Assistant Director of Gift Planning

Position Summary

The Assistant Director of Gift Planning is a frontline fundraiser working in a collaborative team setting to ensure annual and long-range fundraising success. The Assistant Director develops a caseload of current and prospective planned-gift donors and advances relationships to achieve individual, School, and Foundation-wide goals. This position is primarily dedicated to working directly with donors and prospective donors, but will also involve a limited amount of administrative duties as appropriate to foster the Assistant Director’s career development and to position the Foundation’s Office of Gift Planning for even greater success.

Primary Responsibilities

  • Engage, solicit, and steward a caseload of current and prospective donors in a way that demonstrates purposeful and meaningful management of donor relationships.
  • Create and implement strategic action plans for top prospects oriented to greater donor engagement corresponding with their philanthropic interests and leading to solicitation of more significant gift opportunities.
  • Foster strong working relationships with Foundation colleagues and University partners. Engage staff and volunteers whenever appropriate and productive to implement strategic donor plans. Coordinate with deans, faculty and staff who can partner with development to enhance donor/prospect relations.
  • Leverage events and engagement initiatives with donors and prospects to support caseload management and fundraising objectives.
  • Implement next steps of moves processes according to established schedules and document activity in the Foundation database within prescribed timelines.
  • Partner with Director of Gift Planning on administration of Gift Planning, which may include, designing and implementing a comprehensive gift planning marketing plan; preparing gift illustrations using gift planning software (presently PG Calc); ongoing stewardship of Charles Lewis Beach Society, the legacy society for UConn; and other administrative activities as may arise from time to time.
  • Other duties as assigned.

Key Competencies

  • Excellent interpersonal and listening skills and the proven ability to foster productive relationships with a broad range of constituencies; display natural tact, honesty and integrity to foster trust among all constituencies;
  • High degree of discretion and confidentiality;
  • Demonstrated strategic thinking ability and leadership capabilities in a complex environment; high level of independent judgment, motivation, focus and assertiveness;
  • Excellent written skills, including ability to effectively articulate University and school priorities, and to positively represent the University and Foundation;
  • Ability to handle multiple tasks, to assess and order priorities, and to track details in a fast-paced environment;
  • Adept in use of computers and information management tools;
  • Ability to work to the demands of the position, which may exceed a 40 hour work week;
  • Must be willing to travel extensively and reliable personal transportation is required for this position. Must possess a valid driver’s license issued from state in which employee resides. Employee must maintain at their expense, automobile liability insurance coverage in the minimum amount of $500,000 or a combination of umbrella and automobile liability insurance coverage of $500,000. A certificate of automobile insurance evidencing the limit, must be provided to the Foundation at hire and annually thereafter.

Education and Experience

  • Bachelor’s degree, with preference for individuals with accounting, financial planning, or legal training
  • Minimum two-years’ fundraising or equivalent experience in a field that emphasizes the strategic development of client relationships
  • Familiarity with tax, legal, and financial concepts and strategies involved in estate and philanthropic planning
  • Demonstrated ability to personally solicit gifts of $50,000 and more, or a documented track record of success in a related field.