Advancement Officer, Gift & Estate Planning

University of British Columbia•Vancouver, BC

2d•CA$7,158 - CA$10,292•Onsite

About The Position

UBC’s Gift and Estate Planning unit is looking for an advancement officer to help create, plan, and execute the stewardship and donor relations strategies for our team as we work towards our multimillion-dollar annual goal. We need someone who is a strong communicator and collaborator, who is as comfortable with content creation as they are with spreadsheets and data. You’ll be working to maintain relationships with our broad donor base, with our talented team members and our colleagues across our campus. We want someone who is keen to learn the ins and outs of legacy giving, who can spot a great story and deliver it to the right people in the right medium with the messaging that will inspire our donors. At UBC, we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings rich diversity to UBC as a workplace, and creates the necessary conditions for a rewarding career.

Requirements

University degree in a relevant discipline.
Minimum of two years of experience in a post-secondary education institute experience working with alumni relations & advancement or the equivalent combination of education and experience
Willingness to respect diverse perspectives, including perspectives in conflict with one’s own
Demonstrates a commitment to enhancing one’s own awareness, knowledge, and skills related to equity, diversity, and inclusion

Nice To Haves

Minimum of 3 years related experience or the equivalent combination of education and experience.
Relevant experience would be in a university setting providing project management support or decision making support to senior executives.
Knowledge of University policies and procedures, administrative management, fundraising and alumni engagement is desirable.
Ability to think systemically about the multiple interrelations that take place within the University as well as with the external community, and how they affect positively or negatively the performance of the organization.
Ability to be thorough, accurate, and have a high level of attention to detail.
Ability to obtain and disseminate information effectively and tactfully with individuals from all levels of the University and the external community.
Ability to take initiative, analyze problems, identify key information and issues, and effectively resolve them.
Excellent oral and written communication, interpersonal and organizational skills.
Ability to work effectively independently and in a team environment, and to bring energy, motivation and enthusiasm to the job.
Ability to effectively manage multiple tasks and priorities under pressure to meet deadlines in a hectic environment, exercising confidentiality, sensitivity, tact and discretion.
Ability to work independently while exercising good judgement at all times.
Ability to effectively use word processing, spreadsheet, scheduling, mail and presentation applications at an advanced level (MS Office preferred).
MS Windows environment, Microsoft Office preferred.
Experience working with a centralized fundraising system an asset.
Ability to plan, co-ordinate and supervise the work of others, execute a variety of complex projects, and meet imposed deadlines.
Strong verbal and written communication skills, both verbal and written, having the ability to communicate appropriately and effectively with donors, co-workers and other campus departments.

Responsibilities

Leads the administrative and operational functions within the DAE unit, including strategic and day-to-day needs, administrative and operational planning, overall workflow and information flow, including donations reporting and records while ensuring seamless and effective delivery of administrative and operational processes;
Manages the unit s budget, and leads the financial planning process for the unit administration and operations, finding budgetary efficiencies and recommending and implementing savings and cost-reduction measures;
Acts as an advisor to the Director of Development/Senior Director, Development/Assistant Dean/Executive Director, on administrative and operational guidelines, policies, procedures and proposals that have a significant impact across the unit;
Works closely with the Director/Senior Director, Development/Assistant Dean/Executive Director of Development, and senior management to facilitate maximum private and public sector support for the University;
Responsible for fostering complex relationships impacting donors, other campus units, other DAE units and colleagues and maintaining communications that are critical to the success of the fundraising program;
Manages the liaison between the unit and other development and alumni engagement portfolio units (i.e. Research, Prospect Management);
Oversees implementation of appropriate donor recognition; ensuring acknowledgement and stewardship programs are in place;
May oversee and/or develop proposals and may work with donors to generate gifts for priority projects;
Manages the donor pipeline, ensuring that donor records are up to date, and is expected to be an expert user of the Blackbaud relationship management system
Manages and motivates staff, and is responsible for hiring, training and terminating staff, conducts annual staff evaluations, performance reviews, ensuring benchmarks and performance goals are achieved;
Responds to donor enquiries concerning their gifts, endowment performance, expenditures and other general questions;
Remains informed of donor relations/development best practices across industries;
Performs other related duties as required.