Director of Planned Giving
About The Position
The Director of Planned Giving provides strategic vision, leadership, and direction for UC Law San Francisco’s Planned Giving Program, advancing one of UC Law SF’s most critical areas of philanthropic growth. Reporting to the Chief Advancement Officer, the Director oversees all aspects of planned giving strategy from program design and prospect engagement to marketing, stewardship, and analytics. This is a pivotal moment to join UC Law San Francisco’s Advancement team. The College is undertaking its largest private fundraising effort in more than 145 years and seeks a seasoned and entrepreneurial leader to elevate and expand legacy giving among its vibrant and loyal alumni community. The Director will steward and grow the Legacy Society, which currently includes approximately 150 members, and serve as a key thought partner within the Advancement team.
Requirements
- Bachelor’s degree required; advanced degree in law, business, finance, nonprofit management, or a related field preferred.
- Minimum of 5 years of progressive experience in planned giving, major gifts, or estate planning preferably within higher education.
- Experience working with donors, professional advisors, and/or estate and financial planning professionals strongly preferred.
- Proven ability to design, grow, and manage a comprehensive planned giving program, including strategies that align with institutional fundraising goals.
- Strong relationship-building skills with the ability to engage, motivate, and steward donors, prospects, and professional advisors.
- Knowledge of planned giving vehicles (e.g., charitable gift annuities, bequests, trusts, beneficiary designations), estate planning principles, and tax implications related to charitable giving.
- Experience creating and implementing individualized donor strategies, proposals, and long-term cultivation and stewardship plans.
- Proficiency with donor databases (e.g., Raiser's Edge) and comfort with data management, reporting, and documentation related to planned gifts.
- Exceptional communication skills with the ability to discuss complex planned giving concepts with donors and internal partners.
- Strong organizational and project management skills, including the ability to manage multiple prospects, deadlines, and long-term cultivation cycles.
- Collaborative mindset with demonstrated ability to work with advancement colleagues, finance/legal teams, and institutional leadership to structure, document, and steward planned gifts.
Responsibilities
- Strategic Leadership: Develop, lead, and execute a comprehensive planned giving strategy aligned with UC Law San Francisco’s institutional priorities, including comprehensive campaign goals.
- Program Management: Direct all aspects of the planned giving program, including prospect strategy, cultivation, solicitation, and stewardship, ensuring measurable growth in commitments and membership.
- Legacy Society Leadership: Oversee and elevate the Legacy Society, UC Law SF’s community of planned giving donors, through strategic stewardship, events, and engagement initiatives that deepen donor connection and loyalty.
- Collaboration and Integration: Partner with colleagues across Advancement, including Major Gifts, Alumni Engagement, and Annual Giving, to integrate planned giving strategies into the broader fundraising efforts.
- Trustee and Volunteer Leadership: Lead the Planned Giving Committee of the UC Law San Francisco Board of Trustees, leveraging their expertise to promote legacy giving.
- Marketing and Communications: Design and implement a robust marketing and communications strategy to increase awareness of legacy giving opportunities, expand Legacy Society membership, and highlight impact stories.
- Reporting and Analytics: Establish and monitor performance metrics for planned giving, analyzing data to inform strategic decisions and demonstrate progress to institutional leadership.
- Other Responsibilities: Complete additional duties as assigned in support of the Advancement team’s goals.
Benefits
- Comprehensive medical, dental and vision insurance coverage
- Flexible Spending Accounts for transportation-related, healthcare and dependent care expenses
- Employee Assistance Program
- Life Insurance, Disability Insurance, and Legal Insurance
- University of California Retirement Plan (a defined benefit plan)
- Deferred Compensation Plans/Pre-tax Retirement Savings Programs
- Fifteen paid holidays per year
- Generous vacation and sick leave
- Commuter Benefits Program
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What This Job Offers
Job Type
Full-time
Career Level
Director
