To lead the Texas Development Gift and Estate Planning team in facilitating and strengthening strategic partnerships for The University of Texas at Austin.
Participate at the executive level in the University's campus-wide fundraising activities and contribute to the formulation of priorities and policies. Oversee business practices related to planned giving. Design, implement, and manage a proactive development plan focused on expanding and enhancing planned giving solicitations with the goal of providing 30 percent of the gifts for the University's next comprehensive campaign. This would be a 10 percent increase in Gift Planning's contribution to the previous 3.1B dollar Campaign for Texas. Supervise a team of 9-10 gift planning officers and support staff in cultivating, soliciting, and stewarding donors in support of University priorities. Provide guidance and mentoring to staff to ensure productivity and career enhancement. Identify planned gift prospects, and help officers maintain an accurate, balanced and strategic portfolio of primary and secondary prospects not to exceed 125. Develop annual goals for the Gift and Estate Planning office. Direct and coordinate activities related to obtaining multi-million dollar planned gifts, including working in partnership with all development colleagues and deans and directors across campus. Work collaboratively with UT System in their management of estate realizations. Create and oversee the implementation of a high quality stewardship process for planned giving prospects and donors. Ensure that stewardship and reporting requirements are met to sustain successful partnerships; a planned giving marketing plan in conjunction with Development Communications; and an overall strategy for gift and estate planning training in conjunction with Talent Development and regularly lead educational workshops on gift planning to university-wide development colleagues. Ensure that UT is represented by gift and estate planning staff at key professional meetings. Recruit and staff volunteers including professional advisors.
Bachelor's degree. Five or more years of leadership and management experience in a comprehensive planned giving program or five or more years of experience in applying tax, trust and other laws affecting charitable giving. Demonstrated ability to understand and negotiate complex gift arrangements and to articulate these concepts to prospective donors and advisors in simple, donor-friendly language. Proven ability to supervise professional staff and to work effectively in an interdisciplinary team setting. Ability to travel frequently and work extended hours within a varying schedule. Excellent verbal, interpersonal, and written communication skills. Demonstrated ability to work effectively in a team-oriented environment. Equivalent combination of relevant education and experience may be substituted as appropriate/
J.D., LLB or MBA degree. Ten years of experience in gift planning law, banking, or financial planning. Experience with investment and financial matters including complex asset and business transactions. Experience in higher education fundraising.
Internal Number: 18-05-02-02-0434
About University of Texas at Austin
What starts here changes the world.Like the state it calls home, The University of Texas at Austin is a bold, ambitious leader. Ranked among the biggest and best research universities in the country, UT Austin is home to more than 51,000 students and 3,000 teaching faculty. Together we are working to change the world through groundbreaking research and cutting-edge teaching and learning techniques. Here, tradition and innovation blend seamlessly to provide students with a robust collegiate experience. Amid the backdrop of Austin, Texas, a city recognized for its creative and entrepreneurial spirit, the university provides a place to explore countless opportunities for tomorrow’s artists, scientists, athletes, doctors, entrepreneurs and engineers.