Associate Director of Planned Giving

Job description

Job Title: Associate Director of Planned Giving
Regular/Temporary: Regular
Full/Part Time: Full-Time
Job ID: 13800
Job Code: 3318 Administrator I
Job Grade: Range A
Department: University Development  

The Associate Director of Planned Giving reports to the Director of Planned Giving, in close cooperation with the Associate Vice President for Development, and is a member of the University Advancement team. The incumbent is responsible for assisting the Director with managing and facilitating the creation of deferred and outright gifts to Fresno State by working in partnership with prospects, donors, financial and legal professionals, development staff and campus leadership. The Associate Director, in partnership with the Director, will plan and implement development, outreach and solicitation strategies on behalf of Fresno State, including providing staff support to one or more volunteer and donor groups.

Planned and deferred giving is a growing area for Fresno State under the leadership of the Director of Planned Giving. This position will play a key role in networking with financial and legal professionals, outreach to emeriti faculty and staff and working in partnership with the development team.

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The salary is competitive and is negotiable depending on the strength of qualifications. This is a CSU Management Personnel Plan (MPP) position with an attractive benefits package which includes but is not limited to: a vacation accrual rate of 16 hours per month; 12+ paid holidays; excellent choice of medical, dental and vision insurance, long term disability coverage, life insurance; and retirement benefits.

The anticipated hiring salary range is $60,000 - $68,000.

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Position Summary

The major duties of the job include:

  • Participate as a member of the central development team and provides recommendations and input on progress towards reaching and identifying new advancement goals;
  • Liaison to Campus Units: Collaborates with Management, Faculty, staff and other Senior Administrators to identify projects for private fundraising;
  • Create deferred and outright gifts obtained by working with prospects, donors, allied professionals, development staff and other members of the Fresno State community;
  • Cultivate prospects and donors for the purpose of negotiating and closing charitable life income arrangements, bequests, and outright gifts;
  • Provide technical support to donors, their advisors, other outside allied professionals, faculty and staff, and University Development staff on the structuring, benefits and implications of various planned gift arrangements;
  • Assist in educating development staff, volunteers and University leaders on the principles and techniques of planned giving;
  • Assist in researching, developing and marketing planned gift opportunities to alumni, faculty, staff and friends of Fresno State;
  • Assist with the recruitment and stewardship of Heritage Society members;
  • Prospect Identification: Frequently review annual giving records, public information and volunteer suggestions for likely gift prospects;
  • Prospect Qualification: Frequently meet with prospects to assess their capacity and propensity for gifts; conduct ongoing research and collect and compile background information on potential contributors to the University.
  • Prospect Cultivation: Frequently plan and implement strategic steps to move prospects toward a gift decision;
  • Prospect Solicitation: Frequently develop and present annual and major gift proposals to prospects;
  • Donor Stewardship: Regularly interact with donors to ensure good stewardship of gifts received;
  • Special Events: Occasionally organize and present special events designed to engage prospects;

Secondary duties of the job include:

  • Develop printed materials such as newsletters, brochures, invitations as well as develop electronic media, social media to advance overall advancement activities.
  • Development and University Advancement Support: Occasionally work on projects not directly related to fundraising at the direction of the Associate Vice President for Development;
  • University wide representation: Occasionally work on projects outside of the assigned division as directed by the Associate Vice President for Development;
  • Support and/or lead fundraising efforts for mini-campaigns and comprehensive campaigns.
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Knowledge, Skills and Abilities:

  • Knowledge of campaign and fundraising best practices, trends, tools and technology including applicable guidelines and compliance requirements.
  • Knowledge of principles and practices of university administration, organization and operations.
  • Knowledge of computer office systems and ability to use a broad range of technology, systems, and software packages (Microsoft Office Suite, Google, Excel and PowerPoint).
  • Demonstrated track record in working with individuals and groups, ability to work as a member of a team, recognition of the importance of education to individuals and society as a whole;
  • Excellent interpersonal skills, strong written and oral communication skills;
  • Highly motivated and proven self-starter, creative and entrepreneurial characteristics;
  • Capacity to inspire confidence, trust and cooperation with an ability to work independently as well as with a team;
  • Ability to work effectively with faculty, staff, alumni and friends of the university from diverse ethnic, cultural and socioeconomic backgrounds;
  • Flexibility to travel as needed to develop and maintain relationships;
  • Competency and experience with the use of Word, Excel, PowerPoint, email and the internet.
  • Ability to develop, analyze and evaluate program information and provide data for review in developing and implementing strategies to enhance processes and meet programmatic goals.
  • Organizational and time-management skills with the ability to work under pressure and manage multiple tasks and projects under competing deadlines and maintain flexibility in response to constantly shifting priorities.
  • Ability to confer with and advise management on complex and sensitive issues, prepare and present reports or information with reliable conclusions and recommendations.
  • Collaborate with others to help advance the goals of the department and university. Show courtesy and respect towards others and promote a positive and service oriented collegial work environment.
  • Ability to serve as a resource in responding to inquiries and providing detailed information concerning campus news and events.

Education and Experience:

  • Bachelor's degree required from a regionally accredited institution;
  • Minimum of three years of professional fundraising experience with success in planned giving or professional experience in financial or legal services with experience in gift or estate planning, trust management or charitable tax laws;
  • Experience with a nonprofit organization;
  • History of regular attendance and positive performance evaluations.

Preferred Education and Experience:

  • Experience/background in higher education;
  • Experience with alumni/donor databases and campus applications such as Advance;
  • Experience with capital/comprehensive campaigns and/or specific experience in major gift solicitation.
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Filing Deadline

Applications received by October 20, 2019 will be reviewed for minimum qualifications and given full consideration by the hiring manager and/or search committee. Qualified applicants received after that date will be forwarded at the request of the hiring manager and/or search committee.

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Application Procedures

Individuals interested in being considered for this position should submit an on-line application and attach the following supporting documents: 1) resume, 2) letter of interest which includes a narrative detailing how the candidate fulfills each of the required and preferred items listed under Qualifications, and 3) names, email addresses and telephone numbers of three references who can provide current assessments of the candidate's qualifications for the position.

Pursuant to Executive Order 883, reasonable accommodation is to be provided upon request from an employee or applicant with disabilities, unless doing so would impose an undue hardship on the campus. What constitutes a reasonable accommodation is to be determined by the campus on a case-by-case basis after it has received the individual's request for accommodation and engaged in an interactive process. Employees or applicants requiring reasonable accommodation should contact Human Resources directly at (559) 278-2032.

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How To Apply

To apply for this or any open position at Fresno State visit our online employment site at:

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Other Requirements

Pursuant to the requirements of the Immigration Reform and Control Act of 1986, any offer of employment is contingent upon verification of individual's eligibility to be employed in the United States.

California State University, Fresno, in conjunction with the CSU policy, requires that the successful candidate complete a full background check (including a criminal records check) prior to assuming this position. Failure to satisfactorily complete or pass the background check may impact the job offer or continued employment of current CSU employees who apply for posted positions identified as sensitive.

California State University, Fresno annual security report includes statistics for the previous three years concerning reported crimes that occurred on campus, in certain off-campus buildings or property owned or controlled by Fresno State, and on public property within, or immediately adjacent to or accessible from the campus. The report also includes institutional policies concerning campus security, alcohol/drug use, crime prevention, reporting of crimes, sexual assault, and other matters. You can obtain a copy of this report by contacting the Campus Police Department or by accessing the following web site:

The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 Revised July 21, 2017 as a condition of employment. You can obtain a copy of this Executive order by accessing the following web site:

This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.

Fresno State is a tobacco-free, smoke-free and vapor-free campus.

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Other Applicant Information

Applicants will receive confirmation of receipt of their application materials via automatic email reply. In addition, qualified applicants will receive email notification at the conclusion of the recruitment process.

This is a full-time management position covered by the California State University Management Personnel Plan. Under this plan, employees are subject to management reviews and serve at the pleasure of the University President of that campus.

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Equal Employment Opportunity

California State University, Fresno is committed to maintaining and implementing employment policies and procedures in compliance with applicable state and federal equal employment opportunity laws and regulations. Executive Order 883 prohibits discrimination and Executive Order 927 prohibits harassment, on the basis of a protected status: race, color, religion, national origin, ancestry, age, sex (including gender identity, per HR 2004-12), sexual orientation, marital status, pregnancy, mental disability, physical disability, medical condition and covered veteran status. Retaliation against individuals for complaining about these proscribed conduct, opposing such conduct, or participating in an investigation or proceeding involving such conduct is prohibited by both executive orders.

Further, California State University, Fresno's statement of commitment to equal employment opportunity principles is also found in the various collective bargaining agreements.

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General Information

California State University, Fresno is one of 23 campuses in the California State University System. The University's mission is to offer high-quality educational opportunities to qualified students at the bachelor's and master's levels, and in certain applied disciplines, at the doctoral level. The current student enrollment is approximately 24,000, including a large percentage of students with diverse and
culturally rich backgrounds. The University serves the San Joaquin Valley while maintaining deep involvement with the state, nation, and world. California State University, Fresno promotes student learning and community engagement through faculty scholarship and service learning opportunities in collaboration with community organizations, educational institutions, industry, business and government. The University was one of the first U.S. Colleges and Universities to be selected by The Carnegie Foundation for the Advancement of Teaching for its Community Engagement Classification.

Metropolitan Fresno, with a multi-ethnic population of over 600,000, is located in the heart of the San Joaquin Valley on the western edge of the Sierra Nevada Mountain Range. The campus is within driving distance of San Francisco, Los Angeles, Yosemite, Kings Canyon and Sequoia National Parks, the Monterey Peninsula, beaches, sailing, lakes, and numerous ski resorts. Fresno boasts one of the most reasonable housing markets in California and offers a wide array of locally grown fruits and produce.

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Job No:
Posted: 9/20/2019
Application Due: 12/19/2019
Work Type: