Director of Planned Giving

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Job ID: 736
Job Family: Unclassified
Department: Development and Alumni Affairs
Pay Range: Salary commensurate with experience

 Position Information:

The Director of Planned Giving serves all the schools and units of the University's fundraising operation as the chief strategist for planned gifts and directs efforts to build the University's planned giving program, including both current and deferred gifts.

Primary responsibilities include, but are not limited to:
  • Identifying, cultivating, soliciting and stewarding a portfolio of planned giving donors of gifts of non-cash assets to the University;
  • Providing training to major and principal gifts staff in the techniques needed to identify and cultivate planned gifts and assisting staff with the cultivation and solicitation of planned gifts;
  • Leading the strategy for the marketing of planned gifts;
  • Aligning with stakeholders across campus to develop and utilize guidelines for the solicitation and acceptance of a broad range of gifts;
  • Providing administrative support to finalize all types of planned gifts and maintain any accounting, legal or tax compliance responsibilities required by the gift.

Qualifications:

Bachelor's degree with five years of professional work experience is required. A graduate degree is preferred. Experience in planned giving with an established track record of closing a broad range of planned gifts is essential. Professional experience working in higher education or in a nonprofit as an estate planning or trust attorney is preferred.

Candidates must demonstrate their knowledge of a wide range of planned giving options, as well as the legal and tax implications of these gifts. Candidates must understand the transactional implications of assets available for giving, including but not limited to: real property issues, mineral interests and the oil and gas industry, intellectual property, insurance and annuities, business associations, trusts and estates. Candidates must understand the income, gift and estate tax implications at both the federal and state level. Candidates must demonstrate the ability to work in a complex institutional environment where coordination, teamwork and communication are paramount. Strong interpersonal and relationship-building skills are essential due to the broad range of interactions with donors, prospects, their professional advisors, principal and major gift staff members, deans and executive directors. Candidates must demonstrate strong written and verbal communication skills. Some travel required.

This position is open until filled. Please visit our website to apply, or submit resume and cover letter to: Search Committee, Job ID 736, P.O. Box 750232, Dallas, TX 75275-0232.