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Job Purpose:
As a key member of the Portfolio Operations team, the Manager, Philanthropic Stewardship is responsible for all stewardship objectives related to university philanthropic activity, including donor and volunteer relations. The Manager provides strategic direction and management of our stewardship plans to deliver meaningful and impactful experiences for the University’s donors and volunteers and delivers objectives which foster new and continued philanthropic participation in support of the University. The Manager provides strategic direction in the ongoing development and usage of the University’s Stewardship Management software (BBSM – Blackbaud Stewardship Management system), as well as the stewardship related activity capture and tracking in the External Relations & Development CRM (Raiser’s Edge)
The Manager oversees the delivery and draft of new donor funding agreements in concert with donors, administrators, applicable staff and faculty, and the Director. In addition, the Manager coaches and resolves fund disbursement activity and resolution steps to ensure all philanthropic funds are managed according to donor agreements.
The Manger is also responsible for the delivery of donor philanthropic reporting projects, the installation and celebration of philanthropic related scultptures, artwork, and other gifts-in-kind, oversight of donor and volunteer events, and bringing forward continuous improvement initiatives to the Director that will enhance donor and volunteer experiences at all levels and maximize available resources.
Key Activities:
Stewardship & Recognition:
- Brings forward creative solutions and continuous improvement ideas to enhance the donor and stewardship experience. Develops and delivers recognition strategies and plans for major gifts donors, campaign or senior volunteers, and other donors (e.g., Digital Campaign). In addition, develops and coordinates appropriate policies and procedures for donor and volunteer relations.
- Develops and updates plans for approval of the naming recognition opportunities and their valuation at the university.
- Manages existing and new donor walls and/or other forms of recognition, coordinating activities with internal constituents and external suppliers as required for design, installation, and maintenance of signage and plaques for recognition areas.
- Coordinates with the President’s Office, the Vice-President, External Relations & Development, the Associate Vice President, Philanthropy & Alumni Engagement, the Director, Portfolio Operations & Digital Philanthropic Strategies, and other relevant individuals regarding the scheduling of stewardship or recognition appointments, contacts, and public or private events; including National Philanthropy Day, National Volunteer Week, major gift announcements, and other philanthropic events.
- Manages information tracking regarding acknowledgement, recognition, on-going communications, and continued cultivation of past, current, and future donors to enhance their relationship with the University and increase the likelihood of continued and new contributions.
- Collaborates closely within the Portfolio Operations team to ensure gift acknowledgement, and appreciation correspondence for various fund levels are personalized and effective.
- Writes correspondence and coordinates special recognition activities as required.
- Proactively supports development officers with proposals and stewardship plans for donors and top prospects.
- Ensure appropriate record keeping of all stewardship and recognition activities with major gifts donors and campaign/senior volunteers, ensuring that all pertinent correspondence and documentation is appropriately filed, and key information is recorded in the database.
- Oversees various donor and volunteer appreciation events, such as National Philanthropy Day, Volunteer Week, Legacy Donors, etc.
- Manages the installation and celebration of philanthropic donations of sculpture and art to the University; working closely with other related entities at the University such as the TACPAC.
Fund Management & Gift Agreements:
- Acts as the lead success manager of the institution’s Stewardship Management system (BBSM), including procedure development, public branding, correspondence, communication, and reporting development and design, as well ensuring a meaningful and well-considered experience for all donors, student applicants and recipients, and fund administrative personel when interacting with the system.
- Drafts complex fund and gift agreements for senior approval, in concert with donors, administrators, other applicable staff and faculty, and the Director.
- Provides leadership in assuring compliance with donor intent, including monitoring, tracking, and reporting status/progress internally and to the donor.
- Manages the information required and provides direction to have new funds created.
Reporting, Monitoring, & Analytics:
- In collaboration with the Portfolio Operations team, develops robust systems tracking and reporting of stewardship and recognition phases of the donor life cycle; in an effort to provide continuous clarity and automation of required actions and timing of stewardship activities.
- Develops and manages ongoing stewardship reporting projects as stand-alone efforts or within the Stewardship Management system, including supplemental reporting to donors regarding endowed funds and significant expendable gifts and other relevant annual publications. Develop personalized letters with results-based reports for top 100 donors. Trent University’s endowments will soon be valued at $100 million with over 1400 distinct funds which require reporting.
- Brings forward continuous digital and procedural plans to the Director, Portfolio Operations & Digital Philanthropic Strategies designed to improve process and enhance outreach at all activity levels.
- Manage the Stewardship budget and various project specific budgets related to recognition and stewardship programs and activities, and ensure all accounts operate within provided budget restraints - closely monitoring expenses pertaining to recognition and stewardship programs.
- Regularly review and update endowed (and major expendable) gift agreements; work with departments and university leaders to ensure gifts are being utilized appropriately and fully; orient new departmental staff as appropriate on the philanthropic funds under their care.
- Working closely with relevant Portfolio Operations team members, and the broader portfolio to develop analytical coding and tracking activity that is beneficial to the overall objectives as set out by the Director.
Other Assignments:
- Co-chairs the University’s Philanthropic Fund Administration Committee, ensuring that all areas of the university responsible for the administration of philanthropic funds are actively engaged in the ongoing development and continuous improvement of the administrative tactics and monitoring of phimalthropic funds .
- Provides stewardship direction to the financial allocations process.
- Provide support on special projects as determined by the Director, Portfolio Operations & Digital Philanthropy.
Education Required:
Honours University Degree (4 year) or equivalent.
Experience/Qualifications Required:
- Minimum five (5) years’ experience in program management in one or more of the following areas; development, donor and volunteer relations, advancement services, special events and/or related fields.
- Minimum of one (1) year of experience developing donor fund or gift agreements or similar complex agreements.
- Demonstrated experience coordinating the use of a system or software application for use by others.
- Demonstrated knowledge and ability to develop, execute and/or support a complex philanthropic stewardship program, including recognition and stewardship activities.
- Demonstrated ability to interact comfortably, tactfully, and effectively with donors and volunteers, varied internal and external constituencies, and a wide range of stakeholders.
- Genuine appreciation for the role philanthropy plays in the continued success of the University and the student population, as well as an awareness of the value each individual contributes to ongoing successful philanthropic outcomes.
- Adept at problem solving and excellent judgement in situations requiring initiative and tact.
- Proven skills and ability to manage multi-phase projects from inception to completion.
- Excellent organizational, interpersonal, verbal and written communication skills.
- Experienced in handling sensitive and confidential situations and issues.
- Demonstrated ability to work independently and as part of a team.
- Detail-oriented, well-organized, focused and goal-oriented, with both initiative and energy.
- Proficiency with MS Office (Word, Excel), Raiser’s Edge or equivalent CRM system, internet research.
- Flexibility to work occasional evenings and weekends.
Job Types: Full-time, Permanent
Pay: $75,379.00-$83,753.00 per year
Schedule:
- Monday to Friday
- No weekends
Work Location: In person
Application deadline: 2024-08-09
