Updated: Mar 4, 2024
Location: Irvine-Campus
Job Type:
Department: Planned Giving

In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our compensation practices and benefits.

https://give.uci.edu/

• At least two to three years of experience in planned or major gifts, or transferable skills and expertise from a related field, such as law, accounting, or financial services, is required
• Bachelor's degree in related area and / or equivalent experience / training.
• Thorough working knowledge of fundraising, donor relations, and public relations concepts, principles, procedures, and techniques.
• Familiarity with planned giving vehicles and techniques. Strong knowledge of applicable laws, rules, regulations, policies, etc.
• Knowledge of the sale, purchase and transfer of securities, tangible personal property and real estate property for gift purposes.
• Strong written and interpersonal communication skills to establish and maintain good working relationships throughout the organization and with outside constituencies.
• Strong organizational, analytical and critical thinking skills, including skills in creative and effective decision-making and problem identification / avoidance / resolution, and project management skills.
• Strong skills in maintaining confidentiality.
• Ability to manage multiple projects simultaneously and work independently with general direction from supervisor.
• Ability to be flexible in working independently as well as collaboratively with Advancement and faculty and staff to achieve defined goals.
• Use initiative to organize and follow through with complex tasks to meet deadlines.
• Ability to travel within the region. Strong interpersonal skills and must be able to work well with others, including donors, professional advisors, volunteers and colleagues.
• Resourcefulness in finding appropriate solutions to problems and initiative in presenting alternatives and implementing solutions to ensure effective change.
• Ability to anticipate problems and take necessary action to eliminate or mitigate potential negative effects.
• Proficiency with or ability to learn Crescendo or Planned Giving Manager, Microsoft Office Suite including Excel and PowerPoint. Technical skills or aptitude to be comfortable with computer databases and websites.
• Knowledge or exposure to state and federal tax law and its application to estate planning.
• Ability to write persuasive marketing materials, or experience in non-profit marketing.
• Self-motivation, high energy, creativity and an appreciation of the role of philanthropy in higher education.
• Ability to actively engage and discern the needs and objectives of individuals (such as professional advisors, staff, faculty and donors/prospects) from various backgrounds.

• Preferred but not required: JD, CPA license, MBA, CSPG designation or similar
• Thorough working knowledge of the location, its vision, mission, goals, objectives, achievements and infrastructure.

• May be required to drive on occasion in order to perform the routine or essential job responsibilities for the position.
• Must possess a valid California driver license and participate in the DMV Pull Notice Program.