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Job Title

Organization

Job Type

Post Date

Associate Development Director: Endowment & Planned Giving Village Theatre Arts & Humanities 12/04/2017
Development Services Officer KUOW Puget Sound Public Radio Media 11/06/2017
Planned Giving Officer United Way of King County Human/Social Services 10/6/2017

Job Title:Associate Development Director: Endowment & Planned Giving
Organization Name: Villiage Theatre
Organization Type: Arts & Humanities
Closing Date: Until Filled

Job Description:

This position is responsible for developing and implementing Village Theatre’s endowment campaign and is directly involved in the identification, cultivation, solicitation, and stewardship of prospective planned giving and endowment donors as well as select major donors. The position will oversee and conduct fundraising activities in order to secure support through wills, bequests, trusts, charitable gift annuities, and other planned/deferred gift arrangements. They will manage a personal portfolio of individuals and will be called upon to engage and collaborate with Village Theatre’s board, executive committee, leadership staff, and other volunteers as opportunities arise. The individual must be able to effectively communicate the mission, values and scope of Village Theatre’s programs.

Duties & Responsibilities include:

• Works with Director of Development and Executive Producer to create and execute strategies and perform planned gift activities.
• Identify, cultivate, solicit, and steward individual prospects capable of planned gifts at all levels with an emphasis on gifts of $10,000 and above.
• Have 100+ prospective and current donor solicitation visits per year.
• Lead donor cultivation initiatives applying best practices and utilizing Endowment Committee, Board of Directors, Executive Producer, Director of Development, and all Development staff, and other Village Theatre colleagues as needed.
• Demonstrate an understanding of advanced gift planning vehicles and communicate opportunities for asset-based planning as documented by proposals submitted, secured planned gifts, and involvement of senior leadership on complex gift opportunities.
• Prepare calculations and illustrations, draft proposal letters and letters of explanation for donors and obtain needed internal and external advice and assistance on behalf of Village Theatre
• Work with the development team to develop and implement all marketing strategies and plans for Endowment and Planned Giving.
• Work with Endowment Committee Chair to plan committee meetings.
• Prepare monthly reports for leadership and Board of Directors.
• Attend and participate in other Board meetings as required.
• Serve as principal liaison to any current and future endowment and planned giving committees, consultants, or contractors, institutional investment professionals, including Village Theatre Finance Committee, Investment Committee, and Board of Directors.
• Build relationships with Allied Professionals. Function as an ambassador to the wealth and estate planning and non-profit legal community, as well as the community at large during education and community engagement programs and external and planned giving seminars.
• Work with Director of Finance to manage the probate process where Village Theatre is a named beneficiary.
• Preserve all endowment and planned gift data in patron and donor database and produce relevant and effective reports.
• Organize, in conjunction with the development team, annual endowment and planned giving events.
• Work other development department events, including fundraising events and backstage parties to cultivate prospect and steward donor relationships.
• Act as the organizations expert on planned giving trends and tax law as it pertains to endowment, planned giving, and fundraising.
• Where appropriate provide expertise on non-profit corporate law as it relates to planned giving, or development activities.
• Seek professional growth and contribute to the professional growth of others in regards to endowment, planned giving, and major gifts.
• Regularly participate in professional development programs, particularly focused on life income arrangements, complex assets, charitable tax law and IRS regulations to strengthen and expand knowledge base and the knowledge base of the entire development department.
• Share best practices, train, and mentor others on senior staff and in the development department by overseeing and developing ongoing planned giving training.

How to Apply: For best consideration, please send resume and cover letter to Frank Stilwagner, Director of Development fstilwagner@villagetheatre.org with the subject line “Endowment & Planned Giving Associate Director”.


 

Job Title: KUOW Development Services Officer, Planned Giving
Organization Name: KUOW Puget Sound Public Radio
Organization Type: Media
Closing Date: 12/03/2017

Job Description:
As a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around the world. UW employees offer their boundless energy, creative problem solving skills and dedication to build stronger minds and a healthier world.

UW faculty and staff also enjoy outstanding benefits, professional growth opportunities and unique resources in an environment noted for diversity, intellectual excitement, artistic pursuits and natural beauty. All of which has allowed the UW to be nationally recognized as a “Great College to Work For” for four consecutive years.

KUOW is the Puget Sound Region’s NPR-affiliated public radio service for local, regional, national and international news, information and cultural programming. We serve more than one million users monthly: on-air, online, live streaming and on demand. KUOW operates four broadcast frequencies in Seattle and Western Washington State and produces discrete content services on two additional HD channels. The mission of KUOW is to create and serve an informed public—one challenged and invigorated by an understanding and appreciation of events, ideas and cultures.

The station is licensed to the University of Washington, which is assisted in its operation and management by Puget Sound Public Radio, a private nonprofit corporation established in 1999 and governed by a community board.

KUOW’s intent is to be the finest possible provider of news from both within and beyond our region. By doing so, we hope to enable our audience to be better citizens of the world and participants in our local community. We intend to push hard with ever better local/regional coverage: deeper reporting, broader reach and inclusiveness, and to establish emotional connections that resonate and connect citizens. By helping the citizens of the Puget Sound enrich their personal truths, tempered through the perspectives of their fellow citizens, KUOW works to bind us together through common understanding rather than rend us. To help in this mission, KUOW has an outstanding opportunity for a Development Services Officer, Planned Giving to develop and cultivate the planned giving program and develop and maintain a portfolio of 50+/- planned giving donors.

Responsibilities include:

Planned Giving Activities:

Plan, coordinate and implement all planned giving related fundraising activities to meet department goals, including creating materials for, and managing the planned giving marketing program, on-air and digital messaging, and direct mail. (25%)

Works with Major Gifts Team and KUOW staff to create, produce and disseminate communication materials and recognition activities that support stewardship of donors with existing planned giving commitments to KUOW; tracks commitments and creates reports; manages necessary paperwork and follow-up communications. (15%)

With Major Gifts Team, devise long term strategies to grow the planned giving program and implement strategies to maximize revenue and provide a fertile base of prospects to target for planned giving solicitation from year-to-year. (10%)

Major Gifts Activities:

Works with Major Gifts Team to identify, qualify and manage a portfolio of 50+ KUOW donors, including developing, documenting and implementing appropriate cultivation, solicitation and stewardship strategies and activities for each donor that will result in increased planned giving commitments in support of KUOW. Records strategies and activities using donor database. (30%)

*Works with Director of Research & Analysis to identify and qualify planned giving prospects through analytics and research, utilizing KUOW’s donor database and public record databases. (10%)

Departmental Responsibilities and Other Duties As Assigned:

Participates in annual development and marketing planning for the major gifts and grants unit and development department. (3%)

Attends cultivation and stewardship activities, including donor-related events and assists with events, pledge drives, general membership programs and other duties as assigned (7%).


Requirements include:
• Bachelor's degree and two or more years’ experience in professional fundraising or a related field such as financial planning, accounting or estate law, with demonstrated understanding of best practices in donor/client cultivation.
• Working knowledge of database programs, competency in Microsoft Word and Excel a must.
• Strong interpersonal and customer service skills and an ability to communicate successfully in writing, by phone or in person.
• Proven ability to work professionally, collegially and effectively with donors or other constituents, colleagues and the general public.
• Commitment to providing quality service and ability to maintain confidences and protect confidential information.
• Strong interpersonal skills and an ability to communicate successfully in writing, by phone or in person. Proven ability to work professionally and effectively with donors or other constituents, colleagues and the general public.
• Ability to work independently, provide solutions, take initiative and handle multiple projects and deadlines in an organized and professional manner a must.
• Demonstrated ability to work collaboratively in a team-oriented setting.
Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.

Conditions of Employment:
Appointment to this position is contingent upon obtaining satisfactory results from a criminal background check.


As a UW employee, you will enjoy generous benefits and work/life programs. For a complete description of our benefits for this position, please visit our website, click here.


Application Process:

The application process for UW positions may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These may include Work Authorization, Criminal Conviction History, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select “Apply to this position”. Once you begin an assessment, it must be completed at that time; if you do not complete the assessment, you will be prompted to do so the next time you access your “My Jobs” page. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed.
The University of Washington is a leader in environmental stewardship & sustainability, and committed to becoming climate neutral.
The University of Washington is an equal opportunity, affirmative action employer. To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 / 206-543-6452 (tty) or dso@uw.edu.


Job Title: Planned Giving Officer
Organization Name: United Way of King County
Organization Type: Human/Social Services
Closing Date: Until Filled

Job Description
We have a career opportunity for a Planned Giving Officer who is responsible for designing, implementing, and providing leadership to all aspects of United Way of King County’s estate, trust, and planned gift program. This position sets and achieves annual goals for securing planned gift commitments. The Planned Giving Officer will grow United Way’s planned giving constituency through strategies designed to inform prospective and current donors about planned giving options and create and execute a comprehensive planned giving stewardship and marketing plan.

Essential Duties: 

  • Leads United Way’s comprehensive planned giving strategy, supports development of colleagues and oversees a volunteer-led Planned Giving Committee
  • Creates and leads an annual and focused planned giving acquisition campaign for the Major Gifts team, reporting on progress and goals.
  • Identifies, cultivates, solicits, and stewards prospects for planned and outright gifts involving estate plans, securities or other personal property.
  • Makes 100 to 120+ calls annually on prospective donors to solicit planned gifts and shares information on United Way’s planned giving program.
  • Creates a pipeline of planned gift prospects by analyzing the existing contributor base and leads the development team in creating strategies to reach prospects, monitoring and celebrating progress towards confirmed commitments and goals.
  • Identifies prospective major gift donors within the Legacy membership and develops an appropriate strategy with United Way’s Major Gifts staff for cultivation and solicitation.
  • Makes planned giving presentations to the donor, prospect groups, and professional organizations to inform constituents on various planned gift vehicles that will support United Way.
  • Enlists Planned Giving Committee in identifying, cultivating and soliciting planned gifts, solicits advice and expertise of Committee members as needed
  • Coordinates communication and activities for the Legacy Society regarding other planned giving presentations and educational events planned throughout the year.
  • Performs other related duties as assigned. Core Competencies:
  • Thorough knowledge of planned/deferred giving and stays abreast of best practices
  • Extensive knowledge of fundraising techniques, consultative selling approach, gift cultivation/solicitation, volunteer management, project management and computer software applications.
  • Demonstrated ability to prioritize activities and comfortable dealing with ambiguity
  • Demonstrated ability to analyze donor information, plan, set goals and objectives
  • Excellent communication skills – listening, speaking and formal/informal business writing
  • Strong diplomacy and collaboration skills to effectively work with donors and other departments within the organization.
  • Demonstrated volunteer management experience at high levels of an organization.
  • Demonstrated ability to relate effectively with a diverse audience and exercise diplomacy and collaboration in dealing with donors and other departments within the organization.
  • Proven customer service skills and discretion in handling information in a sensitive and confidential manner 

 Education and Experience:

The successful candidate will possess a Bachelor’s degree, or equivalent, specializing in Non-Profit Fundraising, Business, Marketing, Communications, or related field. Must have five years’ experience in fundraising and proven solicitation experience of gifts of $10,000 and higher. Dedicated work in the areas of planned giving, estate planning, and trusts, highly desirable. Experience closing multi-year gifts is a plus. The annual recruitment range is $ 66,500 to $ 69,500, depending on successful experience. The position is open until filled.

How to Apply: Please apply online at http://www.uwkc.org/about/careers