Accounting, Adobe Illustrator, Analysis Skills, Annuities, Atlassian JIRA, Best Practices, Budgeting, Business Plan, Business Practices, Calendar Management, Certified Public Accountant (CPA), Content Management, Data Analysis, Dental Insurance, Diversity, Document Management, Donor Relations, Estate Planning, Event Management, Finance, Financial Planning, Financial Services, Funding, Fundraising, Fundraising Campaign, Gift Management, Health Plan, Higher Education, Interpersonal Skills, Legal, Maintain Compliance, Marketing, Microsoft Excel, Microsoft Outlook, Microsoft Word, Multiplatform/Cross-Platform, Multitasking, Newsletter, Nonprofit, Organizational Skills, Performance Analysis, Performance Metrics, Pivot Tables, Presentation/Verbal Skills, Problem Solving Skills, Project Management Software, Project/Program Management, Property Tax, Public/Media/Press/Analyst Relations, Publications, Real Estate, Record Keeping, Regulatory Compliance, Relationship Management, Research Skills, Return on Investment (ROI), Sales Management, Sales Prospecting, Scholarship, Securities, Seminars, Social Media, Stewardship, Systems Maintenance, Tax Accounting, Tuition Fees, Vision Plan, Webinar, Writing Skills
Assistant Director - Planned Giving
Salary
$55,141.00 - $64,871.00 Annually
Location
Main Campus - Orem
Job Type
FT Exempt Salaried Staff
Job Number
FY2606015
Division
VP Institutional Advancement
Department
Major Gifts/Development Programs
Opening Date
05/28/2026
Closing Date
6/11/2026 11:59 PM Mountain
First Review Date
06/09/2026
Required Documents Needed to Apply
Resume
Cover Letter
Applicant Support
1-855-524-5627
Support@schooljobs.com
- Description
- Benefits
- Questions
Position Announcement
Utah Valley University is a dynamic, student-centered institution dedicated to expanding access, opportunity, and student success. Institutional Advancement plays a critical role in that mission by connecting donors to meaningful opportunities that transform lives across campus. The Assistant Director of Planned Giving contributes directly to this work by helping individuals align their personal values with lasting support for UVU through thoughtful, long-term philanthropy.
This role is ideal for someone who is both organized and people-focused, with an interest in building relationships and managing projects with purpose. You will engage individuals who have expressed interest in planned giving, connect with financial professionals, coordinate outreach and events, and support meaningful donor engagement over time. If you are looking for a role where you can grow your skills, build lasting relationships, and make a meaningful impact on student success, we encourage you to apply.
Summary of Responsibilities
- Appeal & Event Project Management: Serve as project manager for the planning, execution, and tracking of fundraising appeals, retirement webinars, the Business & Economic Forum, and donor events. Maintain project management systems and calendars, coordinate with division and campus partners, and manage appeal content across platforms, including NXT, Crescendo, newsletters, social media, and university publications. Ensure all communications, assets, KPIs, and results are archived and tracked. Monitor marketing and event budgets, evaluate ROI, and compile annual strategy and performance reports.
- Relationship Management, Stewardship & Outreach: Lead strategic engagement efforts with Wilson Sorensen Society members, planned giving prospects, and financial professionals. Cultivate relationships with CPAs, financial planners, and estate planning attorneys to promote UVU and encourage participation in the Business & Economic Forum. Manage donor outreach, including estate planning guide follow-up, stewardship events, and collaboration with development officers to support pipeline development. Engage with individuals who have self-identified an interest in planned giving, with the goal of qualifying them for a current or planned gift.
- Records, Data & Gift Stewardship: Maintain accurate donor records in Raisers Edge, manage gift documentation, and ensure compliance with IRS regulations. Analyze data to identify planned giving prospects and manage a portfolio of financial advisors, seminar attendees, and guide requestors. Support scholarship stewardship through Elder Quest events, donor recognition, and customized communications. Ensure all touches, acknowledgments, and reporting are completed for gifts under management.
- Performs other job-related duties, as assigned.
Qualifications / Licenses / Certifications
- Graduation from an accredited institution with a bachelor's degree in one of the following fields: Accounting, Finance, Financial Planning, Business, Communication, Public Relations, Marketing, or a closely related discipline; and one year of experience related to the summary of duties.
- Alternatively, an associate degree in a related field plus three years of relevant professional experience may be considered.
Preferred Qualifications:
- A background in finance, financial services, or a related field, with a practical understanding of tax considerations in charitable giving.
- Experience with asset-based donations such as real estate, securities, or business interests.
- Familiarity with philanthropic vehicles and giving strategies, including IRA qualified charitable distributions, donor-advised funds, charitable gift annuities, bequests, and beneficiary gifts.
Knowledge / Skills / Abilities
Knowledge
- Understanding of fundraising principles, donor diversity, estate planning, and legal and ethical compliance.
- Familiarity with financial concepts and philanthropic vehicles relevant to charitable giving, including tax implications, asset-based donations (such as real estate and securities), business ownership structures, and giving methods like IRA qualified charitable distributions, donor-advised funds, charitable gift annuities, bequests, and beneficiary gifts.
- Strong command of written and verbal communication, including grammar, syntax, and development-specific terminology.
- Knowledge of business practices, correspondence, and report generation, including donor engagement and relationship-building strategies.
- Knowledge of best practices for organizing, managing, and tracking tasks.
- Experience in institutional advancement, nonprofit, higher education, or professional business environments.
- Ability to conduct research, analyze data, solve problems, and make strategic recommendations.
Skills
- Skilled in creating and managing direct and digital fundraising campaigns with measurable outcomes.
- Strategic and innovative thinker with strong project management, organizational, and analytical skills.
- Extensive experience with Microsoft Excel, or equivalent, including data manipulation, mid-range formulas, and pivot tables, Word, Outlook, and Teams.
- Proficient in project management software, such as JIRA, ClickUp, Asana, Monday, etc., project mapping tools, such as Lucidchart, and visual design tools such as Canva or Adobe Illustrator.
- Excellent interpersonal and networking skills for engaging donors, financial advisors, and seminar participants.
Abilities
- Self-motivated and results-driven with a proactive approach to identifying and pursuing opportunities.
- Able to handle sensitive information with discretion and maintain confidentiality.
- Capable of working independently, managing multiple priorities, and aligning efforts with organizational goals.
- Professional and empathetic communicator, skilled in building trust and fostering collaboration with donors and financial professionals.
EEO Statement:
UVU employment decisions are made on the basis of an applicant's qualifications and ability to perform the job without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age (40 and over), disability, veteran status, pregnancy, childbirth, or pregnancy-related conditions, genetic information, or other bases protected by applicable federal, state, or local law.
Utah Valley University's dedication to exceptional care offers quality service and benefits to employees while staying committed to meeting the needs of a diverse workforce.
UVU is pleased to offer a competitive and comprehensive benefits package that supports employees and their family's overall physical and mental health, protects their income in case of unforeseen illness and life events, and assists in building financial security for retirement and the future.
Highlights from Utah Valley University's benefits package include:
- Medical network and plan options with low employee premiums
- Employer HSA contribution for those that elect the university's High-Deductible Health Plan
- Other tax advantage, reimbursement account options (i.e. Flexible Spending Account & Dependent Care)
- Dental and vision plan options
- Incentivized wellness program
- Employer paid basic life, Accidental Death and Dismemberment (AD&D), and Long Term Disability (LTD) coverage
- Employee Assistance Program (EAP)
- 401(a) Defined Contribution Plan with an employer contribution of 14.2% based on employee's compensation (100% vested on first day of full-time employment)
- Undergraduate tuition remission benefit waiving up to 18 credit hours (each semester) for employees and their eligible dependents (spouses & children dependents unmarried and up to age 26)
- Generous leave package which includes sick, vacation (staff only), and personal leave; 13 paid holidays; paid medical maternity and parental leave
For more information about the benefits offered, visit https://www.uvu.edu/peopleandculture/benefits.
01
What is your highest level of education?
- High School or equivalent
- Associates
- Bachelors
- Masters
- Ph.D.
- Ph.D. (abd)
- Juris Doctorate
02
How many years of experience do you have in this type of position?
03
Are you familiar with financial concepts and philanthropic vehicles related to charitable giving (e.g., tax implications, real estate or securities donations, IRA qualified charitable distributions, donor-advised funds, charitable gift annuities, bequests, and beneficiary gifts)?
04
Are you experienced in donor engagement and relationship-building strategies?
05
Do you have experience creating and managing direct and digital fundraising campaigns with measurable outcomes?
06
What interests you about working in planned giving, higher education, and philanthropy, and how do you see your experience aligning with this type of work?
07
Briefly describe how you have used Excel in your work. What types of tasks or functions are you most comfortable with?
Required Question
Employer Utah Valley University
Address 800 W. University Parkway
Orem, Utah, 84058
Phone Applicant Support 855-524-5627
Website http://www.uvu.edu