https://cu.taleo.net/careersection/2/jobdetail.ftl?job=34399&src=JB-BB-10227

Position Summary:

The Associate Director of Gift Planning is a centralized University of Colorado (CU) System position who serves as a liaison to CU Boulder’s Office of Advancement. This position works closely with the Senior Director of Gift Planning and the broader CU Gift Planning team to enhance the giving experience by supporting donors and development officers as they explore blended and planned gift opportunities. 

The CU Boulder gift planning liaisons support 55 major gift officers, their respective portfolios, and a strong fundraising pipeline of active planned and blended gift proposals. As a liaison for gift planning, the Associate Director serves as a trusted advisor, providing excellent customer service, strategy, technical expertise, and creative solutions to Advancement partners. 

The Associate Director is responsible for implementing strategies to increase the overall pipeline of asset/blended/planned gifts. Additionally, the Associate Director will steward current Heritage Society members and cultivate loyal donors to identify planned gift opportunities. The Associate Director applies national best practices, process and service excellence principles for gift planning and continually seeks out new industry knowledge. 

The University of Colorado Boulder is committed to building a culturally diverse community of faculty, staff, and students dedicated to contributing to an inclusive campus environment. We are an Equal Opportunity employer, including veterans and individuals with disabilities. The CU Boulder Office of Advancement is a professional and hard-working advancement team that generates philanthropic support and overall external engagement for the University. Through these philanthropic and engagement efforts, the University is able to attract the brightest students, support and grow our hardworking faculty and strengthen our overall academic and co-curricular programs as we build a foundation of excellence for the future.

This position reports to the Senior Director of Gift Planning and is exempt from the State of Colorado Classified Staff System.

Where You Will Work:

This role is eligible for a hybrid schedule, working some days from home and 1-2 in office on the Boulder Campus.

Diversity and Equity:

The University of Colorado System Administration Office is committed to recruiting and supporting a diverse workforce. The university strives to promote a culture of inclusiveness, respect, communication and understanding. We encourage applications from women, ethnic minorities, persons with disabilities, persons within the LGBTQ+ community and all veterans.

Duties & Responsibilities:

Duties and responsibilities of the position include, but are not limited to:

1. Collaborates with CU System Advancement staff to develop a prospect pipeline; cultivate, solicit, negotiate, and close gifts, focusing on multi-faceted outright gifts; gifts of complex or unique assets; gifts-in-kind; revocable designations; and irrevocable gifts such as charitable remainder trusts, charitable gift annuities, retained life estates, or charitable lead trusts
2. Works within the CU Boulder Advancement office to cultivate and advance gifts that benefit CU by providing technical gift planning expertise to colleagues and donors
3. Advises CU Boulder development officers on prospect identification for planned gifts and development of solicitation strategies
4. Supports CU Boulder development officers by adding value to the cultivation, proposal and solicitation phases of gift conversations, to include in-person and virtual meetings with donors as needed, and development of gift agreements
5. Remains current and shares up-to-date information with colleagues about planned giving strategies that can benefit both donors and the university, including assisting in conducting regular training and/or updates to Advancement staff on planned giving, tax laws, and other regulations pertaining to charitable giving.
6. Contributes to University system, campus, and Gift Planning department goals by supporting the implementation of an annual gift planning workplan to achieve strategic goals and benchmarks for program growth.
7. Contributes to system-level advancement of gift planning strategies to include creation of a strong future “pipeline”, development of staff trainings, stewardship of existing legacy society members, strengthening relationships with the advisor community, evaluation of counting standards, gift acceptance policies and procedures, and similar.
8. Maintain a portfolio consisting of a minimum of 25 prospects which will need to be identified/developed by the incumbent. Goals relating to personal contacts, number of proposed gifts, planned gifts and prospect identification to be set with and approved by management.
9. Performs other duties and special projects as assigned such as database maintenance, gifts-in-kind support, and estate distribution efforts

Software Utilized

1. Microsoft Office products, including Outlook, Word, Excel, PowerPoint, MS Teams and similar.
2. Process management products, including Monday.com
3. Gift planning software, such as PGM Anywhere, TIAA Kaspick GiftAdvisor
4. Donor tracking and reporting software, such as Salesforce

What We Offer:

Salary: The anticipated hiring range has been established at $91,000-$93,000.

CU System Administration takes into consideration a combination of the selected candidate’s education, training and experience as it relates to the position, as well as the position’s scope and complexity, internal pay equity and external market value when determining a salary level for potential new employees.

Benefits: With our unparalleled range of benefits, including top-notch healthcare, comprehensive wellness programs, enriching professional development, and a dynamic work-life balance, we ensure your holistic growth and happiness.

1. No-cost or low-cost medical & dental plan options, some inclusive of IVF assistance.
2. Disability, Life, Vision Insurance options.
3. Multiple retirement planning options including a mandatory 401(a) plan where CU contributes 10% of your gross pay, a 401k or 403b plan and a 457 deferred compensation plan.
4. Pre-tax savings plans, such as Health care and Dependent care flexible spending accounts.
5. Embrace a healthy work-life balance with ample sick and vacation leave, along with at least 12 paid holidays. This includes a dedicated week off for winter break.
6. 4 weeks of parental leave to adjust to the joys of parenthood.
7. A tuition benefit program for you and/or your dependents.
8. Free RTD EcoPass and Free Onsite Parking at our 1800 Grant Street Office.
9. Many additional perks & programs with the CU Advantage.

Additional taxable fringe benefits may be available. 

For more information on benefits programs, please review our Comprehensive Benefits Guide. 

Access our Total Compensation Calculator to see what your total rewards could be at CU. (This position is a University Staff position)

Qualifications:

Minimum Qualifications:

Please ensure your resume includes any and all relevant experience to be accurately assessed against these qualifications. You must meet all minimum requirements listed at the time of application to be considered for this role.

1. Bachelor’s degree from an accredited institution of higher education, or equivalent professional experience (professional experience may be substituted for the educational requirement on a year-for-year basis)
2. Four (4) years’ experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work
3. Ability to travel

Preferred Qualifications:

• Post-baccalaureate degree from an accredited institution of higher education (e.g. Master of Business Administration, Juris Doctorate, Master of Arts, etc.)
• Six (6) years' experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work
• Professional certification (e.g. Chartered Advisor in Philanthropy, Certified Financial Planner) Experience in a nonprofit, higher education, or healthcare environment
• Experience working within large, complex organizations

Knowledge, Skills, and Abilities:

To be successful in this position, employees will need to know the following:

• Knowledge of the University of Colorado's mission, demographics, faculty, current programs, departments, and culture
• Knowledge of gift planning principles, procedures, and best practices
• Ability to deliver a high level of commitment to customer service to donors and Advancement partners, including the ability to actively listen, address customer needs, defuse tense situations, and maintain an open, flexible, and friendly demeanor.

• Interpersonal skills, including the ability to facilitate interaction, communication, and teamwork between others.
• Ability to make persuasive verbal and written cases for supporting key programs and projects, effectively matching the interests of prospective donors to specific university needs
• Ability to communicate and work effectively with individuals from diverse backgrounds, cultures, and ages
• Ability to navigate complex, multi-layered environments and organizations
• Ability to work independently and as part of a team setting
• Ability to interact with high-level donors, maintain a high level of professionalism, discretion, and confidentiality.
• Ability to establish and maintain cooperative working relationships with faculty, staff, and others
• Commitment to promoting diversity and equity.
• Skilled in the use of computer equipment, software, and other relevant technology (including smart phones) including the Microsoft Office Suite (i.e. Word, Excel, PowerPoint, Outlook, MS Teams and similar)

How to Apply:

For full consideration, please attach the following as separate documents to your application:

1. A cover letter identifying the job specific minimum qualifications you possess
2. A resume including any and all relevant experience to be accurately assessed against the qualifications listed in the posting.

Please ensure you check the "Job Specific Attachments" box next to each document on the "Required Documents" page of the application for the appropriate documents to be attached.

Per the Colorado Job Application Fairness Act, you are not required to provide your date of birth, dates of school attendance, or dates of graduation on your resume or cover letter. If an application requires additional materials, such as a transcript or certification, you may redact identifying information relating to your date or birth, dates of school attendance, or dates of graduation.

When to Apply:

For full consideration completed applications must be submitted by August 14th.. Reference checking is a standard step in our hiring process. You may be asked to provide contact information, including email addresses, for up to five references as part of the search process for this position. *Please note: All application materials must be submitted through CU Careers; emailed materials will not be considered.

*Sponsorship Statement:

We are unable to sponsor applicants for work visas for this position.

Background Check Statement:

The University of Colorado is committed to providing a safe and productive learning and living community. To achieve that 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 history, motor vehicle history and/or fingerprinting background check. The Immigration Reform and Control Act requires that a verification of employment eligibility be documented for all new employees by the end of the third day of work. The University of Colorado is committed to diversity and equality in education and employment.

ADA Statement:

We are committed to an inclusive and barrier-free search process. We provide accommodations for applicants requesting accommodation through the search process such as alternative formats of this posting. Individuals with disabilities in need of accommodations throughout the search process should contact the ADA Coordinator at: https://apptrkr.com/get_redirect.php?id=5481754&targetURL=Bachelor's degree from an accredited institution of higher education, or equivalent professional experience (professional experience may be substituted for the educational requirement on a year-for-year basis)