Current Jobs 

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Job Title

Organization

Organization Type

Post Date

Director, Planned Giving American Humane Non-profit 06/28/2018
Associate Director of Planned Giving University Advancement, University of Washington Higher Education, Nonprofit 06/18/2018
Vice President for Institutional Advancement Columbia Basin College Community College 06/07/2018
Senior Director, Planned Giving Swedish Medical Center Foundation Healthcare System 06/07/2018

Job Title: Director, Planned Giving
Organization Name: American Humane
Organization Type: non-profit
Closing Date: until filled

Date Posted: 06/28/2018

Job Description: American Humane seeks a dynamic, experienced Director of Planned Giving to develop, implement and manage a branded planned giving program for the organization. This position is based at American Humane’s national headquarters in Washington, DC and reports directly to Chief Marketing Officer.

For more than 100 years American Humane has been first in promoting the welfare and safety of animals and strengthening the bond between animals and people We are first to serve, wherever animals are in need of rescue, shelter, protection or security. Through our innovative leadership initiatives – from our “No Animals Were Harmed®” program in Hollywood to broad-based farm and conservation animal welfare certifications, to rapid response rescue and care across the country – American Humane sets the gold standard as the most visionary and effective animal welfare organization in the nation.

Position summary:
The Director, Planned Giving is responsible for seeking out opportunities and developing initiatives to identify, cultivate and solicit prospects to ensure a strong base of ongoing financial support for the organization. The Director will, in collaboration with the Chief Marketing Officer, be responsible for developing, implementing and managing a branded planned giving program as well as managing a portfolio of planned giving prospects and donors.
Responsibilities:
• In collaboration with the Chief Marketing Officer and other fundraising staff, develop, implement and manage a branded planned giving program for American Humane.
• Develop and maintain a portfolio of planned giving prospects capable of making significant contributions to American Humane.
• Develop and implement management strategies and approaches aimed at advancing donors into higher levels of giving and ultimately planned gifts.
• Develop and offer educational opportunities and promotional materials around planned giving to fellow staff as well as prospects/donors.
• Steward donors who have already expressed a commitment to planned giving.
• Present regular updates to the Chief Marketing Officer and CEO.
• Work and travel with staff to plan and conduct outreach, visits, presentations, and events.
• Build relationships with annual donors to perpetuate their giving through planned gifts.
• Ensure all planned giving donors receive appropriate recognition and consistent updates on the work of the organization.
• Prospect by doing research and making phone calls to donors and financial advisors to develop a pipeline of long-term support.
• Enter and track all activities, actions, call reports and deadlines in Raisers Edge Database and other tracking systems.

Essential experience, knowledge, skills, and abilities:
• Bachelor’s degree required, advanced degree preferred.
• 7- 10 years of planned giving experience strongly preferred.
• In-depth knowledge of estate planning, including wills, trusts and estate and gift tax laws highly desired.
• Proven fundraising track record with experience identifying, cultivating, soliciting and stewarding high-level donors.
• Comfortable researching and analyzing large groups of data to uncover planned giving prospects.
• Demonstrate drive and an ownership mentality.
• Possess a client service attitude and ability to think on your feet as well as maintain positive demeanor at all times.
• Conduct oneself with confidence on phone calls and in donor meetings.
• Ability to emotionally and colorfully describe the incredible work done by American Humane to help animals.
• Self-disciplined, able to prioritize tasks in order to meet deadlines, strong work ethic.
• Demonstrated proficiency in computer technology including applications for project and data management and electronic calendars (Raiser’s Edge, Windows, Microsoft Word, Excel, PowerPoint, and Outlook preferred). Ability to quickly learn software specific to the department or institution.
• Strong written (including proofreading and editing) and oral communication skills, including the ability to briefly summarize the essence of issues and means to address them. Use appropriate grammar in verbal or written form.
• Sound judgment and discretion in handling and securing confidential information, as well as the ability to conduct oneself in a highly professional manner.
• Make appropriate decisions or choices based on understanding alternative courses of action and potential repercussions.
• Flexibility to work as part of a team or independently to meet goals in a fast-paced, deadline-driven environment. Self-directed to take action and resolve issues.

Physical demands and work environment:
• Position based in Washington, DC headquarters office.
• Standard working office environment.
• Local and national travel will be required, estimated 25-50%.
• Some evening and weekend hours will be required for outreach or event participation.
Employees are expected to adhere to all organizational policies and to act as role models, demonstrating American Humane’s core values: Compassion Accountability Respect for all Loyalty to mission Sustainability Honesty, integrity, trust American Humane is an Equal Opportunity Employer

How to Apply: visit the website

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Job Title: Associate Director of Planned Giving
Organization Name: University Advancement, Universtiy of Washington 
Organization Type: Higher Education, Nonprofit

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.

University Advancement is committed to creating an environment of inclusiveness where every person feels welcomed and valued. We believe that attracting and retaining diverse staff is crucial to serving the communities where our employees and students work and live.

University Advancement has an outstanding opportunity for an Associate Director of Planned Giving. This individual will identify, cultivate, and secure planned gifts (specifically all deferred gifts as well as gifts of complex assets) for the benefit of the University and all its schools, colleges, campuses, and programs, provide leadership and technical assistance to donors, professional advisors, volunteers, and UW Advancement colleagues regarding planned gift options, and, as requested by the Senior Director for Planned Giving, complete other projects enhancing the University’s ability to secure and steward major outright and deferred gifts.

Duties and Responsibilities:

Frontline Fundraising

  • Cultivate and steward relationships with established deferred gift donors; identify, cultivate, and solicit prospects for new deferred and complex major outright gifts - such gifts include all forms of life-income gifts, outright and remainder interests in real property, charitable lead trusts, bargain sale gifts, and all forms of revocable deferred gift commitments such as bequests and beneficiary designations on retirement plans and life insurance policies
  • Prepare timely and complete gift proposals and illustrations, transfer documents, bequest language and other relevant gift agreements; work with prospects and their professional advisors, as well as with other Advancement staff, academic leaders and volunteers to develop appropriate solicitation and gift strategies
  • Assist with training and mentoring central and unit-based Advancement staff in planned giving techniques and strategies
  • Attend and help staff meetings of the Estate and Gift Planning Council, a high-profile volunteer board consisting of attorneys, accountants, financial planners, trust officers, insurance professionals, and other professional advisors
  • Build Advisor programmatic engagement network to encourage recognition and value of the UW to the community and to increase awareness of UW as a recipient of complex gifts and assets from high net worth clients
  • Coordinate the acceptance of planned gifts in accordance with adopted policies and procedures, working with other Advancement staff, the Treasury Office, the Real Estate Office, and other University departments; ensure that gifts are properly reported, receipted and acknowledged; assist in drafting and maintaining appropriate policies and guidelines pertaining to gift analysis and acceptance; assist in production of necessary and appropriate planned gift reports
  • As appropriate, after consultation with the Senior Director, seek the counsel and approval of the Office of the Attorney General and/or Special Assistant Attorney General(s) regarding legal matters related to planned gifts

Program Development and Management

  • In consultation with the Senior Director, set annual performance goals and report at least quarterly to the Senior Director regarding progress toward goals, challenges, successes, etc.; participate conscientiously in the Prospect Tracking System and otherwise comply with the policies and procedures applicable to the University’s Advancement staff
  • In consultation with the Senior Director and/or designated supervisors-of-record, exercise appropriate supervision of support staff in the Office for Planned Giving
  • Assist with training and mentoring central and unit-based Advancement staff in planned giving techniques and strategies
  • Attend and help staff meetings of the Estate and Gift Planning Council, a high-profile volunteer board consisting of attorneys, accountants, financial planners, trust officers, insurance professionals, and other professional advisors
  • Coordinate the acceptance of planned gifts in accordance with adopted policies and procedures, working with other Advancement staff, the Treasury Office, the Real Estate Office, and other University departments; ensure that gifts are properly reported, receipted and acknowledged; assist in drafting and maintaining appropriate policies and guidelines pertaining to gift analysis and acceptance; assist in production of necessary and appropriate planned gift reports
  • As appropriate, after consultation with the Senior Director, seek the counsel and approval of the Office of the Attorney General and/or Special Assistant Attorney General(s) regarding legal matters related to planned gifts
  • Other duties as assigned

This position reports to the Senior Director for Planned Giving.

Requirements:

  • Bachelor's degree and five years of experience in planned or major gifts or transferable skills; equivalent combination of education and experience from which comparable knowledge and skills have been acquired may substitute for degree
  • Must have a general knowledge of outright and deferred charitable gift options
  • Proficiency using PC computers. Demonstrated strong computer skills, including proficiency with Microsoft Word, Excel, and PowerPoint for correspondence, special reports, spreadsheets, databases, forms, etc.

Key Competencies:

Core

  • Effective communications: Expresses oneself clearly and empathetically in interactions with others in all forms of communication, e.g. verbal and written, one-on-one, and group
  • Interpersonal Awareness: Builds and maintains positive relationships and actively contributes as a member of working teams to achieve results
  • Professional Credibility: Takes responsibility for meeting goals, objectives, obligations, and solving problems while representing the mission, vision, and values of the organization
  • Critical Thinking: Obtains, analyzes and evaluates information effectively in the face of ambiguity; makes appropriate decisions based on relevant information and experience
  • Ethics and Trust: Models and upholds the values of candor, openness, inclusiveness, and honesty despite internal and external pressures; acts consistently with Washington State ethical guidelines and organizational core values and beliefs
  • Valuing Diversity & Inclusiveness: Respects, values and contributes to the UW’s commitment to inclusiveness and diversity
Fundraiser
  • Donor Focused: Establishes, cultivates, and stewards strong relationships with donors and friends to build and maintain lifelong partnerships and trust with UW
  • Results Oriented: Acts decisively to achieve results
  • Planning & Implementing: Develops fundraising strategies and plans that integrate into the organization’s mission, priorities, and goals
  • Conflict Resolution: Works to resolve conflicts and differences through dialog and open communication in a timely manner; sees every difference as an opportunity for growth and change

Desired Qualifications:

  • A law degree is preferred
  • Proven expertise in planned giving is a plus
  • Knowledge of alumni relations/development/advancement principles
  • Knowledge of UW Advancement policies and procedures, including use of the development database software ADVANCE

Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.

Conditions of Employment:

  • Cubical/Open workspace environment which may result in additional or higher levels of noise and visual distractions
  • Ability to work evening and weekend hours, as necessary, on short or limited notice
  • Must have regular and reliable transportation for local travel and willing to travel when necessary
  • Frequent local travel expected

How to Apply: Apply

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Job Title: Vice President for Institutional Advancement
Organization Name: Columbia Basin College
Organization Type: Community College

Job Description: Columbia Basin College ("CBC" or the "College") seeks a Vice President for Institutional Advancement to be the senior administrative official responsible for CBC's Institutional Advancement operations including fundraising and resource development, public and college relations, brand management and marketing, alumni, public website, social media and college intranet, graphics and printing, special events, and related enterprises. The Institutional Advancement Division includes oversight of the CBC Foundation, College Relations, Marketing, Governmental Relations, and Graphics & Printing Departments. The Vice President of Institutional Advancement also serves as the Executive Director of the CBC Foundation and the Public Information Officer for the College. This position is responsible for implementing an advancement program that meets the fundraising, marketing, communications and legislative goals of Columbia Basin College and through a Quid Pro Quo agreement includes the Columbia Basin College Foundation, a 501(c)3 non-profit organization. The Vice President for Institutional Advancement is a senior-level administrative position that reports to the College President and the Foundation Board Chair.

How to Apply: Visit our website at https://columbiabasin.edu/jobs.

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Job Title: Senior Director, Planned Giving
Organization Name: Swedish Medical Center Foundation
Organization Type: Healthcare System

Job Description: Reporting to the Vice President of the Swedish Medical Center Foundation, the Senior Director for Planned Giving plays a key role in ensuring that the institution meets its comprehensive capital campaign goals by leading a Planned Giving Program that commits grateful patients, community members, and others to support Swedish through their estate planning. The Senior Director will also encourage benefactors to consider expanding the institution’s endowment fund through philanthropy.

Duties and Responsibilities: The Senior Director shall:

  • Lead a Planned Giving Program principally focused on bequest donations and charitable gift annuities, but also encompassing gifts of real estate and charitable remainder trusts, gifts utilizing other deferred gift vehicles, and complex outright gifts
  • Identify, cultivate, and solicits grateful patients, friends, trustees, parents, and staff with potential to support the institution with planned gifts
  • Manage a substantial portfolio, generating, and closing major and planned gifts
  • Steward planned gift donors to ensure their gifts come to fruition
  • Assist President and Foundation advancement officers with planned gift proposals related to their individual portfolios
  • Administer the Swedish Legacy Partners recognition society and annual Legacy Partners event.
  • Organize and coordinate a Planned Giving Advisory Council
  • Originate communication and marketing initiatives to promote Planned Giving, including advertisements, brochures, newsletters, and a Web page
  • Maintain a Planned Giving Registry of all irrevocable, revocable, and realized gifts to Swedish
  • Supervise the Associate Director of Planned Giving Serve as a development liaison to Swedish Health Services, with priority in endowment development and planned gifts
  • Perform all other appropriate duties and responsibilities related to the position

Qualifications: The minimum qualifications listed below are representative of the knowledge, skill, and abilities needed to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

  • Education: Bachelor’s degree required; master’s degree or J.D. degree preferred
  • Ten (10) or more years of planned giving experience; experience in a healthcare setting preferred
  • Proven track record managing a successful planned giving program
  • Comprehensive understanding of planned giving techniques and vehicles
  • Experience in a major, decentralized institution, preferably health care or higher education
  • Ability to communicate effectively, both verbally and in writing with a wide variety of constituents
  • Ability to manage multiple projects and deadlines
  • Ability to interface with the senior-level administration, medical staff, and board members
  • Self-starter with great collaborative team skills.

How to Apply: Please visit https://swedish.jobs and search keyword "Foundation".

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