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.
Senior Executive Director of Estate and Gift Planning
Specific responsibilities and performance expectations
- 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.
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
- Minimum of a BA or BS
- Professional certification in planned giving or related field,
- 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
- 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
- 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
- Willing to exemplify and live the values of the UHF
(accountability, excellence, integrity, service, teamwork, and
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