Job Requisition Number: 26978. The Office of Gift Planning conducts and oversees gift planning fundraising for the entire campus. Working with hundreds of donors on a variety of outright, life income, and estate gifts and bequests, each year the office partners with colleagues across the campus on more than $117 million in new gifts.
The Executive Director of Gift Planning is a senior member of the University Development and Alumni Relations (UDAR) fundraising team, responsible for a comprehensive gift planning fundraising program for the University of California, Berkeley. This is the only Executive Director of Gift Planning position on campus and is a critical component of campus-wide fundraising efforts. The Executive Director serves as a senior philanthropic adviser to all campus development officers and is an administrative officer of the University of California, Berkeley Foundation (UCBF). The Executive Director is responsible for one of the largest gift planning programs in the UC System and the country.
• Manages a large and complex fundraising program, consistently raising 25% of the campus fundraising totals with complex prospect and donor constituencies contemplating the campus’s most complex outright and deferred gifts, through a large professional staff, including both senior fundraisers with more than 10 years professional experience who additionally may be attorneys with special skills, junior fundraisers with less than 10 years professional experience who additionally may be attorneys with special skills and non-fundraising professionals.
• Manages the identification, cultivation and solicitation of gift planning donors and donor prospects. Team annually achieves $25M in new life income/outright gifts. Personally maintains limited portfolio of highest level prospects including UCBF Board members and other campus principal gift ($5M +) prospects.
• Oversees the marketing, prospect management, gift acceptance, ongoing gift management and donor stewardship of all real estate, estate (wills/living trusts/retirement plans), life income (charitable remainder trusts/charitable gift annuities) and other non-traditional gifts (e.g. Donor Advised Funds, Donor Designated Funds, non-publicly traded securities, etc).
• Collaborates with UDAR and unit colleagues across campus on complex outright gifts and oversees the drafting/completion of complex Gift Agreements memorializing complex gifts.
• By staffing UCBF Subcommittee on Trusts and Annuities and working with the Director of Gift Planning Administration, ensures UCBF meets its legal and fiduciary duty to life income donors and ensures UCBF’s interests via estates are protected.
• Member of UDAR Management Team, campus Campaign Management Team and other ad hoc task groups. As UCBF Gift Counsel, acts as liaison with Campus Office of Legal Affairs, Office of the President General Counsel and Institutional Advancement as needed. Consults with external legal counsel on Foundation gift planning and estate issues as needed.
• Directs, implements and evaluates long and short-range strategic planning.
• Selects, trains, mentors, guides, directs and evaluates gift planning staff.
• Conceives, creates, develops, implements, evaluates and manages gift planning programs and strategies to meet predetermined goals and objectives.• Advanced knowledge of all aspects of fundraising with special emphasis on federal and state tax law, state estate and trust law and financial and investment aspects of giving as well as UC policies, donor and public relations, including principles, concepts, techniques and procedures.
• Advanced knowledge of design and implementation of identification, cultivation and solicitation strategies and techniques.
• Advanced skills to conceive, design, implement and evaluate effective fundraising programs.
• Advanced knowledge of leadership and management principles, concepts, techniques, et cetera.
• Advanced knowledge of the campus, its achievements, vision, mission, goals, objectives and issues of concern both on campus as well as in higher education.
• Advanced leadership/management skills, including skills to select, train, mentor, motivate and evaluate all levels of staff.
• Advanced written, oral and interpersonal communication skills to establish and maintain effective working relationships within all organizational levels and with outside constituencies.
• Advanced skills to meet predetermined goals and objectives, including securing gifts and meeting fundraising objectives.
• Advanced political acumen skills.
• Advanced strategic planning, critical thinking, analytical and persuasion/negotiation skills.
• Advanced marketing skills.
• Bachelor’s degree required.
• Law degree or other advanced degree required.
• Minimum 10 years direct gift planning experience at a major research university including significant supervisory/management experience.
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.