Serves as an expert or lead development professional in a specialized area such as major / principal gifts, gift planning or corporate / foundation relations, or a specific academic discipline such as Health Sciences which has an environment that includes, or potentially includes, donors capable of making very significant contributions to the campus and / or medical center. Maintains a portfolio of donor prospects that include the most influential, complex or highest rated donors. May maintain and manage portfolio(s) of senior campus leadership including the Chancellor and VCs. May have authority to make commitments and precedent-setting decisions regarding program design, development, and procedures. May oversee the work of professional and support staff. Position is expected to raise gift dollar amounts as established at each fundraiser specialization.
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Expert working knowledge of all aspects of fundraising, donor relations, and public relations concepts, principles, procedures, and techniques.
Extensive experience in institutional fundraising with a specialization in gift planning.
Demonstrated success at raising philanthropic support by developing and implementing cultivation and solicitation plans for planned gifts over $100,000.
Thorough understanding and of the technical aspects of all types of planned gifts, including bequests, life-income gifts, and gifts of insurance and retirement assets.
Thorough understanding of technical aspects of non-cash gifts, including gifts of marketable securities, real property and tangible personal property.
Proven experience in a planned giving, tax or financial planning practice.
Expert written and interpersonal communication skills, including political acumen, to establish and maintain good working relationships throughout the organization and with outside constituencies. Expert skills in making persuasive and compelling presentations of goals and objectives for a location in order to secure gifts. Demonstrated written and oral communication skills that demonstrate correct grammar, syntax and format.
Expert organizational, analytical and critical thinking skills. Expert project / program management skills, including skills in setting and meeting program / project goals and objectives within budget and time constraints.
Demonstrated high proficiency with standard planned giving software (i.e., Crescendo, PG Calc).
Experience providing meaningful planned giving proposals in collaboration with development colleagues. Commitment to quality service and group process with proven aptitude for working as part of a team.
Thorough understanding of donor/prospect research and the ability to extract utilize pertinent information in a timely fashion.
Experience with developing budgets and using financial information to project budgetary needs.
Advanced college degree and/or professional certification in law, business, financial or tax planning (J.D.,M.B.A., C.F.P., or C.P.A.).
Demonstrated competency and commitment to equity, diversity and inclusion.
Job offer is contingent on clear Background Check.
UC San Diego is an academic powerhouse and economic engine, recognized as one of the top 8 public universities by U.S. News and World Report. Innovation is central to who we are and what we do. Here, students learn that knowledge isn't just acquired in the classroom - life is their laboratory. UC San Diego's rich academic portfolio includes six undergraduate colleges, five academic divisions and five graduate and professional schools. The university's award-winning scholars are experts at the forefront of their fields with an impressive track record for achieving scientific, medical and technological breakthroughs.