The University of Washington (UW) is proud to be one of the nation’s premier educational and research institutions. Our people are the most important asset in our pursuit of achieving excellence in education, research, and community service. Our staff not only enjoys outstanding benefits and professional growth opportunities, but also an environment noted for diversity, community involvement, intellectual excitement, artistic pursuits, and natural beauty.
University Advancement has an outstanding opportunity for an Assistant Director, Principal Giving .
The Principal Giving Program (PGP) serves our donors and prospects that have the capacity and affinity to make transformational and/or legacy gifts to any area of the UW, with an emphasis on the power of ongoing, high touch relationships. Principal Giving is donor centric, focusing on connections. This program drives the creation of informed, long-range strategies for potential donors – strategies that honor their passions and respect their multiple interests, strategies designed to bridge external interests with institutional priorities, and strategies that allow our donors to stretch their philanthropic partnership with UW.
The Assistant Director of Planned Giving works closely with the Principal Giving team with a focus on donor and prospect pipeline management, and stewardship. This position is responsible for developing and managing discovery to increase the principal gift pipeline of prospects; developing stewardship programs, activities and systems to employ stewardship as a fundraising cultivation tool. This position’s role is to increase attention to existing Principal Gift donors and support the development of a pipeline of Principal Gift-level prospects.
Principal Giving Pipeline Activity
Manage the potential Principal Giving donor pipeline process; create and manage list of potential principal giving prospects, ensuring accuracy of information in Advance and on tracking grids. Recommend and prompt suitable engagement opportunities with Principal Giving team and Relationship Managers and volunteers, maintain to-do lists and monitor results.
Create Potential PGP list – build profiles, tag interests, match with cultivation activities across campus. Populate campus/unit dinners, lectures etc. with potential principal gift prospects.
Review and manage the seven figure prospect list that is not currently principal gift prospects. Push those leads out to the Principal Giving team, suggest strategy, event opportunities, important connections, track activity, etc.
Review Principal Giving donor lists and pipeline lists and work in collaboration with the Volunteer Engagement Partner to suggest and cultivate new UW Foundation Board (UWFB) members or other high level volunteer opportunities.
In collaboration with Research and Prospect Tracking, develop a database of potential PG prospects, and develop information on each prospect for analysis and review by the PG team. Suggest recommendations for activity and next steps to start or build relationships with these prospects. Develop a timeline for refreshing the list. Use independent judgment and established decision making rubrics to elevate prospects to team members and track outcomes.
Work closely with Principal Giving team, the Volunteer Engagement Partner, advancement colleagues, faculty and volunteers to create and fulfill effective, consistent and ongoing stewardship strategies for existing Principal Giving prospects and to develop meaningful stewardship opportunities for all Principal Giving donors and prospects, helping cultivate a stronger relationship with donors & potential donors in the principal giving cohort.
Analyze and manage new gift information and communicate with principal giving team and relationship managers to facilitate academic department-level stewardship initiatives. Maintain and improve a database system to document these strategies and a tickler system for implementation
Develop, implement and manage a comprehensive program of stewardship for principal giving prospects. Working in close collaboration with the Senior Director Principal Giving, the Central Stewardship team, the Volunteer
Engagement Partner, development officers, academic department faculty/staff, and others, the position proactively evaluates, plans and makes recommendations for donor relations strategies, with particular attention to appropriate stewardship, and cultivation of principal giving donors and prospects.
Plan and manage an ongoing comprehensive timeline/management system for stewardship initiatives, incorporating action items for stewardship. Prompt and support Senior Director, Associate Director and Unit RM’s to executive stewardship action items.
Actively seek stewardship opportunities across campus and develop information about principal gift donors and prospects particular interests. Match stewardship opportunities to interest areas for cultivation. Research donor histories; summarize donor contribution to the University, and developing strategies in additional areas of interest for future donors
Work in close association with the University's central stewardship staff to coordinate recognition and fulfillment of benefits, particularly at the Laureate level
Manage various Principal Giving Events related to Stewardship or Pipeline Development Support The Next Course cultivation event series, event planning and execution, as well as continued cultivation of invitees/attendees. Maintain and refresh invitation lists with high net worth individuals, develop a tracking system for follow up engagement for guests following each season of The Next Course cultivation events, brainstorm and promote engagement activities for non- attendees with unit colleagues. Support the event implementation for the series as needed.
Lead and collaborate with University Advancement Stewardship colleagues across campus
Effective communications: Expresses oneself clearly and empathetically in interactions with others in all forms of communication, i.e., verbal and written, one-on-one and group, etc.
Interpersonal Awareness: Builds and maintains positive relationships and actively contributes as a member of working teams to achieve results.
Professional Credibility: Takes responsibility for meeting goals, objectives, obligations, and solving problems while representing the mission, vision and values of the organization.
Critical Thinking: Obtains, analyzes and evaluates information effectively in the face of ambiguity. Makes appropriate decisions based on relevant information and experience.
Ethics and Trust: Models and upholds the values of candor, openness, inclusiveness and honesty despite internal and external pressures; acts consistently with Washington State ethical guidelines and organizational core values and beliefs.
Valuing Diversity & Inclusiveness: Respects, values and contributes to the UW’s commitment to inclusiveness and diversity.
Bachelor's degree and 3 years of progressively responsible stewardship, development or advancement experience. Equivalent combination of education and experience from which comparable knowledge and skills have been acquired may substitute for degree.
Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.
- Experience in portfolio or prospect management and oversight.
- Proficiency using PC computers; demonstrated strong computer skills, including proficiency with Microsoft Word, Excel, and PowerPoint for correspondence, special reports, spreadsheets, databases, forms, etc.
- Strong interpersonal skills and customer service; professional manner with the ability to express oneself clearly and empathetically in interactions with others in all forms of communications, verbal and written, one-on-one and group, etc. ; ability to communicate in a direct and professional manner that engages dialog in a manner that resolves differences.
- Demonstrated ability to build and maintain positive relationships and actively contributes as a member of working teams to achieve results.
- Ability to work independently, problem solve, take initiative, set priorities and handle multiple projects efficiently and effectively. Takes responsibility and initiative to set and meet the goals, objectives and obligations while representing the mission, visions and values of the organization.
- Demonstrated creativity, organizational ability, and strong attention to detail. Ability to make decisions in ambiguous situations, exercise good judgment based on information and analysis in a fast pace, dynamic, deadline drive environment in an organized and professional manner.
- Demonstrated ability to maintain confidences and protect confidential information; acts in a selfless manner and models ethical values of the UW.
Condition of Employment:
- Knowledge of alumni relations/development/advancement principles.
- Knowledge of UW Advancement policies and procedures, including use of the development database software ADVANCE.
A satisfactory outcome from criminal background verification is required prior to hire.
- 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 short or limited notice.
- Must have regular and reliable transportation for local travel and willing to travel when necessary.
Part of the application process for this position includes completing an online cover letter assessment, as well as the Employment Eligibility Assessment to obtain additional information that will be used in the evaluation process. The assessment(s) will appear on your screen for you to complete as soon as you select "Apply to this Position" on this job announcement. Once you begin the assessment, it must be completed at that time. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed and you will not be considered for this position until the assessment is complete.
The University of Washington is a leader in environmental stewardship & sustainability , and committed to becoming climate neutral.
The University of Washington is an equal opportunity, affirmative action employer.
To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 / 206-543-6452 (tty) or email@example.com .
University of Washington - 17 months ago