KPBS Planned Giving Officer - San Diego State University Research Foundation

The salary range for this position is $7,083.33 - $8,750 per month ($85,000 - $105,000 per year) depending upon qualifications and is non-negotiable.

Flexibility to travel; attending events that occur on nights and weekends is a must

This position is open until filled, with first review of candidates to start 09/02/2024 (3 weeks after recruitment is posted).

KPBS serves the greater San Diego community with informative, cultural, entertaining and educational television, radio, and web programming.  KPBS TV/FM is the public television and radio station for San Diego.  Licensed to San Diego State University, KPBS supports and furthers the university’s educational and community service mission by informing, enlightening and empowering its audience.  It does so not only by presenting national and locally produced programming of value to its San Diego audience, but also by producing programming about San Diego and its people for distribution nationwide.

The Planned Giving Officer’s primary focus is to maintain and increase planned gifts for KPBS. The incumbent will identify, qualify, cultivate, solicit, and steward prospective and current planned giving donors. This position will create marketing campaigns around planned giving, as well as administer all planned gifts, working closely with the Finance Department, financial institutions, attorneys, and estate and tax planning professionals.

The role will work closely with the Chief Development Officer to develop and enhance planned gift strategies, pipeline development, data analysis, reporting, and budget projections.

Perks you'll enjoy as a member of #teamKPBS

• Working on a college campus & in public media: Access to campus facilities and staff perks, farmer's market Tuesday's, tons of eateries, community events, entertainment, etc.
• Hybrid schedule/ remote work flexibility options (varies by job)
• 10 vacation days, 1 personal day & 13 holidays off (4+ days off over winter break)
• Enjoy a 'beautiful day in the neighborhood' with local employee discounts
• Opportunity drawings to attend SDSU basketball games, local concerts and events
• Discounts on local attractions (theme parks, entertainment, restaurants, memberships)
• Free wellness classes & programs
• Monthly pop-up events
• Full benefits packages that are unmatched (medical, dental, vision, life)
• Sick leave accruals and paid leave options
• On-site childcare at a discounted rate (based on availability)
• Opportunities for continued learning and professional development
• Flexible spending account(s)
• Employee assistance program
• Matching and voluntary retirement savings plan

The following information is intended to be representative of the work performed by incumbents in this position and is not all-inclusive. The omission of a specific duty or responsibility will not preclude it from the position if the work is similar, related, or a logical extension of position responsibilities. Job descriptions may be changed at any time based on the needs of the department.

The (Planned Giving Officer) is responsible for but not limited to:

Planned Giving 90%

• Implement and collaborate with the Development team to manage and grow all aspects of Planned Gifts at KPBS through marketing, face-to-face visits, outreach, events, tracking and projecting, gift administration, and development of the Planned Giving Advisory Committee. Legacy Giving to include KPBS Friends for Life, Bequests, Charitable Gift Annuities,Charitable Remainder Unitrusts/Lead Trusts, Trusts and Wills, and Endowment gifts. 
• Develop and grow an active planned giving donor/prospect portfolio of 100+ individuals.
• Present planned gift opportunities such as bequests and life income gifts.
• Serves as the point of contact for the Development team on complex gift planning vehicles.
• Train and educate gift officers on estate gift procedures.
• Navigate the technical aspects of planned giving vehicles and the relevant tax and estate consequences of these vehicles and how they can be used to enhance KPBS’s fundraising efforts.
• Responsible for the processing of stock gifts, facilitation of life insurance premiums and gifts, bequests, planned and life income gifts, in conjunction with the Development team.
• Manage the marketing and development of the Planned Giving program, including membership strategy. Interview and write donor stories for the web page and newsletters, highlighting legacy gifts at KPBS. Create new ways to market planned gifts through mailed inserts, response cards, online strategies, on-air spots, event strategies, etc.
• Oversee all stewardship of Friends for Life donors, including all administration of gifts, creating financial illustrations using Crescendo, budgeting, and tracking of planned giving trusts and gifts.
• Manage the tracking of Building on Trust: The Campaign for KPBS planned giving donors.
• Coordinate classes or seminars and events for planned giving donors and prospects. Events to include in-studio programs, presentations, group tours, guest lectures, luncheons, cultivation and appreciation events, and working committee activities.
• Lead the Planned Giving Advisory Committee quarterly meetings. Serve as the point of contact to volunteer committee members, chairs, and outside parties in conjunction with events and committee meetings.
• Manage a pool of individual Planned Giving prospects; cultivate, solicit and steward current or deferred gifts for those interested and/or identified as donors
• Generate a database to track planned giving proposals.
• Collaborate with the Chief Development Officer and Senior Director of Development in development strategy for KPBS Legacy Giving.
• Attend and promote KPBS and donor opportunities at events for KPBS, Friends for Life, Producers Club, and major donors.
• Delegate and coordinate daily clerical duties.

Other Duties and Responsibilities as Assigned 10%

Knowledge and Abilities 

• Knowledge and thorough understanding of the technical aspects of all types of planned gifts, including bequests, life-income gifts, and gifts of insurance, real estate, and retirement assets.
• Knowledge of the dynamics of fundraising and the concepts of development.
• Demonstrated success managing and forging relationships with a wide range of donors.
• Knowledge of and appreciation for the value of blended gifts.
• Demonstrated skill in Microsoft Office, Crescendo, Raiser’s Edge or other fundraising databases.
• Demonstrated expertise in verbal, written, and interpersonal communication skills.
• Knowledge of KPBS’s mission and commitment to fundraising.
• Demonstrated work ethic, supported by commitment and follow-through.
• Ability to work as part of a team and also independently.
• Ability to adapt quickly and to plan for and manage multiple projects while working in a fast-paced environment.
• Ability to be organized, creative, proactive, detail-oriented, and have a strong ability to prioritize with superior time management and troubleshooting skills.
• Ability to interact effectively with co-workers, clients and study participants
• Ability to understand and follow posted work rules and procedures
• Ability to relate well to others within the project environment.
• Ability to communicate effectively, both orally and in writing
• Ability to demonstrate a high level of cross-cultural sensitivity
• Thorough written and oral communication skills, including English grammar, spelling, and punctuation.
• Ability to apply independent judgment, discretion and initiative to address problems and develop solutions.
• Thorough knowledge of budgeting and tracking.
• Competence in understanding, interpreting, and communicating procedures, policies, information, ideas and instructions.
• Thorough knowledge of office methods, procedures, and practices.
• Demonstrated skill in using standard office software packages.
• Ability to work some evenings and weekends.
• Must have a valid California Driver’s license.

Minimum Education

• Bachelor's degree in relevant field, or additional experience may be substituted for the required education on a year for year basis.

Minimum Experience

• Three years full-time professional experience in development work

Preferred Qualifications 

• Experience in development work with measurable results from employment in a non-profit organization with an annual budget in excess of $20 million.
• Thorough knowledge and experience in complex planned giving vehicles.
• Comprehensive fundraising experience
• Applicable certificates or advanced degree in a related field
  
  

Additional Applicant Information:

• Candidates must reside in California, or be willing to relocate, and live within a commutable distance to the SDSU campus at the time of hire.
• Job offer is contingent upon satisfactory clearance based on Background Check results (including a criminal record check). 
• San Diego State University Research Foundation is an EEO/AA/Disability/Vets/Title IX Employer