Director for Planned Giving

Director For Planned Giving

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 guides everything we do in University Advancement. The mission of the Development team is to facilitate private resources to enhance and protect the Universitys reputation and support equitable community building and service. This starts with creating a culture of belonging 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 for Planned Giving will collaborate with stakeholders across the University to identify and cultivate planned gift prospects, with a focus on securing deferred gifts and gifts of complex assets in support of the University of Washington. The Director will develop and implement strategies to secure support from donors and prospects for the Universitys top priorities.

What You Will Do

Frontline Fundraising (85%) :

• Cultivate and steward relationships with established deferred gift donors.
• Identify, cultivate, and solicit prospects for new deferred and complex major outright gifts, with an emphasis on gifts of $100,000+.
• Solicit various types of gifts including life-income gifts, real property interests, charitable lead trusts, bargain sale gifts, and revocable deferred gift commitments.
• Prepare gift proposals, illustrations, transfer documents, bequest language, and other relevant agreements in a timely and complete manner.
• Collaborate with donors, their advisors, Advancement staff, academic leaders, and volunteers to develop solicitation and gift strategies.
• Meet performance metrics related to substantive contacts, major gift qualifications, solicitations, and total dollars raised.

Program Development and Management (15%) :

Minimum Requirements

Bachelors degree and five years of experience in planned 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

Knowledge of outright and deferred charitable gift options, investments, and financial planning. Familiarity with laws related to charitable trusts, gifts annuities, real estate gifts, and income, gift and estate taxes. Commitment to continually learning and staying up-to-date on planned giving principles, best practices, and related laws and regulations. Proficiency in Microsoft Office suite for generating correspondence, special reports, spreadsheets, and design / photography software and applications.

What You Can Expect

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 limited occasions. Frequent local travel is expected with potential for occasional (1-2 times per year) out-of-state travel.

Compensation, Benefits and Position Details

Pay Range Minimum : $110,004.00 annual Pay Range Maximum : $125,004.00 annual Other Compensation : Benefits : For information about benefits for this position, visit https : / / www.washington.edu / jobs / benefits-for-uw-staff /

Shift : First Shift (United States of America) Temporary or Regular? This is a regular position FTE (Full-Time Equivalent) : 100.00% Union / Bargaining Unit : Not Applicable

About the UW

Working at the University of Washington provides a unique opportunity to change lives on our campuses, in our state, and around the world. UW employees bring their boundless energy, creative problem-solving skills, and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth, and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits, and natural beauty.

Our Commitment

The University of Washington is proud to be an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information. To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 or dso@uw.edu. Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law. 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.