Senior Director of Planned Giving

CSU Careers•Fullerton, CA

3d•Onsite

About The Position

California State University, Fullerton (Cal State Fullerton) is a leading public university committed to student success, academic excellence, and inclusive excellence. The university fosters a collaborative environment that supports teaching, research, and service while promoting innovation and professional growth. Cal State Fullerton is both a Hispanic-Serving Institution and an Asian American and Native American Pacific Islander-Serving Institution, and a recipient of the Seal of Excelencia (2021 and 2024) from Excelencia in Education. Joining Cal State Fullerton means becoming part of a community dedicated to advancing student achievement, career success, and economic mobility. The department of College and Program Development within the Division of University Advancement generates financial support for Cal State Fullerton, benefiting each of the eight colleges, Student Affairs, Titan Athletics, the Arboretum and Botanical Garden at Cal State Fullerton, and the Pollak Library. We seek an exceptional individual to join our team as the Senior Director of Planned Giving (Administrator II). This is an opportunity to join a collaborative, purpose-driven team and help fuel the next chapter of impact in one of Southern California’s most dynamic communities. The ideal candidate in this role should have a positive attitude, an active, energetic mind, and a leadership style that is characterized by highly ethical practices and a commitment to inclusivity, openness, flexibility, integrity, and kindness.

Requirements

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.
Strong understanding of the higher education environment.
Ability to collaborate effectively with both internal and external stakeholders.
Must be willing to travel.
Proficient in the use of general office equipment, Windows-based personal computers, administrative computing systems, Microsoft Office applications, and other relevant software.
Thorough knowledge of legal, tax, and related aspects of planned giving vehicles.
Demonstrated development experience within higher education.
A background check (including a criminal records check) must be completed satisfactorily and is required for employment.
Must file an initial “Conflict of Interest Form 700: Statement of Economic Interests” within thirty (30) days from date of hire and on an annual basis.
Must complete the CSU sponsored ethics on-line training within thirty (30) days of appointment, and at least once during each consecutive period of two calendar years following the appointment.
Considered a limited mandated reporter under the California Child Abuse and Neglect Reporting Act and must comply with the requirement outlined in CSU Executive Order 1083, revised July 17, 2017.
Responsible for reporting allegations of Clery Act Crimes reported to them or that they witness.
CSA training is required.
Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended.
Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant’s current and/or former employers to the CSU concerning any substantiated allegations of misconduct.
Regular attendance is considered an essential job function; the inability to meet attendance requirements may preclude the employee from retaining employment.
Employee/applicant who applies for a position may be required to successfully complete job-related performance test(s) as part of the selection process.
Online application/resume must be received by electronic submission on the final filing date by 9:00 PM (Pacific Standard Time)/midnight (Eastern Standard Time).
Applicants who fail to complete all sections of the online application form will be disqualified from consideration.

Nice To Haves

7-10 years of successful major and planned giving experience.

Responsibilities

Identification, cultivation, solicitation, and stewardship of 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, as appropriate, to establish gift agreements and transfer gifts when they mature.
Manage the Ontiveros Legacy Society and related stewardship activity.
Work collaboratively with and in support of 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.
Other duties as assigned.