ASSISTANT DIRECTOR FOR PLANNED GIVING MARKETING AND STEWARDSHIP
University of Washington
Location: Seattle, Washington
Type: Full Time
Internal Number: 212075
As a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around the world. UW employees offer their boundless energy, creative problem solving skills and dedication to build stronger minds and a healthier world.
UW faculty and staff also enjoy outstanding benefits, professional growth opportunities and unique resources in an environment noted for diversity, intellectual excitement, artistic pursuits and natural beauty.
For the University of Washington (UW) to be the greatest public university in the world as measured by our impact, the UW and University Advancement (UA) must weave equity and anti-racism into everything we do. Becoming a more equitable organization starts with us, and focusing on groups that have been excluded and under-engaged will lead to better outcomes for our whole community. Ensuring that diversity, equity, and inclusion (DEI) are natural outcomes of our activities will require us to state our values, live by those values and work toward our vision every day. To sustain our efforts, we have defined a path forward with our values clearly articulated and shared throughout the organization. We invite you, our community, to walk with us, share feedback and engage as we do our part in the University-wide effort to create a more just and equitable world.
The Assistant Director for Planned Giving Marketing and Stewardship develops, creates, supports, and directs the internal and external marketing/stewardship programs and projects that will increase awareness and appreciation of planned gifts as a means of private support for the University of Washington. The Assistant Director will strengthen the UW connection to both internal and external stakeholders by planning and implementing strategic communications geared toward increasing awareness of planned giving vehicles. This includes engaging audiences through tailored messaging that is flexible enough to use in verbal, online and print communications and across available forms of social media. The Assistant Director will engage with the Professional Adviser community to increase awareness and understanding of UW as an organization to direct philanthropic estate gifts. The Assistant Director will review Planned Giving stewardship activities to improving how legacy donors are thanked and valued by the University. Given the central/decentral nature of the University, the Assistant Director will work in collaboration with marketing and stewardship colleagues throughout University Advancement.
The Assistant Director for Planned Giving Marketing and Stewardship works under the guidance of the Assistant Vice President (AVP) for Planned Giving; positioning planned giving as a way to support the University in ways that best resonate with key audiences including alumni, friends, faculty and staff. This position will coordinate and collaborate with UW Advancement Marketing and Communications team to support integrated and targeted priorities and goals through marketing and stewardship strategies.
The Assistant Director for Planned Giving Marketing/Stewardship is responsible for developing and managing targeted, accurate and timely marketing strategy and projects in support of UW Planned Giving. This position will:
Plan, develop, create and manage a marketing & stewardship plan for Planned Giving by:
•Establishing short-term and long-term planned giving marketing and stewardship goals •Providing strategic decision-making regarding priority of marketing projects and track progress and resources as needed. •Analyzing results of identified marketing/stewardship efforts by tracking marketing vendor’s dashboard of results, responses received generated by mail and email requesting additional planned giving information, and making recommendations for increased effectiveness. •Consulting with AVP for Planned Giving and University Advancement Marketing and Communications team members to develop and deliver marketing and stewardship materials to engage donors’, donors’ advisers and potential donors’ interest with information about planned giving vehicles to encourage philanthropic support. •Developing stewardship plan and tools to increase awareness of and engagement with the Henry Suzzallo Legacy Society, which recognizes and thanks alumni and friends who support the University through their estate plans. •Initiating engagement plan with AVP for Planned Giving to increase relationships with Adviser community.
Direct both internal and external resources in the development of marketing & communications materials by:
•Managing and providing consultation and implementation of electronic and digital communications for Planned Giving by working closely with outside marketing vendor, Annual Philanthropy and University Advancement Marketing and Communications •Crafting in consultation with others digital emails to send to various UW constituencies using html e-marketing software. •Overseeing Planned Giving’s online presence (websites, social media); work with outside marketing vendor to design planned giving content inclusive of diverse communities that emphasize DEI initiatives with equity lens and posted by vendor on Planned Giving’s website; and, work with University Advancement Marketing and Communications to identify other relevant content for various communication mediums and improve user experience.
Serve as the primary writer and editor for Planned Giving by:
•Planning, developing, writing and producing communications in consultation with and support of professional external marketing /stewardship vendor that include (but are not limited to): marketing and stewardship pieces about planned giving vehicles, web content, e-newsletters, invitations (print & electronic), promotional pieces, social media, and internal communications. Incorporate DEI initiatives in our donor stories and turn a spotlight on gifts which benefit marginalized/diverse communities. •Ensure the accuracy of information included in all written materials, in consultation with appropriate University Advancement Marketing and Communications staff, external marketing/stewardship vendor and AVP for Planned Giving.
Research and analyze industry trends and demographic characteristics and translate into actionable strategies by:
•Developing reports that inform AVP for Planned Giving about critical metrics to best assess the success of marketing efforts. Metrics include number of responses to mail and email campaigns, number of telephone inquires, number of visits with donors and prospects, and number of gifts closed. •Devising and monitoring testing programs to optimize marketing and stewardship initiatives. •Other duties as assigned
Effective communications: Expresses oneself clearly and empathetically in interactions with others and prioritizes an accessible and transparent style in all forms of communication, i.e., verbal and written, one-on-one and group, etc. Interpersonal Awareness: Builds and maintains positive and productive relationships and actively contributes as a member of working teams to achieve results. Professional Credibility: Takes responsibility for meeting goals, objectives, obligations, and solving problems while representing the mission, vision and values of the organization. Critical Thinking: Obtains, analyzes and evaluates information effectively in the face of ambiguity. Makes appropriate decisions based on relevant information and experience. Ethics and Trust: Models and upholds the values of candor, openness, inclusiveness and honesty despite internal and external pressures. Acts consistently with Washington State ethical guidelines and organizational core values and beliefs. Valuing Diversity & Inclusiveness: Respects, values and contributes to the UW’s commitment to inclusiveness and diversity.
Bachelor's degree in marketing, communication, English or related field and 3-4 years of experience in marketing and communications or related field.
Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.
•Proven expertise in developing targeted messaging and communication for diverse audiences. •Diverse project management experience in marketing communications. •Successful experience using all major forms of marketing communications vehicles: advertising, electronic new media, web, email, direct mail, events, collateral, etc.; successful experience implementing qualitative and quantitative research projects. •Skill in analyzing and synthesizing large and complex amounts of information, identifying patterns, and formulating logical and objective conclusions. •Capacity to work professionally with many constituencies (e.g., staff, faculty, leadership, alumni, friends/donors, students/parents, volunteers, vendors). •Demonstrated strong computer software knowledge, including proficiency in Microsoft Office (Word, Excel, and PowerPoint), Adobe Suite (InDesign, Photoshop, Illustrator, Acrobat), content management systems such as WordPress, and experience working with e-mail marketing platforms. •Comfort with exploring and learning new technology platforms.
•Experience in advancement/fundraising communications in general and within higher education specifically. •Proven strength in technical writing and understanding of estate and planned giving preferred. •Experience in marketing communications management role. •Public/non-profit experience. •Knowledge of and comfort with event registration and email marketing software.
•Cubicle/Open workspace environment which may result in additional or higher levels of noise and visual distractions.
Application Process: The application process for UW positions may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select “Apply to this position”. Once you begin an assessment, it must be completed at that time; if you do not complete the assessment you will be prompted to do so the next time you access your “My Jobs” page. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed.
Founded in 1861, the University of Washington is one of the oldest public institutions in the west coast and one of the preeminent research universities in the world. The University of Washington is a multi-campus university comprised of three different campuses: Seattle, Tacoma, and Bothell. The Seattle campus is made up of sixteen schools and colleges that serve students ranging from an undergraduate level to a doctoral level. The university is home to world-class libraries, arts, music, drama, and sports, as well as the highest quality medical care in Washington State and a world-class academic medical center. The teaching and research of the University’s many professional schools provide undergraduate and graduate students the education necessary toward achieving an excellence that will serve the state, the region, and the nation. As part of a large and diverse community, the University of Washington serves more students than any other institution in the Northwest.