University of Kentucky
Philanthropy Assoc Spec/Gift & Est Plan
🇺🇸 Lexington, KY
🕑 Full-Time
💰 $47K - $78K
💻 Development & Advancement
🗓️ April 24th, 2025
Edtech.com's Summary
- Manage and assist with trust and estate administration, as well as charitable life insurance.
- Support planned giving related data, gift illustrations, and impact modeling.
- Collaborate with university financial services, business, and philanthropy officers.
- Communicate with executors, trustees, and advisors for asset transfers to the university.
- Oversee donor communications and manage annual insurance statements.
- Salary range: $47,278-78,000 per year.
- Requires a bachelor's degree and four years of related experience.
- Technical skills: Proficiency in Microsoft Office, Excel, and data entry.
- Preferred certifications: Paralegal, CFP, CPA, or CLU.
Philanthropy Assoc Spec/Gift & Est Plan Full Description
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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.
- * Do you have experience in the field of trust and estate administration?
- Yes
- No
- * Do you have experience in the field of financial services, including financial investments, life insurance and related financial planning?
- Yes
- No
- * Do you have experience in the field of accounting or auditing?
- Yes
- No
- * Have you worked in a document management or database system incorporating multiple entities in an interdisciplinary system?
- Yes
- No
- * 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.
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