Senior Director, Gift and Estate Planning

Cleveland State University; Cleveland (OH); Sur place; USD 110 000 - 140 000; Plein temps

Résumé du poste

Cleveland State University seeks a Senior Director of Gift and Estate Planning to lead all planned giving programs on Main Campus and drive donor engagement. You will oversee gift agreements and work with the CSU Foundation to advance strategy.

The role requires five years of related experience, strong ethics, exceptional communication, and the ability to travel as needed. This is a full-time, on-site position at CSU.

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.

Responsabilités

• Plan and execute all planned giving programs for CSU and the CSU Foundation.
• Identify, cultivate, and solicit donors for planned gifts.
• Oversee gift agreement writing and gift acceptance policy development.
• Interact professionally with internal and external customers.
• Travel off campus as required.

Connaissances

Tax knowledge

Leadership

Fundraising

Donor stewardship

Strategic planning

Data analysis

Presentations

Ethics in development

Communication skills

Travel flexibility

Formation

Bachelor’s degree

Master’s or JD preferred

Description du poste

Senior Director, Gift and Estate Planning

Posting Details

Business Title | Senior 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 | PT0703939S

Date grant, position, or appointment expires (For Funds Available, Temporary, and Waiver of Posting |

Special Instructions to Applicants |

Hours per week | 40

Work Schedule | Monday-Friday, typically 8:00- 5:00 pm.

Advertising Copy |

Full Time/Part Time | Full Time

Posted Date | 08/26/2026

Close Date/Application Deadline |

Open Until Filled | No

Review Begins | 09/02/2026

Tentative Start Date |

Supplemental Questions

Required fields are indicated with an asterisk (*)

1. * Do you have a bachelor’s Degree preferably in business, urban studies, communications, public relations or related field?
   • Yes
   • No
2. * Do you have Five years professional experience in planned giving development, legal or financial fields?
   • Yes
   • No
3. * How did you hear about this employment opportunity?
   • Public Job Posting
   • Internal Job Posting
   • Agency Referral
   • Advertisement/Publication
   • Personal Referral
   • CSU Website
   • Other
4. If you selected 'Public Job Posting" or "Other" please provide source. (Open Ended Question)
5. * Do you require any type of accommodation, should you be invited to campus for further screening? Please contact CSU at [phone] if you need accommodation.
   • Yes
   • No
6. * Are you able to perform the essential functions of this position with or without reasonable accommodation?
   • Yes
   • No
7. * Do you have a valid driver’s license and ability to establish driver eligibility under the University’s Driving and Motor Vehicle Policy?
   • Yes
   • No
   • No Response

Application Documents

Required Documents

1. Resume

Optional Documents

1. Cover Letter/Letter of Application