Job Title: Program Manager of Donor Relations
Location: Case Main Campus
Regular/Temporary: Regular
Full/Part Time: Full-Time
Job ID: 8960
Job Description POSITION OBJECTIVE

The program manager will work with University Relations and Development division leadership and colleagues in the schools, Office of General Counsel, Office of the Controller, and Office of Advancement Services to manage and oversee the administrative and daily operations of the endowment impact reporting program. This position will also be responsible for regular review and tracking of holding accounts to increase revenue generation for top university initiatives and to ensure endowments are established in a timely manner according to donor expectations. The program manager will manage all aspects of the annual scholarship reporting program that communicates and underscores the impact of financial support.

Under the direction of the senior director of donor relations, the program manager of donor relations is responsible for strategizing, planning, and executing donor relations meetings, programs and events that focus on recognition of targeted groups of donors. Work involves independent judgment and decision making to implement strategies and tasks necessary to handle all the aspects of the events. The program manager will assist the office of alumni relations and development programs with other donor relations projects and events as needed.

ESSENTIAL FUNCTIONS

Manage all aspects of the annual scholarship reporting program including endowed scholarships, term scholarships, shared scholarships, and other special current-use scholarship funds. Collaborate with the Office of Financial Aid to prioritize funds for awarding, establish annual timelines, share scholarship recipient data, communicate with students and their families for special circumstances. Manage student outreach and involvement in thanking donors through written letters, personal visits, and scholarship events. Proof, track and manage scholarship recipient thank-you letters and graduation photos to donors. Manage scholarship beneficiary data tracking and upload into alumni/donor database for historical records. (35%) Develop and implement reports, queries, and other analyses to be used in performing critical reviews and monitoring as many as 300 to 400 active holding accounts to increase revenue generation for top university initiatives and to ensure endowments are established in a timely manner according to donor intent and university policy. Research endowment management best practices and trends to develop a comprehensive endowment management system, including endowment database management and analysis, and assess compliance with university endowment establishment policies. Resolve issues and formulate strategies and endowment tracking process improvements; analyze endowment revenue generation patterns and problem areas. In cases of donor gifts that are intended to be endowed but that have not yet reached required university minimums, create strategies and make recommendations to development colleagues, leadership, and donors on how best to carry forward donors’ intent, which might include a new gift solicitation. (25%)Collaborate with and assist the senior director of donor relations with the planning and execution of all donor relations programs and events as needed on or off campus to ensure seamless execution. (25%)Collaborate with the associate director of donor relations to create, produce, and distribute the annual endowment report to donors on endowed fund activity, offering specific history and knowledge from leadership and colleagues gained during the resolution establishment process. (15%)

NONESSENTIAL FUNCTIONS

Perform other duties as assigned. (<1%)

CONTACTS

Department: Frequent contact with associate vice president, senior director, and all alumni relations and development programs staff as required to perform essential functions.

University: Frequent contact with the president, provost, deans, vice presidents, associate vice presidents, assistant vice presidents, chief development officers, development officers, alumni relations team, office of and financial aid, office of admissions, office of investments, office of endowment accounting, and staff as required to perform essential functions.

External: Regular contact with the Board of Trustees, donors, community leaders and personalities, and friends as required to perform essential functions.

Students: Regular contact with students/student volunteers as required to perform essential functions.

SUPERVISORY RESPONSIBILITY

No direct supervisory responsibility. Manage student volunteer schedules and activities at events.

QUALIFICATIONS

Experience: 3 years of work experience required, with a focus on meeting/event planning, hospitality management, customer service, or related field. Experience in non-profit or university setting and budget management is preferred.

Education/Licensing: Bachelor’s degree required.

REQUIRED SKILLS

Demonstrated excellent writing, communication, interpersonal and creative skills are necessary, as is the ability to bring vision and leadership for effective communications.Ability and drive to elevate university standards and protocol for donor recognition and stewardship.Must be entrepreneurial and proactive, integrating execution of day-to-day activities with long range planning and execution.Exemplary organizational skills.Ability to initiate, manage, and evaluate challenging situations in rapidly changing environmentsAttention to quality and detail are essential.Willingness to work within existing university systems while implementing new approaches to improve overall event operations.Demonstrated ability to anticipate problems, recommend solutions and implement appropriate responses to complex issues involved in donor relations and stewardship for donors at our highest levels.Flexibility, tact, approachability and responsiveness are required. Ability to discreetly handle sensitive information is essential.Must have a passion and deep understanding of CWRU, its history and mission.Experience in budget management is preferred.Ability to interact with diverse internal and external constituencies. Ability to interact with colleagues, supervisors, and customers face to face. Ability to meet consistent attendance. Available to work outside of regular office hours as required. Computer proficiency (including Microsoft Office) and the ability to learn new programs.

WORKING CONDITIONS

General office environment.

Diversity Statement

In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity. Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.

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Reasonable Accommodations

Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Equity at 216-368-3066 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.

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