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Associate Director of Planned Giving, University Advancement

Posting Details

Position Information

Fiscal Year 2023-2024
Position Title Associate Director of Planned Giving, University Advancement
Posting Category Staff
Department University Advancement
Posting Number U230100
Posting Link https://www.ubjobs.buffalo.edu/postings/46527
Employer UB Foundation Activities
Appointment Term
Position Type
Posting Detail Information

Position Summary
Are you passionate about fundraising? If you possess self-motivation, creativity, a keen eagerness to learn, the ability to quickly grasp new concepts, and are a collaborative team player, this recently established position presents a unique opportunity for you to acquire, grow, and specialize in planned giving over time. This growth will be facilitated through hands-on experiences and formal training opportunities.

Under the general leadership of the University at Buffalo’s Vice President for University Advancement, the Associate Director of Planned Giving is responsible for helping to advance a comprehensive program that successfully meets the University’s goals for short and long-term private support. Duties and assignments include, but are not limited:
  • Identifying and managing a pool of 50 to 75 major and planned giving prospects capable of making gifts of $50,000 or more. The objective is to successfully secure outright, bequest, and life-income gifts primarily from individuals living within New York State and neighboring states through visits and active engagement.
  • Managing the probate process to ensure effective communications with applicable parties, resolution of concerns, and the timely processing of estate gifts in accordance with donor intent and university policy.
  • Collaborating to devise an annual planned giving marketing plan and working in conjunction with Advancement Communications, internal partners, and external vendors to execute the plan effectively.


We are seeking candidates who desire a challenging, results-oriented role within a complex, diverse, and multidisciplinary organization. We encourage applicants with a proven track record of goal achievement, intellectual curiosity, and a passion for understanding and advancing charitable gifting aspirations.

Division of University Advancement
Building stronger connections with UB’s nearly 300,000 alumni and donors worldwide is critical to the university’s goal: to situate UB among the nation’s top 25 public research universities. UB alumni and friends are grateful and generous, supporting the largest, most ambitious fundraising campaign the university has ever launched. Through Boldly Buffalo: The Campaign for UB, we seek to raise $1 billion. We invite you to join our University Advancement team and be part of our historic efforts.

Outstanding Benefits Package
Working at UBF comes with benefits that exceed salary alone. There are personal rewards including comprehensive health and retirement plan options. We also focus on creating and sustaining a healthy mix of work, personal and academic pursuit – all in an effort to support your work-life effectiveness. Visit our UBF benefits website to learn about our benefit packages.

About The University at Buffalo
The University at Buffalo (UB) #ubuffalo is one of America’s leading public research universities and a flagship of the State University of New York system, recognized for our excellence and our impact. UB is a premier, research-intensive public university dedicated to academic excellence. Our research, creative activity and people positively impact the world. Like the city we call home, UB is distinguished by a culture of resilient optimism, resourceful thinking and pragmatic dreaming that enables us to reach others every day. Visit our website to learn more about the University at Buffalo.

University at Buffalo is an affirmative action/equal opportunity employer and, in keeping with our commitment, welcomes all to apply including veterans and individuals with disabilities.
Minimum Qualifications
  • Bachelor’s degree
  • A minimum of three years of fundraising or comparable revenue-generation experience, including personal solicitation and proven success in goal achievement. Related experience in professional sales/marketing, financial planning/advising and other fields will be considered.
  • Excellent written and oral communication skills; strong interpersonal skills; an intellectual curiosity; the ability to deal with complex concepts and ambiguity as well as to negotiate conversations/details.
  • Technical/digital competence;
  • Demonstrated commitment to collaboration as well as the ability to work well both independently and collectively with a diverse team and donor/prospect constituency.
  • Excellent judgement, listening skills, and diplomacy.
  • Ability to travel up to 30% of the time (primarily in New York State and neighboring areas) and to work evenings and on occasional weekends.
Preferred Qualifications
Physical Demands
Salary Range $65,000 - $80,000
Additional Salary Information The salary range reflects our good faith and reasonable estimate of the possible compensation at the time of posting, the role and associated responsibilities, and the experience, education, and training of the selected candidate.
Type Full-Time
Campus South Campus
Posting Alerts
Special Instructions Summary
Is a background check required for this posting? No
Background Check Notification
Contact Information

Contact's Name Judy Mackey
Contact's Pronouns
Contact's Title Human Resources Officer
Contact's Email jmackey@buffalo.edu
Contact's Phone 716-645-1526
Posting Dates

Posted 11/16/2023
Deadline for Applicants Open Until Filled
Date to be filled 01/02/2024
References

Number of References Required 3
Reference Cutoff Date
Instructions to Applicant

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Travel is an important part of the job. Would you be willing to travel as needed by the job?
    • Yes
    • No
  2. * What does diversity mean to you in higher education and how will you promote it?

    (Open Ended Question)

  3. * Please indicate your current employment affiliation with the University at Buffalo.
    • Faculty
    • Faculty Student Association (FSA)
    • Research Foundation Employee
    • State Classified
    • State Professional
    • UB Foundation
    • TA/GA
    • Student
    • No Current Employment Affiliation
  4. * How did you first hear about this employment opportunity?
    • AcademicKeys.com
    • CareerExposure.com
    • CareerWomen.com
    • Chronicle of Higher Education
    • DiversitySearch.com
    • GoogleJobs.com
    • HERCjobs.org
    • HigherEdJobs.com
    • IMDiversity.com
    • Indeed.com
    • LinkedIn.com
    • MBACareers.com
    • Conference
    • Personal Referral
    • UBJobs.buffalo.edu
    • Other

Documents Needed To Apply

Required Documents
  1. Cover Letter
  2. Resume
Optional Documents