Philanthropy Assoc Spec/Gift & Est Plan at University of Kentucky in Lexington, Kentucky

Job Description:

University of Kentucky

Equal Employment Opportunity/M/F/disability/protected veteran status.

Posting Details Posting Details

Job Title	Philanthropy 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.
Job Summary	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!
Skills / Knowledge / Abilities	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 - 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 check and/or drug screen.

Posting Specific Questions

Required fields are indicated with an asterisk (*).

1. * Do you have experience in the field of trust and estate administration?
   • Yes
   • No
2. * Do you have experience in the field of financial services, including financial investments, life insurance and related financial planning?
   • Yes
   • No
3. * Do you have experience in the field of accounting or auditing?
   • Yes
   • No
4. * How many years of experience do you have in a high-level administrative position?

   (Open Ended Question)

5. * Have you worked in a document management or database system incorporating multiple entities in an interdisciplinary system?
   • Yes
   • No
6. * The Office of Philanthropy and Alumni Engagement (PAE) recognizes a set of values that guide us in our daily interactions. These values are collaboration, communication, mission driven, mutual respect, innovation and transparency. Please choose one of the PAE values and give a specific example when you exhibited this quality in your professional experience.

   (Open Ended Question)

7. * Where did you first see this position advertised other than on UK's online employment system?
   • HigherEdJobs.com
   • Diverseeducation.com (Diverse Issues in Higher Education)
   • HERCjobs.org (Higher Education Recruitment Consortium)
   • InsightIntoDiversity.com
   • Latinosinhighered.com
   • Indeed.com
   • A Colleague, Friend and/or Family Member
   • UK Job Fair
   • None of the Above

Applicant Documents
Required Documents

1. Resume
2. Cover Letter

Optional Documents

PI239780059

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