Job Requisition Number: 25309. University Development and Alumni Relations, formerly named University Relations, increases support for and enhances knowledge of UC Berkeley through communications, public outreach, and fundraising. The department is responsible for centralized fundraising and donor engagement, and works to strengthen unit development offices by consulting and partnering with campus fundraisers. University Development and Alumni Relations also handles a range of central activities and services encompassing events, communications, stewardship, prospect development, gift management, database management, and more. University Development and Alumni Relations encompasses the UC Berkeley Foundation (UCBF), a California nonprofit public benefit corporation established to secure support for the University. The UCBF is also Cal’s primary vehicle for enlisting fundraising volunteers from the private sector. The UCBF is staffed by University Development and Alumni Relations leadership.
The Gift Planning Coordinator in the Office of Gift Planning serves a vital role in accomplishing goals of the team. The Gift Planning team is the one unit that conducts gift planning fundraising for the entire campus. Working with donors whose average outright gift is $100,000, whose average life income gift is more than $200,000, whose estate gift average is more that $500,000, and bequest commitments average $500,000, each year approximately $100 Million is raised through the office. This Gift Planning Coordinator position provides high level support for 2 to 4 frontline fundraisers). These fundraisers work on the campus’s most complicated gifts including charitable remainder trusts, charitable gift annuities, bequests and gifts of partnership interests, privately held securities and real estate. The Gift Planning Coordinator must be comfortable working with technical language and on matters that are often time sensitive and where accuracy is paramount.
Under general supervision, exercises limited discretion and professional judgment in implementing established components for gift planning fundraising programs and activities -- specifically supports 2 to 4 frontline fundraisers by drafting/editing fundraiser correspondence for prospects/donors and donor advisors. Enters contact reports and assists with other tracking and reporting. Performs research and systemizes complex donor files. Coordinates prospect/donor meetings
Assists in office administration including data management, answering phones, and processing mail. Maintains correspondence and complex gift template document bank. May direct work-study student(s) in the student’s administrative tasks. Processes Gift planning purchases and team member reimbursements.
Completes special projects as assigned which include conducting basic research and/or analyzing information gathered; reviews and edits donor life income gifts, fund terms and pledge documents as needed. Researches and prepares bequest language for fundraiser review as needed; assists with the administration of estate gifts.
On a daily basis directly interacts with donors, donor advisors and others via telephone, email and mail. Coordinates follow-up and implements appropriate tracking of inquiries.•Bachelor’s degree in related area and/or equivalent work experience. •Working knowledge donor relations and public relations concepts, principles, procedures and techniques. •Working knowledge of campus, its vision, mission, goals, objectives, achievements and infrastructure. •Working knowledge of – or ability to quickly acquire knowledge of applicable laws, rules, regulations, policies, et cetera. •Excellent written and interpersonal communication skills to establish and maintain good working relationships throughout the campus and with external constituencies. •Excellent organizational, analytical and critical thinking skills. •Skill to maintain confidentiality.
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.