Associate Director of the Willamette Annual Fund, Leadership Gifts

Aug 04, 2017
Executive Administration Jobs
C-Level & Executive Directors
Institution Type
Four-Year Institution

Associate Director of the Willamette Annual Fund, Leadership Gifts

Instructions for Applicants:
Please read the following carefully before beginning the online application process.

To be considered for employment at Willamette University, please complete our online employment application. Your application and all required attachments must be submitted for each individual job post that you are interested in applying for. If there is an application deadline, please ensure that your application is submitted by the deadline. Once you submit your application you will not be able to edit your application.

Position Summary:
Reporting to the Director of the Willamette Annual Fund, the Associate Director, Leadership Gifts position is primarily responsible for planning, directing, and implementing programs that secure gifts at the $1,000+ level, essential to meet the Willamette Annual Fund dollar goals. This position also oversees the engagement of a large pool of leadership annual giving supporters for the University and its Colleges, Schools, and Units. The Willamette Annual Fund focuses on unrestricted support for the College of Liberal Arts, the College of Law and the Atkinson Graduate School of Management.

This position works closely with the Major Gifts Program and division-wide with colleagues to set goals for all Willamette Annual Giving Program leadership giving societies and to integrate the solicitation and stewardship of leadership annual giving and the giving societies into the division's activities. The position is also responsible for management of several important fundraising committees that secure leadership society gifts. This responsibility includes: identifying new volunteer leadership, increasing the diversity of the volunteer base, and ensuring the success of their fundraising efforts.

Essential Functions:
The duties and responsibilities of this position include, but are not limited to, the following functions, which are not listed in any particular order of significance:

Leadership Annual Fund Prospect Pool Management and Oversight (50%)
  • At the start of the fiscal year, conduct a feasibility analysis, including the identification of past, current, and potential donors at the $1,000+ level, to set goals for donors at each level of membership for the Willamette Annual Fund to grow and strengthen giving at all levels.
  • Throughout the year, perform a range of data monitoring for annual fund solicitations to inform and improve the solicitation process, including: review of open pledges and pledge schedules for those in annual fund solicitation pool; monitoring of overlapping Campaign/Major Gifts solicitations planned for those in annual fund solicitation pool; comparison of committee and solicitation assignment lists with legacy admissions decisions to determine appropriate follow-up; ongoing data integrity tests to identify and resolve entry errors; and preparation of monthly reports on solicitation status. Document processes as needed.
  • Throughout the year, ensure that donors are being appropriately thanked and stewarded to support overall membership and donor retention goals.
  • At the close of the fiscal year, conduct the Annual Review process which includes identification of prospects to be tracked at the annual fund level, and coordination with the Major Gifts Program officers to determine the Annual Fund solicitation plan for each tracked prospect in the upcoming fiscal year. Ensure all potential major gifts prospects identified are handed to research for further qualification.
  • Develop, implement, and evaluate specific strategies to increase membership, including approaches for recognition to ensure strong retention, along with effective marketing of societies for upgrades and acquisition. Work proactively with partners to promote giving societies.

    Volunteer Management (40%)
  • Work in close collaboration with Alumni and Parent Engagement and other internal and external partners to identify new volunteers, increasing the diversity of the volunteer base and ensuring the success of giving society and parent fundraising efforts.
  • Provide overall management to the volunteer committees that focus on personal solicitation of annual fund gifts of $1,000 or more - core components of the strategy to increase Willamette Annual Fund giving by soliciting annual fund gifts at the $1,000 level and higher. This would include the development committee of the Parent's Leadership Council and identification of a core group of volunteer leaders willing to solicit peers. Develop and implement a strategy to increase committee membership to sufficiently cover needed outreach to prospective donors. Provide orientation and ongoing training for Chairs as needed. Work closely with Chairs to maximize their experience as leaders; meaningfully engage them in the recruitment process, committee conference calls, and their solicitation of committee members. Provide frequent information updates to Chairs on committee progress, assignment results, and other relevant news regarding committee members and assignments. Provide necessary support and materials for use by Chairs in conference calls, trustee meetings, and events.
  • Maximize the volunteer experience of committee members by engaging them effectively in the assignment process, providing one-on-one support and training as they navigate their assignments and questions that arise from their prospects. Provide frequent updates to committee members on overall progress to date and new developments involving their assigned prospects. Provide meaningful, personalized effective strategies for each assignment.
  • Complete additional personal solicitations as needed, including individual donor follow-up resulting from committee efforts. Perform ongoing statistical analysis to inform overall strategy, areas for enhancement, and the establishment and monitoring of goals for the committee. Develop new ways to measure progress, including additional ways to capture Willamette Annual Giving Program-specific information as a result of volunteer activity. Coordinate with Major Gifts Program officers about committee solicitations of major gift level prospects.
  • Serve as the point person for the 50th Reunion Campaign to ensure the committee reaches their full potential as a fundraising volunteer organization. This includes evaluation of class giving patterns and establishing goals; identification, recruitment, training, and support of campaign volunteers; analysis and evaluation of various campaign efforts. Update databases to monitor, discern and track the appropriate activities. Personally contact reunion alumni to ask for campaign support. Partner with Major Gifts staff to set goals, maintain solicitation status, and adjust strategies for high-level reunion donors.

    Personal Solicitations (10%)
  • Personally solicit top-level annual giving prospects. Set annual activity goals based on the review of the gift table and the number of individuals who are appropriate for solicitation by the Director. Document information in the database to assure proper recording and tracking of results.

    Minimum Qualifications:
  • Bachelor's degree required OR An additional two years of required experience in development or related will be considered.
  • Four or more years in development or related field OR Six or more years in development or related field in lieu of bachelor's degree.
  • Must be proficient with Microsoft Office Suite, possess strong Excel skills including formulas, pivot tables, and vlookups.
  • Knowledge of modern data management practices and techniques including data-based computerized information systems, data modeling, and models of analysis that lead to effective decision making on behalf of the program. Ability to adapt and quickly learn new technical concepts and skills, communicate technical concepts and ideas, and analyze data and respond strategically.
  • Conversant in relevant and contemporary technologies and how they can be used in support of communicating and marketing direct mail and electronic solicitation programs, including increasing participation and measuring and managing results.
  • Proven record of leadership, management, and supervisory skills. Proven experience in recruiting, managing, training, leading, and stewarding volunteer fundraising committees to reach their full potential and to achieve fundraising goals.
  • A supportive and accessible management style and a strong commitment to personal and professional development, with a proven track record motivating, training, and managing a staff with diverse skills and experience.
  • Superior communication skills with the ability to connect to a variety of audiences; clarity, crispness, and persuasiveness in written and oral communications.
  • Proven ability to guide a successful broad-based messaging platform including a mix of print, electronic, and social media in support of an annual giving program.
  • Strong organizational and time management skills; ability to plan ahead, think strategically, and manage multiple projects and deadlines; ability to remain calm and level-headed under pressure.
  • Demonstrated ability to work successfully and effectively with a wide range of constituents and manage complex relationships; proven collaboration and teamwork.
  • Experience in personally soliciting gifts.
  • Ability to work effectively in a team environment - with a mix of faculty, parents, alumni, and staff colleagues. Excellent interpersonal skills, outstanding initiative.
  • Willingness to work evenings and weekends and travel.
  • Must possess a valid Oregon driver's license and have a satisfactory driving record.
  • Successful clearance of a criminal conviction record check.

    Preferred Qualifications:
  • Thorough knowledge of the principles and practices of higher education development and fundraising with an understanding of individual giving programs and detailed understanding of annual fundraising programs, such as direct mail, phonathon, and personal solicitation programs, strongly preferred.
  • Familiarity with Raiser's Edge and NetCommunity preferred.

    The successful candidate will be a proven fundraiser with demonstrated ability in fundraising and management, marketing, communications, and leadership of volunteer groups focused on fundraising.
    The successful candidate will have strong leadership skills, an ability to communicate effectively with students, the ability to adapt style to mentor and lead staff with varying levels of work experience, experience providing regular and constructive feedback. Demonstrated history of being approachable, available, and open, and the ability to recognize and bring out the best in others.

    Applicants should have a thorough understanding of Willamette and of the value of a private liberal arts education. A strong candidate will have excellent interpersonal and communication skills and an exceptional ability to analyze data.

    The Office of Advancement at Willamette University composed of three units: Development, University Relations and Advancement Strategy & Operations. Willamette Annual Fund is part of the University Relations unit and is responsible for engaging alumni, friends, and parents as investors in the university's mission and students. We strive to maintain a highly collaborative, upbeat, and friendly environment. A sense of humor and positive attitude are helpful.

    To learn more about the Office of Advancement, visit

    This is a full-time exempt position. This position is eligible for the University's generous benefits package. Pay is commensurate with experience, background, and education.

    You will need to upload the following two documents as part of your application materials:

  • Cover letter addressing the required/desired qualifications and presenting any other applicant characteristics which deserve emphasis
  • Current Resume

    Incomplete applications will not be considered.

    Application Deadline: Open until finalists are selected.