Stewardship Manager

Department:

Office of Development

Effective Date:

November, 2007

Grade:

USG 12/13

35 hr/wk

Reports to:

Associate Vice-President, Advancement Relations for the management and strategic direction of Stewardship, Donor Relations and Donor Communications activities for the University

General Accountability

The Associate Director, Stewardship is accountable to the Associate Vice-President, Advancement Relations for the management and strategic direction of Stewardship, Donor Relations and Donor Communications activities for the University. In this role, the Associate Director will develop and implement stewardship programs and processes, manage the Donor Relations and Stewardship Team, and provide functional direction to the Stewardship Officer, Principal Gifts. This position works with development staff centrally and across campus to oversee gift acceptance and acknowledgement, donor recognition, communications and stewardship, and to initiate, implement and evaluate donor relations programs.

Nature and Scope

Organizational Relationships:

Also reporting to the Associate Vice-President, Advancement Relations are the Senior Director Advancement Services and the Senior Communications Officers.

Reporting to the Associate Director, Stewardship are the Donor Relations Officer, the Stewardship Officer, and the Communications Officer.

The incumbent works closely with the Associate Vice-President, Development, central and faculty Development Officers and Directors, the Student Awards and Financial Aid Office, Graduate Studies Office, and other university staff as necessary. He/she may also have significant external relationships with major donors who are leaders of the business community, alumni and other friends of the University.

General framework and environment

The Associate Director, Stewardship will work within External Relations, which is comprised of Alumni Affairs, Development, Advancement Relations and Communications and Public Affairs, including more than 90 professional and support staff. The Office of Development works closely with several departments across campus, including Co-operative Education and Career Services, Student Awards, Graduate Studies and the Office of Research. The Associate Director, Stewardship position is centralized within the Development Office and significant project management is required with all Faculties and other organizational units on campus in the execution of specialized donor relations programs.

Donor relations programs have a direct bearing on the quality of relationships between the University of Waterloo and its donors. Maintaining positive donor relations contributes to ongoing and long-term donor support of the university. The Donor Relations team is responsible for developing and implementing programs, communications and events that foster these positive long-term relationships by keeping UW activities and people visible, and keeping UW donors informed and involved.

The Associate Director, Stewardship works on strategic stewardship issues related to strengthening the relationship with the university’s donors. It is the role of the Associate Director to ensure that UW exemplifies the principles of donor-centred practices and processes – and of equal significance – demonstrates to donors the importance and impact of their investments. He/she is also the principal resource for gathering and presenting information about new research pertaining to stewardship and best practices at other leading universities.

The Associate Director oversees and directs the Stewardship Officer and the Communications Officer who are responsible for planning, developing and evaluating creative communications strategies and materials for Donor Relations and other Development Programs. He/she also supervises and collaborates with the Donor Relations Officer who manages and implements recognition programs and events for donors and volunteers.

Statistical Data

Number of Major Donors in the Stewardship Pool - 400+

Number of endowment stewardship reports annually - 350+

Circle Members - 2,000+

Laurel Society Members - 380+

Annual UW Donor Report with Circulation of 100,000+

Annual Donor Relations Budget $185,400

Specific Accountabilities

Provides leadership in promoting and advocating for a strong stewardship program that includes important donor services such as gift acceptance and acknowledgement, gift recognition and appreciation, accountability, reporting and other communications which in turn support donor cultivation
Takes the lead in developing stewardship standards across campus for the purpose of creating an energetic and enthusiastic internal stewardship culture that maximizes donor satisfaction
Sees that the resources are in place to provide foundational support for the stewardship efforts across campus and includes the development and implementation of stewardship plans
Oversees campus-wide efforts to include faculty, staff and students in the development of comprehensive donor reports which strengthen UW’s relationships with individual donors, corporations, foundations and organizations
Oversees a stewardship program which continues to expand the system of reporting to a greater number of donors and which heightens UW’s accountability and accessibility
Meets regularly with Associate Directors of Development, DO’s, faculty, the Student Awards and Financial Aid Office representatives, and Graduate Studies Office representatives to enhance current stewardship programs and design new programs intended to accomplish:

a collaborative approach that invites input and participation from a broad range of the university’s faculty and staff
a commitment to stewardship planning which incorporates meaningful donor engagement
integrated stewardship planning & programming among faculties and other departments

Evaluates the quality and impact of the stewardship program whose components include use of gifts, recognition, events, prospect clearance, moves management, gift agreements, management of information, and privacy compliance.
Chairs the Stewardship Committee
Works with the Communications Officer to provide input to the annual report to donors
Identifies and prioritizes short- and long-term stewardship goals
Maintains strong relationships with stewardship offices at other universities to learn about research, new developments and best practices

Supervision

Manages the Donor Relations Officer in the performance of key accountabilities including budget preparation and monitoring; major donor and volunteer recognition, annual donor events, campaign recognition initiatives, support for Faculty stewardship programs
Manages the Communications Officer who works collaboratively with Donor Relations and other Development Programs to manage current and emerging communications materials, oversee the production of brochures, mailing pieces, donor profiles;
Manages the Stewardship Officer, to develop and administer gift acceptance, recognition and stewardship protocols for individuals and organizations

Associate Director, Stewardship

General Accountability

Nature and Scope

Statistical Data

Specific Accountabilities

Working Conditions