Senior Executive Director of Gift and Estate Planning
Core
Strategic leader of the Gift and Estate Planning team responsible for securing significant charitable gifts and managing the estate realization process for The University of Texas at Austin.
Role type
Senior Executive Director of Planned Giving
Builds
A unified strategic approach for prospect identification, networking, and pipeline development across 18 colleges and schools.
Domain
Higher Education Fundraising / Estate Planning
Deliverable
client delivery
Required skills
Strategic leadership, team management (12+ direct reports), solicitation and closing of complex gifts, estate planning knowledge, volunteer advisory board management, CRM proficiency, negotiation with high-net-worth donors
Preferred skills
Advanced degree (JD, MBA), Chartered Advisor in Philanthropy (CAP), Certified Fund Raising Executive (CFRE), experience with legal counsel and tax advisors
Technologies
CRM/fundraising databases
Responsibilities
Set vision and annual priorities for the team to drive $200M in planned gifts; Manage the Gift Planning Advisory Board; Direct the estate realization process; Lead strategic deployment of the team footprint; Model individual excellence by personally closing $10M+ in planned gifts annually
Seniority
Senior Executive, hands-on IC with leadership responsibilities