Development Analyst, Gift and Endowment Planning

At UCSF a Development Analyst position can be a rewarding entry point into a myriad of Fundraising roles.
The experience acquired in one of these early career roles can lay the groundwork for future success in frontline fundraising, planned giving work, more advanced analytical roles, or in fundraising operations administration.
UDAR at UCSF offers some of the most competitive salaries in the entire University of California system, equity-based pay, a flexible hybrid-remote work environment, mentorship/extended learning opportunities, and staff engagement opportunities, including through our Diversity, Equity, Inclusion, Accessibility (DEIA+) work.
The Gift & Endowment Planning (GEP) team is looking for a Development Analyst who meets the above criteria and who also has an interest in planned giving.
The GEP Team plays an integral role in UDAR’s fundraising efforts, serving as in-house representative in planned giving (gifts donors make through their wills or various other gift vehicles); advising prospects, donors and UDAR staff; drafting gift agreements; administering bequests from trusts and estates; and allocating bequests within UCSF.
In short, GEP serves as a resource in all aspects of gift planning for donors, prospects, staff and outside professionals and provides information, advice and strategies for planned gifts as part of the solicitation and stewardship of those gifts, as well as the UCSF portion of the administration of trust and estate gifts.
Over half of our team members have a law degree, therefore interested applicants with a legal background might find this opportunity a unique way to utilize a similar skill set.
A successful hire will play a key role in GEP team’s efforts to solicit, secure and steward planned gifts for UCSF as well as supporting UDAR’s major gift fundraising efforts.
The GEP analyst position calls for acumen, awareness, and diplomacy; understanding of the relationship-building strategies involved in securing both planned gifts and major gifts; and talent in managing project work in support of these efforts.
Under the direction of the GEP Executive Director, this role will manage and triage workflow supporting GEP’s frontline staff so that they are optimizing time devising and implementing gift strategies, soliciting, securing, and stewarding planned gifts, efficiently administering Estates Under Administration, and partnering with UDAR fundraisers and UCSF campus colleagues to secure major gifts for UCSF.
In the first month, you will familiarize yourself with the work of the Gift & Endowment Planning team, and you will learn about the patient care, research, education, and public service missions of UCSF while attaining a basic working knowledge of UDAR and UCSF systems such as our donor database and the systems and technology that support our day-to-day work.
In the first three months, you will have a sense of GEP’s workflow, you will familiarize yourself with UDAR’s Salesforce database with special attention to GEP’s work ensuring that planned gifts are correctly allocated, and that donor activity is accurately recorded.
In the first six months, you will have seamlessly integrated yourself into the GEP team and will be making daily contributions to our productivity, for example, by providing team members with sought after data from the database, accurately & efficiently triaging donor inquiries, and proactively addressing issues that arise which impede GEP’s productivity.
At the end of your the first year, you will have developed relationships with colleagues across UDAR, you will be doing your day-to-day work with minimal guidance from others and will be a resource both for colleagues within the GEP team and in UDAR.
You will be providing key reporting and logistical support in areas such as estate administration and donor stewardship that will translate directly to new gifts as well as increased donor & prospect activity across GEP.
To see the salary range for this position (we recommend that you make a note of the job code and use that to look up): TCS Non-Academic Titles Search (ucop.
edu) Please note: The compensation ranges listed online for roles not covered by a bargaining unit agreement are very wide, however a job offer will typically fall in the range of 80% - 120% of the established mid-point.
An offer will take into consideration the experience of the final candidate AND the current salary level of individuals working at UCSF in a similar role.
For roles covered by a bargaining unit agreement, there will be specific rules about where a new hire would be placed on the range.
To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.
universityofcalifornia.
edu/compensation-and-benefits/index.
html Department Description The UCSF Foundation and the Office of University Development and Alumni Relations (UDAR) are responsible for fostering and strengthening the campus outreach efforts to UCSF constituents and for garnering private support for the campus and the Medical Center.
In raising private support, UDAR identifies, qualifies, solicits and stewards donors for the schools, medical centers, departments and programs on campus; accepts and administers all private gifts to the university through The Regents or the UCSF Foundation; and manages all alumni relations activities, campus support group activities and campus events.
The UDAR office staffs the UCSF Foundation.
The office is also responsible for the design and implementation of fundraising campaigns for UCSF Required Qualifications Bachelor's degree in related area and / or equivalent experience / training Required 1+ years related work experience Ability to work independently, with minimal supervision, to proactively take initiative, problem-solve and ask for help when needed A strong commitment to customer service, effective oral and written communication skills, and adaptability are important for success in this role Strong written and interpersonal communication skills to establish and maintain good working relationships throughout the campus and / or medical center and with external constituencies Good organizational, project management, analytical, and critical thinking skills Skill to maintain confidentiality Proficiency using Microsoft Office, specifically Word, Excel, PowerPoint, and Outlook Preferred Qualifications At least two years of experience working in fundraising or related roles Experience working for a higher education, medical, or nonprofit organization Working knowledge of fundraising, donor relations, and/or public relations concepts, principles, procedures, and techniques Experience in (or experience with) planned giving Experience working with CRM software such as Salesforce or Advance About UCSF The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care.
It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences.
We bring together the world’s leading experts in nearly every area of health.
We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells.
Pride Values UCSF is a diverse community made of people with many skills and talents.
We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence – also known as our PRIDE values.
In addition to our PRIDE values, UCSF is committed to equity – both in how we deliver care as well as our workforce.
We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care.
Additional information about UCSF is available at diversity.
ucsf.
edu Join us to find a rewarding career contributing to improving healthcare worldwide.
Equal Employment Opportunity The University of California San Francisco 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, age, protected veteran or disabled status, or genetic information.
Organization Campus Job Code and Payroll Title 007546 FUNDRAISER 2 NEX Job Category Philanthropy, Professional (Non-Clinical) Bargaining Unit 99 - Policy-Covered (No Bargaining Unit) Employee Class Career Percentage 100% Location North Beach (SF) Shift Days Shift Length 8 Hours Additional Shift Details Monday - Friday ; 8:00AM - 5:00PM