ASSISTANT DIRECTOR
OF MAJOR AND PLANNED GIVING
POSITION
DESCRIPTION
REPORTS TO: Associate Vice President of Major & Planned Giving
LOCATION: Landis-Peabody
PRIMARY OBJECTIVE:
Responsible for primary contact with individual major and planned gift prospects and donors in specific geographic regions; management of a portfolio of individuals with high-end annual giving and major gift potential; occasional support of trustees, president, and vice president in major gift programs. Conducts an ongoing program of personal visits and solicitations, with emphasis on qualification of high-end annual giving prospects and major/planned gift prospects.
DUTIES:
1. Manage a portfolio of high-end annual giving prospects and major and planned giving prospects, giving highest priority to establishing and maintaining donor relationships through personal visits and contacts, with an emphasis on qualification visits.
2. Qualify, cultivate, solicit, and assist in stewarding donors and prospects for gifts of between $25,000 and $100,000 for identified priorities of the college.
3. Secure all levels of annual fund contributions when appropriate, with focus on high-end annual gift prospects and donors.
4. In conjunction with the prospect researcher, identify new prospects through personal visits, reunion programs, and other activities.
5. On occasion, support the president, trustees, and other key volunteers in the identification, cultivation, solicitation, and stewardship of prospects and donors through briefings, strategy development, and regional donor-focused events.
6. Respond to general and targeted inquiries from the college’s constituency regarding the college’s major and planned giving program through correspondence, proposals, and personal contact.
7. In coordination with other staff members, work to ensure the smooth functioning of programs designed to enhance the levels of volunteer involvement in aspects of reunion programs, alumni training workshops, and other activities on campus and in various geographic regions.
8. Participate in appropriate professional major and planned giving forums and associations.
9.
Generally improve the understanding among alumni,
friends, and parents of the college’s need for financial support and focus appropriate
actions and attentions on those who can provide high-end annual gifts and major
gifts.
10. Manage projects specific to developing the major and planned giving program.
WORKING RELATIONSHIPS:
The Assistant Director of Major and Planned Giving will work
most closely and collaboratively with the Associate Vice President of Major and
Planned Giving, the major and planned giving team and the annual giving team in
efforts related to the annual giving and major and planned giving programs. Additionally, the position interacts with a
wide range of individuals, including all members of the Office of
Communications, the President, faculty, other administrative staff, alumni,
trustees, donors, prospects, parents, and friends of the college.
EDUCATION AND EXPERIENCE REQUIRED:
1. Bachelor’s degree; familiarity of issues in higher education and their application in a liberal arts college setting.
2. Background in working with volunteer leaders and/or groups of volunteers.
3. Demonstrated effectiveness in aspects of sales or customer service.
4. Excellent organizational and interpersonal skills, exceptional attention to detail, ability to collaborate and an enthusiasm for hard work.
5. Strong written and oral communication skills.
6. Creativity, collegiality, flexibility, originality, and a sense of humor.
ADDITIONAL REQUIREMENTS:
This position requires travel and some evening and weekend hours. Approximately fifty percent of the time is devoted towards making calls on donors and prospective donors nationally and locally.
EQUIPMENT USED:
1. Computer/Printer
2. Telephone/E-mail
3. Photocopier/Fax
Grade Level: E13 Revised: 4-15-09