Senior Director, Gift and Estate Planning

Cleveland State University

$100K — $120K *
Education, Government & Non-Profit
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in business, urban studies, communications, public relations or related fields
  • Five years of professional experience in planned giving development or in legal/financial sectors
  • Valid driver's license for University motor vehicle policy compliance
  • Master's or JD degree preferred with an emphasis on relevant fields
  • Five years in higher education planned giving experience preferred

Responsibilities

  • Plan and execute all planned giving programs for Cleveland State University
  • Identify, cultivate, and solicit donors for planned gifts
  • Seek significant prospect opportunities to secure planned gifts
  • Oversee the writing of gift agreements and development of gift acceptance policies
  • Interact professionally with internal and external stakeholders using strong interpersonal skills

Benefits

  • Full-time position with a standard 40-hour work week
  • Typical Monday to Friday schedule from 8:00 AM to 5:00 PM
  • Opportunity to lead and innovate in planned giving within an educational context
  • Engagement with significant donors and prospects in the nonprofit sector
  • Professional development opportunities related to fundraising and estate planning
Full Job Description
Posting Details

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

Applicant Instructions

Applications will be exclusively accepted online at http://www.csuohio.edu/offices/hrd/employment.html. Mailed or emailed application materials will not be accepted.

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

Similar Jobs

More Jobs at Cleveland State University

More Education, Government & Non-Profit Jobs

Find similar Senior Director, Gift and Estate Planning jobs: