We are California’s capital university, providing world-class, affordable education in the political, cultural, and economic heart of the Golden State. We are a recognized leader in education, innovation, and engagement, dedicated to the belief that there are no limits to our students’ potential for excellence and success. We are powering the capital region though groundbreaking partnerships and more than 230,000 proud Hornet alumni. We are a vibrant and diverse community, united by our shared intellectual curiosity, commitment to improving the world around us, and passion for redefining the possible. Sacramento State has seven academic colleges for our 30,000+ students. The colleges offer 58 undergraduate majors and 41 graduate degrees, six post-baccalaureate certificates and three doctoral degrees.
About the Opportunity
The Director of Planned Giving will fundraise, manage, and oversee all planned gifts to Sacramento State. The Director will set strategic priorities, which will integrate with the University’s major gifts program, and secure planned gifts, provide outreach to promote planned giving, and will provide the technical expertise for the University. The Director is also responsible for raising money for the University Library as it relates to planned giving. The work requires knowledge of various planned giving tools, including bequests, gifts of stock, and trusts. The Director will serve as an expert for the University and assist Directors of Development and other campus colleagues in closing blended gifts. Reporting to the Associate Vice President for University Development, the Director of Planned Giving will utilize a team approach to building relationships with current and prospective donors designed to deepen their commitment to the University and their understanding of its vision and priorities.
Work with donors, prospects, and their legal and financial advisors to establish charitable trusts, bequests, and complex outright gifts to benefit the university.
Initiate gift discussions with and respond to inquiries from donors and prospects. Collaborate with other university development officers in gift solicitations, providing expertise in connection with bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, gifts of real estate, and other complex assets.
Provide technical support and policy construction, including accurate documentation of outright gifts, to increase awareness of complex and deferred gift vehicles and cultivate new donors.
Oversee the design and implementation of marketing efforts on the methods and benefits of trusts, bequests, and other planned gifts to all whose circumstances might lead to such gifts.
Further develop and maintain current expertise in tax, trust, probate, and other laws affecting charitable giving.
Represent the university in discussions with donors regarding the use of their gifts. Determine university compliance with donor restrictions and donor intent in its management of gifts funds.
Coordinate with other offices concerning acceptance, management, and disposition of gift property, including real estate, limited partnership interests, and other non-cash gifts.
Assist with training staff and volunteers on planned giving topics.
Draft pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to Stanford.
Work with the Dean of the University Library to cultivate, solicit, and steward donors.
Coordinate and manage estate planning seminars quarterly, including outreach, volunteer coordination and following new leads.
Assist prospective donors and their advisors in clarifying gift planning goals. Prepare and present written proposals for presentation and/or structure major gift agreements.
Prepare annual planned giving business plan detailing program goals, objectives, schedules, and budgets, which incorporates fund-raising strategies aligned with the development goal.
Other duties may also be assigned
The Ideal Candidate
Successful candidates will have the following combination of qualifications and experience:
Bachelor’s degree. Advanced degree is preferred.
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.
Five 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.
Understanding of planned giving and planned gift methods/vehicles.
Knowledge of comprehensive fundraising programs in an academic environment.
Proficiency with planned giving software (e.g. Crescendo or comparable program), as well as standard office software packages (e.g. Microsoft Office Suite).
Leadership skills with the ability to direct, manage and motivate others (e.g. 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 knowledgably 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 establish and focus on fundraising goals and objectives and to work methodically to achieve them.
Ability to work independently and as part of a team.
Willingness and ability to travel per the functions of this position.
Ability to work on-call, evenings and weekends.
Valid driver’s license and maintenance of safe driving record.