Director of Planned Giving

The University of Pikeville (UPIKE) is actively seeking candidates for the Director of Planned Giving. This position is charged with fostering and securing planned, private financial gifts for the University. The primary responsibility is to meet or exceed annual and multi-year goals by identifying, cultivating, soliciting, securing, and stewarding prospects and donors for planned gifts.

This position is actively engaged in establishing long-term partnerships and strengthening existing relationships with alumni and supporters of the University that will result in financial commitments for the benefit of the University.  

 Primary Duties and Responsibilities:

• Working within a comprehensive Advancement team and with academic leaders, create and execute strategic initiatives to secure planned gifts that align with prospective donors’ interests and the University’s priorities.
• Assist prospective donors and their legal and/or tax advisors with research regarding tax, estate planning, and financial implications of various gift structures.
• In collaboration with Advancement team members, identify and qualify prospective donors with potential to make planned gifts or hybrid gifts.
• Cultivate between 150 - 200 prospects in order to meet or exceed goals for engagement and fundraising.
• Travel locally and regionally strengthening partnerships and building relationships including weekdays and weekends.
• Document contacts and adhere to policies and procedures for accepting, recording and acknowledging gifts.
• Maximize the University’s fundraising potential through participation in alumni and donor events. Ensure stewardship protocol is followed for planned gifts.
• Assist with special projects designed to increase giving internally and externally.

Essential Functions:

• Results-oriented with professional characteristics that include leadership, commitment to confidentiality, flexibility, team-orientation, attention to detail and sensitivity to the stewardship of long-term relationships.
• Ability to travel extensively with overnight stays and occasional weekends.

Job Responsibilities:

• Secure gifts of estates, trusts, charitable gift annuities, life insurance, wills and bequests.
• Assist with cross-training of other Advancement team members working with donors on planned gifts.
• Remain current in laws and regulations governing planned gifts.
• Work closely with Advancement team members and the Office of Public Affairs to develop effective marketing collateral, education materials and proposals for prospective donors.
• Perform other duties as required or assigned.

Relationships:

Position requires regular contact with UPIKE faculty, staff, alumni, prospective donors, donors, and the community to develop relationships and giving opportunities.

Relationships are maintained through various modes of communication including, but not limited to, e-mail, telephone, written, and person-to-person contact.

Required Minimum Qualifications:

• Bachelor’s degree.
• Proven track record – multiple years of demonstrated success at meeting annual goals.
• Possess analytical skills and an aptitude for financial reporting
• Interest in developing skills related to estate planning and financial implications related to gift taxes.
• Excellent written and oral communication skills, negotiation skills, and proven success in goal achievement.

The University of Pikeville offers a competitive salary commensurate with qualifications and experience. UPIKE offers a competitive benefits package including medical, dental, vision, and life insurance, telemedicine, long-term disability, tuition waivers, a 403(b)-retirement plan, and HSA, FSA, & dependent care accounts. UPIKE also offers a generous holiday schedule and paid leave program.

Important Notes: Resume and other application materials will be reviewed to determine if you meet the required qualifications for the position. If it is determined that you meet the required qualifications, your application materials will be used to identify a top group of the most highly qualified candidates. Please, specifically address the qualifications, competencies and desired qualifications in your resume and application materials.

The University of Pikeville is committed to providing a safe and productive learning, living and working community. To achieve this goal, we conduct background investigations for all final applicants being considered for employment. Background investigations include a criminal history record check, and when appropriate, a financial and/or motor vehicle history.

The University of Pikeville is an equal opportunity employer committed to assembling a diverse, broadly trained faculty and staff. The University of Pikeville does not discriminate on the basis of race, ethnicity, color, sex, gender, gender identity, sexual orientation, religion, national origin, age or disabilities in its programs, activities, hiring, or the admission of students.

For more information about the University of Pikeville, please visit http://www.upike.edu. Interested applicants should complete the online application by visiting http://jobs.upike.edu. In addition to the application, interested applicants are requested to attach to their application a letter of interest, current resume, and the contact information for three to five professional references.