Job Information
UT Health Director Gift Planning II in Texas Medical Center-Houston, Texas
Director Gift Planning II
Location: Texas Medical Center-Houston, Texas
Category: Executive
UTHealth Houston General Administration
Requisition #: 240001BA
Director Gift Planning II
Position Summary:
UTHealth Houston is seeking a Director, Gift Planning II to develop, implement, and evaluate comprehensive gift planning and fundraising efforts for identification, cultivation, solicitation and stewardship of planned and blended gift prospects. The Office of Development advances the mission of UTHealth Houston by seeking and securing philanthropic support for its programs in service to students and the community.
The Director, Gift Planning II will have experience fostering relationships and will utilize their knowledge of charitable estate and gift planning strategies to support donors when making key philanthropic decisions. The incumbent will carry a portfolio of around 70 individuals, contact leads for the marketing program, steward Heritage Society members and work with gift officers to support their non-cash asset gift strategies.
Candidates should have at least six (6) years major gift fundraising and gift planning, and/or related experience. Experience in higher education and/or a healthcare setting is preferred. The ideal candidate will possess strong critical thinking skills, will be an attentive listener, and will have an innate ability to earn trust. Candidates must possess strong interpersonal and communications skills as the position will require the ability to build effective relationships and work closely with leadership, donors, and staff.
Position Key Accountabilities:
Develops strategy for planned and blended gifts from individuals. Identifies, cultivates, and manages a pool of approximately 70 prospective planned and blended gift prospects.
Works with the prospect research team to develop strong and continuous donor pool.
Meets metrics and goals as established by the central development office.
Travels primarily in state with occasional national travel to secure private support from individuals.
Serves as a resource for development officers by assisting with planned giving discussions and donor presentations, as well as developing strategies for blended gifts to maximize gift potential.
Stewards Heritage Society Members, which includes follow-up visits as needed.
Collaborates with the stewardship team to ensure timely and appropriate donor recognition.
Keeps abreast of charitable giving tax laws and planned giving instruments.
May provide training to the development staff and others on planned giving topics.
Constructs a set of activities and initiatives leading to the solicitation of planned and blended gifts. Works with volunteers, professional advisors, and directors of development to identify individual planned giving prospects.
May support marketing program planning.
May support budget planning process.
May support planned giving advisory council.
Participates in University development meetings as appropriate. Attends events/special functions as required.
Manages Human Resources activities for direct reports in-regards to: recruiting and selection; hiring and termination, training, development, mentoring, counseling, performance evaluations, and salary planning.
Responsible for the design, execution and effectiveness of a system of internal controls which provides reasonable assurance that operations are effective and efficient, assets are safeguarded; financial information is reliable and compliant with applicable laws, regulations, policies and procedures.
Performs other duties as assigned.
Certification/Skills:
Ability to work with minimal supervision; demonstrated energetic and enthusiastic self-starter with the ability to relate well with and influence decisions of a diverse constituency. Proven track record of cultivating, soliciting, and closing gifts of $50,000 and above. Ability to systematically analyze complex issues and resolve problems quickly, using discretion with sensitive material. Ability to effectively communicate complex information clearly in oral and written formats to a variety of audiences. Skilled in working cooperatively in a team environment. Prefer demonstrated record of cultivating and closing gifts at five and six-figure level.
Minimum Education:
Bachelor’s degree in related field. Master’s and/or J.D. preferred.
Minimum Experience:
Six (6) years major gift fundraising planned giving, or related experience. Prefer experience in higher education and/or healthcare setting. May substitute required experience with equivalent years of education beyond the minimum education requirement.
Physical Requirements:
Exerts up to 20 pounds of force occasionally and/or up to 10 pounds frequently and/or a negligible amount constantly to move objects.
Security Sensitive:
This job class may contain positions that are security sensitive and thereby subject to the provisions of Texas Education Code § 51.215
Residency Requirement:
Employees must permanently reside and work in the State of Texas.
If you are looking for a great healthcare career in Houston, visithttp://go.uth.edu/careers!
University of Texas Health Science Center at Houston (UTHealth)
Established in 1972 by The University of Texas System Board of Regents, The University of Texas Health Science Center at Houston (UTHealth) is Houston’s Health University and Texas’ resource for health care education, innovation, scientific discovery and excellence in patient care. The most comprehensive academic health center in the UT System and the U.S. Gulf Coast region, UTHealth Houston is home to schools of biomedical informatics, biomedical sciences, dentistry, nursing and public health and the John P. and Kathrine G. McGovern Medical School. UTHealth Houston includes The University of Texas Harris County Psychiatric Center, as well as the growing clinical practices UT Physicians, UT Dentists and UT Health Services. The university’s primary teaching hospitals are Memorial Hermann-Texas Medical Center, Children’s Memorial Hermann Hospital and Harris Health Lyndon B. Johnson Hospital.
UTHealth Benefits
UTHealth Houston offers a comprehensive and competitive benefits package. For more information on our benefits programs please refer to the UTHealth Houston Office of Benefits Website.
https://www.uth.edu/benefits/
Equal Employment Opportunity Statement
UTHealth Houston is committed to providing equal opportunity in all employment-related activities without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic information, gender identity or expression, veteran status or any other basis prohibited by law or university policy. Reasonable accommodation, based on disability or religious observances, will be considered in accordance with applicable law and UTHealth Houston policy. The University maintains affirmative action programs with respect to women, minorities, individuals with disabilities, and eligible veterans in accordance with applicable law.
UTHealthHoustonhas adopted a policy consistent with CMS regulations to protect our patients and university community from exposure to COVID-19. This policy affects all employees, residents, fellows, students, contractors, new hires, visiting scholars program participants, adjunct faculty, and volunteers who work, train, or collaborate at the John S. Dunn Behavioral Science Center.
In addition, all UTHealthHoustonemployees who are assigned to work at a location that is subject to the affiliated partner’s hospital, clinical offices, or agency are required to abide by UTHealth’sHoustonrules and regulations, as well as the affiliate’s rules and regulations, including COVID-19 vaccination and safety requirements.
Work location is based on the needs of the department and may be adjusted.