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Senior Development Officer

Department: Office of Advancement Effective Date: April 2013
Grade: USG 10/11 Reports to: Erin Sargeant Greenwood

General Accountability

PRIMARY PURPOSE:

The Senior Development Officer (SDO) plays a critical role in developing and stewarding University of Waterloo relationships; in securing private sector gifts; in advancing fundraising strategies and programs; and in managing/orientating senior volunteers.  The Senior Development Officer will work closely with staff, faculty members, alumni and volunteers to plan, coordinate, manage, implement, and evaluate fundraising projects.  The Senior Development Officer may manage Faculty specific or University wide fundraising initiatives, and special projects.

 

Under the direction of the Director of Major Gifts, the SDO works closely with academic and administrative leaders and volunteers to identify and qualify prospects and to strategically engage, cultivate and solicit financial support for university priorities which align with donor interests. The incumbent develops strategies to promote ongoing and/or increased giving; this includes personally soliciting gifts, sponsorship and funding independently, and in concert with University Executives, volunteers, faculty and staff, appropriate to donor interests and university policy. The SDO will actively use planned giving, donor relations and stewardship, annual and leadership giving, and information based systems to advance the University.

Nature and Scope

Interpersonal Contacts: The incumbent works with Office of Advancement teams, faculties, schools, institutions, Federated University and Affiliated Colleges.

                     Significant Internal Relationships:

                     Significant External Relationships:

Statistical Data

Specific Accountabilities

 

 

Portfolio Management

  • Develop and maintain a portfolio of major gift prospects and oversee all aspect of each prospect’s relationship and timely movement through the cultivation and solicitation cycle, with a focus on moving to a major gift solicitation
  • Maintain a portfolio of 80-100 major gift prospects assessed as having the ability, or potential, to make gifts over $100,000, including pledged gifts over finite campaign periods.
  • Conduct 50-80 face-to-face visits per year with the goal of presenting two monthly proposals and closing eight major gifts and two planned gifts per year.
  • Initiate contacts with potential donors; develops appropriate cultivation strategies including working with senior university administration (Vice President, Advancement, AVP, Development), Faculty leadership (Deans, Associate Deans, Chairs and Directors) and volunteers to maximize their opportunities to support the University through philanthropic giving; make solicitations when appropriate; and maintains stewardship contacts with donors.

 

 

Prospect Management

  • Ensure relationships with prospects and donors are managed and recorded in accordance with Office of Advancement systems
  • Ensure detailed notes are recorded for the prospect tracking and clearance systems, and prepare regular progress reporting on fundraising targets through standardized reporting tools.
  • Complete follow-up correspondence, briefings and updates to prospects, donors and internal stakeholders.
  • Post activities and outcomes to central filing systems and shared directories.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Major Gifts Fundraising

  • Develop and implement cultivation, solicitation and stewardship strategies for major gift corporate, foundation and individual donors
  • Participate in prospect identification, review, research, management and clearance for the University and identify opportunities to leverage and partner with colleagues, in the Faculties and Schools, as well as other intra-institutional programs and partners’ priorities
  • Direct proactive research on individuals identified as having significant donor potential
  • Direct prospects and donors to other Faculties and central functional areas of Leadership, Annual and Planned Giving as appropriate to their inclination and capacity
  • Create and direct the development of cultivation and solicitation plans and gift proposals for specific projects, including written proposals, gift agreements, oral presentations, volunteer management and ultimately steward gifts received through donor recognition activities
  • Organize and train volunteers to assist and promote the University in all aspects of the advancement program including major gifts, alumni relations, co-op activities, government relations and communications
  • Promote the university at through public presentations and personal contact
  • Direct proactive research on individuals identified as having significant donor potential
  • Direct prospects and donors to other Faculties and central functional areas of Leadership, Annual and Planned Giving as appropriate to their inclination and capacity
  • Create and direct the development of cultivation and solicitation plans and gift proposals for specific projects, including written proposals, gift agreements, oral presentations, volunteer management and ultimately steward gifts received through donor recognition activities
  • Organize and train volunteers to assist and promote the University in all aspects of the advancement program including major gifts, alumni relations, co-op activities, government relations and communications
  • Promote the university at through public presentations and personal contact 

Communications and Coordination

  • Provide input into the university’s fundraising plans and activities and priority projects
  • Ensure purposeful team communication and coordination with key participants including colleagues
  • Proactively and consistently communicates with the members of the various advancement teams on campus, to include interaction and communication with academic and administrative leaders (i.e. Deans, Provost, VPs)
  • Participate in activities to develop and share new ideas that will result in better work practices and collective, team based success to achieve increased fundraising results

 

Project Management

  • Responsible for planning, management and implementation of special projects and fundraising projects as assigned
  • Will be assigned projects that cross multiple faculties and will ensure proposals are developed to meet the interests of prospects and represent the interests of all relevant faculties, colleges and University units
  • Through the Director of Major Gifts, identify work priorities and objectives for professional staff linked in the Development Team (Development Assistant, co-op students)Develops and maintains a good working knowledge of the University’s activities, priorities and needs in both teaching and research
  • Has a thorough working knowledge of the University’s priority projects related to the Sixth Decade Plan

 

Other

  • Actively participate in professional development opportunities to maximize performance and career progression potential
  • Mentor departmental colleagues in their career progression  

POSITION REQUIREMENTS:

Education:

Completion of a Bachelor’s degree or equivalent education or experience

Experience:       

Several years of fundraising experience with extensive experience in personally securing major gifts.  Demonstrated success in soliciting and closing major gifts as well as volunteer management experience. Experience fundraising in a university environment is a strong asset. Proven ability to think strategically and work independently in driving new initiatives or enhancing existing programs and able to effectively articulate these initiatives.  This is a challenging and exciting role that requires a results-oriented and creative individual with demonstrated relationship building skills, project management experience and communications expertise. A keen awareness and knowledge of relevant individuals in the corporate sector and community and an established network is an asset. Excellent time management skills and demonstrated ability to meet competing deadlines in an organized manner.  Must have strong leadership, communication (oral and written), presentation, and interpersonal skills; supervisory and mentoring experience is beneficial.  Proven ability to work collaboratively in a high functioning team within a dynamic environment. Occasional travel as well as evening and week-end work is a requirement of this position. 

 

Technical:         

 

MS Word

Excel

PowerPoint

Other (preferred) –

Constituent Management Software or similar software 

Intermediate

Intermediate

Basic

Basic (Raiser’s Edge familiarity is an asset)

  

Working Conditions