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Associate Director, Planned Giving

Department: Office of Development & Alumni Affairs Effective Date: June, 2007

USG 12 – 13 

35 hr/wk                                                 

Reports to:

 Vice President, External Relations

General Accountability

Reporting to the Vice President, External Relations or a senior management designate, the Associate Director, Planned Giving is primarily responsible for the development and management of the Planned Giving program including prospect identification, evaluation, solicitation, and stewardship of planned gifts.  Other responsibilities include supervision and mentoring of Planned Giving Officers and other support staff; development, coordination and implementation of initiatives that support the fundraising function within the Office of Development and the Faculties; and working closely with other AD(s) and Directors to assist with strategic internal management functions as deemed appropriate.

Nature and Scope

Organizational Relationships

The incumbent reports to the Vice President, External Relations or designate who will:

The AD has a critical role to play in managing, developing and stewarding planned gifts, estate accounts, and memorial gifts. The AD will have complementary skills and experience.  Close collaboration and sharing of experience will be expected between colleagues in Central Office, the Faculties, and university colleges.

Description of general framework and environment

The Planned Giving Program at UW was formally implemented in 1994.  Individuals who have confirmed a bequest or deferred/future gift are considered members of the Laurel Society; established in 1998 to formally recognize planned giving donors.

The University of Waterloo is currently in the public phase of a major fundraising initiative, Campaign Waterloo: Building a Talent Trust.  The campaign surpassed its initial goal of $260M and has a revised goal of $350M to be raised by the University’s 50th anniversary in 2007.  Long recognized as the most innovative university in Canada, the University of Waterloo is entrepreneurial, outward-focused, and dynamic. The campaign is organized on a hybrid decentralized model, with volunteer teams recruited to each of the Faculties, Colleges and major divisions, such as the Information, Communication and Technology sector, and the Library.

The AD will work within External Relations, which is comprised of Alumni Affairs, Development, Government Relations and Communications and Public Affairs and includes approximately 100 professional and support staff. The Office of Development works closely with several departments across campus, including Co-operative Education and Career Services, the Office of Research, Student Awards and Financial Aid, Graduate Studies Office and Finance. 

 Significant Internal Relationships:

Significant External Relationships:

Statistical Data

Over 380 confirmed planned gifts

Estimated expectancies: $41 million

Prospect Pool Goal: 400 +


The AD manages the Planned Giving budget which includes advertising costs, consulting fees, and general expenses on assigned projects.  Preparation of annual strategic plans, including goals regarding dollars raised, visits made, and proposals presented are developed and reviewed bi-annually with the VP External Relations or designate.  The AD must manage and negotiate special project costs with external partners such as Planned Giving Consultants.

Specific Accountabilities


Working Conditions