Associate Director of Planned Giving

University of California Santa Cruz
California, United States
Salary Not specified
May 19, 2021
Employment Level
Employment Type
Full Time

Associate Director of Planned Giving

Location: Scotts Valley
Job ID: 18034

Initial Review Date (IRD)
UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit. 

The Initial Review Date (IRD) for this job is: 05-31-2021

Dept Marketing Statement
University Relations supports the teaching, research, and public service of UC Santa Cruz by making and keeping deep, heartfelt connections. Building enduring relationships among students, alumni, faculty, donors, and others is the lifeblood of our work and helps to make UC Santa Cruz a thriving community of knowledge, inquiry, public service, and social mobility.

We are a welcoming group of ambitious and creative professionals pursuing our mission in support of the university's overarching purpose. We take our work seriously because we care - but we don't take ourselves too seriously! The University Relations culture is lively and dynamic; we value collaboration; and our staff is resourceful, enthusiastic, and hard-working.

The division is a fun, friendly, and open place, and our colleagues are supportive of and positive about each other's goals and aspirations. We often jump in to help where needed, rolling up our sleeves to get the job done. We dare to approach challenges as opportunities. We seek creative ways to overcome obstacles, at times with limited resources, while keeping our eye on the objective: helping students achieve their goals, providing crucial public service, and advancing life-changing research and discovery.

We hope you are inspired by what we do and are excited to contribute to our mission. We are looking for candidates who do great work, and we hope they come from a number of different backgrounds and experiences. We aspire to build an increasingly diverse, equitable, and inclusive workplace. We encourage you to apply even if you do not believe you meet every qualification for the position but possess transferable skills and experiences.

Job Overview

The Office of Planned Giving is responsible for charitable gift planning, deferred giving, real estate gifts and estate distributions for UC Santa Cruz's campus-wide development program. This position requires specialized training and knowledge of financial, gift and estate planning and current knowledge of tax legislation and changes that affect the gift planning process. 
In conjunction with the Senior Director of Planned Giving, the Associate Director of Planned Giving contributes to providing critical vision and skill to build and optimize planned gift support for UC Santa Cruz. The incumbent attracts significant private support for UC Santa Cruz priorities and initiatives. The Associate Director of Planned Giving will serve as a centrally-based senior development officer with responsibility for helping to lead, develop, organize, and market a planned giving program to serve campus wide goals. 
The Associate Director develops and actively manages a portfolio of major/principal/planned gift prospects and donors; supports and mentors development colleagues in their planned gift work; develops donor relations and stewardship programs to ensure long-term commitment of donors to UC Santa Cruz. The incumbent cultivates and solicits outright and planned major gifts; prepares written proposals; makes oral presentations to planned giving prospects; and recruits effective fund-raising volunteers from among alumni and friends of UC Santa Cruz. 
The Associate Director reports to the Senior Director of Planned Giving and works closely with the colleagues throughout Development including the Vice Chancellor for University Relations, campus leadership and, faculty and staff. The incumbent interacts with UC Santa Cruz Foundation trustees, alumni, business and community leaders, attorneys, accountants, financial advisors, and others in carrying out the responsibilities of this position for the campus. The Associate Director of Planned Giving will build and maintain relationships with professional advisors to provide information needed as donors work with their advisors to create gift provisions in their financial and estate plans.

Pay, Benefits, & Work Schedule
Salary Information: Minimum Starting Salary: $90,000/annually. Salary commensurate with qualifications and experience.

No. of Positions: 1

Benefits Level Eligibility: This position is eligible for Full benefits

Schedule Information:
Full-time, Fixed
Percentage of Time: 100%
Average Hours Per Week: 40
Days of the Week: Mon-Fri
Shift Includes: Day

Employee Classification: This is a Career appointment

Job End Date: None

Work Location: Scotts Valley

Union Representation: None

Job Code Classification: 007547 (FUNDRAISER 3)

Job Duties
40% - Design, implement and manage planned giving program:
  • Under the general direction of the Senior Director of Planned Giving, the Associate Director of Planned Giving is responsible for attracting significant private support to the University of California, Santa Cruz through the design and implementation of an effective planned giving program aligned with the academic priorities of the campus. The incumbent will help establish long-range goals and objectives for the planned gift program, preparing annual operating plans with timetables designed to achieve these goals and objectives approved by the Senior Director of Planned Giving.
  • With faculty, volunteers and staff, identify new sources of potential major and planned gift support. Identify, create, and execute cultivation and solicitation strategies with specific timetables for individuals and prospects, working with the deans, faculty, volunteers, and staff to increase and enhance the institution's participation and success in private fund-raising.
  • Develop and actively manage a portfolio of prospective planned and major gift donors. Utilizing the campus database and fundraising performance management system, direct activities related to maintaining appropriate information and reports on planned gifts and expectancies.
  • Solicit and complete planned gifts to UC Santa Cruz. Apply expert knowledge of planned giving techniques, tax law and regulations, and university planned giving opportunities to maximize private support for the campus. Apply thorough knowledge of life income gifts including the charitable gift annuity program, charitable remainder trusts, pooled income funds, and related policies and procedures to secure life-income gifts. Solicit and complete gifts through bequests, beneficiary designations (life insurance and/or retirement plans), life estate agreements, and other arrangements. Assures that gifts are solicited and received in accordance with university policies and guidelines.
  • Build and maintain relationships with professional advisors such as attorneys, accountants, trust officers, and financial advisors in order to encourage gifts to UC Santa Cruz, and to assist donors in incorporating appropriate gift provisions in their financial and estate plans. Utilizing specialized planned giving software, prepare gift proposals for donors and their advisors, tailoring the gift plan to each donor's requirements.
  • Actively participate in development task forces. Consult with and provide training for other development officers in planned giving.
  • Participate in planning for and implementation of the next comprehensive campus-wide fundraising campaign including organization and management of campaign volunteers, faculty, and administrators in support of planned and major gift efforts. Devise timetable and goals for successful solicitation of individuals through outright and deferred gifts in support of the campaign.

20% - Stewardship:
  • Work closely with the Donor Relations Office to devise and implement a stewardship program for planned gifts to assure regular contact with donors through donor recognition societies including the UC Santa Cruz Legacy Circle, annual reports, scholarship and fund reports, and various stewardship and cultivation activities and events.
  • Consult with campus and University wide personnel, outside custodians and investment advisors concerning acceptance, management and disposition of gift property, including life insurance, real estate, limited partnership interests, closely held and restricted stock, and non cash gifts.
  • Monitor trust and estate administration, and the estate distribution progress.

20% - Marketing:
  • Serve as one of the Office of Planned Giving's training and marketing officers.
  • Develop giving opportunities, case statements, campaign materials, and proposals soliciting planned gift support for the campus. Provide overall direction for preparation and publication of brochures, pamphlets and newsletters.
  • In collaboration with the Planned Giving team, develop planned gift-marketing programs for the campus in conjunction with the decentralized gift activity centers such as divisions, departments, colleges, units or programs.
  • Provide campus liaison and fundraising guidance in planned giving to a variety of campus constituents.
  • Develop and present planned giving information to university staff, faculty, alumni, donors, prospects and other external constituencies (e.g., Friends and auxiliary [Emeriti Faculty and Retirees] groups.)
  • Participate in the development of strategies, plan, and coordinate special planned gift outreach events to identify and expand the base of potential donors and supporters of UCSC.
  • Prepare and present policies, reports and/or procedures related to planned giving. 

20% - Management and staff supervision:
  • Assist with the preparation of an annual business plan for inclusion in University Relations' overall plan.
  • Assist with the preparation of the development budget for the Planned Gift Office in coordination with the Senior Director of Planned Giving.
  • Act as representative of the Senior Director of Planned Giving, Associate Vice Chancellor for Development and the Vice Chancellor for University Relations concerning major and planned gifts.
  • In the absence of the senior director, provide supervision of the program and support staff including; hiring, training, providing direction, making assignments, evaluating performance and taking disciplinary action, if necessary.
  • Establish and maintain goals and monitor workflow to ensure effective communication.

Required Qualifications
  • Bachelor's degree.
  • Progressively responsible development experience, preferably in higher education or equivalent experience in financial management or trust administration.
  • Solid knowledge of planned giving instruments in a non-profit setting or financial planning/trust administration.
  • Demonstrated ability to conceptualize and implement sophisticated fundraising strategies for the successful cultivation and solicitation of major gifts using planned giving techniques.
  • Experience and/or ability to design, implement, and market a comprehensive planned giving program.
  • Demonstrated knowledge of the full spectrum of development principles and activities including gift policies, solicitations, stewardship, donor recognition, administration, working with high-level volunteer committees, and the ability to apply this knowledge creatively to specific fund-raising projects.
  • Superior written, oral, and interpersonal skills and the ability to communicate effectively with donors, donors' financial and legal advisors, volunteers, and colleagues, including people of differing temperaments, socioeconomic backgrounds and political/ethical philosophies. Ability to express concisely and persuasively the mission of the University and the fund-raising goals of the campus.
  • Ability to create and sustain donor trust and relationships among a broad donor constituency including high-wealth individuals.
  • Ability to listen carefully to what people are saying and translate their interest and resources into gifts needed by the university.
  • Ability to work independently with minimal supervision as well as to serve as a key member of the development team.
  • Ability to function effectively and independently in a complex organizational setting with discretion, patience, flexibility, enthusiasm, and humor.

View full job description and access on-line application:

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.


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