BASIC FUNCTION AND RESPONSIBILITY:

The Gift Planning Coordinator manages multiple functions related to the processing and administration of planned gifts.

CHARACTERISTIC DUTIES AND RESPONSIBILITIES:

• Administers transactions and prepares documents associated with life income gifts, real property and other planned gifts
• Coordinates the administration of realized planned gifts including estate gifts and life income gifts
• Administers gift annuity regulatory requirements and annual reporting

• Prepares reports and manages planned gift data in the Foundation’s data systems
• Performs other related duties as assigned

KNOWLEDGE, SKILLS AND ABILITIES:

• Excellent quantitative and critical thinking skills
• Excellent oral and written communication skills
• High degree of professionalism and customer service skills
• Ability to work with sensitive and confidential information
• Knowledge of office practices, procedures, and protocol
• Proficient skill in the use of Microsoft Office software and database management systems
• Ability to work collaboratively and independently
• Ability to prioritize work and successfully meet deadlines
• Accuracy and attention to detail

MINIMUM QUALIFICATIONS:

• Associate’s degree or higher
• Three years related administrative experience in the area of law, accounting or financial services preferred
• Demonstrated proficiency in using Microsoft Office software applications, specifically Outlook, Word, Excel and PowerPoint

 PREFERRED QUALIFICATIONS:

• Bachelor’s degree
• Three to five years’ experience in gift or estate planning
• Work experience in a college or university setting

What would you say to hiking trails right outside your office door? To mountains, rivers and no morning commute? To helping students pursue their academic dreams? To being a member of a dynamic team?

If these things sound like a good fit for you, then come work with us at the University of Montana Foundation!

Located in beautiful Missoula, Montana, the UM Foundation is a 501(c)3 non-profit that serves as the fundraising arm of the University of Montana. The Foundation supports the University, its students, and its faculty so they thrive. We’re looking for a dynamic and talented person to join our team as the director of development for the School of Journalism.

The School of Journalism was founded when Dean Arthur Stone pitched a few surplus Army tents on the Oval and held the University's first journalism classes in 1914. A century later, Montana Journalism students and faculty are among the very best in the country. The school offers undergraduate degrees in print, television, radio, photojournalism, digital media and specialty reporting, as well as graduate coursework in natural resource and environmental science journalism.

The director of development for the School of Journalism will be a key player in the institution’s continued growth. He or she will work closely with the dean and Foundation leadership to set fundraising priorities, then develop and execute an annual fundraising plan.

Responsibilities include:

·        Develop goals and objectives for the School of Journalism’s fundraising activities

·        Build and maintain relationships with both new and current donors

·        Proactively seek out new avenues of funding

·        Solicit gifts through personal visits and written proposals

·        Strengthen the pipeline for major and principal gift prospects 

Preferred qualifications include:

·        Experience in higher education fundraising

·        A strong track record of securing major gifts

·        Experience leading and motivating volunteers, faculty and advisory boards

·        A strong interest in and in-depth understanding of the field of journalism

Minimum qualifications include:

·        Bachelor’s degree

·        Three years of fundraising experience or strong competency in a related field, such as sales

·        Excellent written and oral communication skills

·        Excellent situational judgment and problem solving skills

·        Ability to work with many types of people, from students to academics to high-net-worth individuals

·        A flexible schedule, which will include some travel and attendance at evening or weekend events

The University of Montana Foundation offers a competitive salary and excellent benefits package, including a health plan, 401K retirement savings plan, and discounted gym membership. You’ll work in Don Anderson Hall, one of the most beautiful and modern buildings on the Missoula campus, with coworkers who are as motivated and passionate about journalism and higher education as you are.

Please submit your letter of interest, resume, and salary requirements to:  http://www.supportum.org/careers. Application materials will be reviewed on a rolling basis until the position is filled. The University of Montana Foundation is an EEO employer.