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Assistant Director of Development for Gift Planning

Employer
Willamette University
Location
Oregon, United States
Salary
Salary Not specified
Date posted
Apr 4, 2023

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Assistant Director of Development for Gift Planning

Posting Number: R0004695
Location: Salem Campus

Attention Current Willamette University Employees: In order to apply for posted positions, please close this window and log into your Workday account and apply through the Career worklet.

Instructions for Applicants:

Please read the following carefully before beginning the online application process.

To be considered for employment at Willamette University, please complete our online employment application. Your application and all required attachments -- listed at the bottom of the page -- must be submitted for each individual job post that you are interested in applying for. If there is an application deadline, please ensure that your application is submitted by the deadline. Once you submit your application you will not be able to edit your application.

Position Summary:
JOB SUMMARY:
Under the direction of the Executive Director of Development (EDOD), the Assistant Director of Development, Gift Planning (ADOD), implements a comprehensive plan for qualification of donors for the University with a focus on planned and major gift qualifications to Director of Development portfolios. The ADOD maintains a portfolio of 20 individual/householded donors with the goal of moving these donors to a planned and/or major gift commitment (currently $100,000+), while deepening their skills and expertise in the role. The ADOD partners with development colleagues in building relationships with the academic administration and faculty for the purpose of expanding their knowledge of the University and making more meaningful donor connections to philanthropic opportunities.

The ADOD will partner with the EDOD in setting annual performance goals to include, but not be limited to, visits, proposals, gifts closed, and qualifications and will have an annual dollars closed goal to be determined during the annual planning process. Performance is assessed twice yearly through a mid-year and annual performance review process.

The ideal candidate will demonstrate energy, enthusiasm, and the ability to work both independently and productively in a fast-paced, team-oriented department, along with a passion for liberal arts education. They will be self-motivated, results-oriented, and able to set priorities and manage multiple deadlines. They will be driven to realize fundraising success in ways that benefit both the donor and Willamette University.

Willamette is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Willamette recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. For more, see Willamette's Diversity and Inclusion Statement.

Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

JOB DESCRIPTION:

Qualification (75%)
  • Qualify donors for the University with an emphasis on planned and major gift donors
  • Establish an annual travel plan, anticipating at least 200 visits per year
  • Develop a process for identifying relationship managers for qualified prospects and providing introductions to move prospects into major gift or planned gift portfolios
  • Cultivate and solicit gifts to the Willamette Annual Fund on qualification visits in partnership with the Director of the Annual Fund
  • Utilize engagement opportunities developed by the University and University Relations to enhance qualification efforts
  • Collaborate with staff in Advancement Strategy and Operations on timely and comprehensive updates to donor information, contact reports, proposal status and annual goal setting


Portfolio Management (15%)
  • Manage a portfolio of no more than 20 individuals that are major and planned gift prospects including qualification, identification, cultivation, solicitation and stewardship activities
  • Develop strategies for building successful relationships between prospects and Willamette with a goal of soliciting and closing gifts of $100,000 and above, including corresponding with and visiting prospects, donors, and their advisors
  • Travel as appropriate to fulfill duties, and maintain and submit timely reports on visits with prospects and donors
  • Facilitate productive relationships between donors, senior administrators and other staff to solicit individuals for high-level gifts in support of fundraising priorities as appropriate
  • Collaborate with Willamette Annual Fund staff on the yearly solicitation of portfolio prospects for an unrestricted gift to the university


Engagement, Stewardship, and Administrative Work (10%)
  • Prepare Gift Agreements and stewardship plans in conjunction with donor relations and stewardship
  • Support University and Advancement events throughout the year with advanced notice, including significant support of signature events each year, such as Alumni Reunion Weekend
  • Attend all Advancement and Development staff meetings and select University events and programs
  • Complete all administrative responsibilities in a timely manner, including travel planning, monthly reconciliation of travel and other cultivation expenses, and annual planning and goal setting activities


MINIMUM QUALIFICATIONS:

Education: Bachelor's Degree required

Experience: Fundraising or related experience such as sales or recruiting. Basic understanding of gift planning tools. Training will be provided for the right candidate. Preference will be given to candidates with higher education experience.

Applicants should have:
  • Excellent interpersonal and communication skills and ability to analyze data
  • Strong initiative, creativity, high energy level, and demonstrated ability to lead and motivate people
  • Thorough knowledge of general office practices and procedures
  • Ability to form productive working relationships with colleagues at all levels of the organization, including external constituents
  • Ability to actively listen to donors and campus partners to identify areas of common interest and to develop a compelling case for the university
  • Strong writing and editing skills, including a commitment to accuracy
  • The ability to manage multiple tasks or projects simultaneously, prioritize work based on organizational goals, and proactively and creatively support the work of the Development Team
  • An outstanding customer service demeanor, excellent organizational skills, and ability to clearly and professionally communicate with all members of the Willamette community
  • Proven ability to work autonomously
  • Demonstrated collegial and collaborative approach to working in a team environment
  • Ability to maintain confidential information, navigate relationships with finesse, and work to the highest ethical standards as outlined by the Council for Advancement and Support of Education (CASE)
  • Attendance and punctuality
  • A sense of humor, and a positive team-oriented attitude are highly valued.
  • Ability to work occasional evenings and weekends for signature events and activities, including Alumni Reunion Weekend


Preferred Qualifications:
  • JD preferred
  • Experience working within a donor database preferred (Raiser's Edge/NXT or similar). Experience with the Google suite of office applications preferred


Typical Work Schedule:

Monday - Friday 8am - 5PM, some nights and weekends may be required.

Physical Demands & Working Conditions:

Typical work is performed indoors in a normal office environment.

All University positions require that candidates submit to a criminal conviction record check prior to hire. Conviction does not automatically preclude candidates from being hired. Nature of conviction will be considered relative to the duties of the position.

You will need to upload the following documents as part of your application materials in the "My Experience" section labeled Resume:
  • Cover letter addressing the required/desired qualifications and presenting any other applicant characteristics which deserve emphasis
  • Current Resume


Applications will be reviewed on a rolling basis as received until the position is filled.

​Incomplete applications will not be considered.

Advancement Diversity, Equity, and Inclusion Statement:

Advancement is committed to fostering an equitable and inclusive work environment that values diversity. We engage and work with our constituents, our potential employees, and our colleagues in an inclusive and respectful manner to cultivate and support a diverse community. We work hard to ensure that our organizational culture affirms the value of each member and acknowledges the differences in our lived realities through ongoing learning and change.


Apply online at https://willamette.wd1.myworkdayjobs.com/en-US/willametteuniversityjobs/job/Salem-Campus/Director-of-Development-for-Gift-Planning_R0004695

Believing that diversity contributes to academic excellence and to rich and rewarding communities, WU is committed to recruiting and retaining a diverse faculty, staff and student body. We seek candidates, particularly those from historically under-represented groups, whose work furthers diversity and who bring to campus varied experiences, perspectives and backgrounds.





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