Senior Director, Gift and Estate Planning

Cleveland State University
Engaged Learning Senior Director, Gift and Estate Planning

Business Title Senior Director, Gift and Estate Planning

Posting Category

Salary Grade

Salary Grade 09

Salary Plan

Salary Plan Professional Non Bargaining

Hiring Range /Pay Rate

Department

Department Development

Department Description

Position Location

Position Location Main Campus

FTE

FTE 1.00

Job Summary

Plans and executes all planned giving programs for Cleveland State University and the CSU Foundation. Identifies, cultivates, and solicits donors for planned giving bequests, trusts, annuities and real estate. Seeks out significant prospect opportunities and secures planned gifts according to agreed upon goals and timelines. Oversees gift agreement writing and gift acceptance policy development/implementation. Interacts professionally with all internal and external customers using strong interpersonal skills.

Minimum Qualifications

• Bachelor’s Degree preferably in business, urban studies, communications, public relations or related fields. .
• Five years professional experience in planned giving development, legal or financial fields.
• Valid driver’s license and the ability to establish driver eligibility under the University’s motor vehicle policy.

• Master’s or JD degree preferably in business, urban studies, communications, public relations or related fields.
• Five years experience in Higher Education planned giving field.

• Knowledge of tax laws and liability.
• A record of progressive leadership and achievement in Gift and Estate Planning or relevant field.
• Demonstrated success in multiple facets of fundraising, with emphasis on cultivation, solicitation, gift closure, donor stewardship, and proposal writing in the gift and estate planning area.
• Proven ability to develop and execute a strategic plan, analyze and prepare data, and develop and deliver presentations.
• Demonstrated understanding of ethics related to development activities; ability to exercise discretion in interactions with donors and prospects.
• Ability to articulate the University’s vision, mission, needs, opportunities and aspirations with clarity and enthusiasm.
• Demonstrated excellent oral, written, organizational and computer proficiency skills.
• Ability to travel off campus and maintain a flexible schedule.

Requisition Number

Requisition Number PT0703939S

Date grant, position, or appointment expires (For Funds Available, Temporary, and Waiver of Posting