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
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
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)
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.
develops, implements, evaluates and manages gift planning programs
and strategies to meet predetermined goals and objectives.
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
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
Advanced knowledge of
leadership and management principles, concepts, techniques.
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
planning, critical thinking, analytical and persuasion/negotiation
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:
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
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:
For the complete University of California nondiscrimination and
affirmative action policy see:
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