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Planned Giving Specialist

San Jose State University
California, United States
Salary Not Specified
Posted Date
Dec 8, 2022

Job Summary

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.

Key Responsibilities
  • 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.
Required Qualifications
  • 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
Preferred Qualifications
  • 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 .

Application Procedure

Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:
  • Resume
  • 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.

Contact Information

University Personnel

CSU Vaccination Policy

The CSU requires faculty, staff, and students who are accessing campus facilities to be fully vaccinated against the COVID-19 virus (including all booster doses of an approved vaccine for which an individual is eligible per current CDC recommendations) or declare a medical or religious exemption from doing so. As a condition of employment, any candidates advanced in a currently open search process should be prepared to comply with this requirement as well as with other safety measures established on the campus. The system wide policy can be found at and questions may be sent to .

Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, 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 offered the position on a contingent basis.

The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.


All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification:

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at .

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at . The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at .

Equal Employment Statement

San José State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).

Advertised: December 08, 2022 (9:00 AM) Pacific Standard Time
Applications close:

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