In a relatively short period of time, the University of California, Irvine has achieved tremendous success. A top public university, UCI has become internationally-recognized for improving lives through research and discovery, fostering excellence in scholarship and teaching, and engaging and enriching the community. With plans for major campus growth and having just completed a comprehensive campaign, the future is even brighter… The university is seeking experienced, innovative development professionals to lead our fundraising efforts at a time of great excitement and opportunity for the campus.
We offer competitive salary ranges, excellent benefits—including a minimum of three weeks of vacation per year—and career advancement opportunities. UCI is an equal opportunity employer committed to excellence through diversity. UCI Human Resources, 111 Theory, Suite 200, Irvine, CA 92617.
Position Title: Director of Planned Giving Department: University Advancement Req. No: 2018-0497 Location: UCI Campus - Irvine
Job Summary: The University of California, Irvine seeks to recruit a highly motivated, high energy and creative individual for a Director of Planned Giving. The incumbent should have a clear understanding of the role that philanthropy can play in fulfilling an individual's personal and financial objectives as well as the objectives of the University.
Reporting directly to the Senior Executive Director of Planned Giving, the Director of Planned Giving actively collaborates with campus-based development officers to engage alumni and friends of the university using a donor-centered process, with the goal of developing relationships that lead to philanthropic support for university priorities while meeting personal, financial and legacy goals of the donors.
The Director of Planned Giving will independently, and in conjunction with campus-based colleagues, work to identify, cultivate and solicit major deferred and outright gift prospects.
The candidate must have great interpersonal skills and must be able to work well with others, including donors, professional advisors, volunteers and colleagues. The position requires the ability to travel within the region.
The University of California, Irvine is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.
Salary: Commensurate with experience Total Hours: 8-5, M-F Career Position. May work occasional evenings and weekends Final candidate subject to background check. As a federal contractor, UC Irvine is required to use E-Verify to confirm the work status of individuals assigned to perform substantial work under certain federal contracts/subcontracts. Please attach your resume.
Conduct 144 face to face visits focusing on an assigned portfolio of 125 individuals.
The first year annual fundraising goal will be $1,000,000 to $3,000,000 in current and deferred gifts. This goal will be adjusted on a regular basis with the expectation of reaching an annual fundraising goal of $8,000,000 to $10,000,000 within three years.
Under the Direction of the Executive Director of Planned Giving, assist in the creation of modular planned giving marketing programs and materials that can be customized and implemented within each school.
Understand and explain the various gift options and philanthropic vehicles that will help achieve the donor's philanthropic and financial goals as well as the goals of the University.
Build working relationships with the campus, professional advisors and extensively collaborate with school-based development colleagues to qualify, identify, solicit and steward prospects and donors.
Work with school-based development officers to build a specific portfolio of planned giving prospects and develop cultivation, solicitation and stewardship strategies for each prospect.
Prepare correspondence to acknowledge gifts.
Ensure proper university or foundation offices are informed of all gifts received and provided documentation for deposits and record keeping.
Under the Direction of the Executive Director of Planned Giving, prepare timely and complete gift proposals and illustrations, transfer documents, bequest language and other gift agreements to secure major outright and deferred gifts.
Be an active and conscientious participant in the prospect tracking system. Fully document contacts with donors and prospective donors through the established prospect management system within the ADVANCE database.
The individual may be assigned other duties as required by the Executive Director of Planned Giving.
SKILLS, KNOWLEDGE AND ABILITIES:
Required: A bachelor's degree and at least 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. Or equivalent combination of education/experience. An advance degree, such as a J.D., CPA or MBA is preferred. Excellent interpersonal skills and the ability to communicate effectively with a diverse group of individuals in a diplomatic, professional, engaging and creative manner. Familiarity with planned giving vehicles and techniques. Knowledge or exposure to federal tax law and its application to estate planning. Ability to write persuasive marketing materials, or experience in non-profit marketing. Strong planning and organizational skills. Ability to manage multiple projects simultaneously and work independently with general direction from the Executive Director of Planned Giving. Knowledge of the sale, purchase and transfer of securities, tangible personal property and real estate property for gift purposes. Ability to manage multiple projects simultaneously. Proficiency with or ability to learn Crescendo or Planned Giving Manager, Microsoft Office Suite and PowerPoint. Technical skills or aptitude to be comfortable with computer databases and websites. Ability to contribute to a work environment in which collaboration and respect are valued. Ability to use utmost discretion as it relates to dealing with confidential materials. Excellent written and oral communication skills. 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 from various backgrounds. 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. 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. May be required to drive on occasion in order to perform the routine or essential job responsibilities for the position. Travel required and weekend duties as needed. Must possess a valid California driver's license and participate in the DMV Pull Notice Program. May work occasional evenings and weekends.
Desired: Working knowledge of various University policies and procedures.