Lead Gift Planning Strategist - Remote 4 Days/Week

University of California; Berkeley (CA); Hybrid; USD 170,000 - 180,000; Full time

Job summary

University of California, Berkeley seeks an Associate Director, Office of Gift Planning to design and administer fundraising programs. This role acts as a gift planning expert, soliciting bequests and planned gifts while managing a prospect portfolio and achieving annual gift targets.

The position requires leadership, deep knowledge of life income gifts, and collaboration with campus units to advance philanthropic goals. This is a hybrid role with potential remote days.

Qualifications

• Minimum of 5 years of experience in gift planning fundraising.
• Experience with complex planned gifts, bequests and life income gifts.
• Strong written and interpersonal communication skills.

Responsibilities

• Develops solicitation plans and strategies for gift planning prospects.
• Manages a donor portfolio and collaborates with campus units to close gifts.
• Writes complex proposals for solicitation of highly rated individuals.
• Trains UDAR staff on life income gifts, complex assets, and bequests.
• Represents the office in committees and campus events as needed.

Skills

Gift planning fundraising

Donor relations

Public relations

Bequests

Communication skills

Education

Bachelor's degree

JD/MBA or related certification (Preferred)

Job description

University of California, Berkeley seeks an Associate Director, Office of Gift Planning to design and administer fundraising programs. This role acts as a gift planning expert, soliciting bequests and planned gifts while managing a prospect portfolio and achieving annual gift targets.

The position requires leadership, deep knowledge of life income gifts, and collaboration with campus units to advance philanthropic goals. This is a hybrid role with potential remote days.