Director of Planned Giving

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Quick Summary

Key Responsibilities

Donor Portfolio and Gift Planning Strategies Serves as the lead strategist for the development and execution of university-wide gift planning initiatives.

Requirements Summary

Education: Bachelor's Degree Experience: Minimum of seven (7) years of experience development Minimum of five (5) years of experience specifically focused on planned giving or trust/estate law.

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Department:	Office of Institutional Advancement The Office of Institutional Advancement (OIA) inspires commitment to UMBC. We lead fundraising and development initiatives to support the University’s strategic priorities and goals. We seek to engage and cultivate relationships with individuals, foundations, corporations, alumni, faculty, and colleagues using our expertise, partnerships, and resources. We are committed to thoughtfully stewarding relationships and strategically approaching opportunities that serve and support UMBC and its community.
Position Overview:	This is a leadership role within UMBC’s Office of Institutional Advancement, responsible for managing the Planned Giving team and developing enterprise-wide strategies to secure transformational support. The Director leads in a high-growth environment, driving collaborative efforts across the centralized development team and acting as the university’s subject matter expert for planned, estate, blended, and complex gifts. A primary focus of this role is the strategic re-branding, re-launching, and ongoing management of UMBC’s legacy society.
Why Work at UMBC?	UMBC offers competitive compensation. This role starts at $134,000 and has over 4 weeks of vacation for regular full time roles. Tuition remission is also available. What is it like to work at UMBC? Check out Glassdoor or Indeed. For 16 years in a row UMBC has been recognized as a Great College to Work For!
Telework:	A hybrid telework schedule may be available.
Responsibilities:	Donor Portfolio and Gift Planning Strategies Serves as the lead strategist for the development and execution of university-wide gift planning initiatives. Develops and maintains a portfolio of active donor relationships to maximize philanthropic opportunities using blended and tax-wise gift approaches. Collaborates with development officers, academic leaders, and external legal/financial advisors to execute complex gift planning strategies that align with donor intent and university priorities. Legacy Society Leadership and Program Management Leads the comprehensive re-branding and re-launching of the UMBC legacy society to increase visibility and member engagement. Manages the day-to-day operations and growth of the legacy society, ensuring proper stewardship and recognition of all planned gift donors. Provides leadership and performance management for the Gift Planning team, including hiring, training, and professional coaching. Develops comprehensive training for the broader development community to increase institutional capacity for identifying planned giving prospects. Operational Leadership and Marketing Provides leadership to key collaborative operational partnerships to ensure a seamless donor experience and optimal program production. Functions as the primary lead for operational services that enhance non-cash and special gift-giving activities. Leads the strategy for growth and retention of the planned gift donor pipeline through a comprehensive, centralized marketing strategy. Partners with Advancement Communications to facilitate effective outreach and educational materials for donors and their professional advisors. Plans and executes strategic initiatives that integrate gift planning into the overall goals of the university’s fundraising campaigns.
Required Minimum Qualifications:

Bachelor's Degree

JD, CFP, or CAP certifications highly preferred

Background Screening Statement:

A background check will be required.

Special Instructions to Applicants:

Upload a cover letter and a resume.

Closing Date: Open Until Filled Benefits:

UMBC offers a rich benefits package.

Regular and grant funded regular positions (Full benefits summary click here):

Generous Leave which includes accruing:

22 Days of Annual Leave
15 Days of Sick Leave
15 Holidays
3 Personal Days

Tuition Remission:

8 credit hours per semester
Tuition remission at UMBC for eligible dependents after two years of FT employment

Additional Benefits:

Life and disability insurance
Retirement plans (including the choice of joining the pension plan)
Professional development opportunities
Wellness opportunities
& Much more

Salary:

Salary: $134,000 - $151,000 depending on qualifications and experience.

The salary of the finalist(s) selected for this role will be set based on a variety of factors, including but not limited to, internal equity, budget, prior experience, skills, knowledge, abilities, education, licensure and certifications, and other business considerations.

The above salary range represents the University’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

Hours: Full-Time Type: Regular FLSA Status: Exempt Equal Opportunity Statement: UMBC is an Affirmative Action/Equal Opportunity Employer. Applications from women, minority group members, veterans and individuals with disabilities are encouraged to apply. Title IX: As an institution that receives federal financial assistance, UMBC adheres to Title IX and does not discriminate on the basis of sex. For more information about Title IX and contact information for Title IX Coordinator click here.

Accommodation:

If you require a reasonable accommodation for a disability for any part of the employment process, please contact the Human Resources Department at 410-455-2337 or MD TTY Relay Service 1-800-735-2258 between 8:30 a.m. and 4:00 p.m. Monday through Friday.

Work Authorization As required by the 1986 Immigration Act, be prepared to present acceptable documentation upon hire showing your identity and that you are a U.S. citizen or an alien who is authorized to work.

Advertised: Jun 25 2026 09:00 Eastern Daylight Time
Applications close: Open Until Filled

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Minimum of seven (7) years of experience development
Minimum of five (5) years of experience specifically focused on planned giving or trust/estate law.
Demonstrated success in building or scaling a planned giving program within a higher education or non-profit environment.
Deep knowledge of IRS regulations regarding charitable contributions
Expertise using planned giving software (PG Calc, Crescendo)
Prove record of interacting effectively and as a trusted partner with corporate and individual fiduciaries, surviving family members, and other key internal and external partners
Strong verbal and writing skills
Self-start with excellent organizational skills
High attention to detail and follow-up skills
Ability to manage confidential information with discretion and tact
Ability to interpret and translate complex financial concepts into heart-centered stories for donors.