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Title : Director of Planned Giving
Date : May 2, 2020
Department : University Advancement & Communications
Type : Staff
Location : Oakland
Contact :
Email :
To Apply : Visit Taleo Link
Cost Center : 8018
Description :


Reporting to the Vice President for Advancement and Communications, this is an exciting opportunity to build and lead a Planned Giving program at Samuel Merritt University. The ideal candidate will have a demonstrated professional history of cultivating, soliciting and closing major and planned gifts. Day to day functions will place a priority on balancing field work and building personal relationships while also leading the internal efforts to create and implement programmatic priorities. The Director of Planned Giving will work closely with the office of Marketing and Communications to develop a marketing/communications plan to advance the Planned Giving program at Samuel Merritt University. Functioning much like a startup business, this is an outstanding opportunity for a creative, motivated self-starter who enjoys the challenges and opportunities associated with building and growing a new program.

The successful candidate serves as an active participant on the Institutional Advancement management team. Performs all duties in full support of the University’s mission, understanding that the positive and effective execution of these duties are instrumental to the education of the University’s students.


• Develops and implements short and long-term strategies and goals for the cultivation and solicitation of planned gifts from current and prospective donors. Establishes, cultivates and maintains effective working relationships with various internal and external constituents, working collaboratively to provide guidance and education on estate and gift planning to donors. Guides gift officers in devising planned giving cultivation and solicitation strategies and plans.

• Develops and executes strategic marketing plans for planned giving, including distribution of effective marketing materials.

• Create and implement a planned giving legacy membership program. Creates and implements high-level stewardship plans for the legacy program.

• Travels with key University personnel for the discovery, cultivation and stewardship of donors for whom a planned gift is appropriate.

• Develops and conducts regular training of development staff and other offices on planned giving strategies and trends when appropriate. Consults and collaborates with colleagues across the University including, but not limited to, Financial Affairs, Student Financial Aid and General Counsel in planned giving efforts.

• Communicates with external attorneys, trust officers and executors in an effort to promptly and accurately fulfillment donor bequests, as necessary and appropriate. Maintains a thorough knowledge of complex tax issues as well as other legislative regulations regarding planned giving, gift acceptance and associated compliance guidelines.

• Maintains accurate documentation on the progress of cultivation and relationship outcomes for development files.

• Performs other related duties as assigned.


• Bachelor’s degree required, advanced degree preferred;

• Minimum of 5 years of fundraising experience, including planned giving experience;

• Demonstrated success working with and supporting a planned giving program;

• Comprehensive knowledge and understanding of planned giving vehicles

• Knowledge and experience working with Raiser's Edge or similar fundraising database;

• Outstanding communication and interpersonal/leadership skills

• Ability to work on a team and meet performance deadlines in a dynamic environment

The University has an institution-wide commitment to diversity, equity and inclusion. We strive to build a welcoming and supportive campus environment, and acknowledge that diversity is an educational imperative to achieve excellence.