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University of Miami · 1 month ago

Director, Estate & Gift Planning

Coral Gables, FL

Full-time

Onsite

Lead/Staff, Director/Executive

5+ years exp

The University of Miami is recognized as one of the nation’s premier research institutions and academic health systems. The Director, Estate and Gift Planning assists in executing plans to capture philanthropic support through planned gifts, managing donor relationships, and developing marketing strategies for the Office of Estate and Gift Planning.

Higher Education

H1B Sponsor Likely

Responsibilities

Assists in the development of comprehensive strategic prospecting, marketing, and stewardship plans for OEGP, assigned units, and relevant affiliated organization, which outlines measurable objectives and strategies for all significant activity during the year

Identifies and researches prospective donors and develops and executes cultivation and solicitation strategies for them. Assists relevant and assigned gift officers with researching prospective donors, developing and implementing cultivation, solicitation, and stewardship strategies, preparing donor proposals, and preparing reports

Develops and manages an active portfolio of prospects to cultivate and solicit planned gifts and directly raises planned gift and other commitments from that portfolio and in partnership with other gift officers

Coordinates and personally participates in one-on-one cultivation visits and gift solicitations and works to close planned gifts. Implements stewardship strategies for planned gift and other donors

Works with attorneys and/or other advisors of prospective and current donors to provide information about planned giving options, utilization of gifts, or University information to ensure the receipt of gifts

Drafts documents, such as University-wide gift agreements, gift annuity agreements, and other pertinent documentation for the completion of a gift

Assists in the development of programs, seminars, trainings, presentations, and other information for internal and external stakeholders to promote and explain planned giving

Assists the OEGP marketing team in the coordination, development, and execution of planned giving marketing and promotional materials and mailings for OEGP, assigned units, and relevant affiliated organizations and coordinates and responds to inquiries received from the same

Assists in the preparation, organization, and management of files, reports, research, meetings, presentations, and such

Performs such other responsibilities and special projects as needed or as assigned to support OEGP, assigned units, DAR, or University initiatives

Adheres to University and DAR policies and procedures and safeguards University assets

Qualification

Planned giving strategiesDonor researchPortfolio managementBusiness management principlesTraining othersStrategic planningLeadership

Required

Bachelor's Degree in relevant field is required

Minimum 5 years of relevant experience required

Knowledge of business and management principles

Ability to direct, manage, implement, and evaluate department operations

Ability to establish department goals, and objectives that support the strategic plan

Ability to effectively plan, delegate and/or supervise the work of others

Ability to lead, motivate, develop, and train others

Preferred

A law degree is preferred

Company

University of Miami

Glassdoor3.9

At UM you'll join a diverse and energized academic community.

Founded in 1925

Coral Gables, fl, US

5001-10000 employees

http://miami.edu

H1B Sponsorship

University of Miami has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (208)

2024 (151)

2023 (149)

2022 (121)

2021 (95)

2020 (114)