Scripps Research · 2 weeks ago
DIRECTOR, GIFT PLANNING & ESTATE ADMINISTRATION
San Diego, CA
Full-time
Hybrid
Lead/Staff, Director/Executive
$120K/yr - $144K/yr
5+ years expScripps Research is a nonprofit biomedical institute recognized for its significant impact on innovation and medical breakthroughs. The Director of Gift Planning and Estate Administration will manage donor relationships, focusing on securing planned gifts and overseeing estate gift administration to honor donor intentions.
BiopharmaBiotechnologyMedical
Responsibilities
Manage a portfolio of 100-125 prospects and donors to solicit and document bequests, charitable trusts, beneficiary designations, and other planned gifts
Develop and execute personalized cultivation strategies to deepen relationships with donors and secure legacy commitments
Collaborate with major/principal gifts officers to integrate planned giving into overall fundraising strategies
Partner with financial advisors, attorneys, and other professionals to identify new planned giving prospects and integrate gift planning into overall fundraising efforts
Conduct donor visits, attend events, and give presentations on estate planning and legacy giving
Oversee the administration of realized estate gifts, working closely with executors, attorneys, and financial institutions to ensure timely distributions
Review estate documents (wills, trusts, retirement accounts, insurance policies) to document intentions and confirm compliance with donor intent
Work with the Development Services team to ensure accurate documentation of gifts, effective tracking of commitments, and lifetime stewardship of Legacy Circle members
Qualification
Required
Bachelor's degree required; advanced degree or CFRE/CPA/JD a plus
5+ years of experience in planned giving, estate administration, or related fundraising
Strong knowledge of charitable gift planning vehicles (bequests, trusts, annuities, beneficiary designations, etc.)
Exceptional ability to build relationships, negotiate complex gifts, and engage high-net-worth donors
Comfort discussing estate planning concepts and working with legal and financial professionals
Excellent verbal and written communication skills, with experience presenting to donors and prospects
Ability to travel as needed for donor meetings and events
While subject to change based on business needs, this is an on-campus position requiring a minimum of 4 days per week working onsite from our La Jolla campus, with flexibility to work 1 day per week remotely from home
Benefits
Employer Contributed Retirement Plan – Depending on eligibility, employees receive an employer contributed retirement plan (no employee contribution required) and the option to contribute to a 403(b) (which is similar to a 401(k) using your own pre or post-tax dollars)
Full Suite of Health and Welfare plans including three medical plan options (including an HSA available option), dental, vision, life insurance, disability, EAP and more
Access to Flexible Spending Accounts (Medical/Dependent Care)
Competitive vacation and sick leave policies
Free, on-site parking
Company
Scripps Research
Scripps Research is a leader in the discovery and application of biomedical breakthroughs that improve human health.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$71.2MKey Investors
National Institute of Diabetes and Digestive and Kidney DiseasesThe Conrad Prebys FoundationNational Institute of Allergy and Infectious Diseases
2025-10-08Grant· $3.2M
2025-05-28Grant· $1M
2022-05-18Grant· $67M
Leadership Team
Ed Ramos
Director of Digital Clinical Trials, Co-founder Digital Trials Center
Caroline M.
Chief Operating Officer
Recent News
2026-01-16
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