Director of Gift Planning | University of Southern California (USC) - Military Veterans

at HERC - Southern California

Los Angeles, California

The University of Southern California (USC), founded in 1880, is located in the heart of downtown L.A. and is the largest private employer in the City of Los Angeles. As an employee of USC, you will be a part of a world-class research university and a member of the "Trojan Family," which is comprised of the alumni, faculty, students and staff that make the university what it is.   University Advancement is committed to fostering a diverse, equitable, and inclusive culture in which all advancement staff and our stakeholders have the opportunity to connect, belong, and grow while supporting the University of Southern Californiaâ??s mission, values, and goals.   University Advancementâ??s Office of Gift Planning is seeking a Director of Gift Planning to join its team. The Director of Gift Planning reports directly to the Assistant Vice President for Gift Planning and serves as an expert or lead development professional in a highly specialized planned giving program at the University of Southern California.   Specific duties and expectations include: Strategize and collaborate with internal colleagues and external professional advisors to support the Universityâ??s planned giving efforts and maximize the Universityâ??s interactions with major gift prospects;   Research and acts as a central source to donors, development officers, and outside professionals of information with respect to complex gifting techniques and tax issues, such as charitable gift annuities, donor advised funds, charitable remainder trusts, revocable gifts made through living trusts, estate planning instruments, current tax legislation;   Use specialized gift planning knowledge to evaluate donorsâ?? financial situations and goals to recommend optimal gifting options;   Prepare gift agreements, as well as documents to establish charitable gift annuities, charitable reminder trusts, charitable lead trusts, and other forms of planned gifts;   Manage multiple major gift planning prospects and initiatives at the same time;   Prepare and present planned giving proposals to major donors and prospects;   Educate USC development officers â?? as well the broader USC community â?? on issues surrounding planned and other major gifting techniques and developments;   Participate in professional organizations and maintain visibility in the local planned giving community; and   Commitment to acquire and maintain a high level of planned giving technical proficiency.   Performs other related duties as assigned or requested.  The university reserves the right to add or change duties at any time.   Qualifications: A Bachelorâ??s degree in a related field.An MBA or JD degree, and/or a CPA is desired.   Seven (7) years of planned giving or fundraising experience and/or experience with trusts and estates, tax, accounting, financial planning or wealth management with increasing levels of responsibility desired.   Excellent interpersonal and communication (written/verbal) skills, including the ability to interact effectively with internal staff and external stakeholders.   Excellent organizational and planning skills.   Knowledge of various planned giving vehicles and expertise with financial planning techniques and related tax laws. Other Documents and Additional Information:   Resume and cover letter required (may be uploaded as one file). Please do not submit your application without these documents.   USC has excellent benefits, including health benefits for staff retirement plans when you meet the Program's eligibility period; tuition benefits for staff free Professional Development classes; central Los Angeles location with easy access to commuter trains, buses discounts to football, basketball & other campus events.   The University of Southern California values diversity and is committed to equal opportunity in employment. Job Profile SummaryMinimum Education: Bachelor's degreeAddtional Education RequirementsCombined experience/education as substitute for minimum educationMinimum Experience: 5 yearsMinimum Skills: Major campaign, fundraising, public relations and/or volunteer management experience.Preferred Education: Master's degreePreferred Experience: 7 years

Los Angeles, California

Southern California HERC, established in 2003, is a non-profit organization composed of a diverse group of colleges and universities, and research, medical, and cultural institutions. Our institutions are committed to diversity, equity, and inclusion in the recruitment process and providing a work environment sensitive to work/life balance. We also understand that employment decisions often involve two careers and offer state of the art dual career resources and solutions. SoCal HERC includes members from the Central Coast, Los Angeles, Orange County, Inland Empire, and San Diego.

HERC is a gateway to more jobs in higher education and related fields than any other website. HERC provides job seekers with comprehensive and transparent access to job opportunities, daily job alerts, career advice news and webinars, dual career support, and regional multicultural resources to help with relocating to a new community.

SoCal HERC Member Institutions:

Antioch University, Azusa Pacific, University Cal Tech

CSU Fullerton, CSU Northridge,  CSU San Bernardino 

Cedars-Sinai Medical Center, Chapman University, Citrus College

Concordia University Irvine, Grossmont-Cuyamaca CCD, Kaiser Permanente School of Medicine 

Loyola Marymount University, MiraCosta Community College, Mount St. Mary’s University

North Orange County CCD, Occidental College,  Pacific Oaks College & Childrens School 

Point Loma Nazarene University, San Diego State University, Soka University of America

The Claremont Colleges, The Salk Institute for Biological Sciences, UC Path Center

UC Irvine, UCLA, UC Riverside

UCSD, University of Redlands, University of San Diego

University of Southern California, Vanguard University, Whittier College

While there are certainly wonderful opportunities to teach and conduct research at HERC campuses, of the 42,000 jobs on, over 24,000 (or 57%) are non-teaching positions. You will find jobs in healthcare, administration, software, information technology, finance, technical and trades, social work, student affairs, and much, much more.

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