SEARCH FOR THE REGIONAL DIRECTOR OF PLANNED GIVING WASHINGTON UNIVERSITY IN ST. LOUIS ST. LOUIS, MO

THE SEARCH

Washington University in St. Louis (Washington University), one of the nation’s premier private institutions of higher education, seeks a dynamic and creative regional director of planned giving (“regional director”) to help build on the University’s impressive trajectory. This is an exceptional opportunity to join the university at an exciting moment of change and transformation.

Reporting to the associate vice chancellor for planned giving (AVC), the regional director will be responsible for the cultivation and solicitation of a portfolio of prospective donors for planned gifts, including, but not limited to estate gifts, charitable gift annuities, charitable remainder unitrusts, lead trusts, and outright gifts. The ideal candidate will possess at least three to five years of major gift and/or planned giving experience, preferably in a higher education setting, with knowledge of the legal and procedural requirements associated with planned gifts, and the personal energy, enthusiasm, and drive to achieve ambitious institutional goals. The regional director will also have demonstrated ability to establish and maintain relationships with high-level prospects, speak credibly about higher education, and compose strong, clearly written correspondence. Working in a highly collaborative environment with planned giving teammates and with colleagues across the alumni & development (A&D) programs division, the regional director will be able to plan strategically, set priorities, and efficiently manage resources. A bachelor’s degree is required. In accordance with its core values and mission, Washington University is especially interested in recruiting members of diverse communities and individuals with a commitment to multiculturalism.

Washington University in St. Louis has retained Mr. Jack Gorman of the national executive search firm Isaacson, Miller, to assist in conducting this search. All inquiries, nominations, and applications for this position should be directed to Isaacson, Miller as indicated at the end of this document, and will be held in the strictest confidence.

WASHINGTON UNIVERSITY

OVERVIEW

Washington University was founded in 1853, conceived by a group of St. Louis business, political, and religious leaders concerned by the lack of institutions of higher learning in the Midwest. Unusual among major American universities, Washington University was not established with a financial endowment, nor the backing of a single religious organization, individual wealthy patron, or earmarked government support, but rather by a collaboration of empowered and diverse citizens. That spirit of collaboration, independence, and dedication to the pursuit of knowledge and service for its own merits still characterizes Washington University today.

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The university currently encompasses 2,362 acres and more than 150 major buildings on the Danforth and Medical campuses, as well as the West Campus and South Campus in Clayton, North Campus in the city of St. Louis, 560 Music Center and Lewis Center in University City, and the Tyson Research Center located 20 miles southwest of the city.

In 2017, the university began the most significant capital project in recent history: transformation of the east end of the . This transforming project includes eight major components — three new academic buildings, an expansion of the Mildred Lane Kemper Art Museum, two new multi-use facilities, an underground parking garage, and the expansive new Ann and Andrew Tisch Park. The east end transformation of the Danforth Campus furthers the university’s mission and values, setting the course for the next era of academic excellence and service to society. The east end was formally dedicated on October 2, 2019.

Washington University offers student-centered undergraduate educational excellence within a world-class research-intensive university. The university has a well-established, top-ranked medical school, a thriving academic medical enterprise, and distinctive programs in the life sciences; a strong arts and sciences core; a rich collection of professional schools spanning architecture and the arts, business, engineering, law, and social work; and a number of innovative, interdisciplinary graduate programs. Its faculty are global in their outlook and the university welcomes students from all over the world.

Washington University has seven academic divisions—Arts and Sciences, the Brown School, , Sam Fox School of Design and Visual Arts, McKelvey School of Engineering, School of Law, and School of Medicine—and educates approximately 14,000 full-time students and 2,000 part-time students, divided almost equally between undergraduate and graduate/professional students. Over 300 programs lead to bachelor’s, master’s, and doctoral degrees in a broad spectrum of traditional and interdisciplinary fields, with additional opportunities for minor concentrations and individualized programs. Students at Washington University have been recognized with the Rhodes, Fulbright, Marshall, Beinecke, and Truman Scholarships and the Goldwater, Mellon, Putman, National Science Foundation, and National Graduate Fellowships, as well as the Howard Hughes Fellowship for undergraduate research.

Washington University belongs to a small class of elite universities characterized by a deep commitment to excellence in both undergraduate education and research and scholarship. Over the last two decades, the university has invested significantly in its undergraduate experience, constructing new residence halls, academic buildings, and a university center, expanding student services, and maintaining its strong commitment to personalized attention and small class size. The university’s undergraduate student-faculty ratio is 8:1 and nearly 64 percent of its classes have fewer than 20 students.

Washington University is today one of the most selective undergraduate institutions in the country: its undergraduate program is ranked 19th in the nation by U.S. News and World Report. More than 25,000 students applied for one of the 1,744 spots in the entering class. The applicant pool is strong in both number and academic quality, with the middle 50% of SAT scores ranging from 1480-1550. At the same time, the university has continued to develop its historically strong research enterprise, with total sponsored research in fiscal year 2018 hitting $711.8 million, including $522.7 million in federal contracts and grants. The university is on a superb trajectory, built on a consistent foundation, and sustained over a generation.

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The university’s operating budget for fiscal year 2019 totaled $3.3 billion, the greatest share of which was devoted to instruction, research, and academic support. As of June 30, 2018, the market value of the university’s endowment was $7.7 billion, a number that has risen steadily with successful fundraising campaigns and investments.

LEADERSHIP

Dr. Andrew D. Martin Chancellor

Andrew D. Martin was appointed Washington University’s 15th chancellor by the university’s Board of Trustees on July 14, 2018 and assumed the office on June 1, 2019. Martin comes to Washington University from the University of Michigan, where he served as dean of the College of Literature, Science, and the Arts. The chancellorship marks a return to Washington University for Martin. He earned his doctorate in political science from the university in 1998 and was a member of the university’s faculty for 14 years, most recently serving as the Charles Nagel Chair of Constitutional Law and Political Science. He served as founding director of the Center for Empirical Research in the Law from 2006 to 2014, as chair of the Department of Political Science in Arts & Sciences from 2007 to 2011, and as vice dean in the School of Law from 2012 to 2014.

Pamella Henson Executive Vice Chancellor for Alumni & Development Programs

A graduate of the University of Michigan with a bachelor’s degree in communications, Henson began her development career at the Lawrence Institute of Technology in Southfield, Michigan, and worked in other development-related positions, including at the University of Redlands, before joining the Washington University staff in 1993 as regional director of development. Three years later, she was named director of capital projects. When the Siteman Cancer Center opened in 2000, she was appointed its executive director of development. She was promoted into the role of assistant vice chancellor for schools alumni & development programs in 2005, and shortly thereafter was again promoted to associate vice chancellor for alumni & development programs. In 2016, Henson was promoted to vice chancellor for alumni & development programs. In January 2019, she was appointed executive vice chancellor and now leads alumni & development programs. Henson reports directly to the chancellor.

Bill Stoll Senior Vice Chancellor for Alumni & Development Programs

Stoll joined Washington University’s alumni & development team in 1993 as regional director of development. Four years later, he was named director of regional development programs, then senior director of regional development programs. He also served as executive director of regional development programs and as assistant vice chancellor before being promoted to associate vice chancellor in 2005 and to vice chancellor in 2016. Stoll became senior vice chancellor for alumni & development programs in January 2019. He came to St. Louis after working in Washington, D.C., first at American University and then at the National Academy of Sciences. He began his career at Ursinus College, where he earned a bachelor’s degree in political science. He also earned a master’s degree in liberal arts from Washington University.

ALUMNI & DEVELOPMENT PROGRAMS

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The Office of Alumni & Development Programs (A&D) at Washington University is one of the most sophisticated advancement operations in the country. Composed of approximately 300 employees, this cohesive and collaborative team works together to engage and cultivate Washington University’s 135,000 alumni worldwide as well as parents, friends, grateful patients, corporations, foundations, and other groups and agencies.

In the fall of 2012, the university publicly announced its most recent campaign, Leading Together: The Campaign for Washington University, with an initial goal of $2.2 billion. The university’s campaign priorities included securing support for outstanding faculty; a talented and diverse student body; scholarly research and creative potential; teaching, research, and living environments; and unrestricted annual support. After remarkable early success, the overall goal was increased in 2015 to $2.5 billion. On June 30, 2018, the campaign closed at $3.37 billion and attracted record support from more than 120,000 alumni, parents, and friends of the university, including hundreds of volunteers in St. Louis and cities across the United States and worldwide.

The campaign’s impact on annual fundraising results was tremendous: the university has raised more than $200 million annually since 2010. In fact, $353 million was raised in fiscal year 2018, the final year of the campaign. In fiscal year 2019, more than $406 million was raised.

REGIONAL DIRECTOR OF PLANNED GIVING

The regional director of planned giving reports to the associate vice chancellor for planned giving and is responsible for cultivating and soliciting high-level prospects capable of making major and planned gifts to Washington University.

MAJOR FUNCTIONS AND RESPONSIBILITIES

• Work in a system that emphasizes measurable objectives, including mutually agreed-upon goals for planned gifts.

• Make approximately 150 prospect/donor visits annually; travel occasionally with other development staff and assist them in completing planned gifts with high-level prospects.

• Coordinate closely with other A&D staff to maximize cultivation, involvement, and solicitation of alumni, parents, and individuals across the country.

• Prepare and implement written strategies for all ready prospects and utilize effective tracking and monitoring processes; utilize an online prospect tracking system to record actions, asks, and outcomes.

• Manage effective follow-up of planned giving donors and assigned prospects; assess and rate newly identified prospects regularly.

• Work aggressively to become familiar with Washington University’s history, current strengths, and future strategic plans.

• Act as a model and teammate for other development officers and serve as a resource for developing effective prospect strategies, execution of actions, closing with prospects, and stewardship of donors.

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• Other duties as assigned.

QUALIFICATIONS AND EXPERIENCE

• A deep appreciation for and an ability to successfully articulate the mission and aspirations of Washington University. A desire to play a meaningful role in the University community and to share in the community’s commitment to research and education.

• At least three to five years of major gift and/or planned giving experience, preferably in a higher education environment, with knowledge of the legal and procedural requirements associated with planned gifts.

• Demonstrated ability to design and implement effective cultivation, solicitation, and stewardship strategies for individual giving.

• Ability to work successfully with administration, faculty, and volunteers – as appropriate – to secure gifts for the University and its various schools and programs.

• Ability to listen carefully, learn quickly, and work effectively in a complex organization.

• Superior communication skills; clarity, crispness, and effectiveness in written and oral presentation.

• Exceptional interpersonal skills; demonstrated ability to build and maintain relationships with high-net-worth individuals.

• A desire and ability to work collaboratively with colleagues across A&D.

• Ability to effectively work with staff and available budget resources; an approach to the role that brings out the best in people and yields pride, ownership, and a sense of team effort.

• Honesty, integrity, enthusiasm, and perspective; a strong work ethic, supported by commitment and follow through.

• Ability and willingness to travel.

• Bachelor’s degree required.

COMPENSATION AND LOCATION

Compensation will be commensurate with experience.

Consistently ranked among the nation’s most affordable and best places to live and raise families, the St. Louis region offers many opportunities to watch or participate in a wide range of sports, recreational activities, and cultural events. It’s an accessible city and there are more free, world-

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class attractions in St. Louis than any place in the U.S. outside of Washington, D.C., largely due to the area’s active philanthropic community. Not far from St. Louis’ urban core are the beautiful rolling hills of the Ozark Mountain region and outdoor activities such as hiking, canoeing, and spelunking in some of ’s more than 6,000 caves.

As the third-largest employer in the metropolitan area, Washington University plays an important role in the leadership of St. Louis and the university has deep roots in the community. The university is the institutional sponsor of seven charter schools, including the city’s first Knowledge is Power Program (KIPP) charter school and the Medical Center expends more than $115 million in uncompensated patient care. Many local residents also take courses through University College, Washington University’s professional and continuing education division. Officially founded in 1931, University College offers part-time, evening, and summer school classes to students who want to earn undergraduate or graduate degrees or certificates in specialized areas of study, or to pursue personal enrichment. It also administers the university’s Summer School.

In 2002, Washington University joined with BJC HealthCare, the University of Missouri-St. Louis, St. Louis University, and the Missouri Botanical Garden to create the Cortex Innovation Community, a 200-acre innovation hub in the heart of St. Louis and near the essential science institutions. It has to date created 1.95 million-square-feet of new and rehabilitated space totaling over $675 million of investment and generating 6,000 technology-related jobs. When fully implemented, the Cortex master plan projects $2.3 billion of construction over 4.5 million-square- feet of mixed-use development (research, office, clinical, residential, hotel, and retail), a new MetroLink light-rail station and 15,000 permanent technology-related jobs. Currently, there are over 400 companies that call the Cortex Innovation Community their home. Cortex has played a central role in the movement of young people to the city and the revival of St. Louis.

Washington University is an essential institution for St. Louis and the city’s prosperity is essential to Washington University. The university has provided innovative leadership and the entire region counts on the university as a key partner for its success.

TO APPLY

This search is being led by Jack Gorman with Becky Piper and Kavita Mannan. For more information, to make a nomination, or to apply for this role, please visit:

www.imsearch.com/7194

Washington University in St. Louis is committed to providing equal opportunity to all qualified individuals in its employment and personnel practices. The university practices affirmative action by taking assertive steps to recruit, hire, and promote minorities, females, individuals with disabilities, and veterans.

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