Planned Gift Director - Higher Ed. jobs in Sacramento, CA

DEPARTMENT PURPOSE

The Planned Giving team assists with administration of life-income gifts including charitable remainder trusts and charitable gift annuities. Responsibilities include working with UC Office of the President, UC Davis Foundation, BNY Mellon and State Street Global Advisors to ensure timely distributions, filing of trust tax returns, distribution of tax statements to beneficiaries, and calculation of subsequent year's payments for unitrusts.

The team builds and maintains relationships with professional advisors such as, attorneys, accountants, and financial advisors in order to encourage gifts to UC Davis. Assist donors in incorporating appropriate gift provisions in estate plans.

Development & Alumni Relations (DEVAR) provides leadership in building enduring public trust, understanding, and support for UC Davis and its mission of teaching, research, and public service. DEVAR provides leadership, coordination and support services to help the university meet its mission of research, teaching and service by building philanthropic support and executing approved fundraising programs that support the university’s highest priorities and initiatives.

JOB SUMMARY

Under broad direction from the Managing Executive Director of Planned Giving (Gift Acquisition), serves as a critical member of the UC Davis Planned Giving team. The Associate Director of Development is a skilled fundraising professional with in-depth understanding of the field, who independently performs the full range of responsibilities of a university development officer, analyzes problems/issues of diverse scope, and determines solutions. Using advanced fundraising concepts, plans, organizes, and directs fundraising campaigns which include multiple components. The results of the incumbent’s efforts have major impact on overall program goals and assignments and are typically at the “major gifts" level, including building and managing a well-documented and active portfolio of individuals, planned gifts, corporations, and foundations, and focusses on donors capable of giving $50K or more.

This position plans, schedules, and implements comprehensive fundraising projects and programs. This position is metric-driven and expected to raise gift dollar amounts as established by the Planned Giving team and aligned with the assigned portfolio. This is a fundraising position focused on stewarding existing and new donor relationships. Guided by a “donor centered” approach, the incumbent will strategically solicit gifts using various communication methods, including in person, video, texting, phone, social media and virtual visits. This position requires good judgment in selecting methods and techniques for obtaining solutions, and works independently, collaboratively, and collegially as part of a diverse, matrix organization.

POSITION INFORMATION

Position to remain open until filled. Initial application review will be 04/19/2024.

PHYSICAL DEMANDS

Stand for extended periods of time during events. Lift items weighing up to 25 lbs.

WORK ENVIRONMENT

The division of Development and Alumni Relations and Planned Giving embrace and value diversity, equity, and inclusion (DEI). We are committed to employing and retaining a diverse workforce and have programs and policies in place to ensure all employees can succeed regardless of race, color, national origin, religion, sex, gender expression, gender identity, gender transition status, pregnancy, physical or mental disability, medical condition, genetic information, ancestry, marital status, age, sexual orientation, citizenship or service in the uniformed services, including protected veterans. In acknowledgment of historical and current injustices faced by marginalized members of our global UC Davis community, we are firmly committed to supporting our Principles of Community and applying tenets of diversity, equity, and inclusion into every aspect of our everyday work and organizational culture.

The Smoke and Tobacco Free Environment policy is intended to provide a healthier, safer, and more productive work and learning environment for the entire UC community. The University of California prohibits smoking and tobacco use at all University owned or leased properties, or facilities operated by UC staff or faculty. Smoking and tobacco use are strictly prohibited in indoor and outdoor spaces, parking lots, residential space, and University vehicles.

https://ucdavispolicy.ellucid.com/documents/view/271

Work occasional overtime including evenings, weekends and holidays.

Provide own transportation to travel to donor visits throughout the state, off-site meetings, and events.

Valid driver’s license and access to reliable transportation.

Ability to work effectively in an area where there is constant traffic and noise from office machines, telephones, and conversations.

Minimum Qualifications

Minimum Education/Experience

• Bachelor’s degree or an equivalent combination of education and experience.
• Skilled professional frontline fundraising experience, as demonstrated by 2 or more years of professional or volunteer fundraising experience; or equivalent transferrable professional experience including strategic relationship development and portfolio management; or equivalent combination of experience and education.
• Demonstrated success soliciting and securing significant philanthropic gifts, ideally in the planned giving space. Successful track record developing strategic relationships with individuals, corporations, and foundations. Skills to present planned giving information to both lay and professional audiences in a way that will inspire philanthropy.
• Expert political acumen, to establish and maintain good working relationships at all organizational levels and with outside constituencies, including donors and prospects, as well as their legal and financial advisors, in order to develop collaborative working relationships needed to accomplish organizational goals.
• Professional knowledge of and experience with development and fundraising techniques, including prospect identification research, evaluation of historic gift data, qualification, cultivation, solicitation, and donor stewardship. Experience in utilizing planned giving and fundraising methodologies is preferred, including knowledge of proven cultivation/solicitation techniques for gifts at all dollar levels with identified success in major gift ($50K ) fundraising.
• Related experience conceiving, writing and editing fundraising presentations, case statements, proposals and grants for corporations, foundations and individuals for support of program priorities. Experience with planned giving programs is a plus. Expert written, oral and interpersonal communication skills. Skilled in organizing and managing both time and workload. Ability to independently support multiple fundraising activities and initiatives essential.
• Experience in developing strategic relationships with individual donors and prospective donors, foundations, and other philanthropic organizations. Skills to work effectively with donors and prospects, as well as their legal and financial advisors.

Preferred Qualifications:

Preferred Education/Experience

• Progressively responsible professional experience as a development professional in a planned giving program in a university setting and/or higher education experience in an academic health system.
• Knowledge and understanding of complex university/health care group structure in order to effectively coordinate with faculty, directors, leadership, and development colleagues regarding philanthropic support
• Awareness, knowledge, and skill in applying diversity, equity and inclusion to one’s work. A profound belief in the value of a diverse and safe workforce and a commitment to achieve this goal through collaboration and team building, working cooperatively with a diverse group of department and campus constituencies.

SPECIAL REQUIREMENTS

Background Check

This position is a critical position and subject to a background check. Employment is contingent upon successful completion of background investigation including criminal history and identity check.