Director, Gift Policy (0551U), University Development and Alumni Relations #89324

University of California; Berkeley (CA); Remote; USD 130,000 - 165,000; Full time

Job summary

The University of California, Berkeley is seeking a Director, Gift Policy to lead complex gift agreements, risk management, and policy development within UDAR. This role oversees donor proposals, compliance with laws, and cross-functional coordination with campus counsel, finance, and research units. Strong contract law knowledge and leadership are essential.

Applicants will contribute to shaping Berkeley's fundraising strategy while guiding a high-volume workflow and a diverse team.

Qualifications

• 10+ years of progressively responsible experience within advancement operations, and 5+ years of progressively responsible experience applying contract administration principles and practices to complex agreements.
• Advanced experience with charitable gift agreements, tax-exempt organizations, higher education advancement, and writing or preparing complex gift agreements that comply with applicable federal and state conflict-of-interest laws, regulations and policies.
• Expert knowledge of charitable gift and fund agreement structures, including restricted and endowed funds, pledges, complex assets, private benefit and quid pro quo considerations, and long-term institutional obligations.
• Expert ability to analyze, draft, interpret and administer complex contractual terms; identify legal, financial, operational and reputational risk; and develop compliant alternatives that preserve donor intent and University interests.

Responsibilities

• Complex Gift Agreement Development and Administration - Leads intake, analysis, structuring, drafting, review, approval and completion of legally binding charitable gift agreements.
• Develops original and alternative language for complex gifts, endowments, pledges, capital projects, research-related philanthropy and other nonstandard arrangements.
• Translates donor intent and University commitments into precise terms governing purpose, use restrictions, payment schedules, stewardship, reporting, amendment and termination.
• Ensures agreements are complete, internally consistent, executable by authorized signatories and capable of long-term administration by campus units.
• Contract Compliance, Legal Analysis and Institutional Risk - Analyzes gift agreements for compliance with laws, tax-exempt requirements, ethics standards and campus policies.
• Evaluates provisions involving private benefit, quid pro quo, donor-advised funds, intellectual property, naming, academic freedom and related requirements.
• Assesses consequences of nonstandard terms; documents risk-based decisions; coordinates escalation to legal, compliance or executive authorities.
• Donor Intent Consultation and Agreement-Term Resolution - Advises on honoring donor objectives within constraints; leads consultative exchanges to clarify terms and develop compliant alternatives.
• Portfolio Leadership, Quality Assurance and Work Direction - Provides leadership for high-volume portfolio management, quality review and timely completion.
• People Leadership and Supervisory Accountability - Provides strategic leadership and supervision to gift policy professionals; ensures alignment with institutional priorities.
• Cross-Functional and UC Systemwide Coordination - Serves as liaison among UDAR, campus counsel, UCOP and other partners; coordinates cross-jurisdictional reviews.
• Agreement Standards, Templates, Guidance and Education - Develops standards, templates, procedures and guidance for gift contracting processes.
• Professional Development - Maintains expert knowledge and participates in networks to apply best practices in gift agreements and risk management.

Education

Bachelor's degree in related area and / or equivalent experience / training. (Required)

Job description

Director, Gift Policy (0551U), University Development and Alumni Relations #89324

At the University of California, Berkeley , we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom, and belonging makes it a special place for students, faculty, and staff, who are among the most talented and accomplished anywhere, including Nobel laureates, Pulitzer Prize winners, and MacArthur Fellows. Since our founding in 1868, we have been an engine for innovation - driving intellectual, economic, and social progress that benefits California, the U.S., and beyond. Together, we change the world.

At Berkeley, the best careers are built on a foundation of continuous learning and growth . We actively support professional development by providing all full-time staff employees with at least 80 hours of paid time per year and provide space for supportive colleague communities via numerous employee resource groups.

UDAR - University Development and Alumni Relations (UDAR) builds Berkeley's excellence and character by strengthening relations with alumni, parents, and friends of the University, raising public awareness about Berkeley, and increasing private philanthropy. UDAR provides overall direction for the campus's alumni relations and fundraising strategies and works to strengthen unit development offices by partnering with campus advancement professionals. It handles a range of central activities and services, encompassing events, communications, stewardship, prospect development, gift management, database management, and more.

Gift Policy - Gift Policy, in the Gift Policy & Operations group, within UDAR’s Advancement Operations division, manages the acceptance of campus gifts by balancing risk management with donor and fundraising staff needs. Gift Policy is responsible for the writing, editing, and approving of all campus gift agreements, with the authority to sign agreements on behalf of the university. Additionally, the team oversees Berkeley's Gift Acceptance and Endowment Minima Policies, provides guidance on complex gift proposals and acceptance issues like intellectual property and academic freedom, and drives the donor due diligence process in coordination with campus counsel and Prospect Development. They also collaborate with faculty and research administrators on research gifts and policies, while administering the campus gift sponsorship program and various fund matching initiatives.

Position Summary

In Fiscal Year 2026, the University of California, Berkeley raised $1,030B making up 117,358 gifts, pledges, and private grants from 59,997 donors. Many of these gifts created new programs and funding purposes for the campus. Gift Policy, part of Gift Policy & Operations within Advancement Operations in University Development and Alumni Relations, is charged with writing, negotiating and otherwise approving agreements for gifts that establish new programs/funds; including payments over multiple years; or are complex in nature. Each year Gift Policy handles over 1,100 such agreements, averaging over $400 million in new commitments. Drafting and approving a gift agreement requires technical expertise in contract composition and theory, requires advanced knowledge of campus and UC systemwide gift policies; gift acceptance concepts as they relate to the IRS; state provisions (such as the Uniform Prudent Management of Funds Act); and other campus policies and procedures.

Application Review Date

The First Review Date for this job is October 21, 2026. For full consideration, please apply on or before the first review date.

Responsibilities

Complex Gift Agreement Development and Administration - 30%

• Leads the intake, analysis, structuring, drafting, review, approval and completion of legally binding charitable gift agreements for the Regents and the UC Berkeley Foundation.
• Develops original and alternative language for complex gifts, endowments, pledges, capital projects, research-related philanthropy and other nonstandard arrangements.
• Translates donor intent and University commitments into precise terms governing purpose, use restrictions, payment schedules, stewardship, reporting, amendment, termination and changed circumstances.
• Ensures agreements are complete, internally consistent, executable by authorized signatories and capable of long-term administration by campus units.

Contract Compliance, Legal Analysis and Institutional Risk - 25%

• Analyzes proposed and existing gift agreements for compliance with applicable federal and state laws and regulations, tax-exempt organization requirements, conflict-of-interest and business ethics standards, UC and campus policies, fiduciary duties and delegated authority.
• Evaluates provisions involving private benefit, quid pro quo, donor-advised funds, intellectual property, naming, academic freedom, nondiscrimination, California Proposition 209, Title VI, UPMIFA and related requirements.
• Assesses the legal, financial, operational and reputational consequences of nonstandard terms; documents risk-based decisions; determines when exceptions or specialized review are required; and coordinates timely escalation to appropriate legal, compliance or executive authorities.

Donor Intent Consultation and Agreement-Term Resolution - 10%

• Advises advancement professionals, faculty, administrators and leadership on how to honor a donor's philanthropic objectives within legal, policy and operational constraints.
• Leads consultative exchanges with fundraisers, donors, donor representatives and counsel to clarify proposed terms, explain requirements, surface material risks and develop compliant alternatives that preserve the core intent and mutual benefit of the gift.
• Resolves competing interpretations and complex term issues through fact-based analysis, careful communication and practical agreement options; advises stakeholders when a proposed arrangement cannot be accepted or should be classified as a sponsored project, business contract, grant or sponsorship rather than a charitable gift.

Portfolio Leadership, Quality Assurance and Work Direction - 10%

• Provides leadership for the intake, prioritization, assignment, quality review and timely completion of a high-volume portfolio of gift agreements.
• Establishes risk- and complexity-based review pathways, monitors workflow and service expectations, identifies recurring issues and capacity constraints, and implements improvements that strengthen accuracy, consistency and responsiveness.
• Reviews and approves complex work completed by gift policy professionals and may provide work direction, coaching or supervision, including guidance on legal research, agreement language, risk assessment, stakeholder consultation and escalation.
• Provides leaders with visibility into portfolio trends, significant risks, decisions and outcomes.

People Leadership and Supervisory Accountability - 10%

• Provides strategic leadership and direct supervision to gift policy professionals.
• Regularly exercises independent judgment and delegated authority on behalf of the University to establish priorities; assign and direct work; evaluate performance; recognize contributions; address performance and conduct concerns; and initiate or effectively recommend corrective or disciplinary action.
• Develops team capability through coaching, and professional development.
• Creates an inclusive, accountable culture and ensures that staff decisions and work products meet institutional priorities, service expectations, and legal and policy requirements.
• The position's supervisory responsibilities are distinct from the agreement preparation and review work performed by its direct reports.

Cross-Functional and UC Systemwide Coordination - 5%

• Serves as a principal liaison among UDAR, campus counsel, UCOP, the Sponsored Projects Office, Industry Alliances, research administration, finance, fund stewardship, academic units and other partners whose authority or expertise affects gift acceptance and administration.
• Leads coordinated review of ambiguous or cross-jurisdictional agreements, secures required approvals, clarifies ownership and decision rights, and ensures that final terms can be implemented by responsible units.
• Represents Berkeley on relevant committees and working groups and contributes to consistent UC systemwide approaches to complex gifts, endowed chairs and emerging philanthropic structures.

Agreement Standards, Templates, Guidance and Education - 5%

• Develops and maintains agreement standards, model clauses, templates, review criteria, procedures and guidance that support an effective and consistent gift-contracting process.
• Converts new laws, regulations, legal advice, audit findings and institutional decisions into practical agreement language and operating practices.
• Identifies structural gaps revealed through agreement work and recommends targeted policy or process changes.
• Designs and delivers guidance and education for advancement professionals, faculty, administrators and other stakeholders on gift agreement requirements, roles, risk indicators and escalation pathways.

Professional Development - 5%

• Maintains expert knowledge of charitable gift agreements, tax-exempt organization requirements, higher education advancement practices, relevant federal and state developments, UC policy and evolving forms of philanthropy.
• Participates in professional networks and applies emerging practices to strengthen Berkeley's agreement standards, risk management and service model.

Required Qualifications

• 10+ years of progressively responsible experience within advancement operations, and 5+ years of progressively responsible experience applying contract administration principles and practices to complex agreements, including relevant laws, regulations, policies, risk assessment methods and approval processes with at least 5 of those years functioning in the capacity of an expert in this area.
• Advanced experience with charitable gift agreements, tax-exempt organizations, higher education advancement, and writing or preparing complex gift agreements that comply with applicable federal and state conflict-of-interest laws, regulations and policies.
• Expert knowledge of charitable gift and fund agreement structures, including restricted and endowed funds, pledges, complex assets, private benefit and quid pro quo considerations, and long-term institutional obligations.
• Expert ability to analyze, draft, interpret and administer complex contractual terms; identify legal, financial, operational and reputational risk; and develop compliant alternatives that preserve donor intent and University interests.
• Expert written, verbal, interpersonal and consultative communication skills, including the ability to explain complex requirements, facilitate agreement-term resolution and influence broad and diverse constituencies with diplomacy and sound judgment.
• Expert analytical, research, problem-solving and decision-making skills in ambiguous situations involving competing priorities, incomplete precedent and significant institutional consequences.
• Advanced leadership, political acumen and relationship-management skills, including the ability to guide cross-functional work, build alignment, provide authoritative advice and uplift matters appropriately.
• Demonstrated ability to manage a high-volume portfolio with competing deadlines while maintaining accuracy, documentation, confidentiality, consistent service and appropriate quality controls.

Preferred Qualifications

• Knowledge of and/or ability to learn the University of California organization, delegated authorities, policies, systems and advancement operations, or comparable experience in a complex higher education or nonprofit institution.

Education / Training

• Bachelor's degree in related area and / or equivalent experience / training. (Required)

Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions, including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

The budgeted annual range that the University reasonably expects to pay for this position is $130,000.00 - $165,000.00.

• This is an exempt, monthly-paid position.
• This is a full-time (40 hours/week) Career position eligible for UC benefits.

Other Information

• This position is eligible for up to 5 days/week remote work within the United States. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs and are subject to change.
• This is not a visa opportunity. This position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Misconduct

As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

“Misconduct” means any violation of the policies or laws governing conduct at the applicant’s previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC’s policies addressing some forms of misconduct:

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.