Gift Planning Officer (0462U), University Development and Alumni Relations
University of California
- Berkeley, CA
- $120,000-140,000 per year
- Permanent
- Full-time
- Writes proposals, using sophisticated specialized software and with an understanding of estate and tax law for solicitation of individual gift planning prospects and donors. For example, using software to demonstrate prospect's/donor's estimated charitable income tax deduction, taxation of payments, life expectancy, non-charitable portion of gift.
- Ensures that predetermined fundraising goals are met. These goals for an Fundraiser 4 are expected to meet or exceed annually: $1M in outright and/or life income gifts, $2M bequest commitments and 50 individualized proposals. Goal results have a major impact on the campus-wide gift planning fundraising goals.
- Identifies, cultivates, solicits and stewards gift planning prospects and donors capable of making gifts ranging from an average $100,000 life income gifts to multimillion-dollar estate gifts.
- Work with assigned campus units (schools, colleges, and other units), averaging 5 -8 units per each Fundraiser 4 to create prospect and donor strategies and proposals. Implement these strategies working collaboratively with the unit based fundraisers.
- May attend functions, meetings and serve on internal/external committees as a representative of the campus and/or UDAR such as the Berkeley Advancement Community Executive Committee, advancement staff search committees, business process improvements in a variety of planned giving functions.
- Special gift planning projects as assigned, including but not limited to serving as the fundraiser partner to our marketing associate director on all prospect and donor communications from our office.
- Minimum three years of experience demonstrating advanced knowledge of all aspects of estate planning and gift planning fundraising, donor relations, and public relations concepts, principles, procedures, and techniques.
- Minimum three years of experience applying advanced knowledge of applicable laws, rules, regulations, policies, etc to gift planning fundraising.
- Advanced written, oral, and interpersonal communication skills, including political acumen, to establish and maintain good working relationships throughout the organization and with outside constituencies. Ability to make persuasive and compelling presentations of goals and objectives for campus in order to secure gifts.
- Advanced organizational, analytical, and critical thinking skills, including skill in creative and effective decision-making and problem identification / avoidance / resolution, and strong project management skills.
- Very strong skills in maintaining confidentiality surrounding prospects and donors financial, philanthropic and estate planning goals and capacity.
- Bachelor's degree in related area and/or equivalent experience or training
- JD
- Demonstrate advanced working knowledge of all aspects of a university campus, including current issues of concern for both the campus and/or throughout higher education generally.
- Advanced working knowledge of a university campus vision, mission, goals, objectives, achievements, and infrastructure.
- Member of California State Bar
- This is an exempt career position, which is paid monthly and eligible for full UC Benefits.
- This is a Bay Area-based position.
- This is a hybrid position. The in-person percentage to be determined and will vary based on the needs of the department. This role will be expected to attend some in-person meetings on campus, including donor meetings, team meetings, divisional and university gatherings, as well as off-site donor meetings.
- This is not a visa opportunity.