To be considered for this role please submit your application through the following link: https://careers-anothersource.icims.com/jobs/102082/executive-director-of-estate-and-planned-giving-university-of-the-pacific/job?mode=job&iis=Job+Board+or+Association&iisn=Craigslist
Another Source’s client, University of the Pacific, is recruiting an Executive Director of Planned Giving to join their team in Stockton, CA
Here’s a little about the University of the Pacific and the position they are recruiting for:
At the University of the Pacific, students benefit from personalized learning in small classes led by dedicated professors who are deeply invested in their success. With 10 schools and colleges and nearly 100 majors, we offer the breadth of opportunity you’d expect from a major university—paired with the close-knit community and support of a private institution.
Since 1851, Pacific has been committed to forward-thinking education, empowering students to create change and lead with purpose. Our graduates go on to make a difference—in their careers, their communities, and across California and beyond.
Learn more about the University of the Pacific here: https://www.pacific.edu/about-pacific
About the role:
Reporting to the Senior Associate Vice President of Development, the Executive Director of Estate and Planned Giving leads a strategic, university-wide planned giving program grounded in industry best practices. This role oversees the work of two team members and is responsible for managing a personal portfolio of prospects, as well as collaborating with gift officers to secure legacy gifts.
In addition to frontline fundraising, the Executive Director develops and executes targeted marketing strategies to engage alumni, donors, and friends of the University—elevating awareness of planned giving opportunities and strengthening long-term philanthropic support.
The anticipated yearly salary range for this position is: $120,000 - $145,000 annually based on experience.
What you will be doing:
Managing a portfolio of planned giving prospects, advancing relationships toward solicitation and closure, and overseeing stewardship activities for planned gift donors.
Securing a minimum number of documented planned gift intentions annually through personal outreach and collaborating with gift officers on solicitation strategies. Gift types include bequests, life income gifts, IRA and insurance beneficiary designations, qualified charitable distributions, and appreciated assets.
Leading the strategic vision for the university’s planned giving program, including overseeing multi-channel marketing efforts and partnering with senior administrators, major gift officers, alumni relations, and academic units to identify opportunities and develop donor strategies.
Producing timely, accurate, and compelling written materials such as gift proposals, illustrations, contact reports, briefings, and donor correspondence.
Educating and supporting University Development colleagues in identifying and communicating planned giving opportunities, thereby advancing team-wide fundraising goals.
Partnering with Donor Relations to recognize and engage Heritage Society members, while also participating in additional duties as assigned.
Demonstrating a commitment to diversity, equity, and inclusion by prioritizing decision-making and policy development that recognizes the impact of socio-cultural factors—such as race, gender, ability, sexuality, and socio-economic status—on the success of students, faculty, and staff.
Minimum Qualifications:
Bachelor’s Degree.
Five (5) years of planned giving fundraising. experience
One (1) year of experience working closely with legal and financial professionals in designing and executing planned giving instruments
Preferred Qualifications:
Experience in higher education fundraising.
Training in deferred giving software, including current laws and national best practices.
J.D. from an accredited law school.
Certification as a planned giving specialist.
Entrepreneurial spirit.
Demonstrated success and effectiveness in major and planned gift prospect identification, cultivation, solicitation and stewardship of gifts.
A commitment to higher education, understanding of university academics and scholarship and ability to articulate a compelling case for annual discretionary support of private higher education and student life.
Positive attitude, proven ability to work successfully with diverse populations and demonstrated commitment to promote and enhance diversity and inclusion.
Ability to engage and integrate culturally responsive practices and knowledge in their work.
What’s in it for you:
The University of the Pacific offers a unique and powerful set of benefits for its employees with your individual needs in mind. We know that employees come with differing needs that can change and grow just as you and your family's needs may change over time. A few of our benefits we like to highlight are:
Pacific contributes 10% toward employee retirement each paycheck
Pacific offers up to 90% tuition remission and exchange for employees and their dependents
Pacific offers 14 paid holidays and seasonal days each year in addition to regular vacation days.
Pacific also provides affordable and high-quality comprehensive benefits to support employees' varied needs. We invite you to explore our Health Benefits, Income Protection plans, Financial Planning benefits and Work-Life Balance programs.
Equal Employment Opportunity and Non-Discrimination:
University of the Pacific is an affirmative action and equal opportunity employer dedicated to workforce diversity. In compliance with applicable law and its own policy, Pacific is committed to recruiting and retaining a diverse faculty and staff and does not 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 physical disability.
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. Veterans, women, people of color, LGBTQIA+, and people with disabilities are encouraged to apply. As you read through the job posting and review the list of qualifications (required and/or preferred), please do not self-select out if you feel you do not meet every qualification. No one is 100% qualified. We encourage you to apply and share your story with us.
