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Supervisor, Annual Giving Call Program

Department: Offices of Development & Alumni Affairs Effective Date:
Grade: USG 8 Reports to: Manager, Annual Giving

General Accountability

Reporting to the Manager of Annual Giving, the Supervisor is primarily responsible for the effective recruitment, management and supervision of student callers in the automated Call Centre. The Supervisor is also responsible for planning, implementation and evaluation of various special appeals such as the Grad Class Challenge, Distance Education, Retirees, and Parents in Partnership Program.

The Supervisor will also work closely with other Development & Alumni Officers in Faculties and Colleges, as well as with the campus community (deans, college heads, faculty, staff, students, volunteers, etc.).

Nature and Scope

1. Organizational Relationships

The incumbent reports to the Manager, Annual Giving who will:

  • Provide direction in establishing and clarifying priority projects,
  • Oversee the incumbent’s development & performance as a fundraising professional.
  • Provide resources to support the position.

The Supervisor, Annual Giving Call Program has a critical role to play in developing and evaluating strategies to encourage annual gifts from important constituencies including alumni, students, parents and friends. The Supervisor plays a significant role in the overall management and analysis of the Call Centre which annually raises approximately $3M involving 60- 65 student callers each term. The Supervisor must work cooperatively within ODAA and with numerous stakeholders across campus to ensure that programs are implemented successfully.


2. Description of general framework and environment

The Annual Giving program consists of various annual fundraising programs (Keystone, Parents in Partnership, Anniversary Campaign, Faculty and College Campaigns, Grad Class Giving, Employee Campaigns) which raise in excess of $4.5 million dollars annually.  Annual Giving is the foundation of the University’s overall Campaign Waterloo: Building a Talent Trust, which has an overall goal to raise $260 million by the University’s 50th anniversary in 2007. 

The Supervisor, Annual Giving Call Program will work within University Relations, which is comprised of Alumni Affairs, Development, Advancement Services, Donor Relations, and Communications and Public Affairs, including more than 80 professional and support staff.  The Office of Development works closely with several departments across campus, including Co-operative Education and Career Services, the Office of Research, Student Services, and the Registrar.

The Supervisor, Annual Giving Call Program is a position that is centralized within the University Relations Office and significant organizational and analytical skills are required to work with all Faculties and other organizational units on campus in the execution of specialized and interdisciplinary fundraising and friend-raising programs.


3. Significant Internal Relationships


4. Significant External Relationships

Statistical Data

The Supervisor, Annual Giving Call Program will be responsible for monitoring student caller productivity and system efficiency  with regard to student caller evaluations and 10 shift talks (including  dollars raised, average pledge, multi-year gifts, credit cards and overall productivity.The Supervisor will also assist in the creation of annual strategic plans, including goals regarding dollars raised, prospects reached, segmentation, etc.

The Supervisor, Annual Giving Call Program will hold the primary responsibility for the Grad Class Challenge budget and assist the Manager, Annual Giving in monitoring the annual part-time salaries and student incentives budget.

He/she will also be responsible for the statistical evaluation of special appeals such as the Grad Class Challenge, Distance Education with respect to dollars raised, default rate, participation, etc.

Specific Accountabilities

Working Conditions