The University of Maryland, Baltimore (UMB) Office of Philanthropy is currently recruiting for an Assistant Vice President, Planned Giving & Philanthropy . Reporting to the Associate Vice President, Philanthropy, with a dotted line relationship to the UMB Chief Philanthropy Officer, the Assistant Vice President, Planned Giving and Training directs and supervises all activities to implement comprehensive planned giving programs for UMB. This individual will collaborate with the distinct professional schools to identify, cultivate and motivate donors to make significant planned gifts. He/she teams with schools and donors to develop gift planning strategies, relative to financial and estate planning. The position provides technical expertise in planned giving to current and prospective donors regarding financial strategies, tax implications and principal consequences of various planned giving programs. He/she performs these functions with a commitment to ensure that the best interests of donors and the organization are met and utilizes cultivation/solicitation skills to inform and educate planned giving donors and prospects. He/she leads initiatives including planning, executing, and stewardship relative to planned giving initiatives and demonstrates extensive knowledgeable of planned giving techniques, emerging trends and industry best practices. The position will be responsible for development and implementation of training programs for philanthropy staff throughout the University in areas of planned giving and major and principal gift fundraising, including cultivation and solicitation strategies. As appropriate, he/she serves as a resource for University System of Maryland institutions.
UMB offers a generous benefits package that includes 22 vacation days, 14 floating and holidays, 15 sick days; comprehensive health insurance and retirement options; and tuition remission for employees and their dependents at any of the University System of Maryland schools.
Full oversight of the University-wide planned giving activities including marketing, cultivation, solicitation, and stewardship of planned giving donors and prospects. Develops and maintains personal contact with and coordinates activity with prospects. Designs and implements programs to promote and encourage fund raising activities and the various methods of estate planning and deferred giving.
Directs development of the content for the Office of Planned Giving website and satellite school planned giving websites and ensures school websites are accurate and refreshed.
Collaborates with schools to ensure timely communication with donors and prospects.
Directs office's estate administration and planned gift records systems. Ensures data integrity with regard to legacy gift intention records and school-based legacy council membership data and works with schools to promote their legacy council.
Responsible for third party annuity and trust administrators and monitors compliance with state annuity laws.
Identifies and assists in cultivating planned giving proposals and current philanthropic priorities to prospects for deferred and outright gifts for University and schools.
Oversees the planning, execution, and monitoring of planned giving communications, including newsletters, ads, brochures, and other direct marketing materials. Collaborates with the UMB Office of Communication & Public Affairs relative to communication, marketing, and public relations for planned giving programs for the University and/or schools.
Provides technical expertise in planned giving to current and prospective donors regarding the tax and other relevant financial aspects and consequences of various planned giving programs, to ensure the best interests of both the donor and the University are met.
Works with donor's lawyers, accountants, and financial advisors to provide technical and legal oversight from the University's perspective.
Creates and implements planned giving marketing strategies. Develops newsletters, brochures, and seminars to enhance the strategies.
Assesses current skill levels of philanthropy officers throughout the University and develops programs to educate staff in all aspects of major and planned gift fundraising, including identification, cultivation and developing solicitation strategies.
Trains and mentors philanthropy staff to form a highly functioning team whose productivity is measured in concrete, tangible outcomes established in consultation with the VP, Associate VP and School Chief Development Officers.
Provides internal and external leadership for Philanthropy. Conceptualizes, designs and implements a strategic plan for building a philanthropy program that is sophisticated and multi-faceted; establishes and applies appropriate metrics to evaluate all aspects of the program's success and provides periodic updates to philanthropy leadership.
Education and Experience: Bachelor's degree in a related field and Nine (9) years of development experience with negotiation accounting, and investment and seven (7) years in planned giving.
Five (5) years of direct management involved recruitment, training, performance, and professional development of staff.
Juris Doctorate (J.D.) degree with experience in taxation and legal principles of planned giving. Experience with accounting and investment knowledge helpful and Six (6) years of experience in negotiation accounting, and investment and three (3) years in planned giving.
Five (5) years of direct management involved recruitment, training, performance, and professional development of staff. Knowledge, Skills, and Abilities
Knowledge of best practices in the field as well as all relevant federal, state, and local rules, regulations, and programs/policies for meeting compliance.
Ability to establish goals, structures, and processes necessary to implement a mission and strategic vision.
Leadership, coaching, and teambuilding skills to strengthen and cultivate relationships.
Strategic and analytical thinking skills with an ability to solve problems and make decisions.
Ability to network and interact, as well as support effective partnerships with key groups and individuals.
Ability to prioritize ongoing and new projects, as well as conduct research and gather information.
Consultation and change management skills.
Oral/written communication, presentation, and interpersonal skills.
Knowledge of current computer systems, and relevant software packages.
Ability and willingness to travel extensively.
Hiring Range: Commensurate with education and experience
If accommodations are needed for a disability, please contact Staffing & Career Services at 410-706-2606, Monday – Friday, 8:30am – 4:30pm EST. Maryland Relay can be accessed by dialing 711 (in-state) or 1-800-735-2258.
Equal Opportunity/Affirmative Action Employer. Minorities, women, protected veterans, and individuals with disabilities are encouraged to apply.
The University of Maryland, Baltimore (UMB) is the State's public health, law and human services university devoted to excellence in professional and graduate education, research, patient care, and public service. As a diverse community of outstanding faculty, staff and students, and using state-of-the-art technological support, we educate leaders in health care delivery, biomedical science, globa...l health, social work and the law. We emphasize interdisciplinary education and research in an atmosphere that explicitly values civility, diversity, collaboration, teamwork and accountability. By conducting internationally recognized research to cure disease and to improve the health, social functioning and just treatment of the people we serve, we foster economic development in the City, State, and nation. We are committed to ensuring that the knowledge we generate provides maximum benefit to society and directly enhances our various communities.