Advancement Services Officer, Planned Giving

Advancement Services Officer

For over 160 years, the University of Washington has been a hub for learning, innovation, problem solving and community building. Supporting this legacy and important public mission guides everything we do in University Advancement. Bringing together development; alumni and stakeholder engagement; marketing and communications; and advancement operations, we advance the UW's impact by developing meaningful connections that foster pride, advocacy and philanthropic support. The mission of the Development team is to facilitate private resources to enhance and protect the University's reputation and support equitable community building and service. This starts with creating a culture of belonging within our organization that values the diverse experiences and expertise of our team members, allowing everyone to thrive and to contribute their unique talents as we strive to achieve our shared goals.

The Planned Giving team has an exciting opening for an Advancement Services Officer. This is a full-time, permanent position. The Advancement Services Officer (ASO) provides administrative and project assistance to members of the Planned Giving team. This position assists the eight-person team in coordinating, tracking and analyzing the team's cross-campus efforts in securing private support for the University of Washington from individual donors. The ASO reports to the Assistant Vice President for Planned Giving and will receive day-to-day management from the Advancement Specialist for Planned Giving.

What You Will Do:

• Program Support
• Support the Manager of Estates with high-volume estate settlement matters.
• Communicate with internal and external stakeholders, including custodians of estates, law firms, UWTreasuryandfinancial managementfirms.
• Ensureappropriate notarizationof estate settlement documents,in accordance withcompliance requirements.
• Maintain efficient handlingoflegal documents, includingscanning,recording,filingandrouting forsignatures.Prioritize documentsthat require a response from theManager of Estates.
• Record and track funds receivedforoutright and planned gifts,ensuringaccordance with UW policies and procedures.
• Track the allocation of gift fundsandaudit estate gifts.
• Provide support forhigh-volumetransmittals of legal and financial materials.
• Prepare reports and compose correspondence,acknowledgementsand notifications.
• Maintainaccurateestate database updates.
• Prepare and route forms for signatures.Coordinatewith the Board of Regents Office and UW Foundation President'sOffice on transmitting documents and obtaining signatures.
• Administrative Support
• Support three frontline fundraisers with calendaring and scheduling needs,travelarrangementsand expenses.
• Serve as back-up supportforthe AVP and the senior director.
• Prepare correspondence, meeting minutes,presentation materials,spreadsheets,reportsand proposals for internal and external audiences. Draft and copyedit written materials.
• Managenew and existing administrativeandspecial projects that support Planned Giving.
• Support theplanningand production of Estate and Gift Planning Council Volunteer Boardmeetings.
• Lead planning and production of events for the Office for PlannedGiving, including Legacy society stewardship events, advancementtrainings,conferencesand presentations.
• Assistin communicating anddisseminatinginformation toUniversitycolleagues, constituents,externalprospectsand volunteers.
• Update andmaintainDevelopment databases/platforms/tools and products.
• Provide telephone coverage,includingindependently respondingto callersor directingcalls.
• Order and track office suppliesanddistribute campus mail.
• Collaborate with the team to propose and implement process improvementsand efficiencies.
• Additionalduties may be assigned.

Minimum Requirements:

• Bachelor's degree and two years' experience in administration, fundraising, events, community relations, marketing, higher education or related fields. Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.

What You Bring:

• Strong organizational skills with a commitment to accuracy, detail, and thoroughness in completingresponsibilities.
• Ability to work independently and complete projects in a fast-paced, deadline-driven environment.
• Demonstrated strongoral and written communication skillswiththeability to communicate effectively withinternal and external constituencies.
• Experiencewithdata management, administrative procedures andfollowingcompliance requirements.
• ProficiencywithZoom, AdobeAcrobatand Microsoft Office Suite.
• Ability toidentifyopportunitiesforprocess improvements.

What You Can Expect:

• Hybrid work schedule with two days in the office and three days eligible for telework.
• Cubical/Open workspaceenvironmentwhich may result inadditionalor higher levels of noise and visual distractions.
• Ability to work occasional evening and weekend hours, when necessary, with notice.

Pay Range Minimum: $70,008.00 annual

Pay Range Maximum: $73,596.00 annual

Other Compensation:

• Benefits: For information about benefits for this position, visit https://www.washington.edu/jobs/benefits-for-uw-staff/

Shift: First Shift (United States of America)

Temporary or Regular? This is a regular position

FTE (Full-Time Equivalent): 100.00%

Union/Bargaining Unit: Not Applicable

About the UW

Working at the University of Washington provides a unique opportunity to change lives – on our campuses, in our state and around the world. UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty.

Our Commitment

The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81. To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 or dso@uw.edu. Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law. University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.