Reporting to the Senior Director of Planned Giving, the Planned Giving Specialist is responsible for several key functions within the planned giving team, which requires independent strategic decisions working with the administration of estates in progress, execution of the Heritage Society cultivation strategy, maintenance of the planned giving marketing efforts, event coordination, and donor correspondence.
The Planned Giving Specialist assists with managing the Planned Giving fund program, including development of mailer and coordination of outside consultants, assists in managing donor prospect portfolios, and ensures next-step assignments is initiated. The incumbent also establishes and maintains effective working relationships with a broad constituency internally and externally expected to interact with the Directors of Development, Tower Foundation, Advancement Services, estate attorneys, paralegals, institutional and individual trustees and executors, donors and their family members, and the CSU Foundation.
- Execute on processing and record keeping associated with realized planned gifts and those in progress or probate. Process and respond as needed by distributing appropriate documents to external entities (attorneys, superior court, financial institutions and individuals). Ensure appropriate internal distribution of documents and that planned gifts are properly recorded and allocated according to their intended purposes
- Execute the proper filing of documents and notifications for charitable gift annuities with the CSU Foundation
- Prepare gift acknowledgement, donor trust and pooled income fund reports
- Maintain hard file and e-file records; conduct some data entry and retrieval
- Process invoices, track expenditures, budget reporting as needed
- Prepare Crescendo illustrations and valuations for charitable gift annuities and trusts
- Execute on planned giving cultivation plan for Heritage Society members and planned giving prospects, including phone calls, letters, emails, invitations and recording those contacts
- Creates fundraising and other data base reports; gathering and compiling information from various sources such as speeches, presentations, briefing materials for a variety of interactions; writing and assembling proposals, reports, acknowledgement letters and other correspondences
- Collaborate with members of the Development team on cultivation efforts within the various colleges and campus wide
- Manage portfolio of selected Heritage Society members
Knowledge, Skills & Abilities
- Skilled in event and project management.
- Ability to interact with individuals from diverse backgrounds and ability to develop and maintain positive, collaborative relationships.
- Excellent oral and written communication skills.
- Ability to work as part of a collaborative team.
- Unquestionable integrity and commitment to professional ethics.
- Ability to develop and maintain positive, collaborative relationships.
- Ability to maintain personal composure in high stress situations as well as establish and maintain effective working relationships with others.
- High level of initiative, attention to detail and organization skills.
- Ability to responsibly handle sensitive and confidential information with discretion.
- Skilled in successfully managing multiple projects on tight deadlines and under pressure in a dynamic and open environment.
- Ability to define problems, gather data, establish facts, and draw valid conclusions.
- Proficient in Google Suite and Microsoft Office Suite
- Ability to utilize fundraising database programs, and learn new tech platforms for project management.
- Demonstrated spirit of flexibility and strong customer service ethic.
- A bachelor's degree and/or equivalent training or work experience
- Six years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs
- Experience in program and project organization
- Evidence of strong written communications skills; ability to write clearly and persuasively
- Evidence of attention to details
- Experience in legal or financial
Classification: Administrative Analyst/Specialist – Exempt III
Anticipated Hiring Range: $6,322/month - $7,490/month
CSU Salary Range: $6,322/month - $12,285/month
San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary.
Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:
- Letter of Interest
All applicants must apply within the specified application period: December 8, 2022 through January 2, 2022. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.
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