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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.

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.

The mission of the Development team is to facilitate private resources to enhance and protect the University’s reputation and support equitable community building and service. 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 fo** **r 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 University’s top priorities.

What You Will Do** **:

Frontline Fundraising (85%)

+ Cultivate and steward relationships with established deferred gift donors.

+ Identify, cultivate and solicitprospects 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%)

+ Set annual performance goals in consultation with the Senior Director for Planned Giving and provide quarterly status reports to the Assistant Vice President for Planned Giving.

+ Conscientiously utilize the University's prospect tracking platform and comply with the University's policies and procedures related to privacy, ethics and best practices.

+ Assist in training and mentoring Advancement colleagues on planned giving strategies, terminology and relevant laws and regulations.

+ Attend the University’s Estate and Gift Planning Council meetings and provide, as well as request, subject matter expertise, as needed.

+ Coordinate the acceptance of planned gifts in accordance withUniversity policies and procedures.

+ Contribute to the production of planned gift reports and analyze gift data to identify trends and opportunities.

+ Consult with the Office of the Attorney General or Special Assistant Attorney General(s) on legal matters related to planned gifts, as appropriate.

+ Other duties as assigned

Minimum** **Requirement** **s** **:

Bachelor's 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.

**\#** UWUAJOBS

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 (https://hr.uw.edu/eoaa/) . 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 [email protected] .

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 (https://app.leg.wa.gov/RCW/default.aspx?cite=28B.112.080) .

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.