This position is responsible for all facets of planned giving, including creating a planned giving program plan and identifying, cultivating, soliciting, and stewarding prospective and committed planned giving donors. The incumbent serves as the primary manager of planned giving prospects and assists other development officers in strategies to identify and secure planned gifts. This position is responsible for leading planned giving marketing efforts, creating stewardship materials, and envisioning and delivering stewardship events. Reporting to the Associate Vice President for Development, this position works collaboratively with the Vice President for Advancement, the President, academic leaders, volunteers, and Development and Alumni staff to secure planned gift commitments in support of the college.
This is a full-time, overtime-exempt, project position funded through June 30, 2024 on the Olympia campus of The Evergreen State College. This position is an “at-will” appointment, exempt from Washington State Civil Service rules and the Fair Labor Standards Act overtime requirements.
• Develop and implement a long-range plan to promote and solicit bequests, trusts, and other planned/deferred gifts that is coordinated with and complementary to other activities of the overall Development function. • Pursue planned gift leads, cultivate prospects and donors, prepare proposals, and solicit planned gifts. • Steward existing planned gifts and donors, including providing annual updates and maintaining regular contact with bequest donors as appropriate. • Meet explicit annual performance objectives, including the completion of personal face-to-face visits with assigned prospects and donors, solicitation goals, and gift closure goals with an associated number of other actions (phone calls, emails, personal notes). • Prepare written proposals, informational materials, endowment agreements, gift illustrations, and any other materials needed to secure planned gifts. • Train advancement colleagues in identifying planned giving prospects and help colleagues with cultivation and solicitation strategies. • Coordinate cultivation activities and solicitations with others including senior leaders, advancement colleagues, key faculty, and volunteers as appropriate. • Participate in the prospect tracking and moves management process in alignment with established procedures and protocols through reporting on results, documentation of strategies, and participation in prospect strategy meetings. • Develop succinct but strategic briefing materials in support of the work of college leaders and partners in cultivation, solicitation, and stewardship efforts associated with prospects and donors. • Build membership in a planned giving circle that recognizes estate and planned gifts. • Envision and, in coordination with advancement staff, create regular mailings, advertising, and other promotional activities to generate leads. • Prepare and present planned giving presentations and proposals to prospects, colleagues, boards, donors, etc. as appropriate. • Maintain and provide content to update the planned giving web page. • Track planned gift prospects for ongoing, long-term cultivation. • Participate as a member of the Advancement team to coordinate solicitation of prospects. • Develop collaborative relationships with other planned giving and allied professionals, such as financial planners and advisors, attorneys, and bankers from prospect/donor referrals and via local planned giving professional affiliations. • Review and monitor gift acceptance policies and procedures of the Foundation and the College. • Participate in other fundraising activities.
Conditions of Employment:
• Must provide proof of identity and employment eligibility within three days of beginning work. • Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant’s suitability and competence to perform in the position. • Must have willingness and ability to travel and maintain a valid driver’s license and good driving record.
A full state benefits package which includes: paid sick and vacation leave; paid campus holidays; a generous medical, dental, life and disability insurance package for employees and dependents; retirement; deferred compensation and optional supplemental retirement accounts. For more information about Evergreen’s excellent employee benefits, please view http://www.evergreen.edu/payroll/benefits.htm
• Bachelor’s degree from an accredited college or university. • Four years of successful experience with major gift fund raising, planned giving, or wealth management.
• Master’s degree from an accredited college or university. • Fundraising experience in a college or university setting is strongly preferred. • Certified Fund Raising Executive (CFRE) certificate. • Commitment to liberal arts education and cultural diversity.
Knowledge Skills and Abilities
• Advanced skill and ability to provide leadership and to work collaboratively with internal and external partners • Proven ability to provide strategic direction related to establishing a compelling vision for fundraising initiatives and an ability to encourage volunteers to increase their level of engagement and donors to increase their level of financial commitment to the college. • Appreciation for and understanding of the fundraising cycle: identification, qualification, cultivation, solicitation, and stewardship. • Skilled at successfully cultivating, soliciting, and closing planned gifts. • Ability to motivate people to increasing levels of generosity. • Ability to manage multiple relationships to the point of and through solicitation. • Strong communication skills, including written, verbal, and active listening. • Strong planning and organizational skills. • Understanding of external client/stakeholder base and an appreciation for stakeholder expectations, desires, and needs. • Ability to work independently, and as part of a team. • Ability to work effectively in a fast-paced environment of multiple and changing priorities while working under pressure and short timelines. • Ability to work in a complex, collaborative, consensus-driven, environment. • Ability to work collaboratively with all members of the college community to increase mutual understanding and support between departments. • Ability to represent Evergreen and The Evergreen State College Foundation to the public and to constituents. • Ability to work evenings/weekends frequently and to travel within the local region and out of state; extensive travel away from the office is required. • Knowledge of donor relations and planned giving. • Ability to work with prospect research to identify, rank, solicit, and cultivate prospects.
The Evergreen State College Foundation is a 501(c)(3) non-profit organization dedicated to building an outstanding future for The Evergreen State College.
Since 1976 the Foundation has supported this goal by raising private gifts from our remarkable and generous donors. While public funds maintain the college, private gifts provide an additional margin of excellence through donor-funded scholarships, fellowships, program endowments, and other opportunities that enrich the Evergreen experience.
The Foundation is directed by the Board of Governors.