Position Description

The Associate Director of Gift Planning is a centralized University of Colorado (CU) system position embedded within the CU Boulder Office of Advancement. This position works closely with the CU Boulder Director of Gift Planning and the broader CU Gift Planning team to enhance the giving experience by supporting donors and development officers as they explore blended and planned gift opportunities.

This position reports to Director of Gift Planning, Boulder  and is exempt for the State of Colorado Classification system.

Duties and Responsibilities 

Duties and responsibilities of the position include, but are not limited to: 

• Collaborates with CU System Advancement staff to develop a prospect pipeline; cultivate, solicit, negotiate, and close gifts, focusing on multi-faceted outright gifts; gifts of complex or unique assets; gifts-in-kind; revocable designations; and irrevocable gifts such as charitable remainder trusts, charitable gift annuities, retained life estates, or charitable lead trusts
• Works within the CU Boulder Advancement office to cultivate and advance gifts that benefit CU by providing technical gift planning expertise to colleagues and donors
• Advises CU Boulder development officers on prospect identification for planned gifts and development of solicitation strategies
• Supports CU Boulder development officers by adding value to the cultivation, proposal and solicitation phases of gift conversations, to include in-person and virtual meetings with donors as needed, and development of gift agreements
• Remains current and shares up-to-date information with colleagues about planned giving strategies that can benefit both donors and the university, including assisting in conducting regular training and/or updates to Advancement staff on planned giving, tax laws, and other regulations pertaining to charitable giving.
• Contributes to University system, campus, and Gift Planning department goals by supporting the implementation of an annual gift planning workplan to achieve strategic goals and benchmarks for program growth
• Contributes to system-level advancement of gift planning strategies to include creation of a strong future “pipeline”, development of staff trainings, stewardship of existing legacy society members, strengthening relationships with the advisor community, evaluation of counting standards, gift acceptance policies and procedures, and similar.
• Performs other duties and special projects as assigned such as database maintenance, gifts-in-kind support, and estate distribution efforts

Software Utilized

• Microsoft Office products, including Outlook, Word, Excel, PowerPoint, and similar.
• Process management products, including Trello and MS Teams
• Gift planning software, such as PGM Anywhere, TIAA Kaspick GiftAdvisor
• Donor tracking and reporting software, such as Ellucian Advance, Salesforce

COVID-19
The University of Colorado has a requirement for COVID-19 vaccinations and full completion of the attestation form within the first 30 days after hire date.  Information regarding this requirement, and exemptions can be found at https://www.cu.edu/vaccine-requirement https://www.cu.edu/vaccine-requirement

Special Instructions to Applicants: For full consideration completed applications must be submitted by November 28th. Apply Online 

Minimum Qualifications:

Please ensure your resume includes any and all relevant experience to be accurately assessed against these qualifications.  You must meet all minimum requirements listed at the time of application to be considered for this role.

• Bachelor’s degree from an accredited institution of higher education, or equivalent professional experience (professional experience may be substituted for the educational requirement on a year-for-year basis)
• Five (5) years’ experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work 
• One (1) year of experience in a team lead or supervisory role, which may include assigning and reviewing the work of others, providing guidance to internal and external team members, and/or assisting management with performance reviews  
• Ability to travel

Preferred Qualifications:

• Post-baccalaureate degree from an accredited institution of higher education (e.g. Master of Business Administration, Juris Doctorate, Master of Arts, etc.)
• Seven (7) years’ experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work
• Two (2) years’ experience in a team lead or supervisory role, as indicated above 
• Professional certification (e.g. Certified Financial Planner)
• Experience in a nonprofit, higher education, or healthcare environment
• Experience working within large, complex organizations

About The University of Colorado

The CU System Office of Advancement provides excellent customer service, strategy, expertise, and efficiency to our partners on CU’s campuses and at the University of Colorado Foundation. We support CU’s fundraising and engagement goals through advancement operations that include constituent research and development, data management, business intelligence, technical architecture, annual giving, planned giving, gift administration, marketing and communications, IT, budget and finance, and more. We believe that a healthy office culture is foundational to our success. We create this by bringing together a diverse team of colleagues and infusing our core values—Work Together, Think Big, Be Good and Have Fun—into our work every day.

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