Senior Associate Director, Planned Giving, Schools & Centers

Updated: 12 days ago

Senior Associate Director, Planned Giving, Schools & Centers
PAE-Office of the Vice Chancellor - Pennsylvania-Pittsburgh - (24002236)
 

The University of Pittsburgh’s Division of Philanthropic & Alumni Engagement (PAE) cultivates relationships with contributors, alumni, and other constituents on behalf of the University of Pittsburgh and UPMC, generating support for teaching, research, and care. See PAE's site for more details: pae.pitt.edu. PAE is seeking a Senior Associate Director to join a progressive team within the Office of Planned Giving, Schools and Centers. This position will be a vital contributor to the Planned Giving team with significant opportunities for future growth and relationship building with internal partners and leadership. The Senior Associate Director, Planned Giving will be expected to fundraise from current and prospective donors evaluated with the capacity to donate $100,000 or more in outright and/or planned gifts as well as build a diverse and sustainable portfolio. The Senior Associate Director, Planned Giving is responsible for the planning and implementation of a wide range of major and planned gift fundraising activities in their assigned region(s) to generate support from donors through cash gifts, testamentary bequests, charitable trusts, life-income gifts, and other gifts of a complex nature, such as gifts of real estate or closely-held securities. The incumbent will develop and deliver proposals and gift agreements to individual major and planned giving prospective donors outlining gift strategies and detailing programmatic information related to the donor's philanthropic interests as aligned with University goals and priorities. The incumbent must be willing to travel at least 30% of the time. Additionally, the Senior Associate Director, Planned Giving will also serve as a consultant to Schools & Centers gift officers to offer strategic subject matter expertise for major and planned gifts, and develop and deliver training to staff and volunteers. The Senior Associate Director, Planned Giving will also have responsibility for managing projects and strategic initiatives in one or more of the following areas, as well as serving as an active contributor to Planned Giving work related to: marketing, philanthropic education for staff, seminars for prospective donors, stewardship strategy and events, and administration of realized estate gifts.



Job Summary

Establishes and builds relationships with current and prospective planned gift donors to increase the organization's philanthropic resources. Manages estate administration, bequests, retirement plan gifts, life income gifts, and securities. Coordinates the stewardship funnel of planned giving donors as well as the efforts across planned giving staff, offices, and external audiences to correlate University goals with prospect interest and capabilities. Responds to all donor inquiries, administers gift annuities, and serves as primary contact with the planned giving administrator.


Essential Functions 

Possess the following: strong analytical skills, strong interpersonal and relationship building skills, advanced computer skills, and strong persuasive communication skills (writing and oral). Will learn internal procedures, routinely update data in Salesforce, create reports, manage gift documentation, manage meetings, and travel regularly to donors.


Physical Effort 

Moderate physical effort required. May be required to stand/move for several hours at a time. May be required to move objects up to 50 pounds with or without assistance of equipment.

 

The University of Pittsburgh is committed to championing all aspects of diversity, equity, inclusion, and accessibility within our community. This commitment is a fundamental value of the University and is crucial in helping us advance our mission, which includes attracting and retaining diverse workforces. We will continue to create and maintain an environment that allows individuals to discover, belong, contribute, and grow, while honoring the experiences, perspectives, and unique identities of all.


The University of Pittsburgh is an Affirmative Action/Equal Opportunity Employer and values equality of opportunity, human dignity and diversity. EOE, including disability/vets.

 
Assignment Category Full-time regular
Job Classification Staff.Planned Giving Officer III
Job Family Philanthropy & Engagement
Job Sub-Family Planned Giving
Campus Pittsburgh
Minimum Education Level Required Bachelor's Degree
Minimum Years of Experience Required 6
Will this position accept substitution in lieu of education or experience?  Combination of education and relevant experience will be considered in lieu of education and/ or experience requirement.
Additional details about Required Licensure/Certification N/A
Work Schedule Monday - Friday, 8:30 a.m. - 5:00 p.m.
Work Arrangement Hybrid: Combination of On-Campus and Remote work as determined by the department.
Hiring Range $80,000.00 - $90,000.00
Relocation Offered No
Visa Sponsorship Provided No
Background Check For position finalists, employment with the University will require successful completion of a background check
Child Protection Clearances Not Applicable
Required Documents Resume
Optional Documents Not Applicable

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