Assistant Director, Annual Giving

ULSA University of Louisville; Fort Worth (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

The University of Louisville is seeking an Assistant Director of Annual Giving – Leadership to identify and cultivate donors capable of mid-to-major gifts. You will work with university leaders to secure support for priorities, and lead a team-oriented approach across units to strengthen lifetime donor engagement.

Reporting to the Director of Annual Giving, you will coordinate fundraising efforts, manage a portfolio of prospects, and refer to major gift officers when appropriate.

Qualifications

• Bachelor's degree in a related field and two years experience in fund-raising.
• Additional experience may not be used to offset the educational requirement.

Responsibilities

• Manage a portfolio of 100-150 individual prospects capable of making five figure gifts through identification, qualification, cultivation, solicitation, and stewardship cycles.
• Forge long-term relationships with these individuals to cultivate their interest in UofL.
• Actively maintain a portfolio of prospects capable of making $1,000-$25,000 gifts, particularly where there are multiple complex university relationships and the opportunity exists to have university-wide impact that requires thoughtful, experienced, prospect management.
• Solicit and secure significant gifts to reach a minimum annual goal as determined by PAE leadership.
• Identify and advance qualified donors toward major gift portfolios through proactive collaboration with major gift officers, sustaining a 20–30% referral rate of prospects capable of long-term philanthropy at the $50,000+ level.
• Collaborate with major gift officers and deans, faculty, program directors, and other university leaders when needed to prepare for prospect meetings, engagement strategies, and solicitations.
• Complete at least 140 donor and prospect meetings annually to enhance relationships and drive progression along the donor cycle.
• Record moves management into the CRM database to track engagement with donors.
• Oversee the preparation of funding proposals, talking points and scripts, assessments of potential support, briefings, gift agreements, and stewardship reports for assigned prospects.
• Ensure that all interested parties are involved in key efforts focused on specific prospects.
• Promote deferred giving and have an understanding and expertise in deferred vehicles and the role they can play in supporting visionary gifts.
• Travel to meet with donors/prospects and execute strategic moves.

Skills

Fundraising

Donor cultivation

Portfolio management

Prospect research

Communication skills

Education

Bachelor's degree in related field

Tools

CRM software

Donor management systems

Moves management

Job description

Assistant Director of Annual Giving – Leadership

Department: Location: Belknap Campus Time Type: Full time Worker Type: Regular Job Req ID: R109454 Minimum Requirements: Bachelor's degree in a related field and two (2) years experience in fund-raising. Additional experience may not be used to offset the educational requirement.

Position Description

The Assistant Director of Annual Giving – Leadership Annual Giving will play a key role – individually and collectively – in identifying and cultivating long-term relationships with donors who have the capacity to make mid to major level gifts, while leveraging the relationships and vision of university leaders to secure support for strategic university priorities and initiatives. The Assistant Director of Annual Giving will be an exceptional team-oriented fundraising professional who will demonstrate a successful track record in identifying, qualifying, and advancing donors through the giving pipeline toward higher levels of support. The Assistant Director of Annual Giving reports to the Director of Annual Giving. The individual will provide creative and visionary coordination of fundraising endeavors for unit-based and university-wide programs. They will convene campus partners and advise on the development of coordinated, cross-functional strategies to enhance lifetime donor engagement and philanthropic investment. Working collaboratively across Philanthropy & Alumni Engagement (PAE), the Assistant Director will play a key role in strengthening the donor pipeline by identifying and qualifying prospects with the capacity and inclination to give at higher levels. When appropriate affinity and capacity are identified, the Assistant Director will proactively refer donors to major gift teams to support continued growth and long-term philanthropic impact.

Duties & Responsibilities

• Manage a portfolio of 100-150 individual prospects capable of making 5 figure gifts through identification, qualification, cultivation, solicitation, and stewardship cycles.


• Forge long-term relationships with these individuals to cultivate their interest in UofL.


• Actively maintain a portfolio of prospects capable of making $1,000-$25,000 gifts, particularly where there are multiple complex university relationships and the opportunity exists to have university-wide impact that requires thoughtful, experienced, prospect management.


• Solicit and secure significant gifts to reach a minimum annual goal as determined by PAE leadership.


• Identify and advance qualified donors toward major gift portfolios through proactive collaboration with major gift officers, sustaining a 20–30% referral rate of prospects capable of long-term philanthropy at the $50,000+ level.


• Collaborate with major gift officers and deans, faculty, program directors, and other university leaders when needed to prepare for prospect meetings, engagement strategies, and solicitations.


• Complete at least 140 donor and prospect meetings annually to enhance relationships and drive progression along the donor cycle.


• Record moves management into the CRM database to track engagement with donors.


• Oversee the preparation of funding proposals, talking points and scripts, assessments of potential support, briefings, gift agreements, and stewardship reports for assigned prospects.


• Ensure that all interested parties are involved in key efforts focused on specific prospects.


• Promote deferred giving and have an understanding and expertise in deferred vehicles and the role they can play in supporting visionary gifts.


• Travel to meet with donors/prospects and execute strategic moves.

Preferred Qualifications

2-3 years of prior work experience in a related field.

Competencies

• Clear and effective written and oral communication and presentation skills, including individual and large groups.


• Ability to assess risk combined with a willingness to take calculated risks.


• A tolerance for the inevitable ambiguity that typifies a large university.


• Proven ability to drive performance and execute results; strategic and agile thinker to develop opportunities and strategies for organizational success toward objectives.


• High integrity, judgement, and courage of convictions.


• Maintain self-awareness, understanding the impact of self on others.


• Strong evidence of ability to function in an environment of complexity, uncertainty, and change management.


• Natural sense of curiosity regarding individuals and industry, with the skill to uncover connections, networks, and interests.

Benefits

The University of Louisville has an exceptional benefits package; to learn more about our benefits, please visit HERE compensation will be commensurate to candidate experience.

Equal Employment Opportunity

The University of Louisville is an Equal Employment Opportunity employer. The University strives to provide equal employment opportunity on the basis of merit and without unlawful discrimination on the basis of race, sex, age, color, national origin, ethnicity, creed, religion, disability, genetic information, sexual orientation, gender, gender identity or expression, veteran status, marital status, or pregnancy. In accordance with the Rehabilitation Act of 1973 and the Vietnam Era Veteran Readjustment Act of 1974, the University prohibits job discrimination of individuals with disabilities, Vietnam era veterans, qualified special disabled veterans, recently separated veterans, and other protected veterans. The University acknowledges its obligations to ensure affirmative steps are taken to ensure equal employment opportunities for all employees and applicants for employment. It is the policy of the University that no employee or applicant for employment be subject to unlawful discrimination in terms of recruitment, hiring, promotion, contract, contract renewal, tenure, compensation, benefits, and/or working conditions. No employee or applicant for employment is required to endorse or condemn a specific ideology, political viewpoint, or social viewpoint to be eligible for hiring, contract renewal, tenure, or promotion. Consistent with applicable law, demographic information is collected for aggregate reporting requirements. Demographic information provided through this application is not available to hiring managers/committees and is not considered in hiring or employment decisions.

Assistance and Accommodations

Computers are available for application submission at the Human Resources Department located at 2315 South First Street Walk, Room 02C - Louisville, Kentucky 40292. If you require assistance or accommodation with our online application process, please contact us by email at [e-mail] or by phone [phone]. The University of Louisville is committed to being a great place to work, learn and invest. It is a place where you will thrive in a community of inclusivity, cultivate your innovative power and work where you’ll discover your purpose. Join the Cardinal Family today. Learn more about the University at our About Us page.