University of the Pacific
Executive Director of Estate and Planned Giving
🇺🇸 Stockton, CA
🕑 Full-Time
💰 $125K - $145K
💻 Operations
🗓️ August 11th, 2025
Edtech.com's Summary
University of the Pacific is hiring an Executive Director of Estate and Planned Giving. This role leads and manages a centralized planned giving program, securing legacy gifts and cultivating long-term funding relationships while collaborating with gift officers and university stakeholders to raise awareness and meet planned giving goals.
Highlights
- Manages a portfolio of 100-125 planned giving prospects with a target of 8-10 face-to-face visits monthly to advance donor commitments and stewardship.
- Leads the planned giving program, collaborating with senior administrators, major gift officers, and academic units to identify funding opportunities.
- Prepares planned gift illustrations, proposals, and correspondence, and advises on tax and estate planning strategies.
- Develops and maintains a multi-channel planned giving marketing program and partners with Donor Relations for donor recognition.
- Educates and motivates Development staff to identify planned gift opportunities and meet annual goals.
- Requires a Bachelor's degree, seven years of planned giving fundraising experience, and at least one year working with legal and financial professionals on planned giving instruments.
- Preferred qualifications include experience in higher education fundraising, knowledge of relevant tax laws, deferred giving software training, a J.D., certification as a planned giving specialist, and a commitment to diversity, equity, and inclusion.
- Physical requirements include extended computer work, occasional lifting up to 25 pounds, and frequent local and overnight travel with a valid driver's license.
- Compensation range is $125,000 to $145,000, based on qualifications and organizational considerations.
- Collaborates with various university departments including Development, Alumni Relations, and Colleges/Schools.
Executive Director of Estate and Planned Giving Full Description
JOBS AT PACIFIC
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Executive Director of Estate and Planned Giving
Posting Details
Position Information
Job Title | Executive Director of Estate and Planned Giving
Union Level |
Department | Planned Giving
Campus | Stockton
Posting Number | 201304125P
Full or Part Time | Full Time
Number of Months | 12
Work Schedule |
Position End Date |
Open Date | 08/07/2025
Close Date |
Open Until Filled | Yes
Special Instructions to Applicants | For Applicants Seeking Job Opportunities within the University
Internal: Internal applicants will be considered within the first five (5) business days of the posting period.
External: External applicants will be considered on the sixth (6) business day of the posting period.
Sponsorship | This position is not eligible for a visa sponsorship now or in the future.
Union Level |
Department | Planned Giving
Campus | Stockton
Posting Number | 201304125P
Full or Part Time | Full Time
Number of Months | 12
Work Schedule |
Position End Date |
Open Date | 08/07/2025
Close Date |
Open Until Filled | Yes
Special Instructions to Applicants | For Applicants Seeking Job Opportunities within the University
Internal: Internal applicants will be considered within the first five (5) business days of the posting period.
External: External applicants will be considered on the sixth (6) business day of the posting period.
Sponsorship | This position is not eligible for a visa sponsorship now or in the future.
Position Summary Information
Primary Purpose | Reporting to the Senior Associate Vice President of Development, the Executive Director of Estate 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 Executive Director of Estate and Planned Giving is responsible for securing legacy gifts to University of the Pacific and stewarding long-term funding relationships. From a portfolio of assigned prospects, the Executive Director of Estate and Planned Giving 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.
Essential Functions | Manages a portfolio of 100-125 planned giving prospects with a target of 8-10 face-to-face visits per month; through visits moves potential donors forward to solicitation and closure; and maintains stewardship activities. Ensures goals are met with an identified minimum of number of planned gift intentions which are recorded annually through collaboration with gift officers and personal production. Planned gifts may include documented bequest expectancies, new life income gifts, IRA beneficiary designations and qualified charitable distributions, life insurance beneficiary designations and realized distributions, real estate and business interest transfers and complex gifting structures and gifts of other appreciated assets. in addition to their individual contributions, sets the vision and leads the Planned Giving program and must be able to work with senior University administrators, major gift officers, alumni relations and with schools/colleges to identify funding opportunities and develop prospect-to-donor strategies. Produces well-written, accurate and timely follow-up and related planned gift illustrations, correspondence such as comprehensive proposals, contact reports, cover, and thank you letters, e-mails, and donor briefings. Provides guidance on solicitation strategies, especially related to tax and estate planning benefits, to all major gift officers. Works collaboratively to develop and maintain a planned gift a multi-channel marketing program. Partners with Donor Relations to recognize and engage Heritage Society members. 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.
University of the Pacific recognizes that diversity, equity, and inclusion is foundational to the success of our valued students and employees. We prioritize policy and decision-making that demonstrates awareness of, and responsiveness to, the ways socio-cultural forces related to race, gender, ability, sexuality, socio-economic status, etc. impede or propel students, faculty, and staff.
Minimum Qualifications | Bachelor’s Degree. Seven (7) years of planned giving fundraising experience One (1) year of experience working closely with legal and financial professionals in designing and executing planned giving instruments.
Preferred Qualifications | Experience in higher education fundraising Specialized understanding of tax laws that impact charitable giving and charitable gift planning structures Training in deferred giving software, including current laws and national best practices J.D. from an accredited law school Certification as a planned giving specialist Entrepreneurial spirit Demonstrated success and effectiveness in major and planned gift prospect identification, cultivation, solicitation and stewardship of gifts A commitment to higher education, understanding of university academics and scholarship and ability to articulate a compelling case for annual discretionary support of private higher education and student life. Positive attitude, proven ability to work successfully with diverse populations and demonstrated commitment to promote and enhance diversity and inclusion. Experience and sensitivity in working with people of diverse backgrounds and cultures. Demonstrated experience in advancing social justice, equity, and inclusion in a university setting. Ability to engage and integrate culturally responsive practices and knowledge in their work.
Physical Requirements | The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requires extended periods of sitting and repetitive hand/wrist motion while using computer keyboard and phone. Occasional standing, walking across campus, climbing stairs, bending, stooping and reaching. Occasional lifting up to 25 pounds or more.
Work Environment/Work Week/Travel
Work is frequently performed in a standard office environment with use of computer and phone. Must be prepared to work non-business hours and weekends. Frequent travel both local and overnight. Frequent use of laptops and cellular devices to access data while traveling.
Valid driver’s license required. Incumbent must also be able to meet the University’s fleet rules and be eligible to drive for University business. The University and its insurance carrier reserves the right to exclude applicants based on their driving record.
Hiring Range | $125,000 - $145,000 We consider factors such as, but not limited to, scope and responsibilities of the position, candidate's qualifications, internal equity, as well as market and organizational considerations when extending an offer.
Background Check Statement | All applicants who receive a conditional offer of employment are required to execute a release and authorization for a background screening.
AB 810 Misconduct Disclosure Requirement: University of the Pacific complies with California Assembly Bill 810, requiring candidates accepting conditional job offers to disclose any final administrative or judicial findings, ongoing proceedings, allegations, resignations under investigation, or appeals related to sexual harassment or misconduct within the past seven years.
Anti-Discrimination/EEO Policy Statement | University of the Pacific is an equal opportunity employer dedicated to workforce diversity across backgrounds, experiences, and viewpoints. Pacific does not unlawfully 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, or other legally protected characteristics or combination of such characteristics. While we strive to attract a broad and representative pool of candidates, all hiring decisions are made based on merit, selecting the most qualified individual for each position.
Essential Functions | Manages a portfolio of 100-125 planned giving prospects with a target of 8-10 face-to-face visits per month; through visits moves potential donors forward to solicitation and closure; and maintains stewardship activities. Ensures goals are met with an identified minimum of number of planned gift intentions which are recorded annually through collaboration with gift officers and personal production. Planned gifts may include documented bequest expectancies, new life income gifts, IRA beneficiary designations and qualified charitable distributions, life insurance beneficiary designations and realized distributions, real estate and business interest transfers and complex gifting structures and gifts of other appreciated assets. in addition to their individual contributions, sets the vision and leads the Planned Giving program and must be able to work with senior University administrators, major gift officers, alumni relations and with schools/colleges to identify funding opportunities and develop prospect-to-donor strategies. Produces well-written, accurate and timely follow-up and related planned gift illustrations, correspondence such as comprehensive proposals, contact reports, cover, and thank you letters, e-mails, and donor briefings. Provides guidance on solicitation strategies, especially related to tax and estate planning benefits, to all major gift officers. Works collaboratively to develop and maintain a planned gift a multi-channel marketing program. Partners with Donor Relations to recognize and engage Heritage Society members. 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.
University of the Pacific recognizes that diversity, equity, and inclusion is foundational to the success of our valued students and employees. We prioritize policy and decision-making that demonstrates awareness of, and responsiveness to, the ways socio-cultural forces related to race, gender, ability, sexuality, socio-economic status, etc. impede or propel students, faculty, and staff.
Minimum Qualifications | Bachelor’s Degree. Seven (7) years of planned giving fundraising experience One (1) year of experience working closely with legal and financial professionals in designing and executing planned giving instruments.
Preferred Qualifications | Experience in higher education fundraising Specialized understanding of tax laws that impact charitable giving and charitable gift planning structures Training in deferred giving software, including current laws and national best practices J.D. from an accredited law school Certification as a planned giving specialist Entrepreneurial spirit Demonstrated success and effectiveness in major and planned gift prospect identification, cultivation, solicitation and stewardship of gifts A commitment to higher education, understanding of university academics and scholarship and ability to articulate a compelling case for annual discretionary support of private higher education and student life. Positive attitude, proven ability to work successfully with diverse populations and demonstrated commitment to promote and enhance diversity and inclusion. Experience and sensitivity in working with people of diverse backgrounds and cultures. Demonstrated experience in advancing social justice, equity, and inclusion in a university setting. Ability to engage and integrate culturally responsive practices and knowledge in their work.
Physical Requirements | The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requires extended periods of sitting and repetitive hand/wrist motion while using computer keyboard and phone. Occasional standing, walking across campus, climbing stairs, bending, stooping and reaching. Occasional lifting up to 25 pounds or more.
Work Environment/Work Week/Travel
Work is frequently performed in a standard office environment with use of computer and phone. Must be prepared to work non-business hours and weekends. Frequent travel both local and overnight. Frequent use of laptops and cellular devices to access data while traveling.
Valid driver’s license required. Incumbent must also be able to meet the University’s fleet rules and be eligible to drive for University business. The University and its insurance carrier reserves the right to exclude applicants based on their driving record.
Hiring Range | $125,000 - $145,000 We consider factors such as, but not limited to, scope and responsibilities of the position, candidate's qualifications, internal equity, as well as market and organizational considerations when extending an offer.
Background Check Statement | All applicants who receive a conditional offer of employment are required to execute a release and authorization for a background screening.
AB 810 Misconduct Disclosure Requirement: University of the Pacific complies with California Assembly Bill 810, requiring candidates accepting conditional job offers to disclose any final administrative or judicial findings, ongoing proceedings, allegations, resignations under investigation, or appeals related to sexual harassment or misconduct within the past seven years.
Anti-Discrimination/EEO Policy Statement | University of the Pacific is an equal opportunity employer dedicated to workforce diversity across backgrounds, experiences, and viewpoints. Pacific does not unlawfully 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, or other legally protected characteristics or combination of such characteristics. While we strive to attract a broad and representative pool of candidates, all hiring decisions are made based on merit, selecting the most qualified individual for each position.
Posting Specific Questions
Required fields are indicated with an asterisk (*).
- * Pacific participates in federal healthcare programs. As such, a required part of the hiring process is to verify that potential employees have not been excluded from participating in federal programs for mandatory exclusions (including for fraud, controlled substances crimes, patient abuse or neglect, or other program-related crimes) or for other permissive exclusions by the Office of Inspector General. A "Yes" response would be considered disqualifying. Please answer the following question accordingly: Are you currently excluded from participation in federal programs (including Medicare, Medicaid, or any other federal healthcare program)?
- Yes
- No
- * Pacific participates in federal healthcare programs. As such, a required part of the hiring process is to verify that potential employees have not been excluded from participating in federal programs for mandatory exclusions (including for fraud, controlled substances crimes, patient abuse or neglect, or other program-related crimes) or for other permissive exclusions by the Office of Inspector General. A "Yes" response would be considered disqualifying. Please answer the following question accordingly: Have you received notice that you are under review for possible exclusion from any federal programs (including Medicare, Medicaid, or any other federal healthcare program)?
- Yes
- No
- * How did you hear about this employment opportunity?
- Public Job Posting
- Internal Job Posting
- Agency Referral
- Advertisement/Publication
- Personal Referral
- Pacific Website
- Other
- * Do you have a Bachelor's degree?
- Yes
- No
- * Do you have seven (7) years of Planned Giving fundraising experience?
- Yes
- No
- * Do you have one (1) year of experience working closely with legal and financial professionals in designing and executing planned giving instruments?
- Yes
- No
Applicant Documents
Required Documents
- Resume
Optional Documents
- Cover Letter/Letter of Application
- Other Document
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