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Job Title

Organization

Organization Type

Post Date

Associate Director of Planned Giving University Advancement, University of Washington Higher Education, Nonprofit 06/18/2018
Director of Planned Giving YMCA of Pierce and Kitsap Counties Nonprofit 06/14/2018
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
Endowment and Planned Giving Manager Jewish Federation of Greater Seattle Civic & Community Affairs 04/13/2018
Development Officer University of Puget Sound Education 04/06/2018

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: Director of Planned Giving
Organization Name: YMCA of Pierce and Kitsap Counties 
Organization Type: Nonprofit

Job Description: The YMCA of Pierce and Kitsap County offers a competitive salary and benefits package as well as the opportunity to impact the lives of the people we serve. Ignite your Passion, Live the Y Cause.

Are you an innovative leader looking to be a part of a dynamic team for a fast-paced, forward-thinking YMCA in the Pacific Northwest? We are a cause-driven Association focused on serving 130,000 members. We strive to draw the most talented leaders to make an impact each day in Pierce and Kitsap Counties. With our growth and commitment to building capacity and sharing leadership, we have an exciting new opportunity available as the Director of Planned Giving. We invite individuals who are motivated servant leaders to apply to be an active, inspiring part of the team.

If hired for this position you will be responsible to lead the organization’s deferred giving program including gifts of estates, trusts, and other deferred giving opportunities. You will manage a portfolio of planned giving prospects and donors and serve as the fundraising liaison for the YMCA in support of the Y’s Endowment and its programs. This position has primary responsibility for training staff and supporting individuals working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. In addition, you will lead the planning and implementation of marketing outreach and stewardship events for the planned giving program.

In this position, you will be able to use your skills for:

Planned Giving Program Development and Delivery:

  • Develop, reactivate, and manage a Planned Giving Program including an implementation plan
  • Solicit, cultivate, and close the full range of revocable and irrevocable planned gifts
  • Over time, maintain a personal portfolio of about 100 actively engaged donors and prospects
  • Manage a portfolio of qualified, active prospects through various stages of moves management
  • Personally average 8-10 high importance contacts and/or face-to-face donor meetings per month to ensure financial goals are met
  • Work closely with the financial development team to jointly cultivate blended gifts from current and prospective major donors
  • Build relationships with the planned giving prospects and donors, and with estate and financial planning professionals
  • Maintain a general knowledge of the YMCA's local and national programs in order to provide prospects, donors, and professional advisors with information and materials
  • Meet personally with prospects, donors and professional advisors (70 face-to-face scheduled contacts annually) to discuss the YMCA's programs and planned giving services
  • Coordinate suggestions for planned giving vehicles with the prospects and their advisors in order to meet their estate/financial planning goals and those of the YMCA
  • Document $1M+ in planned gift notifications, annually
  • Present necessary updates to Association Board of Directors and other organizational leaders

Donor Stewardship:

  • Provide stewardship of donors who have already announced a commitment to planned giving
  • Timely entry of all donor and prospect activity in the Raiser’s Edge donor database
  • Handle processing of planned gifts including acknowledgment letters to donors and managing the YMCA's planned giving Legacy Society
  • Help plan and implement stewardship events for the YMCA's Legacy Society

Training and Development:

  • Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspect of charitable giving
  • Offer educational opportunities and materials regarding planned giving for fellow staff and prospects/donor

Marketing and Solicitation:

  • Work with the financial development team to develop and deploy marketing materials and communications for the planned giving program

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

  • Regularly required to talk or hear
  • The employee is frequently required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms
  • Regularly required to sit, stoop, and kneel
  • Must frequently lift or move up to 40 pounds and occasionally lift or move a higher amount
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus

Minimum Requirements: Are you a good fit?

  • Bachelor’s degree and 10+ years’ experience in major and/or planned giving fundraising, or equivalent experience as an attorney, CPA, CFP, CFRE, CSPG, etc
  • Advanced planned giving and/or tax training is preferred
  • Experience with planned giving software (Crescendo, PG Calc, etc.) is preferred
  • A proven fundraising track record and demonstrated success in managing a portfolio of major donor prospects
  • Detailed and in-depth knowledge of planned giving and its complexities; estate planning, tax laws, wills, trusts, etc
  • Ability to clearly and diplomatically communicate with donors, staff, and volunteers about the needs, interests, and accomplishments of the YMCA
  • Exceptional interpersonal skills with all age groups are required
  • Superior organizational and communication skills
  • Excellent telephone skills
  • Complete online Child Abuse Prevention training on first day
  • Complete other online and in-person training as required

How to Apply: Apply on our website at https://www.ymcapkc.org/about-us/work-with-us/. Position closes on 7/9/2018.

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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 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 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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Job Title: Endowment and Planned Giving Manager
Organization Name: Jewish Federation of Greater Seattle
Organization Type: Civic & Community Affairs

Job Description: Challenge Do you enjoy building relationships? Are you a natural organizer? Do you thrive in a collaborative environment? Do you excel at multi-tasking? An established non-profit located in Downtown Seattle is looking for a creative, energetic and engaged candidate to fill the position of Program Manager, Endowment and Planned Giving (Program Manager). 

Position Overview: Reporting to the Director of Finance with Matrix Reporting to Development Director, this full-time position is responsible for the day-to-day operations of our Endowment Department with a focus on donor relations and contributes to the development of the Endowment Fund policies, procedures, accounting, and compliance. In partnership with the Development Department, the Program Manager also engages in ongoing financial resource development. 

Required Qualifications:

  • Bachelor’s Degree required 
  • Advanced and/or Legal degree preferred 
  • 5 years related experience 
  • Supervisory experience is preferred 
  • Comfortable command of Microsoft Office Suite as well as other technology tools 
  • Experience with nonprofit organizations a plus 

Required Attributes and Competencies:

  • Knowledge of donor advised funds, supporting foundations, custodial funds and general endowments 
  • Strong attention to detail and ability to meet deadlines 
  • Excellent client service skills 
  • Excellent interpersonal skills; team player within a diverse working environment 
  • Strong written and verbal communication skills 
  • Ability to problem-solve complex matters and develop solutions independently 
  • Ability to organize, prioritize and manage multiple tasks in a diverse, collaborative, and rapidly growing environment 
  • High level of integrity and ability to handle confidential, sensitive issues with diplomacy and discretion Intrigued? 

Interested candidates are encouraged to visit the Federation website (www.jewishinseattle.org) to gain insight into the agency’s mission and impact. Compensation DOE. We offer outstanding benefits including medical, dental and life insurance, generous paid time off, sick leave, retirement plans. Why Federation? The Jewish Federation of Greater Seattle in a non-profit founded in 1928 to serve the Jewish community, locally and around the world. Over its nearly nine decades of service, the Federation has been at the forefront of meeting the community’s wide-ranging needs. Today, the Jewish Federation is committed to creating Jewish connections for life, ensuring that all Jews can participate in Jewish life in any way that fits their interests and passions, at every stage of life.

How to Apply: Interested candidates are encouraged to visit the Federation website (www.jewishinseattle.org) to gain insight into the agency’s mission and impact. Submit a cover letter and resume to: [email protected]. No phone calls please.

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Job Title: Development Officer
Organization Name: University of Puget Sound
Organization Type: Education

Job Description: The University of Puget Sound invites applications for a Development Officer. The development officer engages, cultivates, solicits, and stewards alumni, parents, and friends who have the capacity to make a gift of $50,000 or more to the University of Puget Sound. Working directly with colleagues in the offices of alumni relations, annual giving, corporate and foundation relations, donor relations, and research, the development officer serves as a member of the capital giving team and reports to the director of capital giving.

Responsibilities: Solicit alumni, parents, and friends for outright and irrevocable deferred endowment and facilities commitments of $50,000 or more for identified Puget Sound fundraising objectives; • Promote, discuss, illustrate and solicit planned giving opportunities with prospective donors, as appropriate; • Solicit gifts, as appropriate, for the Puget Sound Alumni, Parent, and Friends Funds in coordination with colleagues in the Office of Annual Giving; • Meet regularly with prospective donors on and off campus to build enduring and trusting relationships between the prospects and the university; • Develop written engagement and solicitation strategies for all assigned prospects with capacity ratings of $100,000 or more; • Move prospective donors through the traditional cultivation and solicitation cycle with appropriate deliberate speed; • Document the results of all substantive contacts with constituents via contact reports; and • Represent the University of Puget Sound in a consistently professional and ethical manner. • Other duties as needed. The development officer should possess the following qualifications and skills: • Experience in fund raising, preferably at a liberal arts institution; • A proven record of successful face-to-face gift solicitation; • Significant experience working productively with alumni and parent volunteers; • The ability to work and communicate effectively, orally and in writing, with a broad range of internal and external constituents including faculty, staff, students, alumni, parents, and friends of the university; • The ability to work independently, solve problems, handle confidential information, and navigate sensitive situations; • Highly developed computer skills including experience with Microsoft Word, Excel, and PowerPoint as well as constituent relations software such as Sage Millennium; • The willingness and ability to travel frequently; • Excellent organizational and planning skills as well as superior attentiveness to detail; • A bachelor's degree. • Ability to respectfully work, communicate and provide leadership within a diverse campus community Compensation and Benefits: Decisions about starting salaries are made based on the extent and relatedness of the candidate's education and experience and on internal equity and market considerations.

This position is exempt from the provisions of the Fair Labor Standards Act. Puget Sound offers a generous benefits package. For more information, visit: http://www.pugetsound.edu/about/offices--services/human-resources/overview-of-university-benefit/.

Application Deadline: Search and selection procedures will be closed when a sufficient number of qualified candidates have been identified. Required Documents: • Resume • Letter of Interest Puget Sound is committed to an environment that welcomes and supports diversity. We seek diversity of identity, thought, perspective, and background in our students, faculty, and staff. To learn more please visit: http://www.pugetsound.edu/about/diversity-at-puget-sound/ All offers of employment are contingent on successful completion of a background inquiry and if applicable for the position, drug screen, physical test and functional assessment. The University of Puget Sound is an equal opportunity employer.

How to Apply: To review the complete job description and apply online, please visit http://apptrkr.com/1199299

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