Associate Director, Gift Planning

FUNDRAISER 3 (007547)

UCPath Position ID: 40107365

Position Description History/Status

For Reference ONLY - PeopleAdmin JA Number:

1124424

Approved Date:

9/18/2026 7:27:53 PM

Date Last Edited:

9/24/2026 7:54:17 PM

Last Action Effective Date:

6/3/2022

Organization Details

Business Unit (Location):

LACMP

Organization Code:

6300O

Organization:

EXTERNAL AFFAIRS                       

Division Code:

6310D

Division:

EXTERNAL AFFAIRS DIV                   

Department:

404500 - DEVELOPMENT

Position Details

UCPath Position Number:

40107365

Position Description ID

166548

UC Payroll Title:

FUNDRAISER 3 (007547)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

Grade 23

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

E: All Others - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40053408

Reports to Payroll Title:

Fundraiser 4

UCPath Department Head Position Number:

40065469

Department Head Payroll Title:

FUNDRAISING MGR 2

GENERAL SUPERVISION - Indicates that the incumbent develops procedures for performance of variety of duties; or performs complex duties within established policy guidelines.

POSITION SUMMARY

Join us and advance your career as the Associate Director, Gift Planning and a valued member of UCLA's Gift Planning team. Planned giving provides meaningful opportunities for our donors to integrate their charitable interests with their tax, estate and financial plans. Your work will help our donors invest in the future and strengthen UCLA and its mission. This is a great opportunity to expand your knowledge and expertise in gift planning while making a significant impact in ensuring that our donors' philanthropy not only maximizes tax benefits and income for life, but also creates a legacy that will make a difference in areas important to them.

Working under the direction of the Senior Executive Director and Directors of Gift Planning, you will participate in the identification, cultivation, solicitation, and stewardship of prospective planned giving donors with a primary focus on bequests and charitable gift annuities. In  this role, you will manage a portfolio of designated prospects, assist campus-wide development officers with technical gift planning strategies, and prepare custom gift calculations, illustrations, proposals and other planned giving materials. Additionally, as our Associate Director, you will serve as a key operational anchor for the team by managing pipeline data, generating prospect reports, executing and supporting stewardship activities and events and conducting detailed donor research.  We encourage you to bring your strong passion for donor engagement, organizational skills, and analytical mindset to our innovative team in an environment of excellence where you will receive the guidance, inspiration and resources to achieve and expand your fundraising career.

Identification, Cultivation, Solicitation and Stewardship

1. Participate in the full complement of activities to identify, cultivate and solicit prospects for gifts to all areas of campus.

2. Create core of prospects and maintain ongoing contact with a portfolio of a designated number of prospects at all stages of cultivation, solicitation, and stewardship for bequests and charitable gift annuities.

3. With Director of Gift Planning, help create and implement giving strategies for donors $100,000+ to build a pipeline of support that yields an average of $75 million in irrevocable deferred gifts for UCLA annually.

4. Assist development professionals across campus regarding planned giving arrangements, technical information, and gift planning strategies.

65%

5. Develop giving opportunities and appropriate case statements; prepare and deliver gift planning presentations to a wide variety of audiences campus-wide, prospective donors, and other professionals in the charitable and estate planning professions.

6. Develop long-range, comprehensive strategies and timetables for the successful cultivation, stewardship and solicitation of individuals for planned gifts as appropriate.

7. Arrange appropriate opportunities for academic leadership, faculty and unit-based Directors of Development to meet with potential donors; encourage the active participation of donors and volunteers when appropriate.

8. Maintain active awareness of designated number of prospects at all stages of cultivation, solicitation and stewardship.

0%

9. Work directly with donors, prospects, attorneys, accountants, and financial advisors to fulfill their needs for specific information concerning gift opportunities that include outright and deferred arrangements (bequests, life income gifts).

10. Prepare or review prepared gift planning solicitation and stewardship packets for gift planning team, including fit calculations/illustrations, financial reports and tax forms; on behalf of PG team.

11. Assist with annual UCLA Legacy Society stewardship events and gifts.

12. Meet or exceed department standards for contacts, visits, solicitations and dollars raised.

0%

Tracking, Reporting and Data Management

1. Serve as the planned giving point person for data related to planned giving gift reports.

2. Serve as liaison with asset administrator/manager in pulling donor gift reports, processing new planned gifts and distributing/mailing yearly/quarterly performance reports.

3. Partner with Gift Planning Administration and EA Analytics teams to enhance PG data integrity and refine planned giving records and reporting.

4. Generate and maintain various prospect lists for appropriate follow-up by Gift Planning officers; track responses and follow-up as assigned.

5. Enter, update and manage gift planning pipeline as instructed; follow-up with Gift Planning officers as appropriate to maintain pipeline accuracy.

20%

6. Assist Marketing Director with email communications, IT issues, and data entry/management in University systems/s.

0%

Program Operations and Support

1. Conduct research on donor prospects, including using CRM database, library, files, gift fund reports and other resources including database manipulation to create donor summaries and other materials in preparation for donor visits.

2. Create specialized charts, graphs and other materials using PowerPoint and other software for gift planning presentations.

3. Coordinate events and seminars involving staff, donors, volunteers, and prospects, including arranging for locations, catering, etc.

4. Assist in coordination of special mailings to donors, prospects, volunteers, and development staff as scheduled; work with PG team to complete group-wide projects as requested.

15%

5. Initiate actions and develop procedures to improve accuracy, streamline processes and improve overall effectiveness of Gift Planning systems and operations.

6. Compose, proofread and edit all outgoing and donor correspondence as appropriate following department standards and formats to ensure consistency and accuracy; manage donor and volunteer inquires.

7. Research and propose solutions in response to prospect, donor, volunteer issues, inquiries and/or requests; follow up promptly, clearly and comprehensively.

8. Create and maintain confidential donor and departmental files.

0%

0%

•

Performs other duties as assigned.

•

Complies with all policies and standards.

•

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

•

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.

QUALIFICATIONS

Bachelor's Degree

Preferred

Minimum of three years of demonstrated experience in a fundraising, planned giving environment and/or related field

(e.g., estate planning, trust administration, or real estate finance) involving complex financial arrangements, and legal transactions.

Required

Experience and familiarity with estate planning instruments, products, principles and success integrating gift and estate planning into a comprehensive fundraising program is highly desirable.

Preferred

Experience preparing complex planned gift or related illustrations, trust documents or working with diverse asset types such as those in the field of real estate or securities.

Preferred

Experience conceptualizing, planning and implementing events.

Preferred

Demonstrated experience with database systems such as  Blackbaud CRM, and the use of databases to track gift pipelines, generate reports and utilize analytical tools to maintain data integrity.

Preferred

Working knowledge of the principles and practices of fundraising, preferably to include planned giving, in a university setting with a strong understanding of the goals, functions and services of a research university or institution of equivalent complexity.

Required

Working knowledge of basic planned giving vehicles (specifically bequests and charitable gift annuities) and outright gift options.

Required

Basic knowledge of the principles of tax-encouraged philanthropy and current tax laws affecting charitable giving; ability to quickly gain familiarity with laws and other legislation affecting the charitable sector to determine its impact upon gifts from individuals.

Required

Ability to conceptualize, develop and implement sophisticated strategies for the successful identification, cultivation and solicitation of planned, blended, estate and other complex asset gifts.

Required

Engaged, focused and goal-oriented with a high level of initiative, energy and interest in the field of planned giving and tax encouraged philanthropy.

Required

Excellent written communication skills with the ability to write and edit reports, business correspondence, letters of acknowledgment, proposals and other cultivation and solicitation materials; ability to prepare clear and compelling materials for planned giving events, initiatives and programs.

Required

Proven track record in delivering a consistently high standard and level of customer service; well-developed interpersonal skills to build and maintain collaborative working relationships with a variety of internal and external constituents toward the accomplishment of fundraising goals.

Required

Creative and resourceful with strong analytical and critical thinking skills to conduct research, accurately and thoroughly gather, evaluate and prepare prospect /donor information, build summaries and to track and report on planned giving activities.

Required

Proficiency with Microsoft suite of applications and Adobe Acrobat PDF including ability to work with and manage data with a high degree of accuracy and to create and maintain databases and complex spreadsheets;  ability to learn other software/applications in a prompt and efficient manner.

Required

Excellent verbal communication skills to effectively obtain and convey information; ability to persuasively express the mission of the university and the fundraising goals of the campus, especially as they relate to planned giving.

Required

Highly detail-oriented with ability to take initiative, work independently and accept responsibility; adept at setting priorities and managing workflow to fulfill objectives and meet goals within deadlines under minimal supervision.

Required

Political acumen, tact and mature judgment; skill in handling sensitive materials and situations with discretion while maintaining confidentiality.

Required

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Ability to work occasional evenings and/or weekends as required for meetings and special events.

Required

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Non-University Setting(s)

Location:

Wilshire Glendon Offices

Standing/Walking

X

Sitting

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

Lifting/Carrying/Push/Pull over 50 lbs

X

Physical requirements other

X

Chemicals, dust, gases, or fumes

X

Loud noise levels

X

Marked changes in humidity or temperature

X

Microwave/Radiation

X

Operating motor vehicles and/or equipment

X

Exposures other

X

Sustained attention and concentration

X

X

Complex problem solving/reasoning

X

X

Ability to organize & prioritize

X

X

Communication skills

X

X

Numerical Skills

X

X

Mental demands other

X

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.