Advancement Officer, Gift & Estate Planning

Job title:

Advancement Officer, Gift & Estate Planning

Company

University of British Columbia

Job description

Staff – Non UnionJob Category M&P – AAPSJob Profile AAPS Salaried – Development & Alumni Engagement, Level BJob Title Advancement Officer, Gift & Estate PlanningDepartment Estates and Trusts | Gift & Estate Planning | Development | Development & Alumni EngagementCompensation Range $6,747.50 – $9,701.42 CAD MonthlyThe Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately halfway between the minimum and the maximum and represents an employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and midpoint of the salary range for a job.Posting End Date October 31, 2024Note: Applications will be accepted until 11:59 PM on the Posting End Date.Job End DateAre you looking to enhance your career with an innovative team in the world of philanthropy at UBC? Gift and Estate Planning is looking for an exceptional detail-oriented and collaborative Advancement Officer to join our team. Reporting to the Director, Estates and Trusts, the Advancement Officer will join a highly-functioning estate administration team and will manage various initiatives arising from the initial external notification of a new estate gift to the completion of the gift to UBC.We raise in excess of $10 million each year and work directly with Executors and their legal and financial advisors to facilitate estate giving through wills, trusts, securities, gifts-in-kind, real estate and insurance. We also work with a wide variety of units on campus to ensure the wishes of the donor are honored and implemented. The ideal candidate is an expert multi-tasker, is pragmatic, a quick thinker, is organized, willing to learn, has excellent communication skills, a passion for philanthropy, and is a committed team player. Our team’s mission is to provide outstanding service to anyone connected with estate giving to UBC. If you are looking to enhance your philanthropic career, we look forward to meeting you.At UBC, we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings rich diversity to UBC as a workplace, and creates the necessary conditions for a rewarding career.Job SummaryThe Advancement Officer plays a key role in managing the administrative functions for the unit. The incumbent is responsible for managing the ongoing operations of the development program within the Development unit. The incumbent develops and implements comprehensive administrative policies, procedures and systems that have a broad impact across the unit as well as being responsible for supporting development related activities of senior university administration by managing complex relationship with multi-unit stakeholders. The Advancement Officer is responsible for managing much of the liaison with other Development and Alumni Engagement portfolio units; responsible for managing the prospect pipeline as well as for delivering accurate and meaningful reporting.ORGANIZATIONAL STATUSReporting directly to one of the Director of Development, Senior Director Development, Assistant Dean, or Executive Director, and working closely with UBC faculty and staff involved in fundraising, operations, finance and administration. In addition, is responsible for developing strong working relationships with key stakeholders, strategic partners, donors, outside community groups and organizations as required.WORK PERFORMED– Leads the administrative and operational functions within the DAE unit, including strategic and day-to-day needs, administrative and operational planning, overall workflow and information flow, including donations reporting and records while ensuring seamless and effective delivery of administrative and operational processes;
– Manages the unit’s budget, and leads the financial planning process for the unit administration and operations, finding budgetary efficiencies and recommending and implementing savings and cost-reduction measures;
– Acts as an advisor to the Director of Development/Senior Director, Development/Assistant Dean/Executive Director, on administrative and operational guidelines, policies, procedures and proposals that have a significant impact across the unit;
– Works closely with the Director/Senior Director, Development/Assistant Dean/Executive Director of Development, and senior management to facilitate maximum private and public sector support for the University;
– Responsible for fostering complex relationships impacting donors, other campus units, other DAE units and colleagues and maintaining communications that are critical to the success of the fundraising program;
– Manages the liaison between the unit and other development and alumni engagement portfolio units (i.e. Research, Prospect Management);
– Oversees implementation of appropriate donor recognition; ensuring acknowledgement and stewardship programs are in place;
– May oversee and/or develop proposals and may work with donors to generate gifts for priority projects;
– Manages the donor pipeline, ensuring that donor records are up to date, and is expected to be an expert user of the Blackbaud relationship management system
– Manages and motivates staff, and is responsible for hiring, training and terminating staff, conducts annual staff evaluations, performance reviews, ensuring benchmarks and performance goals are achieved;
– Responds to donor enquiries concerning their gifts, endowment performance, expenditures and other general questions;
– Remains informed of donor relations/development best practices across industries;
– Performs other related duties as required.CONSEQUENCE OF ERRORThe position is a critical point of contact for university staff in relation to development and alumni engagement activities. Incorrect interpretation or communication of university policy and procedures or lack of tact, diplomacy or sensitivity in dealing with major donors and senior administrators could potentially result in damaged relationships and credibility, leading to the potential loss of these donations.The nature of the work involves a high level of judgement and decision-making. The incumbent participates in decisions concerning the planning, organization and utilization of staff, providing input into staff selection and job performance reviews.SUPERVISION RECEIVEDThe incumbent works under general direction according to broad objectives. Works independently with discretion relation to policy administration and interpretation and administrative responsibility.SUPERVISION GIVENSupervise Development Coordinators and support staff.MINIMUM QUALIFICATIONSUndergraduate degree in a relevant discipline. Minimum of two years of experience in a post-secondary education institute that includes experience working with alumni relations, advancement, or the equivalent combination of education and experience.– Willingness to respect diverse perspectives, including perspectives in conflict with one’s own– Demonstrates a commitment to enhancing one’s own awareness, knowledge, and skills related to equity, diversity, and inclusionPREFERRED QUALIFICATIONSRelevant experience would be in a university setting providing project management support or decision making support to senior executives. Knowledge of University policies and procedures, administrative management, fundraising and alumni engagement is desirable. Ability to think systemically about the multiple interrelations that take place within the University as well as with the external community, and how they affect positively or negatively the performance of the organization. Ability to be thorough, accurate, and have a high level of attention to detail. Ability to obtain and disseminate information effectively and tactfully with individuals from all levels of the University and the external community. Ability to take initiative, analyze problems, identify key information and issues, and effectively resolve them. Excellent oral and written communication, interpersonal and organizational skills. Ability to work effectively independently and in a team environment, and to bring energy, motivation and enthusiasm to the job. Ability to effectively manage multiple tasks and priorities under pressure to meet deadlines in a hectic environment, exercising confidentiality, sensitivity, tact and discretion. Ability to work independently while exercising good judgement at all times. Ability to effectively use word processing, spreadsheet, scheduling, mail and presentation applications at an advanced level (MS Office preferred). MS Windows environment, Microsoft Office preferred. Experience working with a centralized fundraising system an asset. Ability to plan, co-ordinate and supervise the work of others, execute a variety of complex projects, and meet imposed deadlines. Strong verbal and written communication skills, both verbal and written, having the ability to communicate appropriately and effectively with donors, co-workers and other campus departments.

Expected salary

Location

Canada

Job date

Sat, 19 Oct 2024 03:03:53 GMT

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