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UC Irvine, University Advancement

Associate Director of Planned Giving

Job Summary: 

The University of California, Irvine seeks to recruit a highly motivated, high energy and creative individual for an Associate 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 Executive Director of Planned Giving, the Associate 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 Associate 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 the ability to work well with others, including donors, 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 committed to excellence through diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.

Salary: Commensurate with experience
Work Schedule: 8-5, M-F
Career Position.
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.

For more information and to apply, please visit:

Job Detailed Description:

Conduct a minimum of 80-100 face to face visits in the first year.  Conduct 100-110 face to face visits in the second year. In the third year, conduct 120 face to face visits.
The first year annual fundraising goal will be $3,500,000 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.  
Assist with the design and creation of marketing strategies that develop relationships with friends and alumni of the University.
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 and extensively collaborate with school-based development colleagues to customize and implement modular marketing programs.
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.
Assist in the creation of modular planned giving marketing programs and materials that can be customized and implemented within each school.
Prepare correspondence to acknowledge gifts and complete the university or foundation gift/pledge acceptance forms. Ensure proper university or foundation offices are informed of all gifts received and provided documentation for deposits and record keeping.
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.
A bachelor's degree is required.
Minimum of three to five years of direct non-for-profit fundraising experience, with experience in higher education fundraising preferred. Alternative experience in marketing, financial services or customer service will be considered.
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.
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, Access and PowerPoint.
Technical skills or aptitude to be comfortable with computer databases, word processing, spreadsheets, email and websites. Initiative and integrity required.
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.
Demonstrated superior writing 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.
Ability to work collaboratively with people of diverse backgrounds.
Excellent interpersonal skills and the ability to communicate effectively with a diverse and high-level group of individuals in a diplomatic and professional manner.  
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 license and participate in the DMV Pull Notice Program.
May work occasional evenings and weekends.
Working knowledge of various University policies and procedures.
Below are general guidelines on the position's physical, mental, and environmental working conditions.
In accordance with applicable state and federal law, UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at (949) 824-5210.
Bend: Occasionally
Squat: Not Applicable
Crawl: Not Applicable
Climb: Occasionally
Kneel: Occasionally
Handle Objects: Occasionally
Push/Pull: Occasionally
Reach Above Shoulder Level: Occasionally
Sit: Frequently
Stand: Occasionally
Walk: Occasionally
Use Fine Finger Movements: Frequently
Carry/Lift Loads up to 25 Pounds: Occasionally
Carry/Lift loads between 25-50 lbs: Occasionally
Carry/Lift Loads over 50 Pounds: Not Applicable
Read/Comprehend: Frequently
Write: Frequently
Perform Calculations: Frequently
Communicate Orally: Frequently
Reason and Analyze: Constantly

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Associate Director of Planned Giving

Date Posted:  03/29/2015
Experience Level:  Experienced
Career Group:  Development/Fundraising
Cause Type:  Education
Salary:  Commensurate with experience

UC Irvine
Irvine, CA 

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