Business Title: Development Coordinator, Gift Planning
Location: TOWN CENTRE LEASE
Employee Type: Admin. Professional
Job Family: Administrative Professional - OT Eligible
COVID-19 Vaccine Information:
In accordance with Washington State Governor's Proclamation 21.14.2, as a condition of employment, you must be fully vaccinated or have an approved medical/religious accommodation by time of hire. People are considered fully vaccinated two weeks after receiving their last shot in a vaccine series. Vaccine or an approved accommodation will be verified prior to your first day of work. Should you not be fully vaccinated or have an approved medical/religious accommodation you will not be able to start employment with WSU. Information regarding vaccine verification and/or requesting a medical/religious accommodation is available at https://hrs.wsu.edu/covid-19/vax-verification/. Please contact HRS at [email protected] or 509-335-4521 if you have questions.
Summary of Duties:
The Development Coordinator, Gift Planning is responsible for coordinating and implementing fundraising and donor-related activities for the Gift Planning team in support of Gift Planning's advancement goals and initiatives. This person will be the project manager for the Legacy Associates program, Gift Planning's partnership with WSUF's Call-a-Coug program, the Gift Planning Advisory Boards, and the Gift Acceptance Committee. They will serve as the departmental lead for internal and external communication, contributing to and overseeing the development of website content, marketing and informational materials to be distributed to internal stakeholders, as well as those going to current and prospective donors. They will research and prepare complex asset-based and life-income gift transmittals and external asset manager documents, requiring interaction with Advancement colleagues as well as financial and legal professionals. They will represent Gift Planning by serving as initial point of contact for the department as well as by serving on cross-functional project teams related to Advancement initiatives and comprehensive campaign.
Essential Duty: Yes
Percent of Time: 50%
Job Function: Project and Gift Management
Using independent judgment, discretion, and specialized skills - design, manage, and administer custom programs such as Charitable Life Insurance, Legacy Associates, etc., as well as act as primary liaison to WSUF's Call-a-Coug program.
Conceptualize, design, and communicate planned giving presentations and trainings.
Working independently, coordinate the Gift Planning Advisory Boards and Gift Acceptance Committee by planning agendas, preparing meeting materials, and distributing relevant information, and serving as central point of contact for any inquiries related to the meetings before and after they are held.
Serve as departmental lead for internal and external communication, including oversight of website, utilizing discretion and analysis to launch information, and implement changes and updates as needed.
Research and prepare complex asset-based, life-income, and estate gift transmittals and external asset manager documents by utilizing specialized skills and knowledge, and by liaising as necessary with Advancement and Foundation colleagues for information.
Act as project lead for a variety of ad hoc projects throughout the year related to donor stewardship and gift administration, creating protocols and procedures for increased departmental efficiencies.
Essential Duty: Yes
Percent of Time: 30%
Job Function: Donor Recognition, Cultivation and Engagement
In partnership with the Senior Director, develop and distribute marketing and informational material to current and potential donors.
Organize, oversee and evaluate annual and special Gift Planning events, assuring events adhere to applicable state and university regulations, policies, and guidelines.
Represent Gift Planning at events sponsored by the Washington State University Foundation (WSUF) or by other Advancement units, colleges and campuses, as required.
Conduct research to assist with prospect management and strategy.
Assess and respond appropriately to planned giving and estate inquiries including direct written and phone contact with donors and advisors.
Essential Duty: Yes
Percent of Time: 15%
Job Function: Finance and Administration
Oversee the planning and managing of the Gift Planning budget.
Plan and supervise the work of student employees.
Provide general support to the department and coordinate team travel.
Represent Gift Planning Department by serving as the initial point of contact/serve as the liaison, with and between donor prospects, senior University/Advancement leaders, departments with the WSUF, Advancement colleagues, and professionals within WSU. Direct and coordinate appropriate departmental follow-up.
Essential Duty: No
Percent of Time: 5%
Perform other similar duties as assigned.
A Bachelor's degree and two (2) years of experience, which includes six (6) months of full-time experience in marketing, gift solicitation or public contact work with evidence of ability to work collaboratively, communicate effectively orally and in writing and organize and execute assignments. A Master's degree in a relevant field may be substituted for up to one (1) year of the required experience. Any combination of relevant education and experience may be substituted for the educational requirement on a year-for-year basis.
Demonstrated high-developed oral and written communication skills
Strong organizational skills and sound judgment as it relates to prioritization and competing obligations
Commitment to maintaining a high level of confidentiality
Proficiency with MS Office
Demonstrated ability to be self-directed and able to set objectives, establish deadlines, and achieve goals
Gift planning, real estate, land management or estate planning experience
Familiarity with fund development philosophy and practices
Familiarity with Washington State University operations
Experience working in a law office or for an Advancement office/department
Area/College: WSU Advancement Department Name: Gift Planning City, State, Zip: Pullman, WA 99164 Department Link:foundation.wsu.edu Monthly Salary: Commensurate with education and experience FTE: 100% This is a full-time permanent position. Screening Begin Date: Screenings for this role will start on May 16th, 2022. Posting will remain open until filled. Background Check: This position has been designated by the department to require a background check.
Applicants must attach the following documents to their online application: 1) resume and 2) cover letter. Applicants are required to include contact information for professional references within the application. Application materials should clearly communicate how the applicant meets all required qualifications and additional requirements. Required Documents:
Time Type: Full time
Position Term: 12 Month
WASHINGTON STATE UNIVERSITY IS AN EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EDUCATOR AND EMPLOYER. Members of ethnic minorities, women, special disabled veterans, veterans of the Vietnam-era, recently separated veterans, and other protected veteran, persons of disability and/or persons age 40 and over are encouraged to apply.
WSU employs only U.S. citizens and lawfully authorized non-U.S. citizens. All new employees must show employment eligibility verification as required by the U.S. Citizenship and Immigration Services.
WSU is committed to providing access and reasonable accommodation in its services, programs, activities, education and employment for individuals with disabilities. To request disability accommodation in the application process, contact Human Resource Services: 509-335-4521 (v), Washington State TDD Relay Service: Voice Callers: 1-800-833-6384; TDD Callers: 1-800-833-6388, 509-335-1259(f), or [email protected].
Founded in 1890 in Pullman, Washington State University (WSU) is Washington’s land-grant university with an overarching mission of improving the quality of life for all citizens – locally, nationally, and globally. WSU is committed to innovation and excellence in research and scholarship. WSU has a current enrollment of over 30,000 undergraduate, graduate, and professional students and approximately 6,000 faculty and staff at its five campuses (Pullman, Spokane, Tri-Cities, Vancouver, and Everett), as well as its numerous other locations across the State of Washington and online through its Global Campus.
U.S. News & World Report's 2016 "America's Best Colleges" rankings place WSU in the top 75 public national universities. WSU was one of only three Northwest universities to be placed in the top two tiers, along with the University of Washington and the University of Oregon. WSU is ranked as a "highest research activity" institution by the Carnegie Foundation and is in the top 12 percent of research universities as reported by the National Science Foundation. Also, WSU was recognized by the Carnegie Foundation for the Advancement of Teaching for its engagement activities with i...ts Community Engagement Classification.
WSU employs approximately 6,000 faculty and professional staff and the University deeply values diversity among its faculty, students, and staff. WSU students represent diverse social, economic, and ethnic backgrounds: approximately 10 percent of WSU students hail from outside the state of Washington, and approximately 6.8 percent are international students. WSU annually awards more than $280 million in scholarships and financial aid to approximately 17,000 undergraduate students.