DIRECTOR OF ESTATE AND GIFT PLANNING

POSITION SUMMARY

The Director of Estate and Gift Planning (Director) will partner with the Senior Executive Director (SED) and fellow members of the Office of Estate and Gift Planning (OEGP) team and the Foundation’s Development Team to expand OEGP’s program as part of UH Foundation’s comprehensive fundraising effort for the University of Hawai'i System.  The Director will build upon the program’s solid foundation and will work cooperatively with donors, alumni, trustees, and other supporters of the UH community to close major gifts, bequests, and irrevocable planned gifts.

REPORTS TO

Senior Executive Director of Estate and Gift Planning

KEY RESPONSIBILITIES

Specific responsibilities and performance expectations include:

• Work closely with unit-based fundraisers to close complex, major, and deferred gifts and provide technical expertise to unit-based fundraisers and donors/prospects.
• Build and maintain relationships with allied professionals to inform and educate them about the mission and impact of UH, while introducing them to the gift planning tools, services and programs provided by UHF to assist and support their clients.
• Personally manage a portfolio of 75-100 prospects. Identify, qualify, cultivate, and solicit planned gifts. 
• Participate actively and consistently in the UHF Prospect Management Process including filing timely contact reports, communicating with team members on assigned prospects, and adhering to scheduled strategies for the cultivation and closing of planned and major gifts.
• Steward current and past donors to assure ongoing involvement and increased giving to UH.
• Plan, coordinate and/or support planned giving seminars/trainings for prospects, donors, advisors, faculty, administrators, and development staff as needed.
• Other duties as assigned.

EVALUATION

The Director will meet annually with his/her supervisor to put in place a plan for the year.  This plan will include goals for each of the basic responsibility categories, as well as program and professional development goals.  At the end of each year, the Director and his/her supervisor will review progress toward the annual goals.

QUALIFICATIONS

• Minimum of a BA or BS
• Professional certification in planned giving or related field, a plus
• 3+ years of fundraising experience with proven success in development of planned, blended, and major and leadership gift strategies, soliciting and closing gifts, and stimulating interest in charitable giving is desired; experience in higher education is a plus.
• Flexible and able to multi-task; able to work within an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrates resourcefulness in setting priorities and guiding investment in people and systems.
• Commitment to discovering, developing, and facilitating charitable intent and the ability to actively listen and respond to donor/prospect needs.
• Friendly and positive demeanor and enjoys working with others in a team environment.
• Excellent interpersonal and communication skills with the ability to build consensus and cohesion.
• Ability to work effectively in a large, complex, and dynamic organization, balancing competing priorities with excellent interpersonal and communication skills.
• Strong sense of professional ethics, and commitment to the core values of trust, teamwork and excellence, accountability, and service.
• Willing to exemplify and live the values of the UHF (accountability, excellence, integrity, service, teamwork, and trust).

WORKING CONDITIONS

The Director will work primarily in an office environment and will need to sit or stand for extended periods while either working at a computer, attending a meeting, or performing deskwork.  Based at 1314 South King Street, Suite B, Honolulu, HI 96814, this position will involve travel, mostly by auto, occasionally by air and may require overnight stays. Employee must have a valid driver’s license and an acceptable driving record or an acceptable mode of transportation.  The employee may need to work some evenings and weekends and must be able to work to the demands of the position, which may exceed a 40-hour workweek. Must be able and willing to travel interisland and nationally upon request.