Associate Director of Annual Giving
DUTIES: A. Personal visits 1. Personally visit prospects to solicit annual fund support and /or volunteer participation, with a goal of 85 visits per year. 2. Travel will primarily be within the Midwest region, focusing on the Minneapolis/St. Paul, Chicago, Milwaukee, and Madison areas. Additional travel regions could include Florida, Oklahoma and Texas, or others as assigned. B. Phonathon 1. Direct student phonathon and the follow-up processes including messages, timing/calendar of calling and target audience, and oversee pledge reminder systems. 2. Organize and prepare materials; recruit, train, supervise, and motivate paid student callers, mangers and volunteer callers; provide analytical reports to track overall and individual caller progress to increase alumni, parent and friend donor participation rate and upgrade gift levels; address constituent concerns. 3. Develop policies and procedures for handling all logistics related to the phonathon program. 4. Provide back-up support for phonathon pledge data entry and pledge reminder mailings C. Boynton Society 1. Oversee and work with director of Björklunden to ensure the appropriate cultivation, solicitation and stewardship of major donors and prospects with strong interests in Björklunden. 2. Establish annual goals for the Boynton Society and ensure that they are attained through securing annual operating gifts designated for Björklunden. 3. Coordinate content, design, printing and distribution of Boynton Society newsletters. 4. Facilitate creation of Björklunden e-newsletter. 5. Attend and steward donors at events throughout the year, particularly the Boynton Society Gala. 6. Personally visit to solicit prospects. D. Milestone Reunion Gift program 1. Manage the 25th and upper cluster Lawrence Fund component of the Reunion gift program; including working in concert with major and planned giving colleagues in the identification, recruitment and solicitation of chairs, committee members and other Founders Club annual giving prospects. 2. Manage the volunteer committees and chairs in conjunction with alumni and constituency engagement staff counterpart. 3. Research class gift potential by individual and class at large and make recommendations on specific ask amounts and class goals. Manage solicitation strategies for classes leading up to their Milestone Reunions to maintain momentum of giving and participation. 4. Administer the class-wide solicitation through direct mail, peer to peer contact and phonathon and monitor fundraising/volunteer progress. 5. With committee input and approval, establish gift and participation goals, conduct training and ongoing progress of meetings and conference calls. Personally visit to recruit and/or solicit volunteers/prospects. E. Other 1. Create a strategic plan and develop annual goals and objectives for above programs. 2. Direct mail program: Assist in planning, coordinating, and managing annual giving direct mail programs related to this position’s programs and all other annual giving solicitations including message, timing, and audience. Work with associates in the Office of Communications to write, design, and produce fund-raising/marketing materials and other communications. 3. Help maintain appropriate records and prepare follow-up analyses and reports of solicitation efforts; participate in overall planning of the Lawrence Fund. 4. Actively participate in other development and ACE activities as requested or required including, but not limited to, attendance at university functions and personal solicitation of donors. 5. Provide assistance and support in other duties as assigned by the director of annual giving. WORKING RELATIONSHIPS: Work with all members of the development office, athletics, alumni relations, marketing and communications, the president’s office, trustees, alumni, parents, students, and friends of the university. KNOWLEDGE AND SKILLS REQUIRED: 1. Bachelor’s degree in related area with an appreciation for a private, liberal arts college setting. 2. Ability to work in and with a team, but also think and work independently, motivated to search for new ideas and ways to improve programs. 3. Creativity, flexibility, originality, and a sense of humor. 4. Results-driven and solution-oriented. 5. Strong interpersonal leadership, relationship and communication skills (verbal and written). 6. Strong organizational and planning skills for balancing multiple projects and tasks. 7. Provide exceptional customer service to volunteers, donors, and all other constituent groups. 8. Ability to maintain confidentiality of all aspects of job responsibilities. 9. Strong analytical and technical aptitude with an attention to detail. 10. Working knowledge of computers and computer software programs. 11. Prefer at least one year development experience. 12. Must have successful completion of criminal record check, driving record check and reference checks (where applicable). 13. Must possess a valid Wisconsin Driver’s license and meet university driving standards. EMPLOYMENT REQUIREMENTS: Must have successful completion of criminal record check, driving record check and reference checks.