Associate Director, Gift Planning — Legacy Giving

The Regents of the University of California on behalf of their Los Angeles Campus; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

UCLA's External Affairs Gift Planning team seeks an Associate Director to drive bequests and charitable gift annuities, managing donor strategies and technical planning illustrations. You will support campus-wide development officers with complex gift planning, while tracking pipelines and producing prospect research.

The role emphasizes data-driven fundraising, event support, and collaboration with senior directors to advance UCLA's mission and legacy initiatives.

Qualifications

• Experience in fundraising, planned giving or related field with complex financial arrangements.
• Familiarity with estate planning instruments and integrating gift planning into fundraising.
• Experience preparing complex gift illustrations and working with diverse asset types.
• Ability to conceptualize events and manage donor pipelines with analytical tools.
• Knowledge of fundraising principles in a university setting and tax-advantaged philanthropy.

Responsibilities

• Identify and cultivate planned, blended and estate gifts from a designated donor portfolio.
• Prepare strategic gift illustrations and proposals for donors and campus partners.
• Analyze pipelines, generate donor reports and support stewardship events.

Skills

Fundraising

Planned giving

Bequests

Estate planning

Donor research

Job description

UCLA's External Affairs Gift Planning team seeks an Associate Director to drive bequests and charitable gift annuities, managing donor strategies and technical planning illustrations. You will support campus-wide development officers with complex gift planning, while tracking pipelines and producing prospect research.

The role emphasizes data-driven fundraising, event support, and collaboration with senior directors to advance UCLA's mission and legacy initiatives.