GIFT PLANNING & AGREEMENT OFFICER

University of Wisconsin-Milwaukee, United States

Updated: 9 days ago
Location: Milwaukee, WISCONSIN
Deadline: 28 Apr 2024

Position Information
Posting Details


Official Job Title GIFT PLANNING & AGREEMENT OFFICER
Working Title: Sr. Director, Gift Planning and Agreements
Position Number 00883347
Division Development & Alumni Relations
Department B925050 Development
Position Type Non-Teaching Academic Staff
Appointment Type Fixed Renewable, Non-Teaching
Pay Basis Annual
Salary Grade 26
FLSA Status Exempt
Percent 100
Posting Type Staff
UWM Description
The University of Wisconsin-Milwaukee (UWM) is Wisconsin’s second-largest university, with a unique dual mission of access and research to provide high-quality education for students from all backgrounds. UWM is one of 146 top research universities recognized as “R1” by the Carnegie Classification of Institutions of Higher Education. Along with its main campus in Milwaukee, UWM has branch campuses in Waukesha and Washington County.
UWM celebrates, values and promotes the diverse voices and experiences of its students and employees and our community partners. We believe diversity enriches and strengthens our institution. UWM is committed to providing equitable access to opportunities for students and employees from every background. We aspire to create a campus climate that is welcoming to all. Learn more here: https://uwm.edu/diversity-equity-inclusion/about-dei/
School/College/Division Description
At the University of Wisconsin-Milwaukee, the Division of University Advancement has the privilege of championing one of the country’s leading research universities. In collaboration with our internal and external stakeholders, we maximize private support for UWM’s schools, colleges, units and programs through a comprehensive development and alumni relations program that:
▪ Promotes a university-wide culture of philanthropy and stewardship
▪ Engages alums through high impact and highly visible programs and services
▪ Supports and fosters investment in campus priorities
▪ Respects donors philanthropic interests and passions
▪ Provides a joyful giving experience
▪ Complies with relevant professional codes of conduct and ethics
▪ Holds parties accountable for meeting goals and objectives
Job Summary
The Sr. Director, Gift Planning and Agreements position at UW-Milwaukee is responsible for drafting agreements through consultation with both internal and external stakeholders, managing estate gift administration, and managing the planned gift program including implementation of best-practices for marketing, prospect identification and donor stewardship.
This individual serves as a senior director in University Advancement, a thought leader with significant access to the Vice Chancellor of Advancement and is a leader among fundraising staff. This individual is a strategic partner to the Assistant Vice Chancellor for Advancement. This individual acts as informal, in-house counsel on all matters of gift negotiation, and manages drafting and finalizing gift agreements on behalf of University Advancement and the donor.
Responsible for working with staff in University Advancement and with the Chancellor, Vice Chancellors and other academic leaders to ensure gift agreements are the best possible representation of the donors’ wishes and University interests. Serves as a key partner to the staff and leadership at the UWM Foundation, Inc., and serves as Advancement’s primary contact for compliance matters and often partners with colleagues in UWM’s Office of Legal Affairs.
Responsibilities also include, managing the gift agreement process, ensuring that gift agreements are consistent with UWM and UWM Foundation policies and protocols, tracking and storing gift agreements, monitoring of gift agreements for adherence to University policy and CASE guidelines and serves as an advisor on gift acceptance policies, naming policies and other gift administration procedures.
This individual may manage a gift officer in estate planning, the Director of Gift Planning. This individual may potentially manage other members of the central development staff, as needed. This individual may manage a small portfolio of principal level prospects and donors ($1M+), primarily estate planning prospects.
Minimum Qualifications
  • A Bachelor’s degree
  • Experience working in a client service profession such as advancement, financial planning or legal services
  • Excellent verbal communication and interpersonal skills
  • Exceptional written communication skills
Preferred Qualifications
  • Advanced degree in law (JD)
  • Progressively responsible experience in drafting contracts or agreements
  • Experience working in large, complex institutions like universities, hospitals or government agencies
  • Experience in speaking with clients about their estate plans or documenting their estate gift intentions
  • Professional experience working as an advisor to leadership in making strategic decisions
  • Management experience
  • Experience with software applications often used in advancement or client services
Target Salary Range Anticipated salary starting at a minimum of $110,000 and will be determined by finalist's experience, training, education and equity-based factors.
Benefits and Total Rewards
As part of UWM’s commitment to supporting the success of our team members through positive experiences, employees are provided with Benefits to Benefit You and Your Life. UWM offers a comprehensive benefits package and contributes towards the cost of several benefit plans. Employees with a qualifying position also receive an extensive leave package including vacation, sick leave (with no expiration), personal holiday, and paid legal holidays. Please visit this link to view summary benefits information. (Compensation figures are for example purposes only.) UWM Benefits to Benefit You and Your Life
Application Instructions
Completed application materials must include a letter of application addressing educational and professional level work experience and knowledge as it relates to all required and preferred qualifications as listed above; a professional resume; and a document listing the names and contact information for three professional references.
In instances where the Search and Screen Committee is unable to ascertain from a candidate’s application materials whether they meet any of the qualifications, they will be evaluated as not meeting such qualifications.
Application Deadline 04/28/2024
Continuous (Open Until Filled?) No
If Continuous, Initial Review Date
Position Contact Name Zoe Carballido
Contact Phone 414-251-9294
Contact Email [email protected]
Application Notes
For this position, applicants are required to apply online. UWM will not consider paper, emailed or faxed applications. Additionally, applicants must complete all required fields and attach any required documents. The process is complete when the message “Your application has been submitted” is displayed and you receive a confirmation number.
Legal Notices
AA/EO Statement
UWM is an AA/EO employer: All applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity/expression, disability, or protected veteran status.
Reasonable Accommodations
UWM provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact [email protected] or 414-229-4463. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.
Confidentiality of Applicant Materials
UWM is a State agency and subject to Wisconsin’s Open Records Law. UWM will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin’s Open Records law. In certain circumstances, the identities of “final candidates” and/or the identity of the appointed applicant must be revealed upon request.
CBC and Reference Check Policy
Employment will require a criminal background check. UWM takes the prevention of sexual misconduct seriously. As such, you and your references will be required to answer questions regarding any past findings of sexual violence and sexual harassment or any pending allegations of sexual violence or sexual harassment.
Annual Security and Fire Safety Report (Clery Act)
For the UWM Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see http://www.cleryact.uwm.edu/ , or call UWM’s Dean of Students Office, Student Union 345 at (414) 229-4632 for a paper copy.
Employment Authorization
In compliance with federal law, all persons at the time of their start date will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Job Categories Alumni Affairs/Development, Legal Affairs

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