SEARCH SPECIFICATIONS ASSISTANT VICE PRESIDENT FOR PLANNED GIVING Prepared by THE OPPORTUNITY The University of Washington seeks an energetic and experienced leader to assume the role of Assistant Vice President for Planned Giving. In alignment with the values and goals of University Advancement, the AVP will develop, oversee, and evaluate a comprehensive and innovative planned giving program for UW based in partnership with Advancement leadership, Planned Giving team members, UW colleagues, volunteers, and other Advancement staff. This position serves as the University’s lead planned gift strategist. The AVP will prioritize the effort to increase the pipeline for planned gifts and the ongoing opportunities to evolve our strategies. The position is responsible for sustaining and leading a cohesive team emphasizing diversity, equity, and inclusion. The successful candidate motivates and assesses performance, communicates goals, and encourages creative exploration of planned giving ideas. This position calls for a strategic visionary who thrives in a complex and fast-paced environment and has a track record of success in building and sustaining the relationships that lead to planned and principal gift fundraising success. Experience in an academic institution, a comprehensive nonprofit organization, as an estate attorney, or as a financial planner will be considered. The Assistant Vice President for Planned Giving will be based in Seattle, Washington. The University of Washington has retained BRYANT GROUP to manage the search for the Assistant Vice President for Planned Giving. 2 UNIVERSITY OF WASHINGTON The University of Washington aims to be the best public university in the world as measured by impact. The Territorial University of Washington opened on November 4, 1861. Since World War II, the UW has earned an international reputation for its research for both its undergraduate and graduate programs. Research is of great benefit to the broader community, and undergraduates benefit by learning from professors who are at the forefront of generating new knowledge. The UW’s graduate programs are among the most highly-rated in the nation. The Seattle campus, with 218 buildings, occupies 643 acres just north of downtown Seattle. There are two additional campuses, one in Bothell and one in Tacoma, as well as a world- class academic medical center. The University is governed by a 10-member Board of Regents appointed by the Governor. In Fall 2020, the UW enrolled a record-breaking 60,418 students, with 43,069 undergraduates and 17,349 graduate and professional students. The Seattle campus enrolled 48,734 students. The UW is one of the top public universities in the nation in the number of students who have received premier national awards such as the Rhodes, Marshall, Truman, Fulbright, and Goldwater scholarships and fellowships. 3 The UW has approximately 4,350 faculty members, including 7 Nobel Prize winners, 16 MacArthur Fellows (the so-called “genius award”), more than 240 members of the Institute of Medicine and the National Academies, and 173 Fellows in the American Association for the Advancement of Science. The UW receives more federal research dollars than any other public university in the nation. Seventy-nine percent of these funds are from federal sources. The balance is derived from private companies and foundations, increasingly important sources of support to UW. In 2018, Reuters named the UW the most innovative public university in the world. Two hundred eighty companies have been started by UW faculty and students or with UW- developed technology. In 2020-2021 the UW will award more than $106 million in institutional grants and scholarships to Washington residents. 63% of undergraduate students graduate with no known debt, and those who borrow still graduate with less debt than the national average. The UW also offers a program for eligible students called the Husky Promise, which covers the tuition and fees of Washington State students with financial needs. Since the Husky Promise began in 2007, more than 40,000 students across the UW’s three campuses have received support from the program. The Department of Intercollegiate Athletics has an extensive college athletics program, with competition in 23 sports and membership in the Pac-12 Conference. Many of the 11 men’s and 12 women’s teams frequently earn national honors. Women’s intercollegiate sports at Washington are basketball, crew, cross country, golf, gymnastics, soccer, softball, swimming, tennis, indoor and outdoor track and field, and volleyball. Men’s intercollegiate sports are baseball, basketball, crew, cross country, football, golf, soccer, tennis, and indoor and outdoor track and field. Their mascot is the Husky. 4 UNIVERSITY OF WASHINGTON FACTS Founded: 1861 President: Ana Mari Cauce, Ph.D. Total University 60,418 Total Enrollment: 43,069 Undergraduate 17,349 Graduate/Professional Seattle Enrollment: 48,734 Total 32,827 Undergraduate 15,907 Graduate/Professional Areas of Study: 648 Degree Options Across 319 Academic Programs Degrees Awarded, Bachelor’s – 10,082 Seattle Campus Master’s – 4,522 (2020): Doctoral – 861 Professional – 604 Total – 16,069 Faculty: 4,350 Staff: 25,850 Seattle Campus: 643 acres 218 buildings Library Holdings: 22 libraries on campus 5 million cataloged volumes 5 million microforms 50,000 serial titles Governance: Ten-member Board of Regents, appointed by the Governor Endowment: 5,253 Endowments with a Market Value of $3.6 billion Operating Budget: $8.65 billion University Web Site: www.washington.edu 5 UNIVERSITY ADVANCEMENT The University of Washington is supported by a high-performing advancement team of 600+ full-time employees. UW Advancement is built on a fully integrated model that brings together development, alumni and stakeholder engagement, university marketing and communications, and operations. Together, they work to advance the UW’s vision to be the most outstanding public university in the world as measured by its impact on people’s lives in Washington State and around the globe. The independent, nonprofit 501(c)(3) UW Alumni Association is strategically aligned with University Advancement and the UW. In CASE’s recently released Voluntary Support of Education (VSE) survey for FY 2020, the University of Washington ranked #1 in fundraising success among all US public universities. MISSION We serve to advance the mission and highest ideals of the University of Washington by fostering public understanding and pride; serving and engaging alumni and friends; and developing and enhancing lifelong philanthropic relationships. VISION We seek to be the most impactful advancement team in the country on behalf of our University. VALUES It starts with me. I have uncompromising integrity. I am bright, hardworking, and kind. The mission matters deeply to me. Our best work is done together. We are trustworthy and transparent. We listen and empathize. We learn from one another, celebrate our success, and embrace the journey. We create impact. Together we effect positive change for those we serve and in our communities. Together we strive for a diverse and equitable workplace and world. Together we move our mission forward. 6 ORGANIZING PRINCIPLES To achieve our mission, University Advancement is organized around and evaluates itself against six fundamental principles: • The mission and aspirations of the University of Washington drive all we do. • We integrate marketing and communication, alumni relations, and development to optimize impact institution-wide. • We prioritize partnership between units and central shared services. • We focus on long-term, sustainable progress and create and drive best practices. • We create myriad opportunities for authentic engagement. • We develop and value high-performing, collaborative, trust-based teams. VOLUNTEER ORGANIZATION The UW Foundation Board has 79 members, including University representatives and volunteer directors, comprising representative directors from each school, college, and campus, along with several at-large directors. The Foundation Board is led by the Board Chair and the Foundation President/Vice President for Development. The board’s primary responsibilities are institutional advocacy and support for the fundraising enterprise. Additionally, volunteers are engaged at the unit level via advisory boards, visiting committees, and leadership committees to help achieve unit development objectives. These committees, typically chaired by prominent business, community, civic, or professional leaders, represent the UW’s schools, colleges, programs, and units on all three campuses. STRUCTURE The division of Planned Giving is part of the University of Washington’s central advancement team, led by Lee Heck, Senior Associate Vice President for Development Programs (see bio below). The staff of six partners closely with advancement colleagues across all of the schools, colleges, units, medical center, and the Bothell and Tacoma campuses to promote and secure planned gifts. This team supports the entire UW, and they are the only planned giving professionals for University Advancement. UW fundraisers are primarily housed in the academic units, working directly with faculty, deans, volunteers, and alumni to engage donors and inspire gifts. Their efforts are supported and facilitated by Development Programs and central advancement teams through events, publications, recognition programs, annual philanthropy programs, regional (both domestic and international) events and donor engagement