California State Polytechnic University, Pomona

California State Polytechnic University, Pomona

Director of Complex Assets (Legacy)

Claremont, USA · Director · Full-time

Sponsorship not specified$175k-$195kDetected 71 days ago
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odds of building a lasting career here

88Lottery-free
Cap-exempt (no lottery)100
Sponsors year-round90
Entry-level history60
PERM / green-card track50
Fits your clock70

Files H-1B any time — no cap, no lottery. The 2026 weighted-selection rule doesn't touch it, which makes this the strongest structural path for entry-level talent. Pay is often lower, but your odds of staying are dramatically higher.

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Employer immigration record

from this employer's Department of Labor filings

States it is exempt from the H-1B cap

In 11 Department of Labor filings, this employer states it is an institution of higher education — one of the statutory grounds for exemption from the H-1B cap. Cap-exempt employers can file year-round without entering the lottery.Employer's own attestation on a Department of Labor wage determination, not a USCIS determination — exemption is decided per petition.

Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.

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About the role

  • ABOUT POMONA COLLEGE: Located near Los Angeles, California, Pomona College is widely regarded as one of the nation's premier liberal arts colleges.
  • Established in 1887, Pomona College is known for small classes, a challenging curriculum, close relationships between students and faculty, and a range of student research and leadership opportunities.
  • Pomona is a member of The Claremont Colleges.

Responsibilities

  • Maintain a personal portfolio of high-level donors and prospects, including complex assets and major gifts, and demonstrate frontline fundraising success through identification, cultivation, solicitation, and stewardship.
  • Serve as the College's recognized expert in complex assets, collaborating with senior leadership and donors' financial, tax, and estate advisors to develop and present tailored complex gift strategies.
  • Recruit and supervise one complex assets coordinator or assistant director. Develop a comprehensive, metrics-based, fundraising plan and set aspirational goals.
  • Operationalize short and long-term complex assets goals and strategies, with an emphasis on legacy giving, to build upon existing commitments and expand the current donor base of support.
  • Develop and implement strategies to maximize the acquisition and retention of alumni, families, donors, and complex assets and legacy giving prospects, particularly legacy gift donors.
  • Build and nurture strong relationships with financial, legal and tax advisors in support of complex assets and legacy giving to Pomona College; and serve as an expert on simple and complex donor gift agreements and statements of intention.
  • Partner, coach, equip and encourage development staff to pursue complex assets gift opportunities, assisting them in the design and implementation of individualized strategies for the identification, qualification, cultivation, solicitation and stewardship of planned, major and blended gifts as appropriate.
  • Lead in the creation, design and execution of Pomona College's complex asset strategies and goals and develop metrics to measure ongoing success and ROI.

Requirements

  • Required Knowledge and Critical Skills
  • Education: A Juris Doctor (J.D.) degree and estate planning experience are preferred, or equivalent combination of education and experience, such as a professional designation like Certified Financial Planner (CFP), Certified Public Accountant (CPA), or Certified Specialist in Planned Giving (CSPG).
  • This individual must possess the knowledge, skills, and ability to successfully perform the essential functions of the job or must be able to demonstrate how the essential functions will be performed through knowledge, skills, and abilities not listed below.
  • Experience working in a comprehensive capital campaign, preferably in a higher education setting.

Nice to have

  • Understand and communicate the mission and history of the College's liberal arts environment.
  • Thorough knowledge of various gift planning options including bequests, trusts, outright gifts, gifts of securities, insurance, real estate and other financial vehicles
  • charitable giving tax laws
  • and methods and means of planned giving.
  • An understanding of basic investment concepts in addition to familiarity with charitable trust accounting.
  • Have experience in tax, estate, and financial planning and in dealing with and advising donors and prospects.
  • Remain current on tax laws and be willing to learn every day as donors present new issues to be resolved.
  • A proven track record of success in personally identifying, qualifying, cultivating, soliciting, and stewarding gifts of complex assets or complex giving vehicles from individuals.

Compensation

  • Lead the growth and development of a robust pipeline of significant legacy gifts, ensuring alignment with Pomona College's long-term fundraising strategy and achievement of annual and multi-year campaign goals.
  • Achieve personal annual fundraising goals with a focus on legacy giving from alumni, families, donors, and prospects.
  • Collaborate with and support major gift, life-income gift (Pomona Plan), reunion and family giving fundraisers in cultivating complex assets and legacy gifts from alumni, families, donors, and prospects that may combine major, life-income, complex assets and legacy gifts into their annual planning and strategy sessions.
  • Develop and coordinate annual marketing strategies and materials that promote complex assets and legacy giving, in partnership with the Office of Advancement Communications.

Visa & Work Authorization

  • All staff positions are ineligible for visa or permanent resident card sponsorship.
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