Director Gift Planning

Cleveland State University


Director Gift Planning


Position Description: 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 in relevant field. Five to eight years professional experience in the development, legal or financial fields. Knowledge of tax laws and liability. A record of progressive leadership and achievement in fundraising or relevant field. Demonstrated success in multiple facets of fundraising, with emphasis on planned giving cultivation, solicitation, gift closure, donor stewardship, and proposal writing. 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. 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. Five years experience in the planned giving field.


Application Information: Applications will be exclusively accepted online at  Mailed or emailed application materials will not be accepted.  Application Deadline June 11, 2017.


Offer of employment is contingent on satisfactory completion of the University's verification of credentials and other information required by law and/or University policies or practices, including but not limited to a criminal background check.


It is the policy of Cleveland State University to provide equal opportunity to all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity and/or expression, national origin, age, protected veteran or disabled status, or genetic information.