University of Wisconsin–Madison

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Gift Planning and Agreement Officer

Job Group: Advancement
Job Subgroup: Corporate and Foundation Relations
Salary Range (Annual): 26: $77,100-157,630
Employee Category: Academic Staff
Job Code: AV043
  • Job Summary:
    Drafts gift agreements through consultation with both internal and external stakeholders, manages estate gift administration, and manages the planned gift program including implementation of best-practices for marketing, prospect identification and donor stewardship.
  • Job Responsibilities:
    • Drafts all gift agreements, as well as identifies and addresses remediation needs in existing gift agreements, to comply with institution and legal requirements, policies and procedures
    • Consults and negotiates with internal and external stakeholders to identify gift vehicles, spending criteria, structure and agreement language
    • Leads all preparation, review, recording and processing of planned gifts received to ensure the university receives funds
    • Tracks and monitors reports regarding all planned gift expectancies to support the university for data accuracy
    • Serves as subject matter expert and advises fund development staff on strategies to cultivate, solicit and secure planned gifts
  • Education:
    Bachelor's Degree Preferred Minimum
  • FLSA Status:
    Exempt
  • Institution Job:
    No
  • Required Supervisory Duty of at Least 2.0 Full-Time Equivalent (FTE) Employees:
    No
  • Employee Category:
    Academic Staff
  • Scaled Job:
    No
  • Salary Range (Annual):
    26: $77,100-157,630
  • Job Code:
    AV043: Gift Planning and Agreement Officer
  • Link directly to this job title: https://hr.wisc.edu/standard-job-descriptions/?q=AV043

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