Essential Duties and Responsibilities:

§      Identifies, cultivates, solicits, and stewards donors that include Central State University in their estate planning.

§      Possesses knowledge of complex estate planning tools.

§      Prepares tailored gift proposals.

§      Markets the planned giving program.

§      Produces appropriate printed materials.

§      Works with outside professionals to implement agreements.

§      Provides prospects and staff with expert advice regarding gift planning,  

      charitable estate planning and IRS regulations.

§      Maintains working relationships with planned giving counsel and other

      professionals to build knowledge of tax laws and trends in the profession.

Required Knowledge, Skills and Abilities:

§      Responsible for providing technical training to volunteers and other  

     development staff in relations to planned giving.

§      Planning and executing events aimed at building the program.

§      Strengthen existing and establishing new planned giving initiatives.

§      Familiarity with planned giving techniques.

§      Excellent interpersonal, oral written and presentation communication skills.

§      Develop relationships and communicate with alumni, friends and supporters  

     of the University.

§      Proven success in fundraising, sales or marketing.

§      Must possess demonstrated ability in the area of charitable gifts through

     wills, estates, trusts and annuities.

§      Must have a solid knowledge of financial planning strategies.

Minimum Qualifications:

§      Education:  Bachelor’s degree

§      Experience: Three years of professional experience in accounting, gift processing and reporting.

§      Demonstrated success in working with teams and coordinating multiple tasks.