Associate Director, Gift Planning – Major Bequests

University of California, Berkeley; Berkeley (CA); Hybrid; USD 170,000 - 180,000; Full time

Benefits offered by this job

Up to 4 days remote work

Job summary

University of California, Berkeley seeks an Associate Director, Office of Gift Planning to lead complex gift planning fundraising programs. The role focuses on soliciting life income gifts, bequests, and blended gifts while managing major donor portfolios and collaborating with campus units.

You will craft persuasive proposals, guide prospect strategies, and provide technical training on gift planning topics to UDAR and partner units.

Qualifications

• Minimum of 5 years of experience demonstrating expert knowledge of all aspects of gift planning fundraising.
• Minimum of 5 years of experience in a large complex organization with fundraising responsibilities.
• Expert knowledge of laws, rules, and regulations relevant to gift planning.
• Excellent written and interpersonal communication skills with persuasive presentation abilities.
• Experience meeting fundraising goals and maintaining fundraising records.

Responsibilities

• Designs, develops, delivers, and administers gift planning fundraising programs.
• Manages a donor prospect portfolio and seeks gifts including life income and bequests.
• Develops and implements solicitation plans and strategies for gift planning prospects.
• Writes complex proposals and closes substantial life income/outright gifts and bequests annually.
• Collaborates with campus units and UDAR colleagues on donor strategies and proposals.
• Provides training on life income gifts and bequests to colleagues.

Skills

Gift planning fundraising

Donor relations

Executive communication

Public speaking

Strategic fundraising

Education

Bachelor's degree

J.D./MBA/Certified Specialist in Planned Giving (preferred)

5+ years in a large higher education gift planning role

Tools

Fundraising databases/CRM

Proposal writing software

Job description

University of California, Berkeley seeks an Associate Director, Office of Gift Planning to lead complex gift planning fundraising programs. The role focuses on soliciting life income gifts, bequests, and blended gifts while managing major donor portfolios and collaborating with campus units.

You will craft persuasive proposals, guide prospect strategies, and provide technical training on gift planning topics to UDAR and partner units.