Director of Trusts, Estates and Stewardship
University of California, Santa Cruz
JOB #: 1706977
FULL TIME; CAREER
Salary commensurate w/qualifications and experience.
UCSC strives to embrace diversity in all its forms; it strives to be an inclusive community that fosters an open, enlightened & productive environment.
Recognized as an outstanding public research university, the University of California Santa Cruz is committed to bold and progressive inquiry in research, innovative teaching in both graduate and undergraduate education, and engaged public service that benefits our communities and the planet. Our campus has been ranked amongst the top institutions in the world for its research impact. At UC Santa Cruz, diversity is an integral part of our mission to teach, discover, and serve. UC Santa Cruz researchers were the first to map the human genome and make it publicly available, and they were key contributors to the momentous discovery of the Higgs Boson.
UC Santa Cruz was the birthplace of organic farming, and each summer it is the center of the Dickens Universe. With programs spanning from the natural world to the new virtual worlds of emerging technologies, our graduate program in Games and Playable Media rose quickly to the ranks of the top 10 in the country. Situated on 2,000 spectacular acres of redwood forest and ranchland overlooking the Monterey Bay, the campus serves nearly 18,000 undergraduate and graduate students. UC Santa Cruz is also located just 30 miles from San Jose, at the southern hub of Silicon Valley.
UC Santa Cruz publicly launched its first comprehensive fundraising campaign in October 2013. With key initiatives in the student experience, genomics, data science, coastal sustainability, and the convergence of the arts and sciences, the Campaign for UC Santa Cruz has already reached a goal of $300 million a year ahead of schedule. UC Santa Cruz celebrated its 50th anniversary in 2015, adding excitement and momentum to its fundraising efforts.
Under the direction of the Senior Director of Planned Giving, the Director of Trusts, Estates and Stewardship serves as a critical member of the UC Santa Cruz Planned Giving team. The incumbent provides skills to increase planned gift support, especially from trusts and estates through bequest administration. The Director actively manages a portfolio of realized trust and estate gifts, as well as a portfolio of prospective and current planned gift donors, The Director applies knowledge of charitable gift planning techniques, tax law and regulations, and university planned giving guidelines to maximize private support. The Director plays a leadership role in developing donor relations and implementing stewardship and marketing programs related to planned gifts to ensure the long-term commitment of donors to UC Santa Cruz.
The Director supports other UC Santa Cruz colleagues in their major and planned gift work. The Director partners with and assists colleagues, including the faculty and staff, and may interact with UC Santa Cruz Foundation trustees, alumni, business and community leaders, private foundation officers, attorneys, accountants, financial advisors, and others who are working on behalf of the university to secure planned gifts.
The Director represents the Senior Director of Planned Giving in their absence and assists in the supervision of the Planned Giving Coordinator.
Work-site location is the UC Santa Cruz Scotts Valley Center
(100 Enterprise Way, Scotts Valley, CA).
- Bachelor's degree or equivalent combination of education and experience.
- Knowledge of UC Santa Cruz, its achievements, vision, mission, and general knowledge of current issues facing a public research university.
- Ability to administer trusts and estates.
- Experience in developing strategic relationships with individual donors and prospective donors, foundations, and other philanthropic organizations.
- Skilled in various modes of development communication (preparing proposals, gift calculations/illustrations - and other written materials).
Position is open until filled; Initial Review Date: 04-06-2017
APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESS
View full job description and access on-line application: https://jobs.ucsc.edu/applicants/Central?quickFind=69639
To ensure review of application materials by the hiring unit they must be submitted electronically via the Staff Employment Opportunities web site (http://jobs.ucsc.edu ) on or before the initial review date. Computers are available at the UCSC Staff Human Resources office located at 1201 Shaffer Road, Santa Cruz. For further information or to request disability accommodation call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service 800-735-2922. The University of California, Santa Cruz is an Equal Opportunity Employer.
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