Career Center

Program Manager, Gift Planning

Title:
1181-YN - Development Coordinator

Business Title:
Program Manager, Gift Planning

Additional Titles:

Location:
TOWN CENTRE LEASE

Employee Type:
Admin. Professional

Job Family:
Administrative Professional - OT Eligible

Position Details:

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 hrs@wsu.edu 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.

Job Responsibilities:

Essential Duty: Yes

Percent of Time: 50%

Job Function: Project and Gift Management

Duties Performed

• 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

Duties Performed

• 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

Duties Performed

• 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%

Duties Performed

• Perform other similar duties as assigned.
  

Required Qualifications:

• 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
  

Preferred Qualifications:

• 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
  

Additional Information:

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.

Applicant Instructions:

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:

• Resume
  
• Cover Letter
  

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 hrs@wsu.edu.

To apply, visit https://wsu.wd5.myworkdayjobs.com/en-US/WSU_Jobs/job/Pullman-WA/Development-Coordinator--Gift-Planning_R-5631

Washington State University is an Equal Opportunity/Affirmative Action Educator and Employer.





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