Sr. Director, Estate & Gift Planning at University of Miami in Coral Gables, Florida

Job Description:

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The Senior Director, Estate and Gift Planning (OEGP) in the Division of Development and Alumni Relations (DAR), assists in the formulation and execution of annual plans of action designed to capture philanthropic support primarily for the University of Miami Miller School of Medicine/UHealth System through planned gifts from grateful patients, alumni, and non-alumni individuals. The incumbent reports to the Executive Director of OEGP on the Coral Gables campus but is based primarily at the Office of Medical Development on the Medical campus.

CORE JOB FUNCTIONS

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  Assists in the development and execution of comprehensive strategic prospecting, marketing, and stewardship plans for OEGP, the Medical School/UHealth System and other assigned units, and relevant affiliated organizations, which outline measurable objectives and strategies for all significant activity during the year.

  
  


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  Identifies and researches prospective donors and develops and executes cultivation and solicitation strategies for them, with a particular focus on major and principal gift level prospects. 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.

  
  


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  Assists relevant and assigned gift officers with researching prospective donors, developing and implementing cultivation, solicitation, and stewardship strategies, preparing donor proposals, and preparing reports.

  
  


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  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.

  
  


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  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.

  
  


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

  
  


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

  
  


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

  
  


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

  
  


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  Performs such other responsibilities and special projects as needed or as assigned to support OEGP, the Medical School/UHealth System and other assigned units, DAR, or University initiatives.

  
  


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

  
  

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

CORE QUALIFICATIONS

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  Bachelor's Degree in relevant field is required

  
  


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  Minimum 7 years of relevant experience required, preferably in medical planned giving or medical fundraising.

  
  

The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more.

UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for.

The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.