Associate Director of Gift Planning

University of Colorado•Denver, CO

3d•$95,000 - $98,000•Hybrid

About The Position

The CU System Office of Advancement provides excellent customer service, strategy, expertise, and efficiency to our partners on CU’s campuses and at the University of Colorado Foundation. We support CU’s fundraising and engagement goals through advancement operations that include constituent research and development, data management, business intelligence, technical architecture, annual giving, planned giving, gift administration, marketing and communications, IT, budget and finance, and more. We believe that a healthy office culture is foundational to our success. We create this by bringing together a diverse team of colleagues and infusing our core values—Work Together, Think Big, Be Good and Have Fun—into our work every day. The Associate Director of Gift Planning is a centralized University of Colorado (CU) system position embedded within the CU Anschutz Office of Advancement. This position works closely with the CU Anschutz 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. This position reports to Director of Gift Planning, Anschutz and is exempt for the State of Colorado Classification system.

Requirements

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)
Five (5) years’ experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work
One (1) year of experience in a team lead or supervisory role, which may include assigning and reviewing the work of others, providing guidance to internal and external team members, and/or assisting management with performance reviews
Ability to travel

Nice To Haves

Post-baccalaureate degree from an accredited institution of higher education (e.g. Master of Business Administration, Juris Doctorate, Master of Arts, etc.)
Seven (7) years’ experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work
Two (2) years’ experience in a team lead or supervisory role, as indicated above
Professional certification (e.g. Certified Financial Planner)
Experience in a nonprofit, higher education, or healthcare environment
Experience working within large, complex organizations

Responsibilities

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.
Works within the CU Anschutz Advancement office to cultivate and advance gifts that benefit CU by providing technical gift planning expertise to colleagues and donors.
Advises CU Anschutz development officers on prospect identification for planned gifts and development of solicitation strategies.
Supports CU Anschutz 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.
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.
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.
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.
Works to cultivate existing and new benefactor relationships (i.e.: through thank you calls, prospecting/cold calls, discovery visits, stewardship touches, etc.) with the intent of sustaining and increasing the relationship with benefactors and potential benefactors on behalf of and in support of the CU Anschutz Campus. The benefactor pool and pipeline are comprised of CU Anschutz alumni, grateful patients and/or their loved ones/families, leadership volunteers, CU Anschutz faculty, organizations and community members.
Works daily to ensure timely, accurate completion of discovery outreach, proposals, pledges and fund agreements.
Performs other duties and special projects as assigned such as database maintenance, gifts-in-kind support, and estate distribution efforts.

Benefits

No-cost or low-cost medical & dental plan options, some inclusive of IVF assistance.
Disability, Life, Vision Insurance options.
Multiple retirement planning options including a mandatory 401(a) plan where CU contributes 10%25 of your gross pay, a 401k or 403b plan and a 457 deferred compensation plan.
Pre-tax savings plans, such as Health care and Dependent care flexible spending accounts.
Ample sick and vacation leave, along with at least 12 paid holidays. This includes a dedicated week off for winter break.
6 weeks of parental leave to adjust to the joys of parenthood.
A tuition benefit program for you and/or your dependents.
Free RTD EcoPass and free onsite parking at our 1800 Grant Street Office.
Many additional perks & programs with the CU Advantage.
Additional taxable fringe benefits may be available.