Estate & Gift Planning Director — Shape Legacies

University of the Pacific; Stockton (CA); On-site; USD 87,000 - 125,000; Full time

Job summary

University of the Pacific is seeking a Director of Estate and Gift Planning to lead a comprehensive program that aligns donor goals with institutional priorities. You will manage a portfolio, secure legacy gifts, and supervise staff, partnering with officers and advisors to maximize impact across campus.

The role emphasizes strategic planning, marketing, stewardship, and collaboration with donors, attorneys, and financial professionals to advance sophisticated planned gifts that benefit Pacific

Qualifications

• Bachelor's degree.
• Five (5) or more years of progressively responsible fundraising experience.
• Demonstrated success cultivating, soliciting, and stewarding major and/or planned gifts.
• Experience managing a donor portfolio and building relationships with donors.
• Experience supervising staff or leading cross-functional projects or initiatives.

Responsibilities

• Manage a portfolio of estate and gift planning prospects and donors, advancing relationships through identification, cultivation, solicitation, stewardship, and closur.
• Secure documented planned gift commitments through outreach and partnership with development officers.
• Structure and facilitate gifts including bequests, charitable gift annuities, trusts, and other planned giving vehicles.
• Develop and implement an annual Estate and Gift Planning plan with measurable goals.
• Oversee planned giving marketing and communications, including vendor partnerships, digital content, publications, and donor outreach.

Skills

Relationship building

Donor cultivation

Portfolio management

Staff supervision

Education

Bachelor's degree

Tools

Raiser's Edge NXT

Blackbaud CRM

Job description

University of the Pacific is seeking a Director of Estate and Gift Planning to lead a comprehensive program that aligns donor goals with institutional priorities. You will manage a portfolio, secure legacy gifts, and supervise staff, partnering with officers and advisors to maximize impact across campus.

The role emphasizes strategic planning, marketing, stewardship, and collaboration with donors, attorneys, and financial professionals to advance sophisticated planned gifts that benefit Pacific