Planned Giving Coordinator (7546U) #25309

University of California Berkeley, CA
The University of California, Berkeley, is one of the world's most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley's culture of openness, freedom and acceptance—academic and artistic, political and cultural—make it a very special place for students, faculty and staff.

Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at

Application Review Date

The First Review Date for this job is: July 24, 2018.

Departmental Overview

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.

Required Qualifications

* 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.

Salary & Benefits

Hourly Salary Range: $26.39 - $28.74

For information on the comprehensive benefits package offered by the University visit:

How to Apply

Please submit your cover letter and resume as a single attachment when applying.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:

For the complete University of California nondiscrimination and affirmative action policy see: