4 days old

DIRECTOR, PLANNED GIVING

University of Washington
Seattle, WA
  • Job Code
    170098
UW Human Resources

DIRECTOR, PLANNED GIVING

Req #: 170098
Department: DEVELOPMENT PROGRAMS, ADVANCEMENT
Job Location: Seattle Campus
Posting Date: 07/22/2019 
Closing Info: Open Until Filled 
Salary: Salary is commensurate with experience and education 
Shift: First Shift 
Notes: Open Until Filled with a first consideration date of Aug 20, 2019.  

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 five consecutive years. 

University Advancement has an outstanding opportunity for a Director, Planned Giving.

POSITION PURPOSE
The Director will work with the Senior Director for Planned Giving, academic leaders, volunteers and advancement staff to identify, cultivate, and secure top-level planned gift prospects for gifts in support of the University of Washington (specifically all deferred gifts as well as gifts of complex assets).  The Director will be responsible for developing and implementing strategies for highest priority donors and prospective donors, in support of University, school, college, and/or department goals.

DUTIES AND RESPONSIBLITIES
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.

Program Development and Management
In consultation with the Senior Director for Planned Giving, set annual performance goals and report at least quarterly to the AVP 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 for Planned Giving 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 assist at 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 for Planned Giving, 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.

Key Competencies

Core
Effective communications: Expresses oneself clearly and empathetically in interactions with others in all forms of communication, i.e., verbal and written, one-on-one and group, etc.

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.

Functional Expertise
Managing Conflict: Recognizes and addresses conflicts and disagreements in a safe and respectful environment, manages conflicts collaboratively, and builds consensus with the best interests.

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.

REQUIREMENTS
Bachelor's degree and seven – ten years of experience in planned or major gifts or related field.  Equivalent combination of education and experience from which comparable knowledge and skills have been acquired may substitute for degree.

General knowledge of outright and deferred charitable gift options and of investments and financial planning.  

General knowledge of laws related to charitable trusts, gifts annuities, real estate gifts and income, gift and estate taxes.

Proficiency using PC computers.  Demonstrated strong computer skills, including proficiency with Microsoft Word, Excel, and PowerPoint for correspondence, special reports, spreadsheets, databases, forms, etc.

DESIRED QUALIFICATIONS
A law degree, accounting degree, or certification as a financial planner are highly desired.

Knowledge of alumni relations/development/advancement principles.

Knowledge of UW Advancement policies and procedures, including use of the development database software ADVANCE.

CONDITIONS OF EMPLOYMENT
Cubicle/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.

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

BENEFITS
As a UW employee, you will enjoy generous benefits and work/life programs.  For detailed information on Benefits for this position, 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 assessments may include Workforce Authorization, 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

Committed to attracting and retaining a diverse staff, the University of Washington will honor your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming.

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.


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Posted: 2019-12-04 Expires: 2020-01-03

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DIRECTOR, PLANNED GIVING

University of Washington
Seattle, WA

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