Senior Director of Planned Giving

Position Summary
The Senior Director of Planned Giving (SDPG) is responsible for assisting with the coordination and advancement of the university’s planned gifts program and reports to the Assistant Vice Chancellor, Planned Giving. This senior level position is within the Office of Planned Giving and is part of the Development Vertical. The SDPG is an important leader in major planned giving markets and must be a highly experienced professional with excellent interpersonal skills and gift planning experience. The SDPG will interact with some of the university’s most important constituencies. Travel is required.

Job Description
Primary Duties & Responsibilities:
Responsible for university planned and deferred gift activity including qualification, cultivation, solicitation, and stewardship of a portfolio of 40 donors and prospects in an assigned geographic region. In addition to planned giving activities, may assist in major and principal gift solicitations as warranted. Specific gift production and donor contact goals will be established on an annual basis.
This position will be the liaison to the Principal Gifts Team. Assisting the team with planned giving strategies for top-level prospects and donors. Also responsible for assisting the principal gifts team and other gift officers with qualification, cultivation, solicitation and stewardship of principal gift prospects.
The Senior Director of Planned Giving will work closely with all levels of development officers in a territory to ensure short and long-term fundraising success and will coordinate with the territory Executive Director in reaching the planned giving total for the territory. Serve as a resource for all planned giving activities and presentations. The position will also work closely with subject matter experts in the Philanthropic Strategy Vertical to meet the fundraising priorities of the Danforth Campus schools, Medicine, programs, university priorities, university initiatives and Principal Gifts team to identify, cultivate, solicit, close, and steward principal gift prospects.
Serve as a senior leader/mentor within the Office of Planned Giving via management of assigned projects. These activities would include UA wide planned giving projects and initiatives. Assist the Assistant Vice Chancellor, Planned Giving, with strategic planning, projections and summaries and reports.
The SDPG will help to create and foster a culture of collaboration and teamwork that celebrates outcomes, builds individual and team capacity, and ensures that WashU UA is a preferred workplace.
Perform other duties as assigned.
Working Conditions:
Job Location/Working Conditions

Normal office environment
Ability to travel to various on- and off-campus locations
Physical Effort

Typically sitting at a desk or table
Repetitive wrist, hand or finger movement
Occasional lifting (25 – 50 lbs.)
Equipment

Office equipment
The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time.

Required Qualifications
Education:

Bachelor’s degree
Certifications:

No specific certification is required for this position.
Work Experience:

Relevant Experience (6 Years)
Skills:

Not Applicable
Driver’s License:

A driver’s license is not required for this position.

More About This Job
Preferred Qualifications

Ability and flexibility to work outside of the normal workday/office hours including evenings and weekends.
Experience within a complex university, national coordinating organization, or organization with sub-units and complex reporting relationships.
Planned giving specific experience.
Experience should include significant personal involvement with planned gift solicitation.
Demonstrated expertise with personal solicitations and the capital gift process.
Familiarity with modern university capital gift techniques (moves management, tracking systems, gift tables, solicitation timing and status mechanisms, capital and inclination ratings, prospect management grids, etc.)
Experience providing “in-house” development advice and/or counsel to related units within a complex organization.
Ability to work effectively with diverse constituents (board members, chancellor, vice chancellors, deans, school, or unit directors, etc.)
Outstanding ability helping to plan, coordinate and manage capital development projects and campaigns.
Preferred Qualifications
Education:

Master’s degree
Certifications:

No additional certification beyond what is stated in the Required Qualifications section.
Work Experience:

No additional work experience beyond what is stated in the Required Qualifications section.

Skills:

Analyze Information, Contract Development, Decision Making, Detail-Oriented, Diplomatic Approach, Donor Communications, Donor Development, Donor Engagement, Donor Management, Event Operations, Interpersonal Communication, Multitasking, Oral Communications, Program Implementation, Relationship Building, Social Influence, Sound Judgment, Supervisory Management, Synthesize Information, Workload Prioritization, Written Communication

The salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one’s qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.

Questions
For frequently asked questions about the application process, please refer to our External Applicant FAQ.

Accommodation
If you are unable to use our online application system and would like an accommodation, please email CandidateQuestions@wustl.edu or call the dedicated accommodation inquiry number at 314-935-1149 and leave a voicemail with the nature of your request.

All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Pre-Employment Screening
All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.

Benefits Statement
Personal

Up to 22 days of vacation, 10 recognized holidays, and sick time.
Competitive health insurance packages with priority appointments and lower copays/coinsurance.
Want to Live Near Your Work and/or improve your commute? Take advantage of our free Metro transit U-Pass for eligible employees. We also offer a forgivable home loan of up to $12,500 for closing costs and a down payment for homes in eligible neighborhoods.
WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.
Wellness

Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!
Family

We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We’ve got you covered.
WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.
For policies, detailed benefits, and eligibility, please visit: https://hr.wustl.edu/benefits/

EEO/AA Statement
Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the University’s policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information.

Diversity Statement
University Advancement is committed to cultivating a diverse and welcoming environment fostering a culture of inclusion excellence where all staff are respected, valued, and provided opportunities to flourish. We encourage individuals who will contribute to the diversification and enrichment of our team to apply. You do not need to meet 100% of the preferred qualifications to apply for these positions.

To Apply:

Senior Director of Planned Giving

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