Job Title Annual Fund and Events Associate Department Office of Institutional Advancement

JOB DESCRIPTION

Job Title Annual Fund and Events Associate Department Office of Institutional Advancement

Appointed by Director of Advancement Services Reports To Director of Advancement Services

Positions Supervised N/A Employment Class Exempt, Benefits Eligible

EEO Class 2 - Professional Authorized Driver Yes

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subject to possible modification in accordance with applicable state and federal laws.

Summary

The Annual Fund and Events Associate, working with the Director of Advancement Services, will be responsible for the development and execution of a comprehensive annual giving program to increase the University of Saint Mary of the Lake/Mundelein Seminary’s individual giving portfolio and support. He or she will be extremely organized and will manage all aspects of the giving process, including the strategy for donor/prospect acquisition through broad based appeals that generate significant revenue.

Essential Job Functions

  In collaboration with the Director of Advancement Services, provide vision and leadership for all aspects of USML’s individual giving program which includes a comprehensive strategy targeting long and short-term giving goals;

  Develop an annual giving strategy and project plan that includes proposed annual budget recommendations, monitoring and reporting plans and key benchmarks and dates;

  Plan, implement and manage a comprehensive direct mail program and online giving strategy that includes a calendar outlining the proposed campaign activity, expected return on investment and reporting expectations;

  Work with Donor Stewardship Coordinator to maintain a highly engaging individual donor cultivation and gift stewardship program to identify and increase new donors and to increase giving levels of existing donors;

  Develop the appropriate print materials (brochures, promotional materials, appeals and online content) in collaboration with the marketing communications team to support every aspect of the individual giving plan;

  Manage correspondence and reporting to alumni, prospects and donors;

  In collaboration with the Events & Guest Services team, coordinate and assist with donor events;

  Working with the Director of Advancement Services, create and execute a moves management plan using Raiser’s Edge;

  In consultation with the Director of Advancement Services, identify effective segmentation and establish processes to improve data integrity and to track and analyze fundraising results;

  Ensure information related to fundraising strategies and activities, as well as other appropriate information related to individual donors/prospects are entered into the Raiser’s Edge database;

  Through research and best practices, identify, cultivate and solicit individuals for general operating support, event sponsorship, volunteer programs, and/or publicity;

  Maintain regular contact with internal and external constituencies, including Development, Academic Affairs, Formation, Finance, Events and Guest Services, members of executive management, alumni, donors, etc.

Ancillary Job Functions

•  Takes initiative to improve both processes and outcomes, incorporating best practices, and innovations in this professional field.

•  Ensures compliance with all university policies and standards.

•  Compellingly communicates to other team members the critical role they play in achieving the university’s mission and strategic goals.

•  Facilitates organizational change initiatives; leads and supports staff in adapting to a rapidly changing technology environment.

•  Facilitates development and achievement of professional and personal goals, for self and staff.

•  Models our values of service, innovation, and teamwork. Holds others accountable for living these values.

•  Fosters a challenging and compassionate work environment, recognizing strong performance, and listening and acting on feedback

Education and Experience – An equivalent combination of education, training and experience will be considered.

•  Associates Degree or equivalent and 2 years of experience with fundraising experience, particularly with non-profit and/or education-based organizations

•  Raiser’s Edge software experience preferred.

Knowledge, Skills and Abilities which may be representative, but not all-inclusive of those commonly associated with this position.

  Candor: Possesses the ability to be transparent and honest with team members; listens to what others have to say while making them feel safe in honestly expressing themselves.

  Communication: Demonstrates excellent use of the English language (grammar, syntax, vocabulary); possesses the ability to communicate effectively and continuously with internal as well as external customers; composes clear/complete emails.

  Computer Proficiency: Strong computer skills including all Microsoft products (Outlook; Excel; Word) and Blackbaud’s Raiser’s Edge.

  Congeniality: Has a positive attitude, not easily discouraged, open to alternative views, accepting of coaching/peer input, and copes well even under pressure.

  Customer Service: Is skilled in the art of anticipating the needs of others as well as clients, acts upon those needs appropriately, and helps remove barriers to excellent customer service.

  Innovation: Actively pursues better ways of getting things done, models breakthrough thinking, acts as a change agent, and helps others manage through change.

  Inspires a Shared Vision: Translates the department vision into actionable plans and creates enthusiasm about the future of the University of Saint Mary of the Lake.

  Modeling: Consistently acts as a role model for others and actively participates in the development and mentorship of teammates/direct reports; positively influences others while providing motivational support and direction where needed.

  Personal Development: Demonstrates personal growth and learning; possesses the ability to acknowledge mistakes & learns from them.

  Prioritization: Ability to prioritize work and meet deadlines; works quickly without sacrificing quality.

  Problem Solving: Digs in to problems, investigates all aspects, gathers facts, and recommends solutions.

  Professionalism: Is visible with a positive presence, ethical, and highly professional.

  Project management: Has the ability to troubleshoot all job processes, manage timelines and inventory needs, anticipate issues, and effectively multitask.

  Reliability: Can be trusted to meet deadlines, produce accurate work consistently, and follow through all tasks to completion.

  Resource Management: Uses all available resources in order to effectively work through complicated issues as independently as possible.

  Specific Job Requirements:

  Has legible and neat handwriting

  Is comfortable speaking to donors of all ages/color/creed/religion/gender/etc.

  Team Mentality: Has the ability to work in a coordinated effort with other members of the team in order to achieve overreaching goals.

  Values People: Is skilled in considering the needs of others when making decisions, allowing for flexibility in how work is accomplished, and has an appreciation for differences between people in thought and style.

Work Environment – Environmental or atmospheric conditions commonly associated with the performance of the functions of this job.

•  General office conditions, university conditions. Exposed to moderate noise levels.

Physical Abilities that are commonly associated with the performance of the functions of this job. The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

•  Physical requirements include ability to climb stairs, kneel, carry and stoop, lift up to 25# or greater with assistance.

•  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

•  Ability to communicate with constituents effectively, on the phone, email or in person.

•  Provides a welcoming and safe atmosphere.

•  Interacts with patrons and staff in a courteous and professional manner.

•  Availability to work occasional nights and weekends for special events.

Approved: ______Date Created/Reviewed: ______

Employee Acknowledgement
I understand that:
•  This job description provides a general summary of the position in which I am employed. The contents of this job description are job requirements and, at this time, I know of no limitations which would prevent me from performing these functions with or without reasonable accommodation. I further understand that it is my responsibility to inform my supervisor at any time that I am unable to perform these functions.
•  Receipt of the job description does not imply nor create a promise of employment, nor an employment contract of any kind, and that my employment is at-will.
•  I have read and understand this job description.
Employee: ______Date: ______