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Assistant Director, Gift Planning
Development - Gift Planning
Working Title : Assistant Director, Gift Planning
Department : Development - Gift Planning
Reports To : Senior Executive Director, Gift Planning
Supervises : N/A
Salary : Up to $80,000
Payroll Classification: Fundraiser 3
Req Nbr : 36421

Position Summary
At UCLA, your work as our Assistant Director of Gift Planning will help our donors invest in the future and strengthen the university and its mission. You will learn about gift planning and work with donors who want to share of themselves to create a lasting legacy that will provide crucial support to academic excellence, world-class medical care and scientific research, artistic endeavors, and the education of generations to come. In this role, you will learn about gift planning by providing support to our team, developing staff and donor communications, managing special projects, events and seminars as well as assisting in the preparation of planned gift donor proposals and gift calculations.

Primary Responsibilities
As a member of our gift planning team, you will be given hands on experience in a supportive environment and opportunities for personal and professional development as part of our robust External Affairs enterprise serving UCLA. Through support of the frontline activity of the Senior Executive Director and Directors of the Gift Planning team, you will learn how to cultivate and secure support for planned gifts and will ultimately build and maintain your own portfolio of prospects and donors with a focus on bequest gifts and charitable gift annuities. **Please note, this is a hybrid position.**

Qualifications
1. Minimum of two to three years’ prior experience in a fundraising environment and/or related field such as sales, marketing, or business development working with transactions of a highly detailed nature.

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

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

4. Analytical skills sufficient to accurately and thoroughly gather, evaluate and prepare prospect /donor information with ability to track and report on planned giving activities.

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

6. Proven track record in delivering a high standard and level of customer service; demonstrated interpersonal skills to work collaboratively with colleagues and to build and sustain lasting relationships with a wide variety of internal and external constituents.

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

8. 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.

9. Ability to maintain confidentiality of donor files and other information; impeccable integrity and discretion in dealing with donors, alumni, student, administrators and colleagues.

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

11. Working knowledge in coordinating special events is preferred.

12. Experience with of Blackbaud CRM or equivalent database and the use of databases to generate reports is preferred.

13. Bachelor’s degree preferred.

Employment is contingent upon completion of a satisfactory background check.

The University of California is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.

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Position Summary
At UCLA, your work as our Assistant Director of Gift Planning will help our donors invest in the future and strengthen the university and its mission. You will learn about gift planning and work with donors who want to share of themselves to create a lasting legacy that will provide crucial support to academic excellence, world-class medical care and scientific research, artistic endeavors, and the education of generations to come. In this role, you will learn about gift planning by providing support to our team, developing staff and donor communications, managing special projects, events and seminars as well as assisting in the preparation of planned gift donor proposals and gift calculations.

Primary Responsibilities
As a member of our gift planning team, you will be given hands on experience in a supportive environment and opportunities for personal and professional development as part of our robust External Affairs enterprise serving UCLA. Through support of the frontline activity of the Senior Executive Director and Directors of the Gift Planning team, you will learn how to cultivate and secure support for planned gifts and will ultimately build and maintain your own portfolio of prospects and donors with a focus on bequest gifts and charitable gift annuities. **Please note, this is a hybrid position.**

Qualifications
1. Minimum of two to three years’ prior experience in a fundraising environment and/or related field such as sales, marketing, or business development working with transactions of a highly detailed nature.

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

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

4. Analytical skills sufficient to accurately and thoroughly gather, evaluate and prepare prospect /donor information with ability to track and report on planned giving activities.

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

6. Proven track record in delivering a high standard and level of customer service; demonstrated interpersonal skills to work collaboratively with colleagues and to build and sustain lasting relationships with a wide variety of internal and external constituents.

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

8. 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.

9. Ability to maintain confidentiality of donor files and other information; impeccable integrity and discretion in dealing with donors, alumni, student, administrators and colleagues.

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

11. Working knowledge in coordinating special events is preferred.

12. Experience with of Blackbaud CRM or equivalent database and the use of databases to generate reports is preferred.

13. Bachelor’s degree preferred.

Employment is contingent upon completion of a satisfactory background check.

The University of California is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.