Title: 1190-NN - Gift & Estate Planning Specialist
Business Title: Director, Gift Planning
Location: Washington State University
Employee Type: Admin. Professional
Job Family: Administrative Professional - Not OT Eligible
COVID-19 Vaccine Information:
In accordance with Washington State Governor's Proclamation 21.14.3, 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 firstname.lastname@example.org or 509-335-4521 if you have questions.
Summary of Duties:
Reporting to the Senior Director, the Director, Gift Planning is responsible for identification, cultivation, solicitation and stewardship of prospects for both current and deferred gifts to WSU. Such gifts include bequest and beneficiary designations, life-income gifts such as charitable gift annuities and charitable remainder trusts, interests in real property, and complex outright gifts involving securities, cash, and other assets. Other duties include but are not limited to face-to-face contact to assist donors and their professional advisors in completing complex gift arrangements; filing complete and timely relationship reports; attending and staffing board and committee meetings as assigned; inviting new and potential planned gift donors to consider including WSU in their estate plans, documenting such plans and becoming WSU Legacy Associate members. Serves as a resource for and represents all WSU constituencies regarding education and training about planned and complex gifts.
Remote/telework opportunity may be available for candidates located within commutable distance to a WSU campus location.
A Bachelor's degree and three (3) years of major gift, planned giving, real estate law, land management or estate planning experience or any combination of relevant education and experience may be substituted for the educational requirement on a year-for-year basis.
Must have a general knowledge of outright and deferred charitable gift options.
In addition to the classification requirement, four (4) additional years of experience in planned or major gifts or transferable skills. A combined total of seven (7) years of experience are required.
Relevant advanced degree or certification, higher education development experience, gift planning, and legal or tax experience
Area/College: University Advancement Department Name: Gift Planning City, State, Zip: Pullman, WA 99164 Department Link: foundation.wsu.edu Monthly Salary: Salary commensurate with experience and qualifications. FTE: 100% This is a permanent position. Screening: Position will begin screening applicants May 9, 2022. Position 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@example.com.
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 its C...ommunity 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.