Full-Time: Sr. Director, Gift Planning & Endowment

San Francisco, CA
Full Time
Gift Planning
Senior Manager/Supervisor

The Senior Director has principal fundraising responsibility for growing the KQED Endowment (Permanent and Board-Designated) and other KQED managed planned gift assets.  S/he is responsible for acquiring, stewarding, and administering bequests, life income, and other planned gifts and current endowment gifts.  The Senior Director also raises non-endowment deferred gifts and current gifts as part of the gift planning process when such gifts are in the best interests of donors and KQED.  The Senior Director leads and manages the two other staff in the Gift Planning and Endowment department.

KQED envisions a public media organization with a culture that centers on human dignity, equity, and belonging. This will enable us to better serve and reflect the Bay Area through diverse and inclusive storytelling. 

We value the contributions of marginalized people in society — including Black, Indigenous, and all people of color,  people with disabilities, and LGBTQIA+ people — and we believe that these communities must be centered in the work we do, and we strongly encourage members of these communities to apply.

The mission that drives us:

KQED provides citizens of Northern California with a community-supported alternative to commercial media.   We provide citizens with the knowledge they need to make informed decisions; convene community dialogue; bring the arts to everyone and engage audiences to share their stories. We help students and teachers thrive in 21st-century classrooms, and take people of all ages on journeys of exploration- exposing them to new people, places and ideas.

This role will work hybrid between working in KQED's newly renovated headquarters and working remotely. KQED requires employees to be fully vaccinated against COVID-19.

Salary Information: $135,000-$185,000 Annually

Essential Functions:


  • (50%)  Manages Department solicitation, cultivation and securing of planned and outright endowment gifts from KQED members and non-members. Identifies prospects proactively from existing and newly gathered information.  Personally averages at least 10 meetings and/or high contacts per month to ensure reaching financial goals.  Provides ongoing advice, technical assistance and training to the VP, Development, major gift officers, KQED senior staff, Board members, and other key volunteers to secure planned gifts.  Solicits annual operating gifts from donors in personal portfolio, when appropriate.  Works collaboratively with Sr. Director Leadership Giving, Director Foundations and Government Support and VP, Development as leaders of the Development Division.
  • (15%)  Monitors and participates in the administration of probate and trust estates to ensure that KQED receives all funds intended by donors as quickly as possible.  Where necessary, arranges and oversees appropriate legal action. Consults with KQED’s General Counsel on gift planning legal matters, as needed.  Monitors the work of outside counsel for bequest administration Holland & Knight.   Coordinates with H&K and Finance regarding the expected amount of pending estate gifts that should be considered for booking.   Oversees gift processing of all matured bequest gifts.  Tracks all matured bequest gift revenues and regularly reports status to the President, CFO and VP, Development.  
  • With the CFO, provides staff support for the Investment Committee (meets twice each year) which oversees investment of the Endowment and planned gift assets.  With the Investment Committee’s policy guidance, and in consultation with the CFO, serves as staff liaison with TIAA Kaspick, KQED’s investment manager and planned gift asset administrator.
  • (20%) Manages Director, Gift Planning & Endowment, and Gift Planning Officer, providing supervision and performance review.
  • (15%)  Supervises implementation of a full range of gift planning and endowment marketing to secure planned and current endowment gifts.  Supervises the Jonathan C. Rice Legacy Society donor recognition program to steward and further cultivate existing program donors. 
  • Perform other duties as assigned.

Knowledge/Experience Required:

  • Minimum eight years professional development/fundraising experience.  At least five years direct experience in gift planning.
  • Expertise in estate planning and trust and estate administration.
  • Minimum eight years’ experience with tax, legal, and financial requirements and benefits of charitable estate planning.
  • Minimum five years administration, management and supervision experience.

Knowledge/Experience Desired:

  • Familiarity with details of probate and trust estate administration, including ability to analyze estate accountings, interact knowledgeably with estate attorneys, executors and trustees, and ability to manage retained attorneys.
  • Ability to clearly and diplomatically communicate with donors, staff, and volunteers especially about complex gift planning and estate issues.
  • Ability to interact on a professional level with donors’ legal and financial advisors.
  • Ability to write and develop letters, proposals, and other communication promoting and communicating planned gifts.
  • Computer proficiency required.  Experience with PG Calc (or other planned giving software), Word, Excel and PowerPoint highly desirable; SalesForce experience very desirable.  Must be able and willing to learn new systems.

Physical Demands:

  • Ability to lift a minimum of fifteen (15) pounds;
  • Ability to exert maximum muscle force to lift, push, pull or carry;
  • Ability to use abdominal and lower back muscles over time without fatigue;
  • Ability to stand and/or sit for extended periods;
  • Ability to bend, stoop, stretch, twist, sit, and reach;
  • Fine motor skills;
  • Good visual and auditory acuity.

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully.

NOTE: This job description is not intended to be all-inclusive. Employees may be required to perform other related duties as necessary to meet the ongoing needs of this organization.


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