DIRECTOR OF PLANNED GIVING - University of Washington

Req #: 239387 Department: UW ADVANCEMENT Appointing Department Web Address: https://www.washington.edu/advancement/careers/ Job Location Detail: Hybrid Eligible - Minimum 2 days in office a week Posting Date: 09/27/2024 Closing Info: Open Until Filled Salary: $9,167 - $10,417 per month Shift: First Shift Notes: 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. (https://hr.uw.edu/benefits/wp-content/uploads/sites/3/2018/02/benefits-professional-staff-librarians-academic-staff-20230701\_a11y.pdf) 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. For over 160 years, the University of Washington has been a hub for learning, innovation, problem solving and community building. Supporting this legacy and important public mission-with the goal of making the UW the world's greatest public university, as measured by positive impact-guides everything we do in University Advancement (https://www.washington.edu/advancement/) . Bringing together development; alumni and stakeholder engagement; marketing and communications; and advancement operations, we advance the UW's impact by developing meaningful connections that foster pride, advocacy and philanthropic support. This starts with creating a culture of belonging ( https://www.washington.edu/advancement/ua-dei-visions-values-and-actions/) within our organization that values the diverse experiences and expertise of our team members, allowing everyone to thrive and to contribute their unique talents as we strive to achieve our shared goals. **The Planned Giving team has an exciting opening for a Director for Planned Giving. This is a full-time, permanent position.** The Director will work with the Senior Director for Planned Giving, academic leaders, volunteers and advancement staff to identify, cultivate and secure top-level prospects for planned gifts - with a specific focus on deferred gifts as well as gifts of complex assets - in support of the University of Washington. The Director will be responsible for developing and implementing strategies for donors and prospective donors, in support of University, school, college or department priorities. **What You Will Do:** **Frontline Fundraising (75%)** - Cultivate and steward relationships with established deferred gift donors, specifically those with the capacity to make contributions of $50,000 or more. - Develop proposals and solicit gifts of all forms of planned giving vehicles, including 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 donors and their professional advisors, as well as with other campus leaders, to develop appropriate solicitation and gift strategies. **Program Development and Management (25%)** - Set annual performance goals and regularly report on progress, challenges and successes to the Assistant Vice President and Sr. Director of Development for Planned Giving. - Conscientiously utilize the Prospect Tracking System and comply with the University's policies and procedures related to privacy, ethics, and best practices. - Assist with training and mentoring Advancement staff in planned giving techniques and strategies. - Attend and assist staff meetings for the 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. Ensure gifts are properly reported, receipted and acknowledged. **MINIMUM REQUIREMENTS** Bachelor's degree AND four years of experience in planned giving or major gifts or related field. **Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.** **What You Bring:** - Commitment continually learning and staying up-to-date on planned giving principles, best practices and related laws and regulations. - Knowledge of outright and deferred charitable gift options, along with an understanding of investments and financial planning. - Familiarity with laws related to charitable trusts, gifts annuities, real estate gifts and income, gift and estate taxes. - Proficiency in Microsoft Office suite for generating correspondence, special reports, spreadsheets and design/photography software and applications. - Prior work experience in legal, accounting, trust or financial services field is highly desired. - Knowledge of alumni relations/development/advancement principles. **What You Can Expect:** - Shared cubicle/desk hoteling in an open workspace environment that may result in higher noise levels and visual distractions. - Partial telework arrangements possible as approved by the supervisor. - Reliable transportation for local travel. - Ability to lift/move 20 pounds regularly and up to 40 pounds occasionally for event setup and tear down. - This position requires a flexible schedule as the workload and times may vary, including evenings or weekends. **Application Process:** The application process 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 Work 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 log into your "My Jobs" page. If you choose 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. \#UWUAJOBS University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.