Prospect and Stewardship Management - 50%:
? Gather information and prepare proposals for stewardship and specialized communication for donors leveraging existing templates and other University resources.
? Develop and maintain an understanding of University priorities to effectively contribute to proposal ideas and development.
? Partner with gift officers to identify information and materials needed in advance of internal and external meetings, then execute research and preparation of materials.
? Collaborate with gift officers to create and execute meaningful stewardship for gifts and other milestones (such as important birthdays, anniversaries, etc.).
? Develop and maintain an understanding of social, business, and philanthropic trends within assigned regions (such as reading regional journals and news) to help advise and collaborate on donor and regional strategies.
? Partner with gift officers to identify potential prospects and conduct initial donor outreach to increase volume of discovery. This work may include working in Business Objects and sorting/filtering data to cull lists/data as well as directed searches on Google, LinkedIn, etc..
? Through partnership with Prospect Development and Analytics (PDA) colleagues and their resources, provide supplemental donor research for gift officer use.
? Prepare donor and event briefings for Vice President, Executive Officers, Deans, and the President as needed.
? Help prepare and post LinkedIn content to aid in the education, engagement, and stewardship of new and existing donors.
? Work in systems like Donor Alumni Relationship Tool (DART) and MyFundraiser+ to input essential donor information, such as pending steps, new asks/opportunities, contact reports, updated business and address information, LinkedIn profiles, etc., and assist gift officers in overall portfolio management.
Event Strategy and Execution + Donor Relations ? 25%
? Assist gift officers and donors in the planning and implementation of campus visits. This work can include multi-unit coordination, hotel and ticket arrangements, transportation, and other logistics.
? Manage all details for regional campaign council meetings. This work includes invitations, agendas, meeting collateral, slide decks, technical planning and support, menu planning, site/venue
coordination, expense approval process (ie. working with procurement), etc.
? Work with gift officers (and University Development Events as available) to plan and execute small and large-scale donor events both on and off-campus including list pulls, invitation creation and delivery, menu planning, site/venue coordination, expense approval process, on-site donor engagement via welcome and reception, etc.
Administrative Support ? 25%
? Provide calendaring and scheduling support to gift officers for internal and external meetings, including strategy session coordination. Exercise discretion and judgment as to calendaring/time management priorities.
? Act on behalf of gift officers to handle inquiries of a highly-sensitive, confidential nature including inquiries from the campus community and external constituents.
? Perform additional administrative duties such as travel coordination, expense management, running and scheduling automated reports, and other requests from gift officers.