Philanthropy Assoc Spec/Gift & Est Plan

Job Title
Philanthropy Assoc Spec/Gift & Est Plan


Requisition Number
RE50061


Working Title
Philanthropy Assoc. Specialist - Gift & Estate Planning


Department Name
14000:Office Of Development


Work Location
450 Rose Street, Lexington, KY


Grade Level
45


Salary Range
$47,278-78,000/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

Must have ability to maneuver through different buildings on and off campus. Be seated for long periods of time and performing repetitive motion work.



Shift

8:00 a.m.-5:00 p.m.; Monday – Friday; and some nights and weekends



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
05/25/2025


Our University Community

We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone 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.