Planned Giving Officer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or status as a protected veteran. For more information regarding Evergreen's non-discrimination policies or to report discrimination, please visit the Affirmative Action and Equal Opportunity webpage at www.evergreen.edu/equalopportunity or contact the Affirmative Action and Equal Opportunity Officer at (360) 867-5371, Room 3102 Library Building, 2700 Evergreen Parkway NW, Olympia, WA 98505.

• Implement and grow 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.
• Develop and implement components of a planned giving circle that cultivates and stewards 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.

• Advanced skill in 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.
• 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.
• Skill in 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.

• Bachelor's degree from an accredited college or university.
• Four years of successful experience with fund raising, wealth management, or other comparable field.

• Master's degree from an accredited college or university.
• Fundraising experience in a college or university setting is strongly preferred.
• Four years of successful experience with major gift and/or planned giving fund raising.
• Certified Fund Raising Executive (CFRE) certificate.
• Commitment to liberal arts education and cultural diversity.

• 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.
• Prior to an official offer of employment, a Declaration Regarding Sexual Misconduct form must be submitted to the college per RCW 28B.112.080. The College will contact current and past employers to verify this information. Applicants who provide inaccurate information in their declaration will be disqualified and, if the inaccuracies are discovered after the applicant has been hired, it shall be grounds for termination.
• Must meet the eligible driver requirements: 1) Valid U.S. driver's license, 2) 18 years old or older, 3) Two or more years of fully licensed driving experience, and 4) Clean driving record with none of the following within the past 2 years: Any suspension/revocation of license for reckless driving, hit and run, leaving an accident scene, failure to appear, DUI or other vehicle-related felony; or for multiple traffic offenses (2 moving violations/infractions in 12 months/3 moving violations/infractions in 24 months) resulting in a Conditional Status driving record or subsequent suspension/revocation of license.
• Must be able to work evenings/weekends frequently and travel within the local region and out of state; extensive travel away from the office is required.