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Development Program Specialist Gift Planning and Legal Affairs

Company: Wisconsin Foundation and Alumni Association
Date Posted: January 26, 2018

The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for UW-Madison, is recruiting for an experienced administrative professional to join a team responsible for planning and executing development programs on behalf of the Gift Planning and Legal Affairs areas. Responsibilities for this position include Gift Planning Administration, Legal Affairs Administration, and Donor Relations and Stewardship. The Development Program Specialist has significant contact with WFAA staff, vendors, gift planning donors, alumni, and other donors to the University.

*The Wisconsin Foundation and Alumni Association is the “doing business as” name of the merged organization comprising the University of Wisconsin Foundation (supportuw.org) and the Wisconsin Alumni Association (uwalumni.com). Its legal corporate name is registered as the University of Wisconsin Foundation.

Primary responsibilities will include:

Gift Planning Administration

  • Assist Development Program Manager with tasks related to Gift Planning including:
    • Responding to donor inquiries
    • Assisting internal colleagues with information requests
    • Meeting coordination
    • Estate administration and coordination of legal documentation
    • Database management
    • Development of marketing materials
    • General administrative tasks: invoice payments, supplies management, writing and proofreading
    • Assist directors of development with the preparation, signature routing and final distribution of gift legal documentation

Legal Affairs Administration

  • First point of contact for campus and internal inquiries with the Office of Legal Affairs
  • Coordination of legal documentation
  • Website and intranet content management
  • Meeting coordination
  • General administrative tasks

Donor Relations and Stewardship

  • Management of the Wisconsin Legacy Society recognition program
  • Management of other planned gift stewardship efforts
  • Assist directors of development with facilitating donor visits to campus
  • Stewardship event management
  • Preparation of gift, milestone, and other acknowledgment-related reports
  • Assist directors of development with other stewardship activities on an as-needed basis

Support a service-oriented atmosphere in accordance with WFAA mission, values and philosophy

  • Strategic beliefs
    • The University of Wisconsin-Madison has a transforming impact on students, alumni, and society;
    • Authentic, lifelong relationships and engagement with alumni, donors and friends are fundamental to sustaining the reputation and continued success of the University;
    • Philanthropy has an essential and growing importance on the future progress of UW-Madison;
    • The highest level of stewardship and fiduciary responsibility in financial, investment, data and gift administration is vital to maintaining trust with our stakeholders;
    • Diverse views, experiences and perspectives strengthen WFAA and the university community.
    • Organizational values
      • We are serious about delivering results;
      • We work together and with our campus partners as a team;
      • We are committed to alumni, donors, volunteers and others;
      • We are open-minded;
      • We create a positive work environment.

Qualifications:

  • High school graduate required.  Post high school training, college degree, or equivalent preferred;
  • Minimum of 3 years of relevant professional work experience in a dynamic, team-orientated environment;
  • Excellent verbal and written communication skills;
  • High degree of familiarity with online communities, social media and the Internet;
  • High level proficiency with MS Office products, particularly Word, Excel and Outlook;
  • Previous database reporting and experience with constituent relationship management software preferred;
  • Creativity, innovation, flexibility and ability to work with loosely defined parameters.

Key Competencies:

  • Strong ability and high comfort with writing projects;
  • Strong team player who also has the ability to prioritize and work with a high degree of independence;
  • High degree of customer service skills;
  • Excellent analytical and interpersonal skills;
  • Ability to manage several projects simultaneously, set priorities and meet deadlines;
  • Highly organized, close attention to details, and a willingness to do what it takes to find an answer;
  • Uncompromising attention and commitment to matters of discretion and confidentiality.

The Development Program Specialist reports to a Senior Development Program Manager. This is a non-exempt position requiring 40 hours per week. We offer an excellent work environment as well as competitive pay and benefits.

To apply, please submit cover letter and resume in a single attachment to:

https://workforcenow.adp.com/jobs/apply/posting.html?client=uwfound&ccId=19000101_000001&type=JS&lang=en_US

Please contact Human Resources if you have any questions at hr@supportuw.org.  Review of applications will begin on February 12, 2018.

Mia Kahl
Human Resources
Wisconsin Foundation and Alumni Association
(608) 308-5392
hr@supportuw.org 

The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer