Scheduled Hours

37.5

Position Summary

The Associate Director of Planned Giving reports to the Assistant Vice Chancellor of Planned Giving and is responsible for planned giving marketing, advertising, overseeing digital communication, events (in person and online) and donor relations, including the creation and implementation of stewardship plans for the Planned Giving Office. The Associate Director will be the main liaison for editing and reviewing all planned giving MOU's.

Job Description

Primary Duties & Responsibilities:

Develops and provides oversight for the planned giving marketing, prospecting, and stewardship plans.

• Responsible for production, writing and distribution of the planned giving newsletter, ads, and other direct marketing activities.
• Responsible for developing strategies and materials to reach specific planned giving prospect groups.
• Leads efforts to promote planned giving through publications and territory activities including developing and designing marketing materials.
• Manages the development and maintenance of Planned Giving website including creating and managing messaging and content; and serve as the liaison to the staff responsible for the UA website.
• Responsible for planned giving donor appreciation and stewardship mailings and reports.          
• Develops and maintains planned giving brochures and materials.
• Manages relationship between Planned Giving and WU Publications and other UA marketing teams.
• Develops analysis and benchmarking to measure Planned Giving marketing results.
• Develops and manages the marketing budget for Planned Giving.
• Responsible for organizing planned giving events, such as seminars, appreciation events and webinars, etc.
• Responsible for working with reunion, campaign, and other development units in providing planned giving materials, presentations, and other information.
• Develops and maintains planned giving social media presence and marketing.
• Directs planned giving inquiries to the appropriate planned giving gift officer.

Assists Assistant Vice Chancellor for Planned Giving in the oversight and preparation of all MOUs.

• Edits and reviews all planned giving MOUs.
• Works closely with the stewardship office to finalize planned giving MOUs for all UA gift officers.

Plans giving Donor Relations responsibilities                                                         

• Working with the Office of Stewardship, develops, implements, maintains, and updates a comprehensive planned giving stewardship plan for planned giving donors.
• Works with UA colleagues on individual planned giving stewardship plans
• Assists planned giving gift officers with stewardship strategies, plans and inquiries for individual donors.

Performs 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

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 (3 Years)

Skills:

Not Applicable

Driver's License:

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

More About This Job

Preferred Qualifications

• Deep appreciation for and an ability to successfully articulate the mission and aspirations of Washington University.
• Desire to play a meaningful role in the University’s community and to share in the community’s commitment to research and education.
• Desire and ambition to work in an organization that is evolving at an accelerated pace.
• Desire and ability to collaborate with colleagues across development offices.
• Ability to design and implement effective cultivation, solicitation, and stewardship strategies for individual giving.
• Ability to work successfully with administration, faculty, and vol