Assistant Director of Development, Planned Giving
Opt For Healthy Living, Long Beach, CA, United States
Assistant Director of Development, Planned Giving
Job no:
557172
Work type:
Staff
Location:
Long Beach
Categories:
Unit 9 - CSUEU - Technical Support Services, Administrative, Temporary, Full Time
Job Summary The Assistant Director of Development, Planned Giving manages a portfolio of planned giving prospects and supports the cultivation, solicitation, and stewardship of planned and blended gifts to advance the University’s long‑term philanthropic goals. This position also strengthens the planned giving pipeline by coordinating legacy donor engagement, supporting estate administration processes, and building relationships with professional advisors and campus partners.
Key Responsibilities
Develop and maintain a portfolio of planned giving prospects and donors to cultivate, solicit, secure and steward planned and blended gifts.
Build and maintain relationships with professional advisors, including attorneys, financial planners, and estate professionals, to enhance referral networks and expand the planned giving pipeline.
Conduct legacy donor outreach and support tracking and coordination related to planned gift documentation and estate matters.
Education and Experience
Equivalent to a bachelor's degree in a related field and at least two years of related experience.
Experience in higher education or nonprofit fundraising, with knowledge of planned giving and familiarity with estate or financial planning concepts is preferred.
Licenses / Certificates
Valid California Driver's License required.
Employees who operate motorized vehicles and/or use their personal vehicle more than once a month on University business must take a mandatory Defensive Driving course and enroll in the DMV Employee Pull Notice (EPN) Program.
Benefits
Paid Time Off: Up to 24 vacation days per year (based on employee group and/or length of service), 14 paid holidays, and 12 sick days annually with unlimited accrual.
Health Coverage: A variety of medical, dental, and vision plans.
Retirement Plans: Participation in the CalPERS defined benefit plan, along with voluntary savings options such as 403(b), 401(k), and 457 plans.
Educational Benefits: Tuition fee waiver programs for eligible employees; dependent eligibility varies by employee group and bargaining unit.
Employee Assistance Program (EAP): Confidential counseling and support services for employees and their families.
Additional Benefits: Wellness programs, professional development opportunities, and insurance options including life, disability, and pet insurance.
Equal Employment Statement Consistent with California law and federal civil rights laws, CSULB provides equal opportunity in employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, national origin, or other protected status. CSULB complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti‑discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. California State University Long Beach expects respectful, professional behavior from its employees in all situations. Acts of harassment or abusive conduct are prohibited. Demonstrated appropriate professional behavior, treating others with civility and respect, and refusing to tolerate abusive conduct is expected of all employees.
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557172
Work type:
Staff
Location:
Long Beach
Categories:
Unit 9 - CSUEU - Technical Support Services, Administrative, Temporary, Full Time
Job Summary The Assistant Director of Development, Planned Giving manages a portfolio of planned giving prospects and supports the cultivation, solicitation, and stewardship of planned and blended gifts to advance the University’s long‑term philanthropic goals. This position also strengthens the planned giving pipeline by coordinating legacy donor engagement, supporting estate administration processes, and building relationships with professional advisors and campus partners.
Key Responsibilities
Develop and maintain a portfolio of planned giving prospects and donors to cultivate, solicit, secure and steward planned and blended gifts.
Build and maintain relationships with professional advisors, including attorneys, financial planners, and estate professionals, to enhance referral networks and expand the planned giving pipeline.
Conduct legacy donor outreach and support tracking and coordination related to planned gift documentation and estate matters.
Education and Experience
Equivalent to a bachelor's degree in a related field and at least two years of related experience.
Experience in higher education or nonprofit fundraising, with knowledge of planned giving and familiarity with estate or financial planning concepts is preferred.
Licenses / Certificates
Valid California Driver's License required.
Employees who operate motorized vehicles and/or use their personal vehicle more than once a month on University business must take a mandatory Defensive Driving course and enroll in the DMV Employee Pull Notice (EPN) Program.
Benefits
Paid Time Off: Up to 24 vacation days per year (based on employee group and/or length of service), 14 paid holidays, and 12 sick days annually with unlimited accrual.
Health Coverage: A variety of medical, dental, and vision plans.
Retirement Plans: Participation in the CalPERS defined benefit plan, along with voluntary savings options such as 403(b), 401(k), and 457 plans.
Educational Benefits: Tuition fee waiver programs for eligible employees; dependent eligibility varies by employee group and bargaining unit.
Employee Assistance Program (EAP): Confidential counseling and support services for employees and their families.
Additional Benefits: Wellness programs, professional development opportunities, and insurance options including life, disability, and pet insurance.
Equal Employment Statement Consistent with California law and federal civil rights laws, CSULB provides equal opportunity in employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, national origin, or other protected status. CSULB complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti‑discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. California State University Long Beach expects respectful, professional behavior from its employees in all situations. Acts of harassment or abusive conduct are prohibited. Demonstrated appropriate professional behavior, treating others with civility and respect, and refusing to tolerate abusive conduct is expected of all employees.
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