Florida International University
Assistant Vice President, Estate & Gift Planning New
Development
You apply on the employer’s site.
About Fiu
Florida International University https://fiu.edu/ is a Top 50, preeminent public research university with 55,000 students from all 50 states and more than 140 countries, as well as an alumni network of more than 340,000. Located in the global city of Miami, the university offers more than 200 degree programs at the undergraduate, graduate and professional levels, including medicine and law. FIU faculty are leaders in their fields and include National Academy members, Fulbright Scholars and MacArthur Genius Fellows. A Carnegie R1 institution, FIU drives impactful research in environmental resilience, health and technology and innovation. Home to the Wall of Wind and Institute of Environment, FIU stands at the forefront of discovery and innovation. With a focus on student success, economic mobility and community engagement, FIU is redefining what it means to be a public research university.
Overview
The Assistant Vice President for Estate and Gift planning provides strategic leadership for the University's comprehensive estate and gift planning program, building and executing a multi-year strategic plan that expands philanthropic support through bequests, trusts, gift annuities, and other planned and deferred giving vehicles. Serving as the University's senior authority on gift planning, the Assistant Vice President partners with the Vice President for University Advancement, Foundation leadership, and colleges/schools/units to identify, cultivate, solicit, and steward major and principal-level outright and deferred gift prospects. The Assistant Vice President leads and manages estate and gift planning staff, oversees marketing and compliance for the gift planning program, and cultivates strategic relationships with the estate planning and advisor community. Provides strategic leadership for the development and execution of a comprehensive, multi-year Estate and Gift planning program that advances University and Foundation fundraising priorities. Serves as the University's Subject Matter Expert (SME) on planned and deferred giving, providing technical expertise to donors, prospects, and University/Foundation leadership on the tax and financial implications of gift planning vehicles. Manages a personal portfolio of major and principal-level outright and deferred gift prospects, leading their identification, cultivation, solicitation, and stewardship independently and in partnership with colleagues across the University. Negotiates, structures, and finalizes the terms of complex new planned and estate gifts, working with general counsel, finance, and academic/administrative colleagues as needed. Recruits, manages, supervises, mentors, and evaluates Estate and Gift planning staff, setting performance standards and implementing professional development and performance management plans. Leads the design and implementation of the annual operating plan and long-term strategy for the Estate and gift planning program, establishing measurable goals and reporting progress to senior leadership. Provides expert guidance and consultation to college/school/unit-based development staff on gift planning strategy, devising annual operating plans and conducting regular progress meetings with Deans and program leadership. Oversees compliance with gift acceptance policies, campaign counting standards, and legal/tax requirements applicable to planned and estate gifts. Leads marketing and communications strategy in collaboration with Foundation Campaign Planning and Communications for the estate and gift planning program, including the gift planning website, newsletters, donor recognition society, and print/digital collateral. Plans, coordinates, and leads seminars and educational programming on gift planning topics for prospects, donors, advisors, faculty, and staff. Cultivates and maintains strategic relationships with the regional estate planning and legal/financial advisor community, identifying partnership and sponsorship opportunities that expand referral networks. Establishes, interprets, and implements policies and procedures governing gift planning activities across the University, recommending changes to senior leadership as necessary. Oversees the preparation of proposals, gift agreements, and stewardship materials for planned and estate gift prospects, collaborating with development communications and donor relations colleagues. Monitors and reports progress toward institutional revenue and activity goals, providing regular updates to the Vice President and senior advancement leadership. Directs and supervises principal gift officers and assigned support staff. Responsible for recruiting, training, mentoring, and conducting performance evaluations to ensure the team meets measurable annual and long-term fundraising metrics. Represents the University at professional organizations, estate planning councils, and community events to build visibility and philanthropic partnerships. Tracks and documents prospect and donor contact and moves in the donor database, ensuring adherence to university-wide prospect management guidelines and protocols. Keeps abreast of new laws, regulations, and best practices related to planned and estate gifts, ensuring the program's continued compliance and competitiveness. Participates in on-campus and off-campus events and activities, including division-wide and university-wide committees and project teams, in support of donor qualification, cultivation, and institutional priorities. Serves as a key member of the Development senior leadership team, contributing to broader strategic and campaign planning. Performs other related duties as assigned or directed. The omission of specific duties does not preclude the supervisor from assigning duties that are logically related to the position.
Minimums
Master's degree in an appropriate specialization and six years of experience; or a bachelor's degree in an appropriate specialization and eight years of experience.
Desired Qualifications
10+ years of progressively responsible experience in gift planning, estate planning, or major gift fundraising (preferably in higher education), with a J.D. strongly preferred and expert-level knowledge of gift planning vehicles (bequests, charitable trusts, gift annuities) and their tax/financial implications. Proven leadership and relationship-building track record, including recruiting, supervising, and mentoring gift planning staff, along with demonstrated success cultivating relationships with the estate planning and legal/financial advisor community. Strategic, results-driven mindset with a history of meeting fundraising goals and growing results year-over-year, high integrity, and the ability to build strong cross-institutional partnerships with urgency and clear priorities; familiarity with FIU or a comparable large public research university is a plus.
Job Category
Administrative
Advertised Salary
$190,000-$205,000
Work Schedule
Begin time: 8:30 AM End time: 5:00 PM
Pre-Employment Requirements
Expanded Background Check
Other Information
Must attend meetings off campus and occasionally attend functions on weekends and evening Ability to travel locally and nationally. Ability to work flexible hours as needed. Ability to work occasional evenings, weekends and at locations outside of the University
How to apply
Prospective Employee If you have not created a registered account, you will be asked to create a username and password for use of the system. It is recommended that you provide an active/valid e-mail account as that will be the main source of communication regarding your status within the process. In this account, you are able to track your applicant status in " My Applications ". To be considered eligible for the position as an internal candidate, departmental staff must meet minimum requirements of the position and be in good performance standing. Before you begin the process, we recommend that you are prepared to attach electronic copies of your resume, cover letter or any other documents within the application process. It is recommended that you combine your cover letter and resume/curriculum vitae into one attachment. Attached documents should be in Microsoft Word or PDF format. All applicants are required to complete the online application including work history and educational details (if applicable), even when attaching a resume. *This posting will close at 12:00 am of the close date. Current Employee As a current employee, you must log into Employee Self Service (ESS) to apply for this and any other internal career opportunity of interest. In this account, you are able to track your applicant status in " My Applications ". To be considered eligible for the position as an internal candidate, departmental staff must meet minimum requirements of the position and be in good performance standing. Before you begin the process, we recommend that you are prepared to attach electronic copies of your resume/ curriculum vitae, cover letter or any other documents within the application process. It is recommended that you combine your cover letter and resume into one attachment. Attached documents should be in Microsoft Word or PDF format. *This posting will close at 12:00 am of the close date.
Disclosures
Clery Notice In compliance with the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act https://www.clerycenter.org/the-clery-act, the University Police department at Florida International University provides information on crimes statistics, crime prevention, law enforcement, crime reporting, and other related issues for the past three (3) calendar years. The FIU Annual Security report is available online at: https://police.fiu.edu/download/annual-security-fire-safety-report/. To obtain a paper copy of the report, please visit the FIU Police Department located at 885 SW 109th Avenue, Miami, FL, 33199 (PG5 Market Station). Pay Transparency Florida International University will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Notice of Non-Discrimination FIU is a State University System of Florida member, Equal Opportunity, Equal Access, and Affirmative Action Employer for individuals with disabilities and veterans. All qualified applicants will receive consideration for employment decisions, programs, and events without regard to race, color, religion, sex, age, national origin, disability, protected veteran status, and any other legally protected basis. For inquiries regarding nondiscrimination, contact FIU's Office of Title IX and EEO Compliance (TITLEIX) at 305.348.2785 or email [email protected]. Reasonable Accommodation Statement Should you need an ADA accommodation to participate in a University event, program, or activity or need to request materials in an accessible format, please contact the Office of Universal Access and Digital Compliance at 305-348-1576 or [email protected]. All requests for ADA accommodation or accessible materials for this event must be submitted to UADC at least seven (7) business days prior to the event or at the earliest possible opportunity.