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Form of workPhilanthropy Assoc Spec/Gift &Est Plan
Requisition Number:RE44972
Working Title:Philanthropy Assoc. Specialist - Gift & Estate Planning
Department Name:14000:Office Of Development
Work Location:Lexington, KY
Grade Level:45
Salary Range:$46,806-77,226/year
Type of Position:Staff
Position Time Status :Full-Time
Required Education:BA
Click here for more information about equivalencies::https://hr.uky.edu/employment/working-uk/equivalencies
Required Related Experience:4 yrs
Required License/Registration/Certification:None
Physical Requirements:Engaging in meetings and activities across campus and working at computer for long periods of time.
Shift:Monday – Friday;
8:00 a.m. – 5:00 p.m.
As an exempt employee, additional hours may be required to meet the objectives of the position.
The University of Kentucky Office of Philanthropy (PAE) is seeking a highly qualified candidate to: (1) manage and assist with Trust and Estate administration and charitable life insurance matters, and (2) support the PAE Gift & Estate Planning (GEP) team’s planned giving related data, dashboards, gift illustrations and impact modeling. The successful candidate in this position will collaborate with various units of the university’s central financial services team, PAE gift’s receiving and college / unit business and philanthropy officers to administer trust and estate proceeds, and determine and implement the proper use of the gift proceeds. In order to close gifts from trusts, estates, retirement plans and life insurance policies, the successful candidate will work with executors, personal representatives, trustees, attorneys, fund administrators and investment advisors to complete the transfer of various financial assets to the university.
This position will provide vital assistance in data administration for GEP, as well as with gift illustrating and impact modeling that ultimately aids in the solicitation, implementation, deployment and stewardship of gift funds. The successful candidate will manage and administer the charitable life insurance pool, reviewing annual statements, working with insurance agents, and preparing donor communications as well as managing communication of premium notices to donors.
The culture within the Office of Philanthropy and Alumni Engagement (PAE) is built on our shared core values CoMMIT– Collaboration, Communication, Mission Driven, Mutual Respect, Innovation and Transparency.
By applying for a position within UK PAE, you are indicating your commitment and expressing your agreement to our six values. It is important you share these values in order to be part of our committed team!
Technical experience with Microsoft Office, Excel and data entry. Ability to build relationships and communicate effectively and persuasively.
Does this position have supervisory responsibilities? :No
Preferred Education/Experience:Paralegal Certification; Certified Financial Planner (“CFP”); Certified Public Accountant (“CPA”); Chartered Life Underwriter (“CLU”)
Deadline to Apply:05/02/2024
University Community of Inclusion:The University of Kentucky is committed to a diverse and inclusive workforce by ensuring all our students, faculty, and staff work in an environment of openness and acceptance. We strive to foster a community where people of all backgrounds, identities, and perspectives can feel secure and welcome. We also value the well-being of each of our employees and are dedicated to creating a healthy place to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.
As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.
Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.
