Associate Director, Gift Planning

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    "description_html": "<p>&nbsp;&nbsp;</p><align-center><strong>UNIVERSITY OF ILLINOIS FOUNDATION</strong></align-center><align-center>has an immediate opening for an</align-center><align-center><strong>Associate Director, Gift Planning</strong></align-center><align-center><br></align-center><p>The University of Illinois Foundation (Foundation) is the official fundraising and private gift-receiving organization of the University of Illinois (University). It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University.&nbsp;</p><p><br></p><p>Serves as a fundraising subject matter expert resource in planned giving arrangements. Works collaboratively with colleagues across the three Universities of the University of Illinois System and the University of Illinois Foundation (UIF) to provide technical support and guidance related to gift planning. This includes consulting with frontline major gift officer staff, donors, and professional advisors on matters associated with charitable gift planning, gift planning administrative policies, tax matters, and gift documentation requirements. Secures major and planned giving commitments (both outright and deferred) through the management of personal portfolio. Travels nationally seeking major gift support.&nbsp;</p><p><br></p><p><strong>This Position may be based in Chicago or Champaign, IL.</strong></p><p><br></p><p><br></p><p><strong>DUTIES AND RESPONSIBILITIES:</strong>&nbsp;</p><ul><li>Provides accurate and timely &nbsp;guidance, calculations, proposals, documents, and other assistance to &nbsp;&nbsp;development officers, outside advisors, donors, and other inquiring &nbsp;&nbsp;parties with regard to the technical aspects of outright and deferred &nbsp;&nbsp;gifts; including tax, estate, and financial considerations. Serves as a &nbsp;liaison from the UIF Office of Gift Planning and Trust Services to the three universities of the U of I System, including Chicago, &nbsp;&nbsp;Urbana-Champaign, and Springfield.&nbsp;</li><li>Provides guidance to prospects &nbsp;and donors regarding charitable giving options as well as funding opportunities pertaining to universities, colleges, departments, and programs. Position will also maintain and manage a portfolio of prospects &nbsp;and donors.&nbsp;</li><li>Through donor-initiated gift planning inquiries, gift planning marketing responses, and analytics &nbsp;related to gift planning, identifies, qualifies, cultivates, solicits, and &nbsp;stewards gift planning prospects and donors for each university and also for own portfolio of prospects.&nbsp;</li><li>Stays current with and maintains &nbsp;professional knowledge about tax laws, regulatory changes, industry best &nbsp;practices, standards and other technical aspects of charitable gift &nbsp;planning.&nbsp;</li><li>Ensures that all University and &nbsp;UIF administrative standards, procedures and processes are followed, both &nbsp;personally and in guidance provided to others. Provides input into &nbsp;improvements and updates of department processes and documentation.&nbsp;</li><li>In collaboration with University &nbsp;units, assists in the implementation of planned gift marketing strategies &nbsp;to prospects and donors and assists with fundraising campaigns.&nbsp;</li><li>As appropriate and in cooperation &nbsp;with Advancement talent management staff, delivers training to internal &nbsp;and external stakeholders on gift planning techniques and administrative &nbsp;guidelines related to planned gift documentation.&nbsp;</li></ul><p><strong>MINIMUM QUALIFICATIONS:</strong></p><p>· Bachelor's degree&nbsp;</p><p>· 3-5 years of experience in fundraising, charitable gift planning, or related areas of law, taxation, trusts, or investments.&nbsp;</p><p>· Exemplary integrity, relationship-building skills, and interpersonal skills.&nbsp;</p><p>· Excellent analytic ability, oral and written communication skills, resourcefulness, and strong attention to detail.&nbsp;</p><p>· The ability to travel as needed to advance gift planning strategies and stewardship for staff meetings and professional development. Occasional work on nights/ weekends and a valid driver’s license are required.</p><p><br></p><p><strong>PREFERRED QUALIFICATIONS:</strong></p><p>· A Juris Doctorate (JD), a Certified Financial Planner (CFP) designation, and/or similar designation preferred.&nbsp;</p><p>· Experience in a Higher Education institution is strongly preferred.&nbsp;</p><p>· Related advanced degree preferred.</p><p><br></p><p><strong>Application Deadline: </strong>July 12th, 2026</p><p><br></p><p>The starting salary range for this position is projected to be $80,000-90,000 per year. While our job postings include salary ranges, your compensation will be based on your specific experience and qualifications—we're not limited by these posted ranges.</p><p><br></p><p>You'll be inspired daily in our state-of-the-art, environmentally conscious workspace - a stunning LEED-certified building featuring contemporary amenities including an on-site wellness center and café with healthy dining options. We encourage work-life balance through our hybrid schedule for many positions, combining in-office collaboration with up to 2 days of remote work flexibility.&nbsp;</p><p>Your comprehensive benefits package includes medical, vision, and dental coverage, company paid life insurance, generous vacation time including 24 days annually, and more. Generous pension benefits are also included. We invest in your present and future wellbeing, providing the support you need to succeed.</p><p><br></p><p><strong>Application Process:</strong> For full consideration for the role, all candidates must complete an online application and include a cover letter and resume. Candidates may create a profile through <a href=\"https://jobs.uif.uillinois.edu/\">https://jobs.uif.uillinois.edu</a>. For further information regarding application procedures, contact Foundation Human Resources at [email protected].</p><p><br></p><p>THE UNIVERSITY OF ILLINOIS FOUNDATION IS AN EQUAL OPPORTUNITY EMPLOYER</p>",
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