Assistant Director of Gift Planning

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Assistant Director of Gift Planning (P# 20022515)

Position Summary:

The University of North Carolina has enjoyed a long-standing place among leaders in higher education since it was chartered in 1789 and opened its doors for students in 1795 as the nation's first public university.  Situated in the beautiful college town of Chapel Hill, NC, Carolina has earned a reputation as one of the best universities in the world. Carolina prides itself on a strong, diverse student body, academic opportunities not found anywhere else, and a value unmatched by any public university in the nation.

Carolina Development is proud of its donor-centered philosophy, pursuing activities that always respect the interests and intentions of the donor as well as the University.  The organization's collaborative nature is a critical component to fulfilling our mission of raising private funds to benefit the university.  

Carolina Development seeks an Assistant Director of Gift Planning to make up a team of five professional fundraisers and three professional administrators. Travel will be required. The Assistant Director will:  Represent the tradition, mission, programs and needs of The University of North Carolina at Chapel Hill to all constituent groups and serve as a liaison between the Office of University Development and development officers of schools, units and affiliated foundations.  The Assistant Director will directly solicit donors and work closely with their financial advisors and attorneys regarding the structure of lifetime and testamentary gifts that will benefit the University.  Provide active, ongoing personal stewardship of donors.  Oversee the Gift Planning marketing program.

Principal Functions:

  • Direct solicitation of donors. Work closely with the Director of Gift Planning, alumni and friends of the University and their financial advisors and attorneys regarding the structure of lifetime and testamentary gifts that will benefit the University. Provide active, ongoing personal stewardship of donors.
  • Oversee the Gift Planning marketing program including:  work with the Executive Director to create the annual marketing plan; coordinate all aspects of production of marketing materials with the marketing companies, printers and the Marketing and Communications Department; manage responses and assign prospects to appropriate gift planning and/or development staff; track results and prepare reports for executive Director.
  • Coordination of real estate program. Monitor and maintain list of all prospective gifts of real estate. Set up accounts and prepare all documentation needed for proper gift receipting after closing.  Work with real property office to ensure smooth coordination and maintain the real estate inventory list.

Education Requirements:  A Bachelor’s degree is required.

Qualification and Experience Requirements:

Leading candidates will have demonstrated superior interpersonal, oral and written communications skills, a basic understanding of gift planning and success in a development position or related field, such as major fundraising, trusts, financial planning or law. Candidates will also have the ability to work both independently and as a team player in a fast-paced office, meet high goals and interact effectively with alumni, friends, faculty and staff in a research university.

Candidate Instructions:

Please apply online at https://unc.peopleadmin.com/postings/122707 

All candidates must apply online and submit a cover letter and resume.

The University of North Carolina at Chapel Hill is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or status as a protected veteran.

Additional questions about the application process may be directed to Lisa Waldeck, HR Consultant at 919-962-0015 or Lisa_Waldeck@unc.edu.