Director of Planned Giving

UMBC•Baltimore, MD

2d•$134,000 - $151,000•Hybrid

About The Position

This is a leadership role within UMBC’s Office of Institutional Advancement, responsible for managing the Planned Giving team and developing enterprise-wide strategies to secure transformational support. The Director leads in a high-growth environment, driving collaborative efforts across the centralized development team and acting as the university’s subject matter expert for planned, estate, blended, and complex gifts. A primary focus of this role is the strategic re-branding, re-launching, and ongoing management of UMBC’s legacy society.

Requirements

Bachelor's Degree
Minimum of seven (7) years of experience development
Minimum of five (5) years of experience specifically focused on planned giving or trust/estate law.
Demonstrated success in building or scaling a planned giving program within a higher education or non-profit environment.
Deep knowledge of IRS regulations regarding charitable contributions
Expertise using planned giving software (PG Calc, Crescendo)
Prove record of interacting effectively and as a trusted partner with corporate and individual fiduciaries, surviving family members, and other key internal and external partners
Strong verbal and writing skills
Self-start with excellent organizational skills
High attention to detail and follow-up skills
Ability to manage confidential information with discretion and tact
Ability to interpret and translate complex financial concepts into heart-centered stories for donors.

Nice To Haves

JD, CFP, or CAP certifications highly preferred

Responsibilities

Serves as the lead strategist for the development and execution of university-wide gift planning initiatives.
Develops and maintains a portfolio of active donor relationships to maximize philanthropic opportunities using blended and tax-wise gift approaches.
Collaborates with development officers, academic leaders, and external legal/financial advisors to execute complex gift planning strategies that align with donor intent and university priorities.
Leads the comprehensive re-branding and re-launching of the UMBC legacy society to increase visibility and member engagement.
Manages the day-to-day operations and growth of the legacy society, ensuring proper stewardship and recognition of all planned gift donors.
Provides leadership and performance management for the Gift Planning team, including hiring, training, and professional coaching.
Develops comprehensive training for the broader development community to increase institutional capacity for identifying planned giving prospects.
Provides leadership to key collaborative operational partnerships to ensure a seamless donor experience and optimal program production.
Functions as the primary lead for operational services that enhance non-cash and special gift-giving activities.
Leads the strategy for growth and retention of the planned gift donor pipeline through a comprehensive, centralized marketing strategy.
Partners with Advancement Communications to facilitate effective outreach and educational materials for donors and their professional advisors.
Plans and executes strategic initiatives that integrate gift planning into the overall goals of the university’s fundraising campaigns.

Benefits

22 Days of Annual Leave
15 Days of Sick Leave
15 Holidays
3 Personal Days
8 credit hours per semester tuition remission
Tuition remission at UMBC for eligible dependents after two years of FT employment
Life and disability insurance
Retirement plans (including the choice of joining the pension plan)
Professional development opportunities
Wellness opportunities