving/donors.

• Collaborate with internal stakeholders to develop solicitation and stewardship strategies.

This role will be expected to develop and nurture relationships with, as well as provide information and assistance to estate and tax planning professionals about programs and funding needs. These professionals safeguard the wealth of many donors and prospective donors and their clients rely on them for their professional advice. It is important that planned giving professionals maintain cordial and professional relationships with these types of advisors.