While the UUA is headquartered in Boston, MA, the l ocation of this job is open in the continental United States. You should have easy access to a major airport or transportation hub due to the travel requirements of this position.
Purpose
To oversee the Association s legacy giving program by managing the flow of the UUA bequest pipeline, as well as ensuring the smooth running of the life income gift program. Serve as a member of the major gifts team, partnering with gift officers regarding legacy conversations with donors and maintaining a small portfolio of prospects.
To provide ongoing stewardship of Legacy Society members, while also helping to nurture legacy giving more broadly through the development of marketing materials, workshop presentations, or online webinars. Provide stewardship for scholarship and other named funds.
Principal Responsibilities
Oversee portfolio of pending estates, working with executors and estate attorneys to ensure their timely distribution, and when needed, consulting with the Treasurer/CFO or legal counsel. Oversee the Charitable Gift Annuity, Pooled Income Fund and Charitable Remainder Trust programs, including the Umbrella Giving component, which allows donors to designate a percentage of the remainder to their UU congregation or related UU entity. Manage relationship with outside plan administrator. Work with UUA Treasurer to ensure that all relevant regulatory compliance requirements are met. Work collaboratively with gift officers and relevant staff in responding to planned giving inquiries and assist in preparing proposals for donors, their families, and their financial advisors. Craft and implement a strategy for marketing of legacy gifts across various communication channels (advertising, direct mail, email marketing), as well as presenting occasional workshops. Monitor performance of outreach methods in driving inquiries and adapt as needed. Ensure promotional materials (e.g., brochures, relevant website content) are kept up to date. Foster and maintain relationships with members of the UUA Legacy Society through regular communication, including personal outreach. Maintain and actively manage a small portfolio of prospects. Supervise the legacy gifts administrator, overseeing the operational functions of the legacy program in maintaining accurate and complete records, and keeping required regulatory filings current. Serve as point person in drafting governing documents related to establishment of named funds and ensuring agreements comply with the UUA s gift acceptance, endowment, and spending policies. Coordinate resources for consultation during solicitation of complex gifts such as charitable remainder trusts, unitrusts, real estate and retained life estates, or hard-to-value assets. Provide multi-generational stewardship for scholarship and other named funds of the UUA, including preparing annual reports to donors, as well as advising the Finance office and relevant program staff to help ensure funds are used in accordance with governing documents. Maintain subject matter expertise by keeping current in understanding of tax-advantaged gifts, such as gift annuities, pooled income funds, charitable remainder trusts, IRA qualified charitable distributions, etc., as well as state and federal regulations pertaining to planned gift vehicles. Demonstrate perseverance while adhering to the highest ethical standards, showing sensitivity to donors needs, and reflects an optimistic, positive, and professional attitude in all interactions. Perform other duties as requested by supervisor, the Executive Vice President, or the President. Qualifications
This is a Grade 14 position (expected hiring range $81,000 - $99,200 depending on experience). Note that qualifications may be met as a result of lived experience, volunteer work, professional experience, and/or formal or informal training. Requirements include:
- Bachelor s degree plus a minimum of 4 years experience in gift planning, major gifts, law, finance, or trust services is expected. Knowledge of charitable gift planning, including tax and inheritance law required; experience making gift solicitations helpful.
- The ideal candidate will have demonstrated skills in goal-oriented constituent relations and experience with progressive responsibility in legacy giving and/or managing the flow of legal documentation and financial recordkeeping in legal or financial services.
- In addition, excellent staff management, research and organizational skills, attention to detail and accuracy, and strong oral and written communication skills are necessary.
- Able to work some evenings and weekends, as well as travel up to 15% of the time, including our Boston headquarters as well as to the UUA General Assembly each If not based within commuting distance of Boston, candidate must be accessible to a suitable transportation hub.
- High proficiency in the Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word) is required. Experience with donor management software and planned giving tools, such as PG Calc software, as well as wealth screening tools preferred.
- Work or lived experience with communities of color or indigenous peoples is of particular
- Eagerness to work in an organization in which the dismantling of white supremacy is a high priority.
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