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Planned Giving Officer

📁
Business Professionals
💼
Institutional Advancement
📅
21001947 Requisition #

Job Summary:

Under general supervision, identifies, cultivates and motivates donors to make significant gifts assisting them with gift planning strategies, financial and estate planning, tax law and real estate.

Job Duties:

  1. Assists with developing and implementing a strategy to increase annual cash giving through solicitation, recognition, and stewardship of annual leadership donors.
  2. Actively prospects and identifies, targeting and pipelining donors for personal visits by the frontline annual giving development team.
  3. Coordinates creative connections between and among people, events, programs and their associated circles and.
  4. Focuses on moving donors to higher giving levels and ensuring continued annual support.
  5. Collaborates with all divisions/schools, and provides support in stewardship and recognition efforts for annual fund donors.
  6. Creates effective solicitation letters and works collaboratively with colleagues to maximize fundraising productivity.
  7. Will help with estate administration and communication/events with planned advisory counsel and laureate society.
  8. Performs all other duties as assigned.


Education:

Bachelor's degree is required.


Experience:

Three (3) years experience in planned giving, development and/or related fields is required.

UT Health San Antonio is an equal employment opportunity and affirmative action employer.  It is our policy to promote and ensure equal employment opportunity for all individuals without regard to race, color, religion, sex, national origin, age, sexual orientation, disability, or veteran status.

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