Job Details

Director of Estate, Trust and Gift Planning
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Position Number: 5192752
Location: Moscow, ID
Position Type: Development and Fund Raising

University of Idaho

Director of Estate, Trust and Gift Planning

Location: Moscow, Boise, Coeur dAlene

Division/College: University Advancement-MID

Employee Category: Exempt

Pay Range: $88,000 annually or high depending on education and experience

FTE: 1

Full/Part Time: Full Time

Position Summary:
This position will be working with the development team to advance the mission of the University of Idaho by inspiring private giving among alumni, friends, corporations, and foundations. By building and strengthening relationships, our donor-centered approach connects stakeholders' passions and philanthropic goals with opportunities to support the university priorities.

Duties may include:

Establishes relationships with planned giving donors and prospects that incorporate visits, proposals, and ongoing stewardship
Maintains personal responsibility for a portfolio of 75-100 donors and prospects; will make 120-160 strategic moves per year and submit 30-45 proposals of $25,000 or more per year
Close $3-$5M in new gifts and commitments per year
Works with professional advisors of prospective donors
Supervise other planned giving officers
Participates with the OETGP team to brainstorm, review, edit and improve OETGP marketing and to establish an overall marketing plan
Gives periodic planned giving presentations/training to development officers, volunteers, donor and prospect groups and professional organizations
Shares in staffing the Gift Acceptance Committee and OETGP Planned Giving Advisory Board(s)
Other duties as assigned

Minimum Qualifications:

Bachelors degree

Five years experience in grant writing, fundraising, outside sales or constituent-based outreach
Experience working in an environment dependent on developing and maintaining positive relationships with a demonstrated record of teamwork and collaboration

Preferred Qualifications:
Education:

An advanced degree or professional certification related to estate and/or financial planning such as a CPA, CFP, J.D., AB, LLM, MBA, CSPG or AEP

Experience with/in:

Complex gift issues, with the ability to analyze and interpret information and make decisions and to organize and carry out complex tasks with minimum supervision.
Supervising direct reports
Recruiting, organizing and managing volunteers
Public relations or marketing experience, preferably related to fundraising
Database computer systems and microcomputer applications, preferably with customer relationship management systems
Communicating effectively both verbally and in writing

Physical Requirements & Working Conditions:

None

None

Required Licensures, Certifications or other

Posting Number: SP004371P

Posting Date: 04/01/2024

Closing Date:

Open Until Filled: Yes

Special Instructions:
To receive first consideration, please submit a letter of qualification, current resume, and references (last 3 supervisors) no later than April 22, 2024.

In your letter of qualification, using details and examples, please address all of the required and preferred qualifications for this position and how your experience and skills align. The information provided in your letter of qualification will be used to determine eligibility for an interview and demonstrate your communications skills.

If you would like to see the full job description, please contact Riley Reintjes at rreintjes@uidaho.edu.

Background Check: Applicants who are selected as final possible candidates must be able to pass a criminal background check.

To apply, please visit: jobs.uidaho.edu

EEO Statement
University of Idaho is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.