Executive Director of Planned Giving

Executive Director of Planned Giving

As a key part of the overall effort to enhance the resources, reputation, and relationships of Santa Clara University, the Executive Director of Planned Giving (EDPG) has a leadership role in a high-performing frontline fundraising program. As we enter the early stages of the next comprehensive campaign, the University seeks to attract a talented and inspirational leader for our Planned Giving unit within Individual Giving of University Relations.

Reporting to the Assistant Vice President for Individual Giving (AVP), the EDPG is responsible for directing the planning, management, coordination, and evaluation of the comprehensive Gift Planning Program within University Relations. This includes staffing, budgeting, marketing, reporting, and oversight of the program. The EDPG will lead and have direct management responsibility for a team of Gift Planning Officers, charged with managing relationships and securing philanthropic support from donors capable of making gifts of $100,000-$1,999,999 and above.

Santa Clara University's Planned Giving Program provides strategic leadership and partnership in the planning and execution of tax-wise gifts, including outright gifts, real estate, trusts, and all forms of deferred giving (estate planning, bequests, and other life income gifts). Planned gifts at the University represent 25% or more of overall dollars raised annually.

The Executive Director will manage Gift Planning professionals and co-manage the Development Operations Manager.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred. This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment.

Considerable time is spent at a desk using a computer and phone. Required to frequently travel to outside constituent meetings. Required to travel to other buildings on the campus. Driving related to meetings with external constituents. Meeting with external constituents at off-campus locations, including other offices, restaurants, and other private and public venues.

Typical office environment. Share spaces with teammates. Mostly indoor office environment with possible windows. Offices with equipment noise (like office printers). Offices with frequent interruptions. Ability to work remotely or in a hybrid model and ability to work with a team who may also be working in a hybrid or remote model.