Executive Director of Legacy and Planned Giving - University of the Pacific
ID
101541
Application Deadline
7/19/2024
Category
Development
Company
University of the Pacific
Job Locations
US-CA-Stockton | US-CA-Sacramento
At a glance
University of the Pacific's innovative and forward-thinking Development team is currently recruiting for an Executive Director of Legacy and Planned Giving (based in either Stockton or Sacramento) to help lead initiatives that will directly make a difference for the students, faculty, staff, and community. In this role, you will lead and manage a strategic and comprehensive centralized planned giving program that adheres to industry best practices and oversees the planned giving responsibilities. This is your chance to join a mission-driven organization focused on creating the next generation of leaders. No matter the job, every employee at Pacific is part of contributing to the mission of California's first university, which ranks in the Top 20 in the West and Top 100 in the U.S!
Description: What you'll be doing
Another Source's client,
University of the Pacific
,
is recruiting
an
Executive
Director of
Legacy and Planned
Giving
to join their
development
team in
Stockton, CA OR Sacramento, CA.
This role can be based out of their Stockton or Sacramento campus.
This is your chance to join a mission-driven organization
focused on creating the next generation of leaders. No matter the job, every employee at Pacific is part of contributing to the mission of California's first university, which ranks in the Top 20 in the West and Top 100 in the U.S.
About Pacific:
Pacific has three unique campuses across northern California. The largest campus is found in Stockton in the heart of the Central Valley. The 175-acre campus is
regularly ranked
as one of the most beautiful college campuses in America. As the only college on the West Coast that uses collegiate gothic architecture, the Pacific campus conjures up images of the brick-and-ivy campuses seen at traditional East Coast colleges, and the soothing tones of the carillon bells help create a truly special work environment. The campus
also is
home to the Faye Spanos Concert Hall, where employees can enjoy the work of students from the Conservatory of Music and guest artists. Employees also can enjoy watching Division I
athletic
competitions. Pacific is a member of the West Coast Conference and has 17 D-I sports.
The university also has campuses in Sacramento and San Francisco.
The Sacramento campus is in the Oak Park neighborhood, just a few blocks from new stores, restaurants,
cafes
and apartments created by former Mayor Kevin Johnson.
In San Francisco, Pacific is housed in
a state-of-the-art
building in the heart of downtown on Fifth Street, walking distance from world-class shopping,
dining
and cultural venues.
Pacific
by the Numbers:
University of the Pacific, California's first university,
has many
key rankings of which
we are extremely proud of including:
#1 - Career earnings, among U.S. colleges and universities that have the highest percentage of Pell Grant recipients (Georgetown University Center on Education and the Workforce)
#7 - Ethnic Diversity in California (tied with UC Berkeley and University of Southern California) (U.S. News & World Report, 2023)
#11 - Best Private University in the West (Wall Street Journal/College Pulse, 2024)
#56 - Best Value (U.S. News & World Report, 2023)
#82 - Social Mobility (U.S. News & World Report, 2023)
Top 100 - Student Experience (Wall Street Journal/College Pulse, 2024)
Top 10 - Sustainable food and dining practices (Association for the Advancement of Sustainability in Higher Education, 2022)
4.5
our
of 5 stars - Best Colleges in America (Money Magazine 2023)
And more! See all the fun facts and rankings here:
https://www.pacific.edu/about-pacific/fast-facts
Benefits:
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. Learn more using this link:
https://www.pacific.edu/sites/default/files/2024-01/2024%20UOP%20Benefit%20Guide.pdf
U
niversity of the Pacific
Office of Development:
The Division of Development and Alumni Relations connects the passions of Pacific alumni,
supporters
and friends with the aspirations of our students and faculty to ensure the university continues to make a meaningful difference in our communities and our world. Donors play an integral role in Pacific's mission by supporting bright students, talented faculty, transformative learning experiences and ground-breaking research that benefits society and improves lives. Contributions of any kind make a meaningful difference for our students.
Development at
Pacific
:
https://www.pacific.edu/about-pacific/administrative-offices/university-development-alumni-relations
Meet the Development Team:
https://www.pacific.edu/about-pacific/administrative-offices/university-development-alumni-relations/contact
About the Role:
Reporting to the Senior Associate Vice President of Development, the
Executive
Director of
Legacy and Planned
Giving will
lead and manage a strategic and comprehensive centralized planned giving program that adheres to industry
best practices and oversee the planned giving responsibilities. The
Exec.
Direc
tor
is responsible
for
securing legacy gifts
to
Univer
sity
of the Pacific and stewarding long-term funding relationships. From a
portfolio of assigned prospects, the
Exec.
Director collaborates with other gift officers to secure new legacy
commitments and/or current gifts of complex assets and raises awareness of legacy giving within the Pacific
community.
The
salary range for this role is $
11
5
K - $1
30
K,
depending on experience.
Responsibilities:
Provides department oversight and administration. Develops and implements an annual strategic business plan and budget for a multi-million dollar planned giving program. Leads and oversees budgeting, planned
giving program direction, planned giving policy adherence and life insurance program coordination.
Identifies
, Cultivates and Closes Planned Gifts.
Manages a balanced personal prospect portfolio of 50-75 prospects.
Structures and oversees planned gifts in coordination with outside gift administration company and planned
giving specialists and consultants.
Collaborates Across Departments and University-wide.
Oversees website content to ensure regular updates on rotational information and
assists
with the
development of a periodic newsletter by overseeing the research and writing of stories that focus on donors and
timely
gift planning topics.
Develops presentation information,
special events
and programs designed to train the professional
community and to market the University's planned giving opportunities. These programs include prospective
donor seminars, professional workshops, and seminars geared to key target markets (
e.g.
attorneys,
accountants, financial planners, bank trust officers, etc.).
Educates and motivates University Development colleagues to recognize planned gift opportunities and
communicate the benefits to achieve annual goals.
Performs other related duties as assigned or requested by the supervisor.
Required Qualifications:
Bachelor's degree.
Seven (7) years of planned giving fundraising
One (1) year working closely with legal and financial professionals in designing and executing planned
giving instruments.
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
.
#AS1
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