Description

 

The Advancement operation provides the management and coordination of the back office functions to support the campus-based fundraising field staff. These include research, marketing and communications, gift processing, database management, gift planning, and other services. These central services produce economies of scale by eliminating the need for these back office functions to be duplicated on each of the four campuses. They also place the institution in an optimal position to attract substantial support from the philanthropic sector.
 

The Associate Director of Gift Planning is a centralized University of Colorado (CU) system position embedded within the CU Boulder Office of Advancement. This position works closely with the CU Boulder Senior 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 major and planned gift opportunities.

 
This position reports to the CU Assistant Vice President for Gift Planning and Annual Giving and is exempt from the State of Colorado Classified Staff System.
 
Duties:
Duties and responsibilities of the position include, but are not limited to: 
  • Works within the CU Boulder Advancement office to cultivate and support gifts that benefit CU by providing technical gift planning expertise to colleagues and donors
  • Collaborates with CU Advancement staff to cultivate, solicit, negotiate, and close gifts by focusing primarily 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
  • Contributes to University system, campus, and department goals by supporting the implementation of an annual gift planning workplan, including specific areas of focus such as: proactive lead generation to create a strong future “pipeline” of planned gift prospects or donors; prospect strategy sessions; trainings; stewardship of existing legacy society members; marketing efforts; strengthening relationships with the advisor community; prospect strategy sessions; proposal creation; gifts-in-kind support; donor visits/travel; etc.
  • Supports system-level gift planning efforts as assigned, such as database maintenance, counting standards, gift acceptance policies, estate distribution efforts, policies and procedures, etc. 
  • Performs other duties and special projects as assigned
Software Utilized:
  • Microsoft Office Products, including Outlook, Word, Excel, PowerPoint, etc.
  • Gift planning software, such as PGM Anywhere, TIAA Kaspick GiftAdvisor
  • Donor tracking and reporting software, such as Ellucian Advance, Salesforce
  • Smart phones
Knowledge, Skills, and Abilities:
To be successful in this position, candidates will need the following:
  • Knowledge of the University of Colorado’s mission, demographics, faculty, current programs, departments, and culture 
  • Knowledge of gift planning principles, procedures, and best practices
  • Donor-centric customer service skills, including the ability to actively listen, address customer needs, defuse tense situations, and maintain an open, flexible, and friendly demeanor
  • Interpersonal skills, including the ability to facilitate interaction, communication, and teamwork between others
  • Skilled in the use of computer equipment, software, and other relevant technology (smart phones, etc.) including the Microsoft Office Suite (i.e. Word, Excel, PowerPoint, Outlook, etc.)
  • Ability to persuasively engage donors and articulate how CU distinguishes itself from peer institutions
  • Ability to make persuasive verbal and written cases for supporting key programs and projects, effectively matching the interests of prospective donors to specific university needs
  • Ability to deliver a high level of commitment to customer service
  • Ability to communicate and work effectively with individuals from diverse backgrounds, cultures, and ages
  • Ability to navigate complex, multi-layered environments and organizations
  • Ability to work independently and as part of a team setting
  • Ability to develop strategies to achieve operating goals
  • Ability to interact with high-level donors, maintain a high level of professionalism, discretion, and confidentiality
  • Ability to establish and maintain cooperative working relationships with faculty, staff, and others
  • Ability to promote and enhance diversity and equity

 

 

Qualifications

 

Minimum 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)
  • Three (3) years’ experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work
  • Ability to travel
Preferred Qualifications:
  • Post-baccalaureate degree from an accredited institution of higher education (e.g. Master of Business Administration, Juris Doctorate, Master of Arts, etc.) 
  • Five (5) years’ experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work
  • Professional certification (e.g. Certified Financial Planner) 
  • Experience in a nonprofit, higher education, or healthcare environment
  • Experience working within large, complex organizations
Who we are:
System Administration, which also houses the Office of the President, is located in the uptown neighborhood of Denver with an office in Broomfield and a few smaller offices located on the campuses. However, this position is located in Boulder.  Many of our departments support the educational and research missions of the four University of Colorado campuses. We provide diverse opportunities for professional development, innovation, and collaboration with talented staff and faculty. 
 
What we offer:
 
Salary: The salary has been established at $80,000.  
 
Benefits: The University of Colorado offers an excellent benefits package including:
  • Medical: Multiple plan options
  • Dental: Multiple plan options
  • Additional Insurance: Disability, Life, Vision and Wellness 
  • Retirement 401(a) Plan: Employer contributes 10% of your gross pay
  • Paid Time Off: Accruals over the year
    • Vacation Days: 22
    • Sick Days: 15
    • Holiday Days: 10
  • Tuition Benefit: System employees have the benefit on all campuses  
  • ECO Pass: RTD Bus and light rail service
  • Additional Perks & Programs: Click here to access a few more Perks and Programs 
Click here to access our Total Compensation Calculator to see what your total rewards could be at CU. This position is a University Staff position.
 
More information on benefits programs, including eligibility, is available at www.cu.edu/employee-services/.

 

  
Special Instructions to Applicants: Applications will be reviewed as they are submitted, with full consideration for those received no later than June 1, 2020. Reference checking is a standard step in our hiring process. You may be asked to provide contact information, including email addresses, for up to five references as part of the search process for this position. *Please note: All application materials must be submitted through CU Careers; emailed materials will not be considered.* The University of Colorado is committed to providing a safe and productive learning and living community. To achieve that goal, we conduct background investigations for all final applicants being considered for employment. Background investigations include a criminal history record check, and when appropriate, a financial and/or motor vehicle history. The Immigration Reform and Control Act requires that a verification of employment eligibility be documented for all new employees by the end of the third day of work. The University of Colorado is committed to diversity and equality in education and employment. We are committed to an inclusive and barrier-free search process. We provide accommodations for applicants requesting accommodation through the search process such as alternative formats of this posting. Individuals with disabilities in need of accommodations throughout the search process should contact the ADA Coordinator at: systemhr@cu.edu. 
Tweet about this on TwitterShare on LinkedInShare on FacebookShare on Google+Share on RedditEmail this to someonePrint this page