Director of Strategic Gift Planning & Endowments

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

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.