The University of Montana Foundation

BASIC FUNCTION AND RESPONSIBILITY:

The Vice President helps set the strategic direction for the Foundation’s fundraising efforts and is responsible for the development, implementation, and evaluation of a comprehensive fundraising program. The Vice President leads and manages an Associate Vice President for Development and 14 full-time professional staff focused around annual giving, corporate and foundation relations, prospect research, and major and principal giving for UM schools and colleges. The Foundation’s development team is highly productive, raising significantly more on average than national peers, and is highly regarded with internal and external constituents.

The Vice President reports to the President and CEO, working in close collaboration with the Foundation’s executive leadership team which includes the Chief Financial Officer, the Vice President for Planned Gifts and Regional Development, and the Associate Vice President for Marketing and Communications. The Vice President serves as staff liaison to the Development Committee of the Board, participates in the work of the Executive Committee of the Board, and also serves as a staff liaison to campaign volunteer committees.

Duties and Responsibilities:

• Manage all phases of a comprehensive development program and fundraising campaign

• Develop strategies to consistently achieve aggressive fundraising goals

• Manage a development team of 18 professionals to ensure successful implementation of annual fundraising plans, donor strategies and performance goals

• Serve as the primary liaison to campus deans and program directors, coordinating college and school fundraising strategies

• In collaboration with the Associate Vice President for Development, oversee the Director of Annual Giving, Director of Corporate and Foundation Relations, and the Director of Prospect Research to establish and track goals, priorities, and work plans for each program

• Work collaboratively with the Foundation’s marketing and communications team to develop and implement stewardship strategies

• Maintain and strengthen relationships with key volunteers, enhance volunteer engagement, and ensure that volunteer resources and tools are robust and effective

• Manage department budgets and assure appropriate resource allocation to key priorities

• Develop and supervise professional development opportunities for the development team to achieve best practices and excellence.

Desired Qualifications:

The successful candidate will be an experienced and passionate development professional who shares a commitment to the mission and values of the Foundation. We seek a candidate who excels in relationship building, possesses a high level of self-motivation and team is oriented. Other qualifications include:

• A minimum of five years of professional experience as a performance-driven senior development officer or higher within higher education or other nonprofit institution

• A minimum of three years management or supervisory experience over a development program focused on six- and seven-figures gifts driven by performance metrics and accountability

• Proven ability to create and implement effective fundraising strategies

• Demonstrated ability as an effective team builder, on and off campus, with a diverse groups of individuals

• Proven success in cultivating, soliciting and closing six- and seven-figure gifts with individuals, foundations and corporations

• Demonstrated ability to implement and provide oversight of ongoing development efforts at the college level, manage performance metrics and engage in data-driven decision making

• Knowledge and understanding of higher education practices and collaborations with a variety of constituents and colleagues, while maintaining the highest standards of professional integrity, work ethics, and conduct

• Excellent oral and written skills communicating with a variety of constituents, including high-profile leaders

• Demonstrated effective interpersonal skills, diplomacy, and integrity to build and maintain trusting relationships with staff, volunteers, donors, and others to achieve their maximum potential

• Ability to manage multiple projects simultaneously and develop solutions to complex problems in a fast-paced environment with professionalism and creativity

• Bachelor degree or higher from an accredited university

BASIC FUNCTION AND RESPONSIBILITY:

The Director of Development works in collaboration with the Dean of the College of Visual and Performing Arts to set the strategic direction for the college’s development program, executing on activities that ensure growing and sustainable private support. The ideal candidate will share an appreciation and passion for the arts. The CVPA is comprised of four schools: Art, Media Arts, Music, and Theatre & Dance.

The Director reports to the Vice President for Development, working in close collaboration with the College of Visual and Performing Arts dean, faculty and staff; other constituent development officers; and several Foundation teams, including Prospect Research, Marketing and Communications, Stewardship, Gift Planning, and Gift and Fund Administration. The Director serves as a staff liaison to the college’s volunteer development committee.

The Director also manages a team of two Development Coordinators who serve the administrative needs of the campus constituent development officers.

Duties and Responsibilities:

• Manage a portfolio of 100 major gift prospective donors ($25,000+) with a focus on individuals and entities with a giving potential of $100,000 or more

• Develop a pool of individual, corporate and foundation prospects associated with each of the college fundraising priorities

• Develop and implement a cultivation and solicitation strategy for each assigned major gift prospective donor

• Complete approximately 10-12 strategic personal visits each month with prospective major gift donors to advance relationships toward major gift commitments

• Develop and present approximately 20 major gift proposals each year with a goal of securing an $1 million or more in new commitments

• Prepare written proposals, informational materials, endowment agreements, gift illustrations and other materials needed to secure major gifts

• In collaboration with the stewardship team, develop appropriate stewardship activities for each major donor

• Record and track all activity using the Foundation’s prospect management system

• Coordinate the participation of the dean, department chairs, faculty and campus leaders in fundraising activities

• As appropriate, identify, recruit, train, and develop leadership roles for volunteers who assist with major gift fundraising activities

• Manage a team of Development Coordinators to ensure effective and efficient administrative service to a team of development officers

Desired Qualifications:

The successful candidate will be an experienced and passionate development professional who shares a commitment to the mission and values of the Foundation. We seek a candidate who excels in relationship building, possesses a high level of self-motivation and team is oriented. Other qualifications include:

• Ability to create and implement effective fundraising strategies that align with the college’s mission and priorities.

• Proven success in cultivating, soliciting and closing philanthropic gifts with individuals, foundations and/or corporations

• Strong interpersonal skills and customer service skills employed to build trust with colleagues, volunteers, donors and others

• Poised, professional manner with the ability to express oneself clearly in all forms of communications

• Intrinsically motivated; recognizes and seizes opportunities

• Ability to make decisions in ambiguous situations, exercise good judgment based on information and analysis in a fast-pace, dynamic, deadline-driven environment in an organized and professional manner

• Ability to work independently, problem solve, take initiative, set priorities and handle multiple projects efficiently and effectively

• Demonstrated ability to maintain confidences and protect confidential information

• Knowledge of Microsoft Suite of applications is preferred, as is familiarity with other applications, programs and databases, with a willingness to learn new technologies

• Three or more years development experience with a working knowledge of the principles and practices of major gift fundraising, preferably in higher education

• Ability to accommodate a flexible work schedule and required travel

• Supervisory experience preferred

• Bachelor's degree from an accredited university

BASIC FUNCTION AND RESPONSIBILITY:

The Director of Development works in collaboration with the Dean of the Missoula College and the Office of the Provost to set the strategic direction for the college and Student Success development programs, executing on activities that ensure growing and sustainable private support. The ideal candidate will share an appreciation for two-year education and student achievement.

The Director reports to the Vice President for Development, working in close collaboration with the Missoula College dean, faculty and staff; Office of the Provost; other constituent development officers; and several Foundation teams, including Prospect Research, Marketing and Communications, Stewardship, Gift Planning, and Gift and Fund Administration.

Duties and Responsibilities:

• Manage a portfolio of 100 major gift prospective donors ($25,000+) with a focus on individuals and entities with a giving potential of $100,000 or more

• Develop a pool of individual, corporate and foundation prospects associated with each of the college fundraising priorities

• Develop and implement a cultivation and solicitation strategy for each assigned major gift prospective donor

• Complete approximately 10-12 strategic personal visits each month with prospective major gift donors to advance relationships toward major gift commitments

• Develop and present approximately 20 major gift proposals each year with a goal of securing an $1 million or more in new commitments

• Prepare written proposals, informational materials, endowment agreements, gift illustrations and other materials needed to secure major gifts

• In collaboration with the stewardship team, develop appropriate stewardship activities for each major donor

• Record and track all activity using the Foundation’s prospect management system

• Coordinate the participation of the dean, department chairs, faculty and campus leaders in fundraising activities

• As appropriate, identify, recruit, train, and develop leadership roles for volunteers who assist with major gift fundraising activities

Desired Qualifications:

The successful candidate will be an experienced and passionate development professional who shares a commitment to the mission and values of the Foundation. We seek a candidate who excels in relationship building, possesses a high level of self-motivation and team is oriented. Other qualifications include:

• Ability to create and implement effective fundraising strategies that align with the University’s mission and priorities.
  

• Proven success in cultivating, soliciting and closing philanthropic gifts with individuals, foundations and/or corporations
  

• Strong interpersonal skills and customer service skills employed to build trust with colleagues, volunteers, donors and others
  

• Poised, professional manner with the ability to express oneself clearly in all forms of communications
  

• Intrinsically motivated; recognizes and seizes opportunities
  

• Ability to make decisions in ambiguous situations, exercise good judgment based on information and analysis in a fast-pace, dynamic, deadline-driven environment in an organized and professional manner

• Ability to work independently, problem solve, take initiative, set priorities and handle multiple projects efficiently and effectively
  

• Demonstrated ability to maintain confidences and protect confidential information
  

• Knowledge of Microsoft Suite of applications is preferred, as is familiarity with other applications, programs and databases, with a willingness to learn new technologies
  

• Three or more years development experience with a working knowledge of the principles and practices of major gift fundraising, preferably in higher education
  

• Ability to accommodate a flexible work schedule and required travel
  

• Bachelor's degree from an accredited university

BASIC FUNCTION AND RESPONSIBILITY:

The AVP sets the strategic direction for the Foundation’s communication and marketing efforts and is responsible for the development, implementation and evaluation of a comprehensive program in support for the Foundation’s strategic and annual operating plan. The Marketing and Communications Department encompasses print and digital marketing, media relations, donor stewardship, and special events. The AVP leads a team of six full-time, professional staff; a part-time videographer; and three student employees. The Foundation’s Marketing and Communications team has won numerous professional awards including the MarCom Platinum and Gold Awards and the Higher Education Report’s Digital Marketing Gold Awards. The team is highly regarded across the University of Montana campus for their creativity, professionalism, execution and service.

The AVP reports to the President and CEO, working in close collaboration with the Foundation’s executive leadership team, which includes the Chief Financial Officer, the Vice President for Development, and the Vice President for Planned Gifts and Regional Development. The AVP serves as staff liaison to the Marketing and Communications Committee of the Board of Trustees and also participates in the work of the Executive Committee of the Board.

Duties and Responsibilities:

• Execute and direct comprehensive marketing, communications and branding strategies, generating excitement around fundraising priorities, the impact of private support and special campaigns

• Inspire, lead and manage a highly talented and dedicated team of full-time staff and students, providing frequent opportunities for professional learning, development and growth

• Strengthen connections with strategic University partners to enhance overall institutional communications strategies and ensure alignment and partnership in regard to key messaging platforms

• Lead packaging of marketing and communications across numerous media platforms, including print publications,  social media, video, mobile, website and new technologies in efforts to reach new and increasingly diverse audiences

• Manage short- and long-term campaigns (online, social and print) and oversee editorial direction to ensure that messages are accurate, brand consistent, and utilize the most current and effective technology to support strategic goals and fundraising objectives

• Ensure a comprehensive and integrated stewardship and donor relations program that fosters a culture of appreciation, recognition, accountability and ongoing engagement of the Foundation’s donors

• Provide leadership on the direction of all Foundation events, ensuring strategic messaging that properly cultivates and stewards UMF donors

• Proactively seek media opportunities to elevate the work of the University, the Foundation and recognize the generosity of donors; develop talking points for key leadership and occasionally serve as UMF spokesperson Manage department budgets and assure appropriate resource allocation to key priorities of the department

• Advise on internal communication to ensure the Foundation team and University  partners are informed of emerging strategies, key messaging and important events in a timely manner

Desired Qualifications:

The successful candidate will be an experienced and passionate communications professional who shares a commitment to the mission and values of the Foundation. We seek a candidate who excels in relationship building, possesses a high level of self-motivation, is team oriented and highly creative. Other qualifications include:

•  Proven ability to develop and implement dynamic integrated communications, media, public relations and marketing plans that align with the organization’s overall strategy and direction

• A natural storyteller with exceptional written and oral communication skills, both at a strategic and detail-oriented level

• Demonstrated versatility across multiple platforms, including print, digital and visual

• Ability to analyze and measure the effectiveness of communications and marketing efforts, including events, as related to specific objectives and goals

• Proven diplomacy and a willingness to invest considerable time and energy building and maintaining respectful, trusting relationships across diverse constituencies, serving as an ambassador for the UM Foundation on campus and in the community

• Demonstrate an ongoing commitment to seeking out and evaluating the latest communications trends, including leading-edge tactics for creative use of social media and other digital platforms

• A high degree of professional discretion, integrity and good judgment, along with a desire to work in a mission-driven organization within a higher education environment

• Effective one-on-one and group communicator

• A minimum of 10 years marketing, communications and/or media relations experience, with at least five years of progressive senior management experience in marketing

• Bachelor’s degree, with an advanced degree in a related field preferred

• Preferred communications management experience in higher education or related nonprofit organizations

BASIC FUNCTION AND RESPONSIBILITY:

The Director leads the strategic design, execution, management, and ongoing evaluation of a data-driven annual giving program. The annual giving program grows the University’s base of private support both by acquiring and retaining donors and by creating a pipeline for major giving through compelling engagement and stewardship opportunities within the President’s Club.

The ideal candidate will be a self-starter, innovating thinker and effective collaborator with demonstrated experience leading a successful annual giving program, preferably in a higher education setting.

The Director reports to the Vice President for Development, working in close collaboration with external vendors, the Marketing and Communications and Information Services departments, constituent development officers, and Alumni Relations staff. The Director participates in the work of the Development Committee of the Board.

Duties and Responsibilities:

• Design an annual giving program that employs data-drive strategies to grow the donor base and recurring annual support using multiple channels including phonation, direct mail, e-solicitations, social media, giving days and special campaigns

• Lead special campaigns including the faculty and staff giving campaign, a parents program, student philanthropy and others as assigned

• Solicit key constituencies including alumni, students, parents of traditionally-aged undergraduates, faculty, staff and other loyal supporters

• Partner with schools, colleges, and campuses to design and execute creative strategies for the solicitation of alumni and donors in support of each area’s vision and priorities

• Develop a coordinated matrix of communication in partnership with Marketing and Communications and the Stewardship office, focused on shaping a sustainable tradition of annual giving

• Develop a strategic communication and engagement plan to build awareness and membership in the President’s Club leadership annual giving society and develop a cadre of regional volunteers to assist with that effort

Desired Qualifications:

• Ability to develop and implement integrated development programs that align with the organization’s overall strategy and direction

• Experience with complex market segmentation strategies and execution across a variety of channels

• Proven competency working in a complex data environment

• Knowledge of alumni relations and development principles

• Ability to work both independently and as a member of teams, problem solve, take initiative, set priorities, manage multiple projects, and exercise good judgment in a dynamic, deadline driven environment

• Proven experience working effectively with multiple stakeholders to achieve organizational objectives

• Outstanding verbal skills, professional manner, and the ability to write persuasively

• Demonstrated computer skills, including proficiency with Microsoft Word, Excel and PowerPoint for correspondence, special reports, spreadsheets, databases, etc.

• Ongoing commitment to seeking out and evaluating the latest annual giving trends, including leading-edge tactics for creative use of social media and other digital communication

• Bachelor degree or higher from an accredited university

• Three to five years’ experience in fundraising or a related field

• Strong working knowledge of annual giving fundraising within a higher education environment preferred

BASIC FUNCTION AND RESPONSIBILITY:

The Director leads and coordinates the Foundation’s efforts to grow support from corporations and private foundations. The director will partner with faculty, staff and senior administrators to understand, interpret and promote University of Montana programs and initiatives.  The ideal candidate will have a strong working knowledge of corporate and foundation fundraising within a higher education environment.

The Director reports to the Vice President for Development, working in close collaboration with the Foundation’s development team, campus deans and faculty, and the Office of Research and Creative Scholarship.

 Duties and Responsibilities:

• Develop an annual plan including goals, objectives, and strategies for the Corporate and Foundation Relations program that maximizes opportunities for support locally and nationally

• Manage a portfolio of prospects to identify, assess, cultivate, solicit and steward corporations and private foundations

• Provide leadership in designing and implementing strategies to sustain and increase organizational support, including the development of cross- campus initiatives that can benefit multiple programs.

• Build and nurture effective working relationships with development staff, academic leaders, faculty and administrators; coordinate the participation of those partners in engagement, solicitation, and stewardship activities

• Work with faculty, administrators and development staff to identify and prioritize funding needs, identify new prospects, create engagement strategies, produce letters of inquiry and proposals, and prepare reports and other materials that garner support from corporate and foundation donors

• Provide responsive and well-informed advice and direction regarding organizational funding sources and solicitation strategies to faculty, colleagues, and volunteers.

• As needed, travel to corporate and foundation offices to qualify new prospects, present proposals, and cultivate and steward relationships

• Work collaboratively with the Office of Research and Creative Scholarship to offer education around external funding opportunities and processes; ensure corporate and foundation relationships and requests for proposals are handled effectively and efficiently; and  funding opportunities are promoted effectively throughout the University

• When appropriate, identify, recruit, and work with volunteers who can assist with the cultivation and solicitation of organizational donors.

• Develop and manage a cultivation and stewardship plan for corporate and organizational donors, designed to strengthen institutional relationships as well as ensure adherence to gift and grant guidelines and reporting requirements.

Desired Qualifications:

The successful candidate will be a passionate development professional who shares a commitment to the mission and values of the Foundation. We seek a candidate who excels in relationship building, possesses a high level of self-motivation and is team oriented. Other qualifications include:

• A minimum of three to five years development experience with an emphasis on securing major gifts and grants of $25,000 or more from corporations or private foundations, preferably in a college or  university setting

• Demonstrated success in identifying and personally securing foundation gifts and grants

• Ability to understand and articulate academic values and institutional priorities

• Strong project management experience

• Ability to work both independently and as a member of teams, problem solve, take initiative, set priorities, manage multiple projects, and exercise good judgment in a dynamic, deadline driven environment

• Superior writing and editing ability, poised and professional manner, outstanding verbal skills, and the ability to write concisely and persuasively

• Ability to build and maintain positive relationships and work collaboratively with campus deans, faculty, administration, and foundation partners.

• Ability to travel periodically, including some overnight travel and evening and weekend hours, as necessary.

• Experience developing strategic and comprehensive fundraising plans, executing against those plans to achieve goals and objectives, and developing fundraising strategies

• Bachelor degree or higher from an accredited university