Assistant Director

Job Summary The Assistant Director of Gift Planning is responsible for cultivating prospects that have the potential to make gifts of $50,000 or more to UCSF either during their lifetimes or as part of their overall estate plans; these gifts are mainly in the form of bequests under wills and living trusts, or one of a variety of charitable life income plans, such as charitable remainder trusts and charitable gift annuities; in addition, the position also cultivates major outright gifts of appreciated assets, including stocks and bonds, personal property and real estate; the incumbent also serves as a resource to the Major Gifts staff and to Bay Area attorneys, accountants and other members of the local estate planning community on the legal and technical issues surrounding charitable giving in general and planned giving in particular; oversees the stewardship of all planned giving donors to UCSF through The Heritage Circle and other appropriate means with the aim of insuring that UCSF stays in close touch and frequent communication with its planned giving donors and prospects so that confirmed planned gifts remain secure and future planned gifts are fostered; perform other duties as assigned.



Required Qualifications  Experience in explaining in clear and concise English complex legal concepts to potential donors; background in finance or estate planning; familiarity with the estate, income, and gift tax provisions of the Internal Revenue Code; minimum of three to five years of actual practice or experience in the estate and gift tax area. Note: Fingerprinting and background check required.



Preferred Qualifications A law degree; three to five years of actual practice or experience in the estate and gift tax area, preferably with a major law or accounting firm involved in estate planning.

 

Job Requisition Number: 23521

 

Please submit your resume through UCSF's BrassRing online application system at http://ucsfhr.ucsf.edu/careers.  For faster navigation, insert the above referenced job requisition number upon entering the BrassRing system.  After submitting your resume, you will receive an email confirming that your submission has been received.

UCSF is an Affirmative Action/Equal Opportunity Employer and committed to a diverse workforce.