Another Source’s client, University of Puget Sound, is recruiting a Director of Planned Giving to join their team in Tacoma, Washington. This is a NEW position in which you will have an immediate impact with the Legacy Society and This flexible, hybrid role is perfect for someone that is passionate about the development space
Here’s a little about University of Puget Sound and the position they are recruiting for:
University of Puget Sound is a leading liberal arts university in the dynamic Pacific Northwest, offering a rigorous, flexible education that gives students the freedom to explore and shape their studies, supported every step of the way by mentors and advisors.
Learn more about the University of Puget Sound here:
The Director of Planned Giving oversees the gift planning program for University of Puget Sound. The position is a leadership role responsible for developing and implementing strategies to promote charitable giving through estate planning vehicles, tangible personal property, and other types of philanthropic opportunities. In this role, you will oversee the strategic and day-to-day operations of the planned giving program, including prospect identification, qualification, cultivation, solicitation, and stewardship, and serves as an expert in the specialized areas of gift planning and leadership gifts. You will manage a portfolio of prospective and current planned gift donors and will drive opportunities to elevate and enhance the profile of a growing planned gift program.
What’s in it for you:
University of Puget Sound offers a comprehensive compensation and benefit package. The anticipated annual base salary range for this position is $85,000 - $110,000.
Providing strategic vision and leadership contributing to the successful completion of key fundraising priorities; developing strategies and approaches to generate higher levels of giving in support of overall university fundraising initiatives.
Serving as a central resource for planned giving information, offering ongoing consultation and guidance for colleagues and donors on planned, blended and complex gifts, including real estate, personal property, non-fiscal assets, and other vehicles.
Developing and executing a comprehensive strategy to secure bequests, income gifts, non-fiscal assets, and other types of deferred gift commitments, blended gifts, and legacy gifts from alumni, parents and families, faculty, staff, and friends.
Managing and direct initiatives that support and promote donor cultivation, acknowledgement, recognition, and stewardship through the Legacy Society; leading specialized donor cultivation and recognition activities in an effort to expand and encourage Legacy Society membership - working closely and in consultation with the Office of Donor Relations.
Developing and executing a comprehensive marketing and communications plan for planned giving that complements constituent engagement, annual giving, and major gift fundraising activities and is consistent with university marketing and communications plans.
Participating and assuming lead responsibilities for recommending tools and programs to generate benefactor interest and inquiries.
Leading, recommending, developing, enhancing, and implementing procedures for the review, acceptance, and administration of deferred gifts; working closely and collaboratively with key stakeholder offices and colleagues to manage and track deferred gifts and realized bequests in a manner that maximizes efficiency.
Developing, reviewing, and approving gift planning proposals, gift agreements, gift acknowledgements, and related documentation, ensuring appropriate compliance and consistency.
Leading, facilitating, and managing partnerships with PGCalc, State Street Global Bank, executors, attorneys, university counsel, and related constituents to enable gift closure and stewardship.
Participating in professional development organizations, maintaining currency in best practices and trends in major and planned giving, and facilitating regular training and development opportunities for staff on basics and emerging trends in gift planning.
Serving as an active member of the University Relations team through regular participation in campus activities and events.
Overseeing the administration of the planned giving program, supervising and directing the administrative support functions that are held by the Capital and Planning Giving Office Manager.
What we would like to see from you:
A bachelor’s degree, and while not required, advanced degree and/or planned giving certification.
Significant experience in development or constituent relations, preferably in a higher education, non-profit setting.
A strong track record of gift planning and major gifts experience or relevant experience in financial planning, wealth management, estate planning, or legal background.
Genuine affinity for the liberal arts and mission of University of Puget Sound – and able to learn and articulate the University’s priorities to meet fundraising goals.
A commitment to representing the university in an ethical manner and maintaining confidentiality along with discretion, in navigating sensitive situations.
Highly developed computer skills as well as experience with constituent relations software, PGCalc or similar planned gift applications, and communication/marketing platforms.
University Diversity Statement
We Acknowledge
The richness of commonalities and differences we share as a University community; the intrinsic worth of all who work and study here; and that education is enhanced by investigation of and reflection upon multiple perspectives.
We Aspire
To create respect for and appreciation of all persons as a key characteristic of our campus community; to increase the diversity of all parts of our University community through commitment to diversity in our recruitment and retention efforts; and to foster a spirit of openness to active engagement among all members of our campus community.
We Act
To achieve an environment that welcomes and supports diversity; to ensure full educational opportunity for all who teach and learn here; and to prepare effectively citizen-leaders for a pluralistic world.
Another Source works with their clients, on a retained project basis. We are committed to building inclusive candidate pools as we partner with hiring teams. Veterans, women, people of color, LGBTQIA+, and people with disabilities are encouraged to apply. As you read through the job posting and review the list of qualifications (required and/or preferred), please do not self-select out if you feel you do not meet every qualification. No one is 100% qualified. We encourage you to apply and share your story with us.