Director of Planned Giving
Director of Planned Giving
Job No: 530799
Work Type: Management (MPP)
Location: Sacramento
Categories: MPP, At-Will, Fundraising & Alumni Relations, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)
Working Title: Director of Planned Giving and Library
Classification Title: Administrator (MPP) II
Posting Details
Priority Application Date (Posting will remain open until filled): Monday, September 4th mailto:@ 11:55pm PST
Hiring Preference
Not Applicable
Position Summary
The Director of Planned Giving (Administrator II - DPG) is responsible for leading, setting priorities, and making strategic decisions for the University's Planned Giving program, which complements and is integrated within University Development's major gifts program. The primary function of the DPG is to raise funds through Planned Giving vehicles working independently to achieve goals, as well as collaboratively with University Development colleagues. The DPG also partners with University Advancement staff, campus colleagues, and volunteers to meet annual Planned Giving goals in support of university-wide fundraising priorities. The DPG leads university-wide Planned Giving fundraising efforts, provides expertise and guidance, and is responsible for providing Development staff with Planned Giving strategies and giving tools, and information on new/updated laws, and trends. The DPG is also responsible for raising money for the University Library in partnership with the Dean of Library. The DPG reports directly to the Associate Vice President for University Development.
FLSA: Exempt
Anticipated Hiring Range: $9,166 per month - $10,416 per month
CSU Classification Salary Range: $4,583 per month - $14,713 per month
Best-in-class Benefits: https://www.csus.edu/administration-business-affairs/human-resources/employment-services/work-at-sac-state.html
CSU Total Compensation: https://www.calstate.edu/csu-system/careers/compensation/Pages/compensation-calculator.aspx
Salary Grade/Range: 1
Recruitment Type: Regular (At-Will)
Time Base: Full-Time
Pay Plan: 12 months
Work Hours: Monday to Friday, 8a.m. to 5p.m; other hours as required.
Department Information
University Development's mission is to raise philanthropic support for the University's strategic goals. In partnership with the campus community and through the building of relationships with alumni, friends, students and many others, University Development secures private donations through major and planned gifts, corporate and foundation support, and in-kind gifts. University Development's efforts in securing private fundraising support yields an unparalleled return on investment for many benefactors, creating deep and lasting ties to the University and especially to the students we serve.
Required Qualifications
Education/Experience:
• Bachelor's degree from an accredited college or university.
• Five or more years of experience in successful relationship building with prospects, volunteers, and board members, or demonstrated aptitude to be successful in face-to-face fundraising.
• Two or more years of experience in planned giving, preferably in higher education or similar environment, with a verifiable record of success.
• Experience in event planning and management.
Knowledge, Skills, Abilities:
• Understanding of planned giving and planned gift methods/vehicles.
• Knowledge of comprehensive fundraising programs in an academic environment.
• Proficiency with planned giving software (i.e., Crescendo or comparable program), fundraising software (i.e., Advance, Blackbaud), as well as standard office software packages (i.e., Microsoft Office Suite).
• Leadership skills with the ability to direct, manage and motivate others (e.g. fundraisers, volunteers, advisory groups).
• Strong communication and presentation skills, including the ability to write and speak persuasively about philanthropic support for higher education through planned giving; ability to communicate knowledgeably about the institution's management of endowments and other funds; ability to represent the University in public forums.
• Excellent interpersonal skills and highly developed sense of protocol.
• Excellent organization and detail-oriented skills to work in a high-pressure, fast-paced environment while effectively meeting objectives.
• Ability to develop and structure complex planned gifts in an academic environment.
• Ability and willingness to make “cold calls” to prospects and the ability to be successful in developing relationships through this method.
• Ability to set, manage, and implement fundraising goals and strategies.
• Ability to work independently, lead and train others, and serve as a member of a team.
Work Schedule Requirements:
• Willingness and ability to travel per the functions of this position.
• Ability to work on-call, evenings, and weekends.
Licenses:
• Possession of a valid driver's license and maintenance of good driving record.
Conditions of Employment
Ability to successfully pass background check
Preferred Qualifications
• Advanced degree from an accredited college or university.
• Professional credential, such as a Certified Specialist in Planned Giving (CSPG).
Required Licenses/Certifications
Valid driver's license and maintenance of good driving record, for occasional driving per the Essential Functions of the position
Documents Needed to Apply
Resume, cover letter.
Failure to upload required documentation may result in disqualification.
About Sac State
http://www.csus.edu/ is located in the heart of California's capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State's 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: “As California's capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement.” As the regional hub of higher education, Sac State is dedicated to https://www.csus.edu/experience/student-success/, https://www.csus.edu/diversity-inclusion/, https://www.csus.edu/experience/anchor-university/, https://www.csus.edu/university-advancement/, and https://www.csus.edu/campus-safety/.
As evidenced by the values embedded in our https://www.csus.edu/student-affairs/_internal/_documents/hornet-honor-code.pdf, Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning.
To learn more about why you should join the Hornet Family, please visit the https://www.csus.edu/administration-business-affairs/human-resources/work-at-sac-state.html? page.
Background Check Disclaimer
A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. One variation of background check required could be a LiveScan screening, which involves submitting fingerprints at a certified LiveScan Service Center.
COVID-19 Vaccine Certification Information:
Per the https://calstate.policystat.com/policy/11030468/latest/, it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications.
Out of State Employment Policy
Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California.
As of January 1, 2022 the https://calstate.policystat.com/policy/10899725/latest/ prohibits the hiring of employees to perform CSU-related work outside the state of California.
Equal Employment Opportunity
California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States.
It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html
The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html.
Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification:
Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery .
The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union.
Eligibility Verification
Selected candidate must furnish proof of eligibility to work in the United States. California State University, Sacramento is not a sponsoring agency for staff and management positions (i.e. H-1-B Visa).
Note to Applicants:
Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement.
Advertised: August 14, 2023 (7:30 AM)
Applications Closes: Open Until Filled
To apply, visit https://apptrkr.com/4489515
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