Director of Gift and Endowment Planning, Gift Endowment Planning

UCSF Health, AG; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

UCSF invites a seasoned Director of Gift and Endowment Planning to lead strategic gift planning initiatives within UDAR. You will manage a high-capacity donor portfolio, structure complex planned gifts, and collaborate across frontline fundraising teams.

This role emphasizes education and ambassadorship, translating tax-advantaged vehicles into compelling opportunities for donors and UCSF faculty. Hybrid work model within a premier academic medical health system.

Qualifications

• Expert knowledge of planned giving, fundraising, donor relations concepts, procedures, and techniques.
• Strong command of legal, financial, tax, and estate planning principles related to planned gifts, trusts, endowments, and complex assets.
• Excellent written, verbal, and interpersonal communication with high political acumen for internal/external relationships.
• Excellent organizational, analytical, critical thinking, and project management skills to manage gift pipelines.

Responsibilities

• Gift Planning Leadership: lead development strategist across UCSF advancement areas with gift structuring exposure.
• Collaborate with frontline officers, department heads, faculty, and hospital leaders to co-solicit and document complex gifts.
• Educate and elevate gift planning literacy among faculty, donors, and advisors.
• Join UDAR's Gift & Endowment Planning team in a hybrid model within UCSF's academic medical system.

Skills

Gift planning leadership

Strategic collaboration

Gift structuring

Legal/financial/tax knowledge

Major gift fundraising

Interpersonal communication

Confidentiality

Microsoft Office

Education

Bachelor's degree in related area

Advanced degree (JD, LLM, CFP, or MBA)

Tools

Microsoft Office suite (Word, Excel, SharePoint, PowerPoint)

Job description

Position Overview

Are you driven to leverage sophisticated gift planning strategies to transform healthcare, advance groundbreaking biomedical research, and improve outcomes for people locally and globally?

The Office of University Development and Alumni Relations (UDAR) at the University of California, San Francisco (UCSF) - a global leader in health sciences and medical innovation - is seeking an expert, collaborative, and strategic Director of Gift and Endowment Planning. Reporting to the Executive Director of Gift & Endowment Planning, this high-impact position serves as a lead gift planning professional for broad UCSF priorities. Operating with significant autonomy, you will manage a high-capacity donor portfolio, partner with multiple frontline fundraising teams, and structure complex planned and blended gifts that build long-term support for UCSF.

• Gift Planning Leadership: Serve as a gift planning expert and lead development strategist across broad UCSF advancement areas, providing diverse and expansive gift structuring exposure.
• Deep Strategic Collaboration: Partner closely with frontline development officers, department heads, faculty, and hospital leaders to co-solicit, negotiate, structure, and document complex planned and outright gifts.
• Internal & External Ambassadorship: Serve as an institutional resource and educator, elevating gift planning literacy among faculty, development colleagues, donors, and professional legal/financial advisors.
• Premier Academic Environment: Join UDAR's renowned Gift & Endowment Planning team in a flexible hybrid model, embedded in one of the nation's premier academic medical health systems.

Job Description

Why This Role Is Unique

• Gift Planning Leadership: Serve as a gift planning expert and lead development strategist across broad UCSF advancement areas, providing diverse and expansive gift structuring exposure.
• Deep Strategic Collaboration: Partner closely with frontline development officers, department heads, faculty, and hospital leaders to co-solicit, negotiate, structure, and document complex planned and outright gifts.
• Internal & External Ambassadorship: Serve as an institutional resource and educator, elevating gift planning literacy among faculty, development colleagues, donors, and professional legal/financial advisors.
• Premier Academic Environment: Join UDAR's renowned Gift & Endowment Planning team in a flexible hybrid model, embedded in one of the nation's premier academic medical health systems.

Desired Mindset & Competencies

• Sophisticated Gift Structuring Expertise: Strong technical command of legal, financial, and tax implications across deferred giving instruments, charitable remainder trusts, gift annuities, real estate, and other complex assets.
• Collaborative Partnership & Influence: Demonstrated ability to work seamlessly with frontline major gift officers, elevating team efficacy and co-soliciting major, principal, and blended gifts while becoming a trusted expert in UCSF policies and practices and applying that expertise to develop and execute effective gift strategies.
• Strategic Ambassadorship & Communication: Exceptional ability to translate complex financial and legal gift vehicles into accessible, compelling philanthropic opportunities for donors and faculty.
• note: Salary commensurate with internal equity based on education, scope, and experience

Qualifications

Knowledge, Skills and Abilities

• Expert working knowledge of all aspects of planned giving, fundraising, and donor relations concepts, principles, procedures, and techniques.
• Strong technical command of legal, financial, tax, and estate planning principles related to planned gifts, charitable trusts, endowments, and complex assets.
• Expert written, verbal, and interpersonal communication skills, including high political acumen, to build effective relationships across internal leadership and external constituencies.
• Expert organizational, analytical, critical thinking, and project management skills to manage gift pipelines and meet strategic goals within timeline and budget constraints.
• Demonstrated ability to partner collaboratively with frontline major gift fundraisers, division chiefs, and health system leadership.
• Expert level skill in maintaining strict confidentiality and exercising sound judgment in complex organizational environments.
• Professional level of expertise in Microsoft Office suite (Word, Excel, SharePoint, Power Point, etc.).
• Bachelor's degree in related area and / or equivalent experience / training.
• Advanced degree (JD, LLM, CFP, or MBA) in law, taxation, finance, or related field.

Req / Pref

• Req 3–5 years of direct experience in gift planning, preferably within an academic health center or higher education environment.
• Req Strong technical command of legal, financial, tax, and estate planning principles related to planned gifts, charitable trusts, endowments, and complex assets.
• Req Expert written, verbal, and interpersonal communication skills, including high political acumen, to build effective relationships across internal leadership and external constituencies.
• Req Expert organizational, analytical, critical thinking, and project management skills to manage gift pipelines and meet strategic goals within timeline and budget constraints.
• Req Demonstrated ability to partner collaboratively with frontline major gift fundraisers, division chiefs, and health system leadership.
• Req Expert level skill in maintaining strict confidentiality and exercising sound judgment in complex organizational environments.
• Req Professional level of expertise in Microsoft Office suite (Word, Excel, SharePoint, Power Point, etc.).
• Req Bachelor's degree in related area and / or equivalent experience / training.
• Req Advanced degree (JD, LLM, CFP, or MBA) in law, taxation, finance, or related field.