Senior Associate Director, Gift & Estate Planning-2

ubc

Vancouver

On-site

CAD 117,000 - 175,000

Full time

4 days ago
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Job summary

UBC seeks a Senior Associate Director of Gift & Estate Planning to lead major gift fundraising efforts and manage a broad donor portfolio. The role develops strategic solicitation plans, coordinates with faculty and leadership, and drives targets through personal outreach and proposals.

Success requires building strong donor relationships, coordinating with university partners, and mentoring staff while safeguarding confidential funding information and policy compliance.

Qualifications

  • Experience in fundraising and donor cultivation.
  • Ability to manage a portfolio of major gift prospects.
  • Strong communication and relationship-building skills.

Responsibilities

  • Develops and implements comprehensive fundraising programs for major gift prospects and donors.
  • Manages a personal portfolio of donors and prospects, with face-to-face visits and solicitations.
  • Leads coordination of unit projects and donor recognition and stewardship programs.

Skills

Donor relations
Major gifts
Prospect management

Job description

Staff - Non Union

Job Category M&P - AAPS

Job Profile AAPS Salaried - Development & Alumni Engagement, Level E

Job Title Senior Associate Director, Gift & Estate Planning-2

Department Gift & Estate Planning Leadership | Development | Development & Alumni Engagement

Compensation Range $10,459.67 - $15,675.58 CAD Monthly The Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately halfway between the minimum and the maximum and represents an employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and midpoint of the salary range for a job.

Posting End Date September 14, 2026

Job End Date Ongoing

This position is expected to be filled by promotion/reassignment and is included here to inform you of its vacancy at the University.

At UBC, we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings rich diversity to UBC as a workplace, and creates the necessary conditions for a rewarding career.

Job Summary

The Senior Associate Director is responsible for generating strategic prospect contact at the major gift level. Develops, implements comprehensive fundraising programs for identifying, cultivating, soliciting, and stewarding major gift prospects and donors and achieve annual fundraising targets of $5M+ through personal solicitations of $50,000+. Also responsible for development, and coordination of projects and dealing with complex, confidential information where consequence of error is high.

Organizational Status Reports to: One of: Director, Senior Director/Assistant Dean. Works with: UBC faculty, student, alumni and staff involved in fundraising including the VP, Development and Alumni Engagement, AVP Development, the President of the University and other senior administrators as appropriate. Contacts: Donors and outside community groups and organizations Supervises: Normally Senior Associate Directors do not have direct supervisory responsibilities, but may mentor junior development staff.

Work Performed Works in partnership with faculty members and senior management to facilitate maximum private and public sector support for the University, with a Faculty/unit specific individual annual dollar goal; Actively builds their pipeline of prospects to ensure sufficient strong prospects to meet goals Leads and manages the development, and coordination of the unit projects; Develops and manages a personal portfolio of major gift donor prospects, making face-to-face visits (50+ annually) for the purposes of discovery/qualification, cultivation and solicitation (20-25 annually) for prospects at the major gift level (defined as $50,000 and up). Builds comprehensive fundraising programs, implements strategies and develops proposals. Ensures that appropriate donor recognition, acknowledgment and stewardship programs are in place Mentors and develops fundraising staff, including working with them to develop strategy for donor cultivation and solicitation, "making the ask"; Writes donor/prospect solicitation materials and correspondence; Coordinates with other fundraising and university colleagues to strategize and implement fundraising efforts. Maintains a strong knowledge on current university/Faculty initiatives and fundraising priorities. Performs other related duties as required.

Consequence of Error/Judgement The position is a critical point of contact for donors and university staff in relation to development activities. The Senior Associate Director is expected to make decisions and recommendations impacting a total development goal. Incorrect interpretation or communication of university policy and procedures or lack of tact, diplomacy or sensitivity in dealing with major donors and senior administrators could potentially result in damaged relationships and credibility, leading to the potential loss of these donations.

This position is also critical in advising and ensuring proper interpretation and implementation of academic and fiscal policies for fundraising, senior administrators, and development staff. The Senior Associate Director is responsible for a portfolio of donors and prospects. If inappropriate advice, incorrect interpretation or improper financial analysis were conveyed to major donors or senior university administrators, funding could be incorrectly administered or unavailable for disbursement. UBC could be in direct violation of stewardship and trusteeship obligations to donors and for funds received through bequests.

The incumbent participates in decisions concerning the planning, organization and uti

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