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UW Medicine includes Harborview Medical Center, Northwest Hospital & Medical Center, UW Medical Center, Valley Medical Center, UW Neighborhood Clinics, UW Physicians, UW School of Medicine and Airlift Northwest. Of the $778 million in gifts and private grants raised in FY20 by the University of Washington, UW Medicine raised $376 million (48 percent of the University’s total) in gifts and private grants from over 19,000 donors. The University of Washington has just completed a multi-billion-dollar campaign, during which UW Medicine raised over $2.5 billion.
The Assistant Director for Philanthropy is part of a dynamic major gift fundraising team focused on securing major gifts ($25,000+) and cultivating donors who have the capacity to give at that level and above. The Assistant Director will have a particular focus on securing planned gifts, and will be offered extensive coaching and support in accomplishing that work. The Assistant Director will work closely with the Director for Philanthropy, academic leaders, volunteers, and other Advancement staff to identify, cultivate, and solicit annual and major gift prospective donors for gifts in support of UW Medicine. The Assistant Director will have assigned responsibility for oversight and coordination of major gift fundraising programs that support the UW School of Medicine’s educational activities. Such activities may include scholarships, professorships, programmatic support, support for faculty initiatives, outright and endowed support, and interdisciplinary projects that may span across UW Medicine. The Assistant Director may have assigned responsibility for staffing one or more volunteer committees.
DUTIES AND RESPONSIBILITIES
Direct Fundraising Responsibilities (85%): •Make 9-10 personal cultivation/solicitation/stewardship visits per month to assess the interests and capacity of potential donors. As appropriate, identify individuals as annual, major gift or planned giving prospects; solicit for gifts ($10,000 and above); and determine follow-up strategies including stewardship. •Cultivate longtime annual donors for planned giving possibility and work with Planned Giving colleague to prepare communication and materials for that purpose. •Develop and present 12-20 gift proposals each year with a target of securing an average of $500K in new commitments. •Serve as a qualification officer for new leads for major gift prospects ($50,000k+) and planned gifts from prospect research, faculty referrals, prospect screening tools, donor base, and fundraising colleagues. As appropriate, provide for a seamless relationship transfer to major gift officers. •Manage a portfolio of 100-125 donor prospects ($10,000+) with a focus on those with potential of $25,000+. •Work with fundraising colleagues, faculty, academic leaders, administrators, and volunteers to develop cultivation, solicitation, and stewardship strategies for all prospects. •Collaborate with major gift officers to develop prospect pool, cultivate, solicit and steward major gifts. Record and track all donor activity using the University’s prospect management and tracking system. •As appropriate, work with colleagues to ensure that the annual fund plan supports and dovetails with personal qualification and solicitation strategies.
Activities in Support of Direct Fundraising (15%): •Support the development of annual operating plan including quantitative and qualitative goals and objectives. Plan should include a list of the “Top 25” prospects who will be asked in the next 12-18 months. Prepare monthly reports to track and assess progress. •Prepare written proposals, gift illustrations, and informational materials needed to secure major gifts. •Develop basic knowledge of and information resources for all areas of UW Medicine, focusing on research, patient care and education activities within the School of Medicine. •Ensure that all fundraising activities involving patients are compliant with the HIPAA federal privacy regulations. •Seek appropriate professional development opportunities, including training necessary for proficiency in the area of planned giving. •Complete annual performance self-assessment as key component of Annual Review. •Complete other duties as assigned.
Lead Responsibilities The Assistant Director for Philanthropy is a self-motivated, self-starter who spends a significant amount of time working independently out from the office and on the telephone. Based on this assignment, the Assistant Director for Philanthropy must take the lead to initiate and follow through with contact with a wide variety of prospects, donors, alumni, faculty, and volunteers. The Assistant Director for Philanthropy works independently to cultivate, solicit, and steward key donors.
Supervisory Responsibilities While this position does not have direct supervisory responsibility, the Assistant Director for Philanthropy will oversee the work of administrative staff members who are assisting with projects. Additionally, the Assistant Director for Philanthropy will motivate and lead staff, faculty, alumni, and volunteers in fundraising activities.
IMPACT TO THE UNIVERSITY While UW Medicine Advancement is the leading fundraising unit on campus, the level of private gifts must increase if UW Medicine is to remain competitive with its true peers, predominantly private institutions. UW Medicine is responsible for about one-half of the gift revenue that the University of Washington receives annually. To meet this ambitious goal, it is essential to identify and secure major gifts from new donors and to secure additional commitments from current donors. A concerted and strategic effort now will set a foundation for future fundraising activity. The Assistant Director for Philanthropy will work with key academic and administrative leaders and business, community, and civic leaders to identify, cultivate, and solicit donors with the capacity of making gifts of $25k+.
POSITION COMPLEXITIES •Managing a heavy visitation goal — 9-10 visits per month (will be done in person when safe to do so and/or over video chat), completing all of the required follow-up for each visit, and determining strategic next steps. •Encouraging faculty to actively and productively participate in the fundraising process; faculty are very busy with responsibilities in research, teaching, and clinical care. •Developing solicitation strategies and securing $500k in new commitments each year. •Rejection will be the most challenging aspect of this position. Statistically, only a fraction of calls made will result in a meeting, and of those individuals met, only a fraction will qualify as major gift prospects. Pipeline programs rely on a sales model and the Assistant Director for Philanthropy must be positive, self-directed, and disciplined. This person must be able to stay motivated and upbeat. •Identifying alumni and donors with the potential and affinity to make major gifts in each program area; there are no “ready-made” prospective donor pools for assigned areas. •Balancing the dual goals of soliciting gifts to reach fundraising goals with identifying and qualifying major gifts prospects. •Coordinating efforts with UW Medicine and Central Advancement activities. •Working collaboratively with diverse constituencies (faculty, staff, alumni, donors, patients, community leaders, volunteers) with diverse goals and expectations. •Ensuring that all fundraising activities with patients are compliant with the federal privacy regulations (HIPAA).
MINIMUM REQUIREMENTS •Bachelor’s degree and three or more years of increasingly responsible experience in institutional advancement with a preference for experience cultivating, soliciting, and stewarding leadership gifts.
Additional requirements: •Commitment to the University’s mission and vision to support a diverse, equitable, and inclusive workplace. •Experience with face-to-face cultivation and solicitation activities. •Works to resolve conflicts and differences through dialog and open communication in a timely manner. Sees every difference as an opportunity for growth and change. •Intrinsically motivated and able to create innovative ideas to achieve results. Recognizes and seizes opportunities. •Ability to write clearly and concisely in order to distill complex scientific/medical information and data; ability to multi-task and complete assigned projects in a timely manner with the utmost attention to detail. •Strong interpersonal skills and customer service orientation. Poised, professional manner and the ability to communicate clearly, directly and empathetically in all interactions: verbal and written communications, one-on-one conversations and in groups, etc. •Demonstrated ability to proactively and skillfully engage others in ways that help resolve differences, manage conflicts and build consensus, all with the best interests of the organization in mind. •Demonstrated creativity, organizational ability, empathy and strong attention to detail. Ability to make decisions in ambiguous situations, exercise good judgment based on information and analysis in a fast-paced, dynamic, deadline-driven environment in an organized and professional manner. •Demonstrated ability to maintain confidences and protect confidential information. •Ability to act in a selfless manner and model ethical values of UW Medicine. •Familiarity with Microsoft Office applications, including Microsoft Word, Excel and Powerpoint.
Equivalent education/experience may substitute for stated requirements.
DESIRED REQUIREMENTS •Development experience in a health care, medical research and/or higher education setting is preferred.
Attitudes, Behaviors and Skills We Value •Placing team goals before individual goals •Assuming the best of intentions from faculty and colleagues •Embracing a spirit of continuous improvement oFocus on the highest priorities and manage time accordingly oManage and improve programs independently and build ownership over time oAnticipate needed next steps; think through problems oApproach work strategically, keeping the big picture in mind oAddress problems proactively and present potential solutions for resolution •Learning from each other oDemonstrate the desire to learn new things while also meeting current position responsibilities oTake the time to build fluency in ALL fundraising operations oBe a proactive problem-solver; show resourcefulness in anticipating and addressing issues and concerns •Demonstrating professionalism oTransparency: Be honest and straightforward with colleagues and donors oAttitude: Work with a positive and collaborative approach oHumility: Share credit generously; take ownership of challenges (“be generous with credit and selfish with blame”) oDedication: Consistently follow through; keep your word •Maintaining high emotional intelligence oBuild, maintain and recover relationships with internal and external constituents oPartner and communicate well with supervisor and peers oHone self-awareness, including the ability to admit mistakes and knowing when to correct course
OTHER CONDITIONS OF EMPLOYMENT •As needed to implement programs, this individual will be required to work beyond the standard work week of 40 hours. Some evening and weekend work is required. •Frequent local and regional travel, some national travel may be required. •The successful candidate will be expected to have regular, reliable transportation for local travel and be willing to travel when necessary.
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.
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