Senior Director, Gift and Estate Planning

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

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 (216) 687-3636 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