Assistant Director of Development, Planned Giving

Job No: 557172

Work Type: Staff

Location: Southern California: Long Beach

Categories: Bargaining Unit: Unit 9 - CSUEU - Technical Support Services, Job Search Category/Discipline: Administrative, Appointment Type: Temporary, Time Basis: Full Time

Join the vibrant community at California State University, Long Beach (CSULB)!

Located just three miles from the Pacific Ocean, CSULB offers an inspiring workplace and an exceptional Southern California lifestyle. Our 322-acre campus-one of the largest in the CSU system-serves more than 42,000 students and is known for its commitment to student success, innovation, and impactful academic and research initiatives.

As a member of the CSULB community, you'll 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. It's 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 California's future-offering competitive compensation, comprehensive benefits, and professional growth.

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.

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 department's fiscal resources.

• Hiring Range: The hiring range for this position is $5,274 (Step 1) - $6,303 (Step 10) per month commensurate with candidate's education, experience, skills, and training.
• CSU Classification Salary Range: The CSU Classification Salary Range for this position is $5,274 (Step 1) - $7,684 (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.

Knowledge, Skills, and Abilities

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 university's commitment to a "vision of excellence."

Education and Experience

• Equivalent to a bachelor's 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 Driver's 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).