Deputy Director, Office of Gift Planning and Development

2 weeks ago


San Francisco, California, United States InsideHigherEd Full time
About the Role

The University of California, Berkeley is seeking a highly skilled and experienced Deputy Director to join its Office of Gift Planning and Development. This is a key leadership position that will play a critical role in advancing the university's fundraising goals and objectives.

Key Responsibilities
  • Oversee and manage a team of gift planning officers to identify, cultivate, and solicit gift planning donors and prospects.
  • Provide guidance and direction on working with donors and prospects, and recommend solicitation strategies to campus unit fundraisers at multiple levels.
  • Ensure that the gift dollar goals as established at each fundraiser specialization level among the team are met annually.
  • Manage the team's fundraising programs to successfully meet predetermined goals and objectives, ensuring that the unit's fundraising goals are met.
  • Select, train, guide, and direct staff, and as required, take corrective action.
  • Maintain and expand gift planning expert knowledge base and management through regular professional training attendance and participation in professional conferences and activities.
Requirements
  • Minimum 5 years of experience demonstrating expert knowledge of all aspects of gift planning fundraising, specifically including complex planned gifts ranging from bequests to charitable remainder trusts to donor designated funds to gifts from retirement plan vehicles.
  • Minimum 5 years of experience demonstrating expert skill in making persuasive and compelling presentations of campus goals/objectives and in securing gifts as evidenced by closing life income gifts, outright gifts, and bequest gifts.
  • Minimum 5 years of experience demonstrating expert knowledge of the law, rules, regulations, and policies regarding charitable aspects of tax, estate planning, and probate law.
  • Minimum 5 years of experience demonstrating knowledge and understanding of investment and financial matters, including complex assets and business transactions.
  • Minimum 5 years of experience demonstrating expert knowledge of gift planning, preferably in a major non-profit institutional environment.
  • Strong knowledge of all aspects of fundraising, donor and public relations, including strategies for donor identification, cultivation, and solicitation, specifically handling persuasion/negotiation and strong marketing skills.
  • Strong knowledge of the campus, its achievements, vision, mission, goals, objectives, applicable policies, infrastructure, and current issues of concern.
  • Strong management/leadership skills, concepts, principles, and best practices to select, train, mentor, evaluate, and motivate staff.
  • Strong written, oral, and interpersonal communications skills and political acumen to establish and maintain good working relationships within all organizational levels and with outside constituencies.
  • Strong skills to meet predetermined goals and objectives, including securing gifts and meeting fundraising goals.
  • Strong strategic planning skills and skills to conceive, design, implement, evaluate, and manage fundraising programs and strategies.
  • Strong analytical, critical thinking, problem-solving skills.
Preferred Qualifications
  • JD, Graduate Degree, or Master's Degree or Paralegal Certificate or related education.
Salary and Benefits

This is an exempt, monthly paid position, eligible for UC benefits. For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.



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