Director of Gift Planning

UNC Charlotte

Part-Time
Closes on Saturday, April 26, 2025

Job Description

  • Be thoroughly knowledgeable on all deferred giving vehicles and regularly update knowledge through professional development. Develop and maintain current understanding of relevant tax, probate, trust and financial/estate planning information and use that knowledge to inform and propose strategies for addressing donors’ philanthropic/estate planning objectives.
  • Manage a portfolio of 75-100 individuals capable of making planned giving commitments of $100K+ or outright giving commitments of $35K+.
  • Lead or assist, as appropriate, the development of briefings, proposals, training materials, and presentations needed to promote successful cultivation and solicitation of planned gifts.
  • Work collaboratively and foster a positive relationship and ongoing communication with gift officers and the colleges/units they represent, providing training/training materials and strategy support as needed.
  • Assist in creating a comprehensive strategy and annual operating plans to facilitate the marketing and stewardship of planned gifts, including Bonnie E. Cone Society (legacy society) stewardship initiatives.
  • Prepare or assist with the preparation, as appropriate, of planned giving-specific fundraising-related reports, statistics, and projections.
  • Work closely with legal and financial professionals in designing and executing planned giving instruments.
  • Promote University priorities and image to constituents. Serve as front line staff officer to promote university objectives.
UNC Charlotte
Director of Gift Planning - 146340