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Director of Estate, Trust

University of Idaho
Idaho, United States
Salary Not specified
Posted Date
Sep 7, 2022

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Position Type
Administrative, Business & Administrative Affairs, Development & Advancement
Employment Level
Employment Type
Full Time
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University of Idaho

Director of Estate, Trust & Gift Planning

Location: Moscow, Boise

Division/College: University Advancement (Div)

Employee Category: Exempt

Pay Range: Commensurate with experience

FTE: 1

Full/Part Time: Full Time

Position Summary:
Establishes relationships with planned giving donors and prospects that incorporate visits, proposals, and ongoing stewardship. Maintains personal responsibility for a portfolio of 75-100 donors and prospects, is expected to make 120-160 strategic moves per year and submit 30-45 proposals of $25,000 or more per year. Closes $3-$5M in new gifts and commitments per year between life income gifts, documented bequest intentions and outright gifts. Proposals and closed gifts should come through a combination of development of personal portfolio and consulting with major gift officers on planned and blended gifts in their portfolios. Works with professional advisors of prospective donors. May supervise other planned giving officers. Participates with the OETGP team to brainstorm, review, edit and improve OETGP marketing and to establish an overall marketing plan. Gives periodic planned giving presentations/training to development officers, volunteers, donor and prospect groups and professional organizations. Shares in staffing the Gift Acceptance Committee and OETGP Planned Giving Advisory Board(s).

Minimum Qualifications:
  • Bachelor’s degree
  • 5 years of progressively responsible fundraising experience
  • Proven track record of successful planned and/or blended gift solicitations at the six-figure level or higher
  • Experience working in an environment dependent on developing and maintaining positive relationships with a demonstrated record of teamwork and collaboration

Preferred Qualifications:
  • 2 years of progressively responsible experience in gift planning
  • An advanced degree or professional certification related to estate and/or financial planning such as a CPA, CFP, J.D., AB, MBA, CSPG or AEP and/or a real estate license and/or demonstrated experience in real estate transactions
  • Ability to communicate effectively, both orally and in writing
  • A demonstrated working knowledge of complex gift issues, with the ability to analyze and interpret information and make decisions and to organize and carry out complex tasks with minimum supervision
  • Demonstrated supervisory experience with direct reports
  • Experience recruiting, organizing and managing volunteers
  • Public relations or marketing experience, preferably related to fundraising
  • Familiarity with database computer systems and microcomputer applications, preferably with customer relationship management systems

Physical Requirements & Working Conditions:

Required Licensures, Certifications or other
  • Willingness to travel extensively and work non-standard hours and weekends
  • Maintain a current a driver’s license

Posting Number: SP003459P

Posting Date: 07/01/2022

Closing Date:

Open Until Filled: Yes

Special Instructions:
To be considered your “Letter of Qualification” must address each of the required qualifications. Additionally, please provide information in support of your application regarding the preferred qualifications as relevant.For 1st consideration, please apply by July 15th, 2022.

Background Check: Applicants who are selected as final possible candidates must be able to pass a criminal background check.

To apply, please visit:

EEO Statement
University of Idaho is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.


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