University of Wisconsin–Madison

Title and Standard Job Description Library

This library has titles, salaries, and information for all jobs at UW–Madison.

Academic Staff, University Staff, and Limited Appointee Titles

Standard job descriptions are only available for academic staff, university staff, and limited appointee titles. These titles and salaries are matched to the market.

A standard job description describes work at a high level and connects university jobs to similar jobs in the market. It reflects a general set of job responsibilities without regard to any specific employee. It describes the work, role, and organizational impact. A position description is unique to an individual employee. 

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Results: 1

Gift Planning and Agreement Officer

Job Group: Advancement
Job Subgroup: Corporate and Foundation Relations
Salary Range (Annual): 26: $87,112-162,029
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: $87,112-162,029
  • Job Code:
    AV043: Gift Planning and Agreement Officer

Knowledge and Skills Learning Resources

Each standard job description is linked to a list of knowledges and skills. Knowledges and skills are optional resources to support employee learning and development. Visit the Knowledges and Skills Learning Resources website to learn more.

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