Sr Director - Gift Agreements & Estate Administration
Sr Director- Gift Agreements & Estate Administration
Department: Gift Compliance & Stewardship Salary: Commensurate with Experience/Education
Description:
Please make sure cover letter, resume and references are attached. Provides leadership and daily oversight of an integrated program encompassing acomplex center or multiple departments at the University. Oversees budget administration, allocation of resources, projects, and supervision of staff.
1.Develops, implements, and directs a comprehensive program for a complexcenter or multiple departments.
2.Collaborates with the leadership team to establish priorities for departments.
3.Develops and manage budgets, staffing plans, and departmental goals inalignment with the division's strategies.
4.Establishes performance metrics and lead efforts to monitor departmental activities.
5.Represents department to internal and external constituents.
6.Creates or review policies and processes and implement improvements.
7.Hires and directs the activities of staff identifying the department goals andensures all are met.
8.Performs other job-related duties as required.
MQ: Requires a thorough understanding of both theoretical and practical aspectsof an analytical, technical or professional discipline; or the basic knowledge ofmore than one professional discipline. Knowledge of the discipline is normallyobtained through a formal, directly job-related 4-year degree from a college oruniversity or an equivalent in-depth specialized training program that is directly related to the type of work being performed.
Requires a minimum of seven (7) years of directly job-related experience.
Sr. Director, Gift & Estates Administration
Summary
We are seeking a motivated results driven individual with experience in charitable gift, estate and trust administration with excellent communication and strong organizational skills.
The Sr. Director of Gift Administration is responsible for managing the full life cycle of gift agreements for the UH System and overseeing estate administration. Gift agreements outline the use of funds, payment terms, and oversight of the gift, ensuring that the donor’s intent is captured. Gifts take various forms—including current-use, endowed, and planned—and are made at both major and leadershiplevels. This position ensures that a full review and comprehensive receipt of wills, trusts, real estate, retirement, life insurance and other bequest provisions are accurately received by UHS timely and accurately. This leader serves as the point of contact and main communicator with executors, trustees, and other fiduciaries
Job Duties
General
- Serves as the primary liaison with the Office of General Counsel for all fundraising units across all UH System Universities including UH’s Division of Advancement & Alumni, liaise with other areas across the Universities to clarifyany issues related to major/leadership gift agreements and estate administrationas necessary.
- Coordinates with UH-affiliated support foundations to ensure gift agreementsare drafted consistently with UH System policies and protocols and advises on changes/improvements.
UHS Gift Agreements
- Manages the gift agreement process, including but not limited to: drafting andreviewing gift agreements and/or external donor agreements (foundations and corporations), ensuring alignment with UH System priorities and policies(approved minimum levels, naming opportunities, etc.), streamlining processes,and working with all parties to obtain signatures and disseminate information.
- Develops and implements a tracking system of all gift agreements that also includes creation of approved templates, document retention, and filing and archiving for executed gift agreements, amendments, and memoranda.
- Manages the gift agreement process for all UH-affiliated support foundationsand advises UH System Universities as appropriate.
- Collaborates with Stewardship colleagues to ensure requested deliverables can be implemented, tracked, and are consistent. Additionally, liaise with the Naming Committee to ensure that all opportunities are pre-approved before a giftagreement is signed.
- Promotes best practices and trains colleagues on gift agreement processes.
- Serves as a member of the UH System’s Gift Acceptance Committee, campaign committees within UH’s Division of Advancement & Alumni, and other possible committee appointments. UH Estates Administration
- Partners with executors, attorneys, trustees, third-party representatives and family members as appropriate regarding estate management needs, addressing specific questions in the areas of philanthropic planning, and wealth transfer.
- Manages probate work at the end of UH System donors’ lives to ensurecharitable gifts are executed and allocated as intended.
- Partners with the Office of Gift Planning to prepare and review gift documentation including but not limited to trust agreements, gift agreements, and be quest provisions
- Collaborates with UHS front-line fundraising staff to support their donor strategies among deferred and blended giving
Certification/Licensing
JD or certified legal assistant preferred
- Department is willing to accept education in lieu of experience.
- Department is willing to accept experience in lieu of education.
All positions at the University of Houston-System are security sensitive and will require a criminal history check.
The University of Houston System and its universities are an Equal Opportunity Institution.
