Bequest & Gift Planning Associate Director (Hybrid)

University of California - Los Angeles (UCLA)

Los Angeles (CA)

Hybrid

USD 120,000 - 170,000

Full time

2 days ago
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Job summary

University of California - Los Angeles (UCLA) seeks an Associate Director, Gift Planning to advance bequests and charitable gift annuities. You will manage a portfolio of donors, advise campus partners on gift planning, and drive fundraising outcomes across UCLA's External Affairs team.

The role blends frontline fundraising with operational leadership in a hybrid work environment. You will analyze donor data, prepare complex illustrations, and contribute to Legacy Society events while

Qualifications

  • Minimum of three years of demonstrated experience in fundraising, planned giving, or related field.
  • Experience with estate planning instruments and bequests.
  • Experience using databases to track pipelines and generate reports.
  • Proficiency in Microsoft Office and data management tools.
  • Excellent written and verbal communication; ability to prepare compelling materials for campaigns and events.

Responsibilities

  • Manage a designated portfolio of prospects/donors focusing on bequests and charitable gift annuities.
  • Serve as frontline fundraiser and operational anchor within External Affairs.
  • Assist campus-wide development officers with technical gift planning strategies and proposals.
  • Drive program effectiveness by managing pipeline data and donor research, and support legacy society stewardship events.

Skills

Fundraising
Donor engagement
Data analysis
Project management
Communication

Tools

Blackbaud CRM

Job description

University of California - Los Angeles (UCLA) seeks an Associate Director, Gift Planning to advance bequests and charitable gift annuities. You will manage a portfolio of donors, advise campus partners on gift planning, and drive fundraising outcomes across UCLA's External Affairs team.

The role blends frontline fundraising with operational leadership in a hybrid work environment. You will analyze donor data, prepare complex illustrations, and contribute to Legacy Society events while

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