Chicago Estate Planning Council

 

 

Positions Available:

Senior Associate Director, Gift Planning & Bequest Administration – 102211

Job Summary:
Bear responsibility for the collection, conservation, administration and allocation of realized testamentary gifts to the University, including not only gifts by will or trust, but also from retirement funds, payable on death accounts, life insurance, etc. Work directly with executors, trustees, and other fiduciary/financial custodians on a daily basis to receive the full value of bequests in a timely and efficient manner and ensure against mismanagement and waste.

Ensure proper processing of bequest gifts, including coordinating with other University departments to properly allocate funds and inform the setting up of accounts. Monitor and ensure proper counting of realized bequests for fundraising, campaign and cash progress. Interpret and execute on routine language in wills and trusts, letters of direction, gift agreements and beneficiary designations.

Track and monitor open estates and testamentary distributions. Maintain processes and reporting of same, with the goal of providing timely, accurate and transparent information to colleagues, leadership and other stakeholders. Maintain meticulous recordkeeping of all correspondence, receipts, account statements, closing statements, tax forms, and probate court filings related to estate administration from notification through closure. Manage severance and distribution of all terminated life income gifts such as gift annuities and charitable remainder trusts, which involves seeking recovery of payments when appropriate and instructing the allocation of remainder distributions.

Support life income gift administration, gift annuity and trust registration and annual filings, and reporting to donors and beneficiaries as assigned. Support other aspects of gift planning services as assigned including substituting on gift documentation work when needed.

Perform other duties as assigned. Seek opportunities for professional development that will enhance job performance, including building networks within the University and with colleagues at peer institutions.

Education:

Bachelor's degree required. Advanced degree preferred.

Experience A minimum of four years of professional experience in estate settlement, estate or trust administration. A working knowledge of the legal, tax and procedural aspects of estate planning, estate administration, probate, fiduciary duties, estate and trust tax preparation and accounting required.

A minimum of two year of leading a project team or managing staff preferred. A minimum of one year of experience developing and monitoring budgets preferred. For more information and to apply, please COPY & PASTE URL: https://jobopportunities.uchicago.edu/applicants/Central?quickFind=234177 The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, status as an individual with a disability, protected veteran status, genetic information, or other protected classes under the law. For additional information, please see the University’s Notice of Nondiscrimination. Academic job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5671 or email ACOppAdministrator@uchicago.edu with their request. Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-834-1841 or email talentacquisition@uchicago.edu with their request.

Associate Director, Gift Planning – 102207 Job Summary:
Secure planned gifts from University alumni and friends. Proactively seek and identify new planned giving prospects. Manage a portfolio of planned gift prospects with the goal of acquiring new planned gifts and obtaining additional commitments, planned and outright, from current planned gift donors. Commit to meeting contact, visit and solicitation goals as a means to sustaining external focus and frontline fundraising activity. Travel regularly to meet with potential donors.

Plan and implement cultivation strategies and solicitations of deferred gifts. Qualify and cultivate prospects who respond to marketing materials or other portals through diligent and systematic follow up. Plan and implement strategies for increasing planned gift activity in assigned units across campus, including prospect pool or portfolio analysis, strategy sessions, training, planned gift reporting, goal-setting and partnering directly with other gift officers on individual prospects. Contribute creative new ideas for raising awareness of gift planning opportunities and driving gift planning activity.

Motivate individuals and groups, foster collaboration with colleagues and engender loyal relationships with donors. Invest in the success of the team, the goals of Alumni Relations & Development and the best interests of the University. Produce high level and sophisticated communications (written and verbal), including planned gift illustrations, tax and financial calculations, and personalized consultations. Balance competing demands from external and internal constituents and remain focused on fundraising goals and team objectives.

Develop and maintain content expertise in gift planning vehicles, estate and tax planning, investing, financial planning, philanthropic planning, and economic climate. Develop and maintain expertise on University initiatives, current events and history.

Perform other duties as assigned. Seek opportunities for professional development that will enhance job performance, including building networks within the University and with colleagues at peer institutions.

Education Bachelor's degree or higher required.

Certifications or advanced degrees in financial planning, law, business, finance, or similar fields preferred.

Experience: A minimum of three years of professional work experience in institutional advancement, development, alumni relations, sales, financial planning, estate planning or similar field required. Experience managing a portfolio of donors or clients required.

For more information and to apply, please COPY & PASTE URL: https://jobopportunities.uchicago.edu/applicants/Central?quickFind=234159 The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, status as an individual with a disability, protected veteran status, genetic information, or other protected classes under the law. For additional information, please see the University’s Notice of Nondiscrimination. Academic job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5671 or email ACOppAdministrator@uchicago.edu with their request. Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-834-1841 or email talentacquisition@uchicago.edu with their request.

 

 

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