Associate Director of Gift Planning

State of Colorado

$95K — $98K *
Education, Government & Non-Profit
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent professional experience
  • 5 years of experience in major/planned gifts or related fundraising
  • 1 year in a team lead or supervisory role
  • Ability to travel

Responsibilities

  • Collaborate with staff to develop a gift prospect pipeline and close gifts
  • Provide technical gift planning expertise to enhance donor experience
  • Advise development officers on prospect identification and solicitation strategies
  • Support development officers through all phases of gift conversations
  • Stay updated on planned giving strategies and train staff on related topics
  • Implement an annual gift planning workplan to achieve strategic goals
  • Cultivate benefactor relationships to sustain and enhance connections

Benefits

  • No-cost or low-cost medical & dental plan options, including IVF assistance
  • Multiple retirement planning options with CU contributions
  • Pre-tax saving plans for healthcare and dependent care
  • Ample sick and vacation leave, including 12 paid holidays
  • 6 weeks of parental leave
  • Tuition benefit program for you and/or dependents
  • Free RTD EcoPass and onsite parking
  • Additional perks and programs through CU Advantage
Full Job Description
Salary: $95,000.00 - $98,000.00 Annually
Location : Aurora, CO
Job Type: Full Time
Job Number: CU40376
Department: University of Colorado - System Administration
Opening Date: 07/08/2026
Closing Date: 7/22/2026 11:59 PM Mountain
FLSA: Determined by Position
Primary Physical Work Address: Anschutz Medical Campus, Aurora, CO
FLSA Status: Exempt; position is not eligible for overtime compensation.
Department Contact Information:
Type of Announcement: This announcement is not governed by the selection processes of the classified personnel system. Applications will be considered from residents and non-residents of Colorado.
How To Apply: Online applications through the Colorado Jobs portal will not be accepted. Please follow instructions on the job announcement for submitting an application.

Position Summary:

The CU System Office of Advancement provides excellent customer service, strategy, expertise, and efficiency to our partners on CU's campuses and at the University of Colorado Foundation. We support CU's fundraising and engagement goals through advancement operations that include constituent research and?development,?data?management, business intelligence, technical architecture, annual giving, planned giving, gift administration, marketing and communications, IT, budget and finance, and more.?We believe that a healthy office culture is foundational to our success. We create this by bringing together a diverse team of colleagues and infusing our core values-Work Together, Think Big, Be Good and Have Fun-into our work every day.?

The Associate Director of Gift Planning is a centralized University of Colorado (CU) system position embedded within the CU Anschutz Office of Advancement. This position works closely with the CU Anschutz Director of Gift Planning and the broader CU Gift Planning team to enhance the giving experience by supporting donors and development officers as they explore blended and planned gift opportunities.

This position reports to Director of Gift Planning, Anschutz and is exempt for the State of Colorado Classification system.

Where You Will Work:

This position will follow a hybrid work model, working mostly in person from the Anschutz Medical Campus.

Description of Job
Duties and Responsibilities:
  • Collaborates with CU System Advancement staff to develop a prospect pipeline; cultivate, solicit, negotiate, and close gifts, focusing on multi-faceted outright gifts; gifts of complex or unique assets; gifts-in-kind; revocable designations; and irrevocable gifts such as charitable remainder trusts, charitable gift annuities, retained life estates, or charitable lead trusts.
  • Works within the CU Anschutz Advancement office to cultivate and advance gifts that benefit CU by providing technical gift planning expertise to colleagues and donors.
  • Advises CU Anschutz development officers on prospect identification for planned gifts and development of solicitation strategies.
  • Supports CU Anschutz development officers by adding value to the cultivation, proposal and solicitation phases of gift conversations, to include in-person and virtual meetings with donors as needed, and development of gift agreements.
  • Remains current and shares up-to-date information with colleagues about planned giving strategies that can benefit both donors and the university, including assisting in conducting regular training and/or updates to Advancement staff on planned giving, tax laws, and other regulations pertaining to charitable giving.
  • Contributes to University system, campus, and Gift Planning department goals by supporting the implementation of an annual gift planning workplan to achieve strategic goals and benchmarks for program growth.
  • Contributes to system-level advancement of gift planning strategies to include creation of a strong future "pipeline", development of staff trainings, stewardship of existing legacy society members, strengthening relationships with the advisor community, evaluation of counting standards, gift acceptance policies and procedures, and similar.
  • Works to cultivate existing and new benefactor relationships (i.e.: through thank you calls, prospecting/cold calls, discovery visits, stewardship touches, etc.) with the intent of sustaining and increasing the relationship with benefactors and potential benefactors on behalf of and in support of the CU Anschutz Campus. The benefactor pool and pipeline are comprised of CU Anschutz alumni, grateful patients and/or their loved ones/families, leadership volunteers, CU Anschutz faculty, organizations and community members.
  • Works daily to ensure timely, accurate completion of discovery outreach, proposals, pledges and fund agreements.
  • Performs other duties and special projects as assigned such as database maintenance, gifts-in-kind support, and estate distribution efforts.

Software Utilized
  • Microsoft Office products, including Outlook, Word, Excel, PowerPoint, and similar.
  • Process management products, including Monday.com and MS Teams.
  • Gift planning software, such as PGM Anywhere, TIAA Kaspick GiftAdvisor.
  • Donor tracking and reporting software, such as Salesforce.

Minimum Qualifications, Substitutions, Conditions of Employment & Appeal Rights
Minimum Qualifications:
  • Bachelor's degree from an accredited institution of higher education, or equivalent professional experience (professional experience may be substituted for the educational requirement on a year-for-year basis)
  • Five (5) years' experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work
  • One (1) year of experience in a team lead or supervisory role, which may include assigning and reviewing the work of others, providing guidance to internal and external team members, and/or assisting management with performance reviews
  • Ability to travel

Preferred Qualifications:
  • Post-baccalaureate degree from an accredited institution of higher education (e.g. Master of Business Administration, Juris Doctorate, Master of Arts, etc.)
  • Seven (7) years' experience securing major and/or planned gifts, fundraising, acting as a financial planner, or directly comparable work
  • Two (2) years' experience in a team lead or supervisory role, as indicated above
  • Professional certification (e.g. Certified Financial Planner)
  • Experience in a nonprofit, higher education, or healthcare environment
  • Experience working within large, complex organizations

Knowledge, Skills, and Abilities:
  • Knowledge of the University of Colorado's mission, demographics, faculty, current programs, departments, and culture
  • Knowledge of gift planning principles, procedures, and best practices
  • Donor-centric customer service skills, including the ability to actively listen, address customer needs, defuse tense situations, and maintain an open, flexible, and friendly demeanor
  • Interpersonal skills, including the ability to facilitate interaction, communication, and teamwork between others
  • Skilled in the use of computer equipment, software, and other relevant technology (including smart phones) including the Microsoft Office Suite (i.e. Word, Excel, PowerPoint, Outlook, and similar)
  • Ability to persuasively engage donors and articulate how CU distinguishes itself from peer institutions
  • Ability to make persuasive verbal and written cases for supporting key programs and projects, effectively matching the interests of prospective donors to specific university needs
  • Ability to deliver a high level of commitment to customer service
  • Ability to communicate and work effectively with individuals from diverse backgrounds, cultures, and ages
  • Ability to navigate complex, multi-layered environments and organizations
  • Ability to work independently and as part of a team setting
  • Ability to develop strategies to achieve operating goals
  • Ability to interact with high-level donors, maintain a high level of professionalism, discretion, and confidentiality.
  • Ability to establish and maintain cooperative working relationships with faculty, staff, and others
  • Ability to promote diversity and equity

Supplemental Information

How to Apply:

For full consideration, please attach the following as separate documents to your application at :
  1. A cover letter identifying the job specific minimum qualifications you possess and interest in the position.
  2. A resume including all relevant experience to be accurately assessed against the qualifications listed in the posting.

Benefits:

With our unparalleled range of benefits, including top-notch healthcare, comprehensive wellness programs, enriching professional development, and a dynamic work-life balance, we ensure your holistic growth and happiness.
  • No-cost or low-cost medical & dental plan options, some inclusive of IVF assistance.
  • Disability, Life, Vision Insurance options.
  • Multiple retirement planning options including a mandatory 401(a) plan where CU contributes 10% of your gross pay, a 401k or 403b plan and a 457 deferred compensation plan.
  • Pre-tax savings plans, such as Health care and Dependent care flexible spending accounts.
  • Embrace a healthy work-life balance with ample sick and vacation leave, along with at least 12 paid holidays. This includes a dedicated week off for winter break.
  • 6 weeks of parental leave to adjust to the joys of parenthood.
  • A tuition benefit program for you and/or your dependents.
  • Free RTD EcoPass and free onsite parking at our 1800 Grant Street Office.
  • Many additional perks & programs with the CU Advantage.

Additional taxable fringe benefits may be available.

For more information on benefits programs, please review our

Access our Total Compensation to see what your total rewards could be at CU. (This position is a University Staff position)
Please note that each agency's contact information is different; therefore, we encourage all applicants to view the full, official job announcement which includes contact information and class title. Select the job you wish to view, then click on the "Print" icon.

Similar Jobs

More Jobs at State of Colorado

More Education, Government & Non-Profit Jobs

Find similar Associate Director of Gift Planning jobs: