UC Santa Cruz
Scotts Valley, CA Remote / Hybrid. Must reside in
Executive Director of Gift Planning
Budgeted Salary: $135,000 - $170,000/year. Salary
commensurate with skills, qualifications and
The Executive Director of Gift Planning, will serve as a central
senior development officer with responsibility for leading,
developing, organizing, and marketing planned giving to serve
campuswide UCSC goals. Reporting to the Associate Vice
Chancellor of Development and working closely with the Vice
Chancellor for University Relations, the Directors of Development,
and other Principal Officers for the campus, the Executive Director
of Gift Planning will cultivate and solicit outright and planned
major gifts; prepare written proposals; make oral presentations to
planned giving prospects; and recruit effective fund-raising
volunteers from among alumni and friends of UCSC. Job duties
will require frequent travel by both car and airplane.
Planned Giving is a development field that is focused on raising
major gifts, and includes providing special knowledge and technical
expertise related to donor estate planning, and asset management.
Planned Giving can cover a variety of complex gift transfers and
may be defined generally as any gift that requires assistance by a
qualified professional to complete. The most common planned gifts
are made through a will or a trust such as a charitable remainder
trust or a charitable lead trust. Other Planned Gift vehicles
include gift annuities, gifts of life insurance, or gifts through
pooled income funds. Assets donated through Planned Giving may
include appreciate securities, real estate, tangible personal
property (such as works of art or collections), retirement assets,
50% - Identify, cultivate, and solicit donors for major
and planned gifts, with fund raising attainment goals established
• With faculty, volunteers and staff, identify new sources of
potential major and planned gift support. Identify, create, and
execute cultivation and solicitation strategies with specific
timetables for individuals and prospects, working with the deans,
faculty, volunteers, and staff to increase and enhance the
institution's participation and success in private fundraising.
• Develop and actively manage a base of prospective planned and
major gift donors. Utilizing the campus Alumni, Donor and Friends
System (ADFS) database system, direct activities related to
maintaining appropriate information and reports on planned gifts
• Solicit and complete planned gifts to UCSC. Apply expert
knowledge of charitable gift planning techniques, tax law and
regulations, and university planned giving opportunities to
maximize private support for the campus. Apply thorough knowledge
of the UC master charitable remainder trust drafting system, pooled
income fund program, charitable gift annuity program and related
policies and procedures to secure life-income gifts. Solicit and
complete gifts through bequests, life estate agreements, charitable
lead trusts, life insurance policies, retirement plans and other
arrangements. Assures that gifts are solicited and received in
accordance with university policies and guidelines.
• Build and maintain relationships with professional advisors
such as attorneys, accountants, trust officers, and financial
advisors in order to encourage gifts to UCSC, and to assist donors
in incorporating appropriate gift provisions in their financial and
estate plans. Utilizing specialized planned giving software,
prepare gift proposals for donors and their advisors, tailoring the
gift plan to each donor’s requirements.
• Participate in planning for and implementation of the first
comprehensive campus-wide fundraising campaign including
organization and management of campaign volunteers, faculty, and
administrators in support of planned and major gift efforts at
UCSC. Devise timetable and goals for successful solicitation of
individuals through outright and deferred gifts in support of the
20% - Create and manage a marketing and stewardship
program for donors who have created revocable and irrevocable gifts
that will be received by the University in the future.
• Develop and implement planned gift-marketing programs for
the campus in conjunction with the decentralized gift activity
centers. Monitor and evaluate progress toward goals of the
marketing program including efforts via direct mail, telephone,
seminar presentations, and personal solicitation.
• Work closely with the Stewardship Office to devise and
implement a stewardship program for Planned Gifts to assure regular
contact with donors through donor recognition societies including
the 21st Century Club, annual reports, scholarship and fund
reports, and various stewardship and cultivation activities and
• Develop giving opportunities, case statements, campaign
materials, and proposals soliciting planned gift support for the
campus. Oversee preparation and publication of brochures,
pamphlets, newsletters, proposals, and coordinate preparation of
such materials with the campus Development and Publications
• Develop strategies, plan, and coordinate special planned gift
outreach events to identify and expand the base of potential donors
and supporters of UCSC.
20% - Through trainings, individual consultations, and
networking with faculty and staff, serve as the university’s expert
for technical gift issues related to life-income gifts, wills and
trusts, estate planning, and current gifts of non-liquid
• Under the general direction of the Associate Vice Chancellor
of Development, the Director of Gift Planning is responsible for
attracting significant private support to the University of
California, Santa Cruz through the strategic design and
implementation of an effective planned giving program aligned with
the academic priorities of the campus. The incumbent will establish
long-range goals and objectives for the planned gift program,
preparing annual operating plans with timetables designed to
achieve these goals and objectives approved by the Associate Vice
Chancellor of Development.
• Serve as the Office of Gift Planning's chief training and
• Provide campus liaison and fundraising guidance in planned
giving to a variety of campus constituents. Develop and present
planned giving information to university staff, faculty, alumni,
donors, prospects and other external constituencies (e.g., friends
10% - Management and Leadership
• Prepare an annual business plan for inclusion in
University Relations' overall plan.
• Prepare and manage the development budget for the Planned Gift
Office in coordination with the Associate Vice Chancellor of
• Act as representative of the Associate Vice Chancellor of
Development and the Vice Chancellor for University Relations
concerning major and planned gifts.
• Supervision of support staff including; hiring, training,
providing direction, making assignments, evaluating performance and
taking disciplinary action, if necessary.
• Establish and maintain unit goals and monitor workflow to
ensure effective communication.
• Prepare and present policies, reports and/or procedures
related to planned giving to campus administration and the UC Santa
Cruz Foundation Board of Trustees. Recommend specific planned gifts
for solicitation and Foundation approval.
• Serve as a key member of the campus major gifts committee and
senior development team. Actively participate in development task
• Bachelor's degree in related area and / or equivalent
experience / training.
• Substantial, progressively responsible development experience,
preferably in higher education or equivalent experience in
financial management or trust administration.
• Solid knowledge of planned giving instruments in a non-profit
setting or financial planning/trust administration.
• Thorough knowledge of current tax laws and their implication
on planned giving and estate planning, as well as legal and
financial aspects of charitable contributions that is consistent
with knowledge obtained through the successful completion of a
Juris Doctor degree.
• Demonstrated ability to conceptualize and implement
sophisticated fundraising strategies for the successful cultivation
and solicitation of major gifts using planned giving
• Experience and/or ability to design, implement, and market a
comprehensive planned giving program.
• Demonstrated knowledge of the full spectrum of development
principles and activities including gift policies, solicitations,
stewardship, donor recognition, administration, working with
high-level volunteer committees, and the ability to apply this
knowledge creatively to specific fund-raising projects.
• Superior written, oral, and interpersonal skills and the
ability to communicate effectively with donors, donors' financial
and legal advisors, volunteers, and colleagues, including people of
differing temperaments, socioeconomic backgrounds and
political/ethical philosophies. Ability to express concisely and
persuasively the mission of the University and the fund-raising
goals of the campus.
• Ability to create and sustain donor trust and relationships
among a broad donor constituency including high-wealth
• Ability to listen carefully to what people are saying and
translate their interests and resources into gifts needed by the
• Thorough knowledge and understanding of a university setting,
its people and programs, as well as its educational and fundraising
• Demonstrated ability to successfully ask for volunteer support
and to organize and motivate the efforts of volunteers.
• Supervisory skills to direct, guide, and evaluate the efforts
of support staff.
• Ability to work independently with minimal supervision as well
as to serve as a key member of the development team.
• Ability to function effectively and independently in a complex
organizational setting with discretion, patience, flexibility,
enthusiasm, and humor.
• Experience using planned giving software programs, e.g.
Crescendo or PG Calc.
SPECIAL CONDITIONS OF EMPLOYMENT
• Selected candidate will be required to pass a pre-employment
criminal history background check.
• Ability to work long periods of time at a computer with or
• The selected candidate will be required to work primarily on
campus, with periods of remote work possible based on operational
needs, and be able to fulfill requirements of the UCSC
• Will be required to work a hybrid work schedule, days of the
week and number of days to be determined, and be able to fulfill
requirements of the UCSC telecommuting agreement.
• Ability to work a variable schedule including evenings and
• Ability to travel to multiple work locations on and off
• Ability to travel within a defined regional or service
• Ability to maintain appearance and conduct suitable for
working in a professional setting.
• The University of California has implemented a COVID-19
Vaccination Policy covering all employees. To be compliant with the
policy, covered employees must submit proof of vaccination or have
an approved exception or deferral, eight (8) weeks from date of
• Per the Child Abuse and Neglect Reporting Act (CANRA), this
position has been identified as a Mandated Reporter. The selected
candidate will be required to report known or suspected child abuse
or neglect as defined by CANRA and will be required to sign a
Statement Acknowledging Requirement to Report Child Abuse prior to
commencing employment. CANRA Penal Codes, and related definitions,
requirements, and responsibilities may be obtained here.
All UCSC employees must understand and follow job safety
procedures, attend required health and safety training, proactively
promote safety at work, and promptly report actual and potential
accidents and injuries.
HOW TO APPLY
Attach your resume and cover letter when applying for this job
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, age, or protected veteran status. UC Santa Cruz
is committed to excellence through diversity and strives to
establish a climate that welcomes, celebrates, and promotes respect
for the contributions of all students and employees.