Executive Director of Gift Planning, UDAR (0466U) 34369
At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.
The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.
We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles
, our Principles of Community
, and our Strategic Plan.
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 bequest commitments, each year the office partners with colleagues across the campus on more than $120 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 position is highly unique and critical to various campus-wide and high level 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.
Application Review Date
Application review will begin in early/mid May.
- 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. Directly negotiates donor strategies with competing campus unit interests.
- 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 provides consultation, advice, guidance and oversight to the drafting/completion of complex Gift Agreements memorializing complex gifts. Acts as liaison with Campus Office of Legal Affairs, Office of the President General Counsel and Institutional Advancement as needed.
- 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 (Total fmv = $150M) and ensures UCBF's interests via estates ($40-$45M revenue annually) are protected.
- Member of UDAR Management Team, campus Campaign Management Team and other ad hoc task groups. As UCBF legal advisor, 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, and, as required, takes corrective action.
- Directs, implements and evaluates long and short-range strategic planning including the expansion of gift plans offered which contribute to campus's fundraising bottom line.
- Conceives, creates, develops, implements, evaluates and manages gift planning programs and strategies to meet predetermined goals and objectives.
- Attend Continuing Education Courses to maintain currency with professional requirements of the position. e.g. if attorney, continuing legal education and/or if CPA, must maintain currency with certification
- Advanced knowledge of all aspects of fundraising with special emphasis on federal and state tax law, state estate and trust law & financial and investment aspects of giving as well as applicable 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.
- Advanced leadership/management skills, including skills to select, training, mentor, motivate and evaluate all levels of staff.
- Advanced written, oral and interpersonal communication skills to establish and maintain effective working relationship 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 and advanced degree/certificate (Law, MBA, MLS or CPA), or equivalent relevant experience and training
- Significant number of years in gift planning experience at a large, complex, matrixed organization with progressively broader responsibilities, including significant supervisory/management experiences.
- Membership in the State Bar of California preferred
- Knowledge of the campus, its achievements, vision, mission, goals, objectives and issues of concern both on campus as well as in higher education
Salary & Benefits
For information on the comprehensive benefits package offered by the University visit:https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html
How to Apply
Please submit your cover letter and resume as a single attachment when applying. Please upload the document in the Resume section, then skip the (optional) Cover Letter upload section.
Please include, as part of your application a brief (1-2 paragraph) statement on your contributions to diversity, equity, inclusion, and belonging in your professional experience.
Advancing diversity, equity, and inclusion are fundamental to our UC Berkeley Principles of Community, which states that "every member of the UC Berkeley community has a role in sustaining a safe, caring, and humane environment in which these values can thrive."
Conviction History Background
This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.
Equal Employment Opportunity
The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see: https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf
For the complete University of California nondiscrimination and affirmative action policy see:http://policy.ucop.edu/doc/4000376/NondiscrimAffirmAct
To apply, visit https://careerspub.universityofcalifornia.edu/psp/ucb/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=21&JobOpeningId=34369&PostingSeq=1