Executive Director of Legacy and Planned Giving - University of the Pacific

University of the Pacific's innovative and forward-thinking Development team is currently recruiting for an Executive Director of Legacy and Planned Giving to help lead initiatives that will directly make a difference for the students, faculty, staff and community. 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.

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. 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.

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

University 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 of two staff. The Exec. Director is responsible for securing legacy gifts to University 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 $115K - $130K, 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.

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