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