Assistant Director of Development, Planned Giving

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Located just three miles from the Pacific Ocean CSULB offers an inspiring workplace and an exceptional Southern California lifestyle. Our 322-acre campusone of the largest in the CSU systemserves more than 42000 students and is known for its commitment to student success innovation and impactful academic and research initiatives.

As a member of the CSULB community youll experience a dynamic environment filled with cultural landmarks collaborative energy and opportunities to make a meaningful difference.

Work-life balance thrives here. Long Beach blends coastal relaxation with urban vibrancy offering miles of beaches year-round sunshine a thriving arts and food scene and convenient access to both Los Angeles and Orange County. Its an ideal place to grow your career while enjoying everything Southern California has to offer.

Join the California State University (CSU) and explore career opportunities that advance student success and strengthen Californias futureoffering competitive compensation comprehensive benefits and professional growth.
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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 Universitys 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.

Department

University Development

Time Base

1.0 time-base 40 hours per week.

Duration of Appointment

This is a temporary position for 1 year with no permanent status granted. Temporary assignments may expire prior to the ending date.

Classification

Advancement Professional II

Compensation

Salary placement is determined by the education experience and qualifications the candidate brings to the position internal equity and the hiring departments fiscal resources.

• Hiring Range: The hiring range for this position is $5274 (Step 1) - $6303 (Step 10) per month commensurate with candidates education experience skills and training.
• CSU Classification Salary Range: The CSU Classification Salary Range for this position is $5274 (Step 1) - $7684 (Step 20) per month.

Benefits

At California State University (CSU) we prioritize the health growth and success of our employees. Our benefits program reflects our commitment to your overall well-being.

To be eligible for full benefits employees must be appointed at least half-time (.50 FTE) with an appointment lasting more than six months and one day. Benefits eligibility and offerings may vary based on appointment type classification and applicable collective bargaining agreement. Eligible employees may have access to a comprehensive benefits package that can include:

• 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.

Candidates are encouraged to review the appropriate CSU Employee Benefits Summaryfor details specific to their position. Additionally the CSU Total Compensation Calculator is available to help prospective employees understand the full value of the CSU benefits package and how it complements base salary.

Knowledge Skills and Abilities

Rewritten in paragraph format (not bullet points).

Ability to communicate with an ethnically and culturally diverse campus community. Ability to follow all university policies procedures and guidelines including but not limited to safety civility information security and non-discrimination policies and procedures. Ability to contribute to a positive university experience for each and every student and assist in achieving the universitys commitment to a vision of excellence.

Education and Experience

Equivalent to a bachelors degree in a related field and two years of related experience required.

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 Drivers License required.

Employees who are required to operate motorized vehicles and/or use their personal vehicle more than once a month on University business are required to take a mandatory Defensive Driving course and enroll in the DMV Employee Pull Notice (EPN) Program.

Application Procedures

Click Apply Now to complete the CSULB Online Employment Application.

Please fill out the application completely. It is important that all sections of the online application are completed fully and accurately. Be sure to include all relevant education and experience. Your application will be used to determine whether you meet the minimum qualifications for this position.

Physical Summary

Sedentary work - Involves mainly sitting. Walking and standing are minimal. Lifting is limited to lightweight objects (10 pounds or less).

Additional Information

CSULB is not a sponsoring agency for staff and management positions (i.e. H-1B Visas).

A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSULB will make a conditional offer of employment which may be rescinded if the background check reveals disqualifying information and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

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 Californias Proposition 209 (Art. I Section 31 of the California Constitution) other applicable state and federal anti-discrimination laws and CSUs 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.

Accommodations

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact .

Out of State Employment Policy

California State University Long Beach as part of the CSU system is a State of California Employer. As such the University requires all employees upon date of hire to reside in the State of California.

As of January 1 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.