Associate Director of Planned Giving

Job no : 552755

Work type : Management (MPP)

Location : San José

Categories : MPP, At-Will, Fundraising & Alumni Relations, Full Time, Telecommute eligible (work onsite as scheduled and / or as requested and telecommute as scheduled)

Job Summary

The Associate Director of Planned Giving is a key fundraising professional responsible for managing a portfolio of prospective and existing donors of planned and deferred gifts requiring financial and estate planning expertise. Reporting to the Senior Director of Planned Giving, this role works to build and deepen long-term relationships, guiding supporters and their advisors through the process of making significant legacy gifts to the university, including outright gifts, real estate, trusts and all forms of deferred giving (estate planning, bequests and other life income gifts). The Associate Director serves as a subject matter expert on complex gift vehicles and collaborates closely with fundraising colleagues across campus to advance institutional priorities and secure support for strategic campaigns through strategic donor engagement.

Key Responsibilities

• Identify and cultivate a portfolio of planned giving, major giving and blended gift prospects through regular and direct engagement
• Solicit and close a variety of planned gifts, including bequests, charitable trusts, charitable gift annuities and gifts of non-cash assets (e.g., real estate, securities)
• Prepare customized proposals and supporting materials that align with donor interests and explain the financial implications of various gift plans
• Consult with donor’s advisors responsible for the completion of gift agreements. Inform the tax, legal and financial advisors of the university policies for planned gifts
• Assists prospective donors and their advisors in clarifying objectives and obtaining and recording pertinent information
• Build and maintain relationships with estate and financial planning professionals in the community to generate new leads and enhance the university’s network
• Conduct a high volume of meaningful donor visits and document all donor contacts and activities in the university’s CRM database to ensure a clear record of engagement
• Serve as a subject matter expert on planned giving vehicles. Provide technical advice and support to donors, their professional advisors (e.g., attorneys, accountants, financial planners, bank trust officers, chartered life underwriters) and development colleagues in designing and structuring deferred or planned gifts
• Work in close collaboration with college development directors to identify planned gift opportunities within their portfolios and execute joint cultivation and solicitation strategies
• Develop and deliver training sessions and educational materials for internal staff and volunteers to increase their knowledge of planned giving and to assist in identifying new prospects
• Lead the creation of marketing strategies and materials to raise awareness of planned giving opportunities at the university (e.g., educational seminars, Heritage Society newsletters and events, outreach campaigns)
• Work closely with various campus departments and University Advancement units to ensure seamless gift processing

Knowledge, Skills & Abilities

Required Qualifications

Preferred Qualifications

Compensation

Classification : Administrator I

Anticipated Hiring Salary : $7,350 / month

CSU Salary Range : $3,938 / month - $11,703 / month

The final hiring salary will be commensurate with experience.

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 :

All applicants must apply within the specified application period : October 29, 2025 through November 12, 2025 . 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

jobs@sjsu.edu

408-924-2252

CSU Vaccination Policy

The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at https : / / calstate.policystat.com / policy / 9779821 / latest / and questions may be sent to jobs@sjsu.edu .

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.

SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS)

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 https : / / www.sjsu.edu / clery / docs / SJSU-Annual-Security-Report.pdf. 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 clerycompliance@sjsu.edu .

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at https : / / www.sjsu.edu / clery / docs / SJSU-Annual-Fire-Safety-Report.pdf . 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 uhs-frontdesk@sjsu.edu .

Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director.

Equal Employment Statement

San José State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San José State University students, faculty, and staff, as well as university 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). Reasonable accommodation is made for applicants with disabilities who self-disclose. 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.

Advertised : October 29, 2025 (9 : 00 AM) Pacific Daylight Time

Applications close : Open until filled

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