ASSISTANT DIRECTOR, YOUNG ALUMNI DEVELOPMENT
Duties: Established in 1927, The Penn Fund, Penn's undergraduate annual giving fund, serves as the primary philanthropic vehicle for Penn's 100,000+ strong community of undergraduate alumni and students. Gifts to The Penn Fund benefit the University's highest undergraduate priorities through unrestricted support and individual endowed scholarships.
The Assistant Director, Young Alumni Development is a front-line fundraiser responsible for the cultivation, solicitation and stewardship of a pool of 300+ donors and potential donors in the pre-5th reunion cohort with a focus on reaching alumni with a leadership gift capacity of $250 or more (Benjamin Franklin Society). As a member of the Young Alumni Team, this individual will work to promote annual gifts to Penn throughout the pre-5th reunion years, including 1st reunion giving, which can include unrestricted giving and class or individually endowed scholarships. Penn undergraduate alumni celebrate a reunion every five years and use reunions as a catalyst for elevated giving. The primary goal for this position is to raise Benjamin Franklin Society level gifts from undergraduate alumni in the pre-5th cohort in an effort to raise alumni leadership giving and participation to cultivate a leadership giving pipeline leading up to the 5th year reunion. In collaboration with the Class Giving Director for the 5th and 10th reunions as well as the Associate Director of Young Alumni Programs, this position will have responsibility for select prospects between their 5th and 10th reunions.
Reporting directly to the Associate Director, Young Alumni Programs, the Assistant Director, Young Alumni Development will play an important role in The Penn Fund's donor solicitation and participation efforts. The position will interact frequently with the Assistant Director, Student and Young Alumni Development to build a coordinated and systematic philanthropic and engagement strategy for young alumni within the pre-5th cohort. In addition, this position will work with the Class Giving Director of the 5th and 10th reunions to help transition leadership donors from their 4th to 5th reunions.
Responsible for visiting 125+ prospects/young alumni donors on an annual basis. This will comprise largely of individual visits.
Responsible for soliciting at least 500 prospects (primarily through personal visits with additional phone and email strategies), 300 of them at the Benjamin Franklin Society level on an annual basis.
Track and analyze results of all development activities.
In collaboration with the Associate Director of Young Alumni Programs, develop creative strategies to enhance Penn's culture of philanthropy including acquisition of new leadership donors as well as renewal of leadership donors.
Provide staff support for all Young Alumni (Penn Fund, Alumni Relations and University-wide) donor and potential donor events, including assisting with strategies, staffing the events, and following up with attendees. Participation in events such as the Penn Reunion Leadership Conference, Alumni Weekend, Homecoming, Kweder donor appreciation concerts, and other regional/national events when needed.
Partnering as appropriate with volunteers and colleagues on prospect strategies.
Monitor fundraising progress and volunteer work using ATLAS (Penn Alumni constituent database) and Qlikview (Penn alumni prospecting/analysis tool). The Assistant Director will enter timely contact reports into ATLAS recording all donor visit and conversation activity, update alumni records (when needed), and code volunteers when applicable. Use ATLAS and Qlikview to track progress toward goals and extract and analyze reports in relation to fundraising goals. Report on the progress of Young Alumni Development for The Penn Fund to the department and The Penn Fund Executive Board when requested.
In communication and approval of the Associate Director of Young Alumni Programs, provide support to student worker including projects and mentorship.
Leverage new technology (web, Facebook, Twitter, LinkedIn, etc.) into cultivation, solicitation, and stewardship activities for young alumni prospects and donors.
Stay informed on current university development initiatives and activities as well as university undergraduate programming, specifically class board as well as Penn traditions.
Submit timely expense reports using Concur. (Penn reimbursement system).
Being an effective representative of the University and of the annual giving priorities.
Qualifications: Bachelor's Degree; 1-3 years required, or combination of education and experience including coursework with concentration in donor cultivation or related field work preferred. Knowledge of fundraising principles, concepts and techniques; comfortable soliciting for gifts including those at the leadership level. Excellent organizational and interpersonal skills; excellent communication skills, both oral and written. Self motivated and comfortable working independently in a goals oriented environment. Familiarity with fields relevant to this prospect pool, especially finance/banking or information management, is helpful. Must excel at completing all work with frequent travel. Must be knowledgeable of MS Excel. Demonstrated familiarity with Penn undergraduate experience is preferred. Willingness to learn and ability to motivate others to join and contribute to shared successes. High level of accountability and responsibility, goal oriented and driven to meet and exceed expectations. Ability to lift up to 25 pounds. Valid driver's license required.
Reference Number: 90-26593
Salary Grade: 026
Employment Type: Exempt
Org: Penn Fund
Special Requirements: Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.
Job Family: F-Development/Fundraising/Marketing