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Job ID: 132761

Senior Gift Planning Officer
University of San Francisco

Date Posted Nov. 1, 2019
Title Senior Gift Planning Officer
University University of San Francisco
San Francisco, CA, United States
Department N/A
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Institutional Advancement

Senior Gift Planning Officer

University of San Francisco


USF Hilltop Campus

Job Title:
Senior Gift Planning Officer

Job Summary:
Poised for the most ambitious comprehensive campaign in its history, with a rich tradition of donor loyalty, the University of San Francisco seeks to enhance the production of its planned giving program in order to secure resources for university priorities. Through proactive efforts to engage alumni and friends, and in a highly collaborative and rapidly expanding development environment, the Senior Gift Planning Officer cultivates and solicits major and planned gifts both independently and in coordination with the Director, Associate Vice President, Vice President, College Deans, and college, school and constituency based development staff.

This position is externally focused and primarily responsible for completing discovery and qualifying visits with loyal donors and developing solicitation strategies for planned gifts. This position must be able to build effective and positive relationships with all levels of fundraising staff, particularly college based fundraising teams, and collaborate as a secondary prospect manager in the cultivation and solicitation process.

The Senior Gift Planning Officer will supervise the Marketing Coordinator, and must also be able to work effectively as a leading member of the Gift Planning team, contributing ideas, innovation and intellect to help with the program's overall growth and success.

About the University of San Francisco
The University of San Francisco is recognized nationally and internationally as a leading Jesuit Catholic, urban university with a global perspective. Established as San Francisco's first institution of higher education in 1855, the University is deeply embedded in the city of San Francisco. The University serves approximately 10,000 undergraduate, graduate and professional students in Arts and Sciences, Education, Law, Management, and Nursing and Health Professions.

Full Job Description:

  • Identify, cultivate and solicit planned gift prospects among USF's pool of prospective donors.
  • In coordination with other members of the team, develop and implement a plan to identify a continuing stream of planned giving prospects through mailings, seminars, referrals, and alumni relations.
  • Build strong relationships with donors and prospects, utilizing expertise and familiarity with charitable gift planning to propose gifts strategies that address financial and philanthropic objectives.
  • Manage 125-150 prospects, with a 10-15 prospect visit minimum monthly with the goal of confirming a minimum of 20 planned gifts per year.
  • Be thoroughly knowledgeable on all planned giving vehicles and regularly update knowledge through professional development seminars. Develop and maintain current understanding of relevant tax, probate, trust and financial/estate planning information and of the University's programs, plans and staff members.
  • Work closely with legal and financial professionals in designing and executing planned giving instruments.
  • As a prospect manager, prepare and implement plans for all assigned prospects, involve lead contacts, submit contact reports in a timely manner and attend prospect manager meetings.
  • Provide briefing materials and conduct briefings for President, Chancellor, Vice Presidents, Deans, volunteers and other key players in leadership and principal gift solicitations which involve planned giving and/or planned giving prospects.
  • Provide advice on solicitation strategies, especially related to charitable gift planning benefits, to all University major gift fund-raisers.
  • Provide training to staff and volunteer fundraisers as requested.
  • Work collaboratively with University Development colleagues on projects such as the Golden Alumni Reunion, Lo Schiavo Legacy Society Annual Reception, donor stewardship and recognition, special events and publications.

  • Bachelor's degree, (J.D./C.F.P. preferred but not required), additional course or degree work in the areas of planned giving, financial planning, estate planning, tax planning, legal studies or management would be helpful.
  • Over five years experience and demonstrated success in prospect identification, relationship building, strategizing and solicitation of planned gifts, with particular emphasis on planned gift development or similar experience in working with high net worth individuals in private banking, financial services, financial planning, or related professions.
  • High level of self-confidence, creativity, enthusiasm, engagement, self-motivation and energy needed to achieve ambitious goals. Ability to write and speak clearly and effectively.
  • Self-starter in developing prospect leads and pursuing gift plans for prospective donors. This should include an ability to move easily between major gifts and planned giving.
  • Ability to clearly articulate the fundraising priorities of the University in supporting the mission of USF.
  • Strong knowledge of and familiarity with Bay Area philanthropic community.
  • Proven ability to work autonomously and to handle multiple relationship situations simultaneously, and navigate through a complex and multi-level organization.
  • Must be willing and able to travel and have a valid California driver's license to travel to meetings and donor visits.

Full time

Pay Rate:

To apply, visit

The University of San Francisco is located in the heart of one of the worlds most innovative and diverse cities, and is home to a vibrant academic community of students and faculty who achieve excellence in their fields. Its diverse student body enjoys direct access to faculty, small classes and outstanding opportunities in the city itself. USF is San Francisco's first university, and its Jesuit Catholic mission helps ignite a students passion for social justice and a desire to Change the World From Here. For more information, visit


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