Director of Advancement Services and Annual Fund
A bachelor’s degree in business required; Minimum of three years of direct annual giving experience, preferably in higher education;
Purpose of Job
The Director of Advancement Services and Annual Fund is responsible for the strategic design, alignment, development and implementation of support functions and infrastructure that provide a foundation for the DIA to achieve its annual goals in fundraising and constituent engagement.
Scope of Responsibilities
• Directs and manages the University Advancement Services unit and provides professional support to the DIA and Foundation staff in implementing financial processes, special events, prospect management, donor recognition, donor stewardship and other related activities including development and foundation research, data base management, donor history and financial reports
• Organize and manage all aspects and segments of annual giving activities including phonathons, direct mail appeals, online giving, crowdfunding and personal visits for annual fund gifts
• Create a communications plan that positions and promotes giving to the annual fund
• Personally solicit leadership gifts ($10,000 or more) from key volunteers and selected prospects
• Directs and manages procedures and documentation for gift receipting.
• Communicates donor wishes and requirements for all fund expenditures.
• Provides the Vice President and Dean’s offices with reports regarding donor gifts to specific funds and accounts
• Prepare annual giving progress reports as they relate to program goals and objectives
• Manage annual stewardship correspondence with constituents and oversee acknowledgement of annual fund gifts as part of the advancement gift receipting and acknowledgement policy
• Assist with functions such as: development and alumni events, presidential events, board and committee meetings and volunteer activities
• Work with the Director of Alumni Relations on annual giving campaigns for Class Giving including the organization of meetings and preparation of volunteer materials
• Monitor and track timely corporate matching gifts and federal employee annual giving programs regarding information about prospects including call reports, gift acknowledgements and other data important for maintenance of donor/prospect records
• Provide support to capital campaign initiatives through the qualification of campaign prospects. It is a principal goal of the Annual Giving program to identify major gift prospects and to begin to introduce major and planned giving concepts.
Essential Job Functions
1. Perform advanced diversified duties for the Executive Director and Vice President to include: creating reports, spreadsheets, PowerPoint presentation, drafting correspondences, contracts, and other agreements for signature.
2. Assist in program/project development; answering telephones, making travel arrangements; creating and maintaining a filing system; and proofreading all work to ensure accuracy.
3. Represent the Executive Director and Vice President in communications with administrators, staff, subordinates, students, and the community.
4. Assist in planning, hosting, and supporting official events.
5. Maintain confidentiality in all matters related to the organization including organization activities, plans and personnel matters.
6. Develop and implement a written plan and calendar for all phases of annual giving, including, but not limited to, mail and phone segmentation, online, leadership giving, student giving, Class Giving and faculty and staff solicitations
7. Directs and maintains a comprehensive and accurate fundraising database to include all alumni records and all past and prospective donors
8. Purchase items as needed through the use of the purchasing system.
9. Communicate both orally and in writing in a professional manner representative of the organization.
10. Attend necessary training classes as required and seek out those educational opportunities that add further support to the Office and personal professional development.
Knowledge Skills and Abilities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Any equivalent combination of education, training, and experience which provides the required knowledge, abilities and skills may be considered. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Must exhibit a personal understanding of, commitment to and operate in concert with the mission and institutional statement of the University and Foundation.
2. A proven ability to effectively communicate both verbally and in writing is essential, as the role includes high visibility with students, alumni, staff, faculty, and friends.
3. The ability to review and analyze market segmentation data for use in developing marketing strategy is highly desired.
4. Commitment to treating colleagues with respect and dignity.
5. Proven effective relational skills with a demonstrated ability to collaborate with a wide range of people.
6. Stature, credibility, and capacity to build and sustain effective relationships with colleagues at all levels of and with partners elsewhere at the University; to influence senior colleagues, often without authority; and to advocate for and secure resources in support of DIA’s agenda.
7. Proficient computer literacy with Microsoft Office is required as well as sophisticated, detailed knowledge of advancement information systems (preferably BANNER or Raiser’s Edge) is essential.
8. Proven track record of successful private fundraising and project management functions in complex organizational environments.