Director, Gift and Estate Planning

Cleveland State University, United States

Updated: 12 days ago
Location: Cleveland, OHIO
Deadline: ;

Posting Details
Posting Details


Business Title Director, Gift and Estate Planning
Posting Category
Salary Grade 09
Salary Plan Professional Non Bargaining
Hiring Range /Pay Rate
Department Development
Department Description
Position Location Main Campus
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.
Preferred Qualifications
  • 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, Skills, and Abilities (KSAs)
  • 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 PT0703331S
Date grant, position, or appointment expires (For Funds Available, Temporary, and Waiver of Posting
Special Instructions to Applicants
Applicant Instructions
Applications will be exclusively accepted online at http://www.csuohio.edu/offices/hrd/employment.html . Mailed or emailed application materials will not be accepted.
Hours per week 40+
Work Schedule
Advertising Copy
Full Time/Part Time Full Time
Posted Date
Close Date/Application Deadline
Open Until Filled Yes
Review Begins
Tentative Start Date

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