Director of Estate and Planned Giving University of the Pacific

University of the Pacifics Development team is seeking a Director of Estate and Gift Planning to lead its comprehensive planned giving efforts and inspire transformational philanthropy. Reporting to the Senior Associate Vice President for Development youll serve as the universitys leading expert in charitable gift planning while building meaningful relationships with donors overseeing strategic initiatives and helping shape Pacifics philanthropic future. Join a mission-driven university where every gift helps create life-changing opportunities for future generations of students.

Another Sources clientUniversity of the Pacific is recruiting aDirector of Estate and Gift Planningto join their team in Stockton California. Relocationassistanceis available.

Heresa little about University of the Pacific:

Founded in 1851 University of the Pacific is Californias first university and a nationally recognized private institution known for preparing students to lead with purpose. With a strong emphasis on personalized education innovation and service Pacific brings together the resources of a comprehensive university with the close-knit feel of a student-centered community.

Pacific has three unique campuses across Northern California. The universitys flagship 175-acre Stockton campus is consistently recognized as one of the most beautiful college campuses in America. As the only West Coast university featuring collegiate gothic architecture Pacific offers a distinctive campus experience complemented by iconic carillon bells Division I athletics and the renowned Faye Spanos Concert Hall.Additionalcampuses in Sacramento and San Francisco extend Pacifics impact across the state supporting nationally recognized programs in health sciences law business and more.

Learn more about Pacific:

About this role:

The Director of Estate and Gift Planning will lead University of the Pacifics comprehensive estate and gift planning program through frontline fundraising program administration strategic marketing donor stewardship and collaborative partnership across University Development.

Reporting to the Senior Associate Vice President for Development this role serves as the universitys primary resource on charitable estate and gift planning. The Director will manage a portfolio of planned giving prospects and donors secure legacy gifts supervise departmental staff and partner with development officers university leaders donors and professional advisors to align philanthropic goals with Pacifics institutional priorities.

This is an opportunity to shape and grow asophisticated plannedgiving program while helping donors create meaningful lasting legacies that support future generations of Pacific students.

How you will spend your time:

• Manage a portfolio of estate and gift planning prospects and donors advancing relationships through identification qualification cultivation solicitation stewardship and closure.

• Secure documented planned gift commitments through personal outreach and in partnership with development officers.

• Structure andfacilitategifts that may include bequests charitable gift annuities charitableremaindertrusts IRA and insurance beneficiary designations qualified charitable distributions gifts of appreciated assets and other planned giving vehicles.

• Develop and implement an annual Estate and Gift Planning plan with measurable fundraising marketing stewardship donor engagement and pipeline development goals.

• Overseeplanned givingmarketing and communications including vendor partnerships digital content publications donor outreach and awareness initiatives.

• Createtimelyand compelling gift proposals donor correspondence briefing materials contact reports gift illustrations and stewardship communications.

• Serve as Pacifics subject matter expert on charitable estate and gift planning.

• Partner with development officers toidentifyand advance planned giving opportunities across their portfolios.

• Educate colleagues on charitable gift planning strategies and emerging opportunities.

• Collaborate with donors and their legal financial and tax advisors tofacilitatecomplex and meaningful charitable gifts.

• Manage the departments operating budgetmonitorperformance maintainaccuraterecords and ensure compliance with university policies gift acceptance procedures and applicable legal and ethical standards.

• Partner with Donor Relations to recognize and steward members of Pacifics Heritage Society.

• Supervise departmental staff and help build a collaborative high-performing team.

Minimum Qualifications

• Bachelors degree.

• Five or more years of progressively responsible experience in fundraising advancement estate planning wealth management financial services or a related field.

• Demonstratedsuccesscultivatingsoliciting and stewarding major and/or planned gifts.

• Experience managing a donor portfolio and building relationships with donors and prospective donors.

• Experience supervising staff or leading cross-functional projects or initiatives.

Preferred Qualifications

• Experience in highereducationfundraising or advancement.

• Demonstrated success securing deferred blended and complex charitable gifts.

• Experience collaborating with attorneys accountants financial planners and other professional advisors.

• Experience with Raisers Edge NXT Blackbaud CRM or a comparable donor management system.

• Experience usingplanned givingmarketing platforms such as Stelter or similar solutions.

• Knowledge of charitable gift planning vehicles estate planning principles and current trends affecting philanthropic giving.

• Demonstrated success developingplanned givingmarketing initiatives donor stewardship programs and collaborative fundraising strategies.

• A positive collaborative approach anddemonstratedsuccess working with diverse populations.

• A commitment to fostering an inclusive and welcoming work environment.

Compensation & Benefits

Theanticipatedannual salary range for this position is$110000$130000. Final compensation will bedeterminedbased on the scope and responsibilities of the position the selected candidates qualifications and experience internal equity and market and organizational considerations.

University of the Pacific offers a comprehensive benefits package designed to support employees health financial well-being and professional growth. Eligible employees receive:

• Competitive medical dental and vision coverage

• Employer retirement contributions of up to 10%

• Generous paid holidays and vacation

• Tuition remission and tuition exchange programs

• Professional development opportunities

• Wellness resources

• Employee Assistance Program

Learn more about Pacifics benefits: Requirements:The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requires extended periods of sitting and repetitive hand/wrist motion while using a computer keyboard and phone. Occasional standing walking climbing stairs bending stooping and reaching. Occasional lifting up to 25 pounds.

Work is performed during standard hours; Additional hours may be required to meet business needs or deadlines.

Commitment to Diversity Equity & Inclusion

Universityof the Pacific recognizes that diversity equity and inclusion is foundational to the success of our valued students and employees. We prioritize policy and decision-making thatdemonstratesawareness of and responsiveness to the ways socio-cultural forces related to race gender ability sexuality socio-economic status etc. impede or propel studentsfacultyand staff.

Background Check Statement

AB 810 Misconduct Disclosure Requirement: University of the Pacific complies with California Assembly Bill 810 requiring candidates accepting conditional job offers to disclose any final administrative or judicial findings ongoing proceedings allegations resignations under investigation or appeals related to sexual harassment or misconduct within the past seven years.

Anti-Discrimination/EEO Policy Statement

University of the Pacific is an equal opportunity employer dedicated to workforce diversity across backgrounds experiences and viewpoints. Pacific does not unlawfully discriminate in its hiring of faculty and staff or in the provision of its employment benefits to its faculty and staff on the basis of race color religion national origin ancestry age genetic information sex/gender marital status military and veteran status sexual orientation medical condition pregnancy gender identity gender expression or mental or physicaldisability or other legally protected characteristics or combination of such characteristics. While we strive to attract a broad and representative pool of candidates all hiring decisions are made based on merit selecting the most qualified individual for each position.

Another Source works with their clients on a retained project basis. We are committed to building inclusive candidate pools as we partner with hiring teams. As youread throughthe job posting and review the list of qualifications (and/or preferred) please do not self-select outif you feel you do not meet every qualification. No one is 100% qualified. We encourage you to apply and share your story with us.

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