Senior Director of Planned Giving

About the role

The Senior Director of Planned Giving (Administrator II) reports to the Assistant Vice President for College and Program Development. Fundraising activities are consistent with the priorities of the Vice President for University Advancement. Responsibilities include identification, cultivation, solicitation, and stewardship of planned giving donors for the university.

Responsibilities

• Identify, cultivate, solicit, and steward planned giving donors for the university.
• Manage a portfolio of major and planned giving prospects.
• Conceptualize, plan, and implement a growing planned giving fundraising program that generates private support from individuals for campus-wide programs.
• Provide various reporting and valuation support.
• Work with donors' attorneys, accountants, and other agents to establish gift agreements and transfer gifts when they mature.
• Manage the Ontiveros Legacy Society and related stewardship activity.
• Collaborate with and support volunteers, other development and advancement staff, and other university representatives to cultivate and solicit donors for university-wide priorities.
• Enlist the involvement of faculty, campus executives, and alumni in expanding individual support for the university.

Requirements

Essential Qualifications:

• Possess a minimum of five years of successful major and planned giving experience, with a proven track record of securing gifts of at least $500,000.
• Demonstrate the ability to work effectively with advancement staff in devising, analyzing, modifying, implementing, and evaluating development programs, as well as directing strategies for the cultivation and solicitation of prospective donors.
• Exceptional written and verbal communication skills are essential, along with a strong understanding of the higher education environment and the ability to collaborate effectively with both internal and external stakeholders.
• Willingness to travel and proficiency in using general office equipment, Windows-based personal computers, administrative computing systems, Microsoft Office applications, and other relevant software.
• A Certified Specialist in Planned Giving (CSPG) certification is required.
• Thorough knowledge of legal, tax, and related aspects of planned giving vehicles, as well as demonstrated development experience within higher education.

Qualifications

• Seven to ten years of successful major and planned giving experience.
• A valid California driver's license.

Skills

Essential Skills:

• Exceptional written and verbal communication skills.
• Strong understanding of the higher education environment.
• Ability to collaborate effectively with both internal and external stakeholders.
• Proficiency in using general office equipment, Windows-based personal computers, administrative computing systems, Microsoft Office applications, and other relevant software.
• A Certified Specialist in Planned Giving (CSPG) certification.

Benefits

Attractive benefits package including health plans, dental and vision coverage, income protection benefits, retirement plan through CalPERS, tuition waiver for employees and dependents if eligible, FlexCash (in lieu of health and dental), Employee Assistance Programs, 15 paid holidays, and more. See our CSUF Benefits Website for additional information.