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Job Details

Gift Planning Officer

Experience
5 yrs required

Location
Berkeley, CA, United States

Posted on
Jan 30, 2019

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Gift Planning Officer
The candidate will be using advanced gift planning fundraising concepts and in collaboration with campus development colleagues, identifies, cultivates, solicits and/or closes bequest commitment gifts, outright gifts and life income gifts. Will assist in stewarding gift planning donors. Manages a portfolio of donors capable of making gifts ranging from an average of $100,000+ life income gifts to multi-million dollar estate gifts. Writes proposals, using sophisticated specialized software and with an understanding of estate and tax law, for solicitation of individual gift planning prospects. Communicates technical gift planning information to donors and their legal and financial advisors. Works with the development team from several assigned schools, colleges and centers across campus to create donor strategies and proposals. May attend functions, meetings and serve on internal/external committees as a representative of the Gift Planning Office/campus. May help conduct gift planning trainings and other educational activities for the campus community. Ensures that predetermined fundraising goals are met. Special projects as assigned.Should have Bachelors degree. Advanced degree required (preferably J.D.). Advanced knowledge of all aspects of estate planning, gift planning fundraising, donor relations and public relations is required. Advanced knowledge of all aspects of the campus, including relevant issues for both the campus and higher education is required. Advanced knowledge of the campus including its vision, mission, goals, objectives, achievements and infrastructure is required. Advanced knowledge of applicable laws, rules, regulations, institutional policies, et cetera is required. Advanced written, oral and interpersonal communication skills, including political acumen to establish and maintain good working relationships throughout the organization and with outside constituencies is required.

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