San José State University
Associate Director of Planned Giving
San José State University, San Jose, California, United States, 95199
Job no:
552755
Work type:
Management (MPP)
Location:
San José
Categories:
MPP, At-Will, Fundraising & Alumni Relations, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)
Job Summary The Associate Director of Planned Giving is a key fundraising professional responsible for managing a portfolio of prospective and existing donors of planned and deferred gifts requiring financial and estate planning expertise. Reporting to the Senior Director of Planned Giving, this role works to build and deepen long-term relationships, guiding supporters and their advisors through the process of making significant legacy gifts to the university, including outright gifts, real estate, trusts and all forms of deferred giving (estate planning, bequests and other life income gifts). The Associate Director serves as a subject matter expert on complex gift vehicles and collaborates closely with fundraising colleagues across campus to advance institutional priorities and secure support for strategic campaigns through strategic donor engagement.
Key Responsibilities
Identify and cultivate a portfolio of planned giving, major giving and blended gift prospects through regular and direct engagement
Solicit and close a variety of planned gifts, including bequests, charitable trusts, charitable gift annuities and gifts of non-cash assets (e.g., real estate, securities)
Prepare customized proposals and supporting materials that align with donor interests and explain the financial implications of various gift plans
Consult with donor’s advisors responsible for the completion of gift agreements. Inform the tax, legal and financial advisors of the university policies for planned gifts
Assists prospective donors and their advisors in clarifying objectives and obtaining and recording pertinent information
Build and maintain relationships with estate and financial planning professionals in the community to generate new leads and enhance the university’s network
Conduct a high volume of meaningful donor visits and document all donor contacts and activities in the university’s CRM database to ensure a clear record of engagement
Serve as a subject matter expert on planned giving vehicles. Provide technical advice and support to donors, their professional advisors (e.g., attorneys, accountants, financial planners, bank trust officers, chartered life underwriters) and development colleagues in designing and structuring deferred or planned gifts
Work in close collaboration with college development directors to identify planned gift opportunities within their portfolios and execute joint cultivation and solicitation strategies
Develop and deliver training sessions and educational materials for internal staff and volunteers to increase their knowledge of planned giving and to assist in identifying new prospects
Lead the creation of marketing strategies and materials to raise awareness of planned giving opportunities at the university (e.g., educational seminars, Heritage Society newsletters and events, outreach campaigns)
Work closely with various campus departments and University Advancement units to ensure seamless gift processing
Knowledge, Skills & Abilities
Ability to communicate with constituents in a professional and respectful manner
Demonstrated ability to identify, qualify, cultivate, solicit and steward prospects and donors and effectively move them through the development cycle leading to closing six and seven-figure gifts
Working knowledge and understanding of planned giving programs, including charitable remainder trusts and gift annuities as well as gift management and stewardship
A demonstrated understanding of charitable gift and tax laws, as well as financial and estate planning techniques
Knowledge of planned giving vehicles, techniques and estate planning concepts
Working knowledge of tax law and IRS regulations
Skillful in successfully managing multiple projects on tight deadlines and under pressure in a dynamic and open environment
Strong interpersonal, oral and written communication skills for both internal and external collaboration
An organized, detail-oriented and professional approach, with the ability to handle sensitive and confidential information
Experience in CRM/donor databases, Microsoft Office and gift-tracking tools
Model high levels of ethics and integrity to all campus and external stakeholders
Required Qualifications
Bachelor’s degree from an accredited institution
A minimum of two years of successful development, financial planning, asset management and/or fundraising-related experience, preferably in higher education, hospital or related non-profit fundraising environment
Preferred Qualifications
Advanced degree or certification in estate and gift planning
Experience in higher education fundraising
Experience with various gift and estate planning strategies and technical practices
Experience with California-specific philanthropic landscape or professional advisor networks
Compensation Classification: Administrator I Anticipated Hiring Salary: $7,350/month CSU Salary Range: $3,938/month - $11,703/month The final hiring salary will be commensurate with experience.
Application Procedure Click Apply Now to complete the SJSU Online Employment Application and attach the following documents: Resume Letter of Interest
All applicants must apply within the specified application period: October 29, 2025 through November 12, 2025. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.
Contact Information University Personnel jobs@sjsu.edu 408-924-2252
Equal Employment Statement San José State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San José State University students, faculty, and staff, as well as university programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus). Reasonable accommodation is made for applicants with disabilities who self-disclose. San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
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552755
Work type:
Management (MPP)
Location:
San José
Categories:
MPP, At-Will, Fundraising & Alumni Relations, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)
Job Summary The Associate Director of Planned Giving is a key fundraising professional responsible for managing a portfolio of prospective and existing donors of planned and deferred gifts requiring financial and estate planning expertise. Reporting to the Senior Director of Planned Giving, this role works to build and deepen long-term relationships, guiding supporters and their advisors through the process of making significant legacy gifts to the university, including outright gifts, real estate, trusts and all forms of deferred giving (estate planning, bequests and other life income gifts). The Associate Director serves as a subject matter expert on complex gift vehicles and collaborates closely with fundraising colleagues across campus to advance institutional priorities and secure support for strategic campaigns through strategic donor engagement.
Key Responsibilities
Identify and cultivate a portfolio of planned giving, major giving and blended gift prospects through regular and direct engagement
Solicit and close a variety of planned gifts, including bequests, charitable trusts, charitable gift annuities and gifts of non-cash assets (e.g., real estate, securities)
Prepare customized proposals and supporting materials that align with donor interests and explain the financial implications of various gift plans
Consult with donor’s advisors responsible for the completion of gift agreements. Inform the tax, legal and financial advisors of the university policies for planned gifts
Assists prospective donors and their advisors in clarifying objectives and obtaining and recording pertinent information
Build and maintain relationships with estate and financial planning professionals in the community to generate new leads and enhance the university’s network
Conduct a high volume of meaningful donor visits and document all donor contacts and activities in the university’s CRM database to ensure a clear record of engagement
Serve as a subject matter expert on planned giving vehicles. Provide technical advice and support to donors, their professional advisors (e.g., attorneys, accountants, financial planners, bank trust officers, chartered life underwriters) and development colleagues in designing and structuring deferred or planned gifts
Work in close collaboration with college development directors to identify planned gift opportunities within their portfolios and execute joint cultivation and solicitation strategies
Develop and deliver training sessions and educational materials for internal staff and volunteers to increase their knowledge of planned giving and to assist in identifying new prospects
Lead the creation of marketing strategies and materials to raise awareness of planned giving opportunities at the university (e.g., educational seminars, Heritage Society newsletters and events, outreach campaigns)
Work closely with various campus departments and University Advancement units to ensure seamless gift processing
Knowledge, Skills & Abilities
Ability to communicate with constituents in a professional and respectful manner
Demonstrated ability to identify, qualify, cultivate, solicit and steward prospects and donors and effectively move them through the development cycle leading to closing six and seven-figure gifts
Working knowledge and understanding of planned giving programs, including charitable remainder trusts and gift annuities as well as gift management and stewardship
A demonstrated understanding of charitable gift and tax laws, as well as financial and estate planning techniques
Knowledge of planned giving vehicles, techniques and estate planning concepts
Working knowledge of tax law and IRS regulations
Skillful in successfully managing multiple projects on tight deadlines and under pressure in a dynamic and open environment
Strong interpersonal, oral and written communication skills for both internal and external collaboration
An organized, detail-oriented and professional approach, with the ability to handle sensitive and confidential information
Experience in CRM/donor databases, Microsoft Office and gift-tracking tools
Model high levels of ethics and integrity to all campus and external stakeholders
Required Qualifications
Bachelor’s degree from an accredited institution
A minimum of two years of successful development, financial planning, asset management and/or fundraising-related experience, preferably in higher education, hospital or related non-profit fundraising environment
Preferred Qualifications
Advanced degree or certification in estate and gift planning
Experience in higher education fundraising
Experience with various gift and estate planning strategies and technical practices
Experience with California-specific philanthropic landscape or professional advisor networks
Compensation Classification: Administrator I Anticipated Hiring Salary: $7,350/month CSU Salary Range: $3,938/month - $11,703/month The final hiring salary will be commensurate with experience.
Application Procedure Click Apply Now to complete the SJSU Online Employment Application and attach the following documents: Resume Letter of Interest
All applicants must apply within the specified application period: October 29, 2025 through November 12, 2025. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.
Contact Information University Personnel jobs@sjsu.edu 408-924-2252
Equal Employment Statement San José State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San José State University students, faculty, and staff, as well as university programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus). Reasonable accommodation is made for applicants with disabilities who self-disclose. San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
#J-18808-Ljbffr