Director, Gift Planning

Dept Number/Name: 0-0603-000 / University Advancement
College Division: Univ Advnc-Univ Advancement
Salary Plan: Administrative
Job Code/Title: 9155 / Director, Gift Planning
Hiring Salary/Salary Range: Commensurate with experience
Position Number: 00053149
ORGANIZATIONAL SUMMARY:
USF Advancement builds relationships, generates interest, and inspires confidence among the university's constituents to attract private funding. Private gifts are used to advance teaching, research creative expression, and promote community engagement. USF Advancement is comprised of approximately 170 staff including 60 fundraisers with the goal of raising $125+ million dollars annually.
POSITION SUMMARY:
The Gift Planning team is responsible for supporting and collaborating with each college, unit, campus, and USF Health to leverage various giving vehicles that are advantageous for both donors and the university. Reporting to the Sr. Director of Gift Planning, the Director of Gift Planning is responsible for establishing and managing prospect and donor relationships through identification, cultivation, solicitation, and stewardship to meet fundraising goals in alignment with the mission and aspirations of the University of South Florida. The incumbent will play a key role in the overall growth of private philanthropy in support of the university.
RESPONSIBILITIES:
Serve as a gift planning advisor for the Advancement division, contribute to the overall resources of each college, unit and regional campus? development efforts and help to facilitate key relationships in pursuit of impactful gifts for the university.
Build and manage a robust portfolio of prospects in order to identify, cultivate, solicit and secure major planned gifts ($50K+) from a variety of sources, including alumni and friends on behalf of the university. Fundraising dollar, visit, and proposal goals will be determined through conversations with leadership and based on the prospect pool and unit potential. Continuously update the prospect management database with information related to donor strategies, contacts, and results. Strategically manage relationships through face-to-face and virtual visits to bring major planned gift solicitations to successful closure.
Strategically assist with opportunities to increase awareness of planned giving and educate advancement leaders and colleagues on planned giving best practices. Intentionally build and invest in developing strong relationships with university leaders, faculty and staff, professional advisors, and estate planning counsel to promote a culture of philanthropy. Develop strong relationships with Advancement leadership, staff, and departments to leverage the tools and resources available to ensure prospects and donors have a meaningful experience with USF. Stay abreast of industry trends to integrate best practices into daily work.
Assist the Sr. Director, as needed, in supporting marketing efforts designed to increase engagement with alumni and friends and to further relationships with prospective major planned gift donors.
Perform related duties as required or deemed appropriate to the accomplishment of the responsibilities and functions related to this position.
POSITION QUALIFICATIONS:
MINIMUM:
Requires a Bachelor's degree from a regionally accredited institution with a minimum of seven years related exempt experience, including five years of managerial experience. Experience leading a team, project, program or function.
PREFERRED:
Master's Degree/J.D. preferred and five (5) years of proven planned giving fundraising experience, preferably in an institution of higher education and primarily major gift fundraising. Experience in higher education gift planning is a plus.
SPECIAL SKILLS/TRAINING:
Understanding of planned giving vehicles and general estate and tax implications on both the donor and the institution.

Information for Applicants 

This position is subject to a Level 1 criminal background check.

Job Opening Number: 36900

Posting Date:  4/30/2024

Posting End Date: 5/14/2024

How To Apply 

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Apply online by completing the required information and attaching your cover letter and resume. Please include your experience as it relates to the qualifications stated above.  YOUR COVER LETTER AND RESUME, PLUS ANY OTHER REQUESTED MATERIAL, MUST BE IN ONE ATTACHMENT. Only online applications are accepted for this position.

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Equal Employment Opportunity 

USF is an equal opportunity, equal access academic institution that embraces diversity in the workplace.

The University of South Florida does not discriminate on the basis of sex and prohibits sexual harassment. Any person may report sex discrimination, including sexual harassment (whether or not the person reporting is the person alleged to be the victim of conduct that could constitute sex discrimination or sexual harassment), in person, by mail, by telephone, or by electronic mail, using the contact information listed for the Title IX Coordinator. Reports may be made at any time either online or directly to the University's Title IX Coordinator.

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Federal Rights

Applicants have rights under Federal Employment Laws: Family and Medical Leave Act (FMLA) , Equal Employment Opportunity (EEO) and Employee Polygraph Protection Act (EPPA) .

Work Location 

Campus map and location overview: USF - Tampa Campus

About USF 

The University of South Florida is a high-impact global research university dedicated to student success. Over the past 10 years, no other public university in the country has risen faster in U.S. News and World Report's national university rankings than USF. Serving more than 50,000 students on campuses in Tampa, St. Petersburg and Sarasota-Manatee, USF is designated as a Preeminent State Research University by the Florida Board of Governors, placing it in the most elite category among the state's 12 public universities. USF is a member of the American Athletic Conference.

Working at USF 

With more than 16,000 employees at USF, the University of South Florida is one of the largest employers in the Tampa Bay region.  At USF you will find opportunities to excel in a rich academic environment that fosters the development and advancement of our employees.  We believe in creating a talented, engaged and driven workforce through on-going development and career opportunities. We also offer a first class benefit package that includes medical, dental and life insurance plans, retirement plan options, tuition program and generous leave programs and more.

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