Director, Gift Planning

FUNDRAISER 4 (000462)

UCPath Position ID: 40053279

Position Description History/Status

Approved Date:

5/8/2025 7:46:57 PM

Date Last Edited:

5/8/2025 7:46:54 PM

Last Action Effective Date:

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:

40053279

Position Description ID

239723

UC Payroll Title:

FUNDRAISER 4 (000462)

Personnel Program

Management and Senior Professional (MSP)

Salary Grade:

Grade 25

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:

40065469

Reports to Payroll Title:

Fundraising Manager 2

UCPath Department Head Position Number:

40036987

Department Head Payroll Title:

Fundraising Manager 4

DIRECTION - Indicates that the incumbent establishes procedures for attaining specific goals and objectives in a broad area of work. Only the final results of work done are typically reviewed. Incumbent typically develops procedures within the limits of established policy guidelines.

POSITION SUMMARY

Take the next step to advance your career as a valued member of UCLA's Gift Planning team where you will be given the resources and inspiration to succeed in your work with our donors. Planned giving provides meaningful opportunities for our donors to integrate their charitable interest with their tax, estate and financial plans. As a Director of Gift Planning, your work will make 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. As a member of UCLA's Office of Gift Planning, you will become part of a dynamic, collaborative and innovative team that offers long-term opportunities for personal and professional development as part of our robust External Affairs enterprise serving UCLA.

In this role, you will qualify, cultivate, solicit and steward planned giving donors to increase individual gifts to programs campus-wide, as well as assist in growing the overall donor base. You will develop and execute long- and short-term strategies to secure both planned and major gifts from individuals in support of the University's mission and strategic plan. You will serve as a resource to unit-based Directors of Development and other External Affairs and will work collaboratively with colleagues across campus to enhance the pool of planned and major donor prospects. Your knowledge and experience of gift planning will assist development professionals across campus in planned giving arrangements, technical information and gift planning strategies.

**Please note, this is a hybrid position.**

Cultivation, Solicitation and Stewardship

1. Participate in the full complement of activities to identify, cultivate and solicit prospects for gifts in excess of $100,000.

2. Assist Development professionals across campus with planned giving arrangements, technical information, and gift planning strategies.

3. Develop giving opportunities and appropriate case statements; prepare/deliver gift-planning presentations to a wide variety of audiences, including other professionals in charitable/estate planning professions.

4. Align donor interests with university needs; present concepts of various planned giving arrangements along with resulting tax benefits; direct the preparation of written proposals and/or other special materials for use in specific solicitations.

80%

5. Conceptualize, create and distribute appropriate materials to promote areas of priority for planned gift support.

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

7. Extend the courtesies of the University to donors and volunteers as appropriate.

8. 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.

0%

9. With stewardship staff, devise/ implement customized stewardship plans to assure regular contact with donors.

10. Manage follow-up reports and contact with donors on use of their gifts; provide vehicles for donor’s continued awareness of UCLA’s needs to encourage continued giving.

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

12. Meet or exceed performance standards and goals established by the department for contacts, visits, solicitations and dollars raised.

0%

Prospect Identification

1. Identify/qualify gift-planning prospects through rating and screening, gift models, prospect list segmentation and analysis, and one-on-one contact with donors and volunteers, including any regional development committees.

2. Create core of prospective donors for planned gifts and maintain activeness of those in prospect pool at various stages of identification, cultivation and solicitation.

3. Create additional vehicles and methods of identification of prospects as necessary.

4. Work directly with donors, prospects, attorneys, accountants, and financial advisors on any needs for specific information concerning gift opportunities that include outright and deferred arrangements (bequests, life income plans).

10%

Program Planning and Management

1. Prepare and/or review all donor planned gift calculations/illustrations, gift annuity contracts and charitable trust documents for donors/prospects on behalf of PG team.

2. Maintain appropriate information/records on all donors and prospects under management.

3. Prepare annual operating plan for major planned gift activity and periodic donor and/or prospect reports; review/revise as needed.

4. Participate on task forces and in other forums that address the comprehensive development program and gift planning efforts at UCLA.

5. Collaboratively participate in the design of goals/operating plans for the Gift Planning program; contribute to evaluation process.

10%

6. Develop/maintain an understanding of the education, research, and community service missions of the university to develop a working knowledge of goals, objectives, programs and priorities of the campus in general and specifically the units in relation to gift planning efforts.

7. Work in partnership with appropriate financial, administrative and legal offices and colleagues for the Gift Planning Program to coordinate the execution of documents and other elements relating to our shared responsibilities in maximizing the gifts to UCLA.

8. Participate in the planning and execution of development/gift planning continuing education for deans, department chairs, faculty, volunteers, and professional staff.

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 experience as a gift planning professional, ideally in a higher education or medical setting, or related field working

with outright gifts, deferred gift arrangements and experience with a wide variety of assets, i.e., real estate, securities, closely held stock, tangible personal property.

Required

Knowledge and experience in utilizing all mechanisms of outright and deferred gift plans offered at UCLA and any combination thereof.

Preferred

Working knowledge of the principles and practices of fund-raising in a university setting with a strong understanding of the goals, functions and services of a research university or institution of equivalent complexity.

Required

Broad and thorough knowledge of the principles of tax-encouraged philanthropy and knowledge of current pertinent tax laws and other legislation affecting the charitable sector to determine its impact upon gifts from individuals.

Required

Ability to conceptualize and implement a variety of complex development or comparable programs and activities.

Required

Skill in and/or ability to develop and implement sophisticated strategies for successful cultivation and solicitation of major, planned and principal gifts – outright and/or life income arrangements or other transactions of a similar nature, level and complexity.

Required

Excellent written communication skills with the ability to produce proposals for planned gifts or comparable solicitations and a variety of marketing materials as needed.

Required

Strong communication skills to persuasively express both orally and in writing the mission of UCLA, the  Health Sciences and related fund-raising goals, as well as complex principles of tax-encouraged philanthropy.

Required

Excellent interpersonal skills to work effectively and cooperatively with other development professionals, deans, senior faculty and administrators, professional advisors, donors and volunteers.

Required

Ability to establish priorities; manage multiple tasks and multi-phase projects simultaneously from inception to completion; and complete work under tight deadlines in a fast-paced environment with minimum supervision.

Required

Strong ability to recruit, orient, train, organize, motivate and evaluate the efforts of volunteers and support staff to fulfill goals and objectives.

Required

Impeccable integrity and discretion in dealing with donors, alumni, students, administrators and colleagues as well as confidential information.

Required

Knowledge of Microsoft suite of applications as well as familiarity with other applications, programs and databases as needed with a willingness to learn new technologies.

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 some evenings and/or weekends as needed.

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

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.