Senior Director, Gift and Estate Planning

Job description

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 | PT S

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 (*)

* Do you have a bachelor’s Degree preferably in business, urban studies, communications, public relations or related field?Yes

No

* Do you have Five years professional experience in planned giving development, legal or financial fields?Yes

No

* How did you hear about this employment opportunity?Public Job Posting

Internal Job Posting

Agency Referral

Advertisement/Publication

Personal Referral

CSU Website

Other

If you selected 'Public Job Posting" or "Other" please provide source. (Open Ended Question)

* Do you require any type of accommodation, should you be invited to campus for further screening? Please contact CSU at if you need accommodation.Yes

No

* Are you able to perform the essential functions of this position with or without reasonable accommodation?Yes

No

* 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

Resume

Optional Documents

Cover Letter/Letter of Application

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Worksite address

cleveland, OH, 44101, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.