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Working at The University of Montana Foundation

A career at The University of Montana Foundation is more than a job - it is an opportunity to be a part of something that impacts students, the community and, through research, the world. At the UM Foundation we offer you not only the chance to build a successful career - we offer you an opportunity to make an impact.

   BASIC FUNCTION AND RESPONSIBILITY: 

The Director of Development works in collaboration with the Dean of the Phyllis J. Washington College of Education and Human Sciences to set the strategic direction for the college’s development programs, executing on activities that ensure growing and sustainable private support. 

 The Director works independently but reports to the Vice President of Development, working in close collaboration with the Phyllis J. Washington College of Education and Human Sciences dean, faculty and staff; other constituent directors of development; and several Foundation teams, including Prospect Research and Management, 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 and manages assigned development staff. 


DUTIES AND RESPONSIBILITIES:

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

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

· Meets established Director of Development performance metrics and expectations for face-to-face visits, delivery of proposals progress toward annual fundraising pipeline

· Develops and implements a cultivation and solicitation strategy for each assigned major gift prospective donor; maintains documented strategies for top tier prospects and meets established expectations for documentation of development activities

· Completes strategic personal visits with prospective major gift donors to advance relationships toward major gift commitments

· Develops and presents major gift proposals 

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

· In collaboration with the stewardship team, develops appropriate stewardship activities for each major donor

· Records and tracks all activity using the Foundation’s prospect management system

· Coordinates the participation of the dean, department chairs, faculty and campus leaders in fundraising activities

· As appropriate, identifies, recruits, trains, and develops leadership roles for volunteers who assist with major gift fundraising activities

· Builds productive working relationships and collaborative strategies for prospects with multiple interests across campus; works with Foundation, campus and volunteer partners to maximize identification, qualification, cultivation, and stewardship opportunities; participates in portfolio review meetings and other strategy development sessions

· Demonstrates leadership within the Foundation with their action and words

· Uses a range of communication strategies to connect with donors, including a strategic  schedule of development travel

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 is team 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

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

· Bachelors’ degree from an accredited university

· Ability to accommodate a flexible work schedule and required travel

PREFERRED QUALIFICATIONS: 

· Experience working in higher education or a comparably complex organization

· Strong track record of soliciting and closing major and principle gifts

· Experience leading and motivating volunteer boards

· Experience planning and conducting a comprehensive fundraising program

· Prior campaign experience

   
 The position at certain times may not include all of the duties listed nor do the listed examples include all tasks which may be found in the position.

 

BASIC FUNCTION AND RESPONSIBILITY: 

The Senior Director of Development – Regional Giving (SDOD) leads a team of two Regional Directors of Development and is expected to secure gifts of $25,000 or more, while working through an assigned portfolio of prospects from various schools and units across the university. The SDOD will be assigned prospects in specified regions both in and outside of Montana and will become the acknowledged expert in UMF development efforts and capability in their respective regions. Evaluation of effectiveness will be based on mutually approved operating plans and metrics. 

 The SDOD works independently but reports to the Vice President of Development, working in close collaboration with the college and unit-based directors of development; and several Foundation teams, including Prospect Research and Management, Marketing and Communications, Stewardship, Gift Planning, and Gift and Fund Administration. The SDOD also assists with the management of internal development operations at the request of the Vice President, Development. 

DUTIES AND RESPONSIBILITIES: 

· Provides leadership for the Regional Development team and, in the absence of the Vice President for Development, provides administrative oversight of the development operation of the Foundation.

· Manages a portfolio of major gift prospective donors ($25,000+)

· Qualifies, cultivates, solicits and stewards prospects and donors with the capability of giving $25,000 or more over a 3 to 5-year period

· Completes strategic personal visits with prospective major gift donors to advance relationships toward major gift commitments

· Solicit gifts through personal visits, follow up telephone calls and coordinated written correspondence

· Collaborate with school and unit development officers, faculty and administrators on fundraising strategies

· In collaboration with the stewardship team, develops appropriate stewardship activities for each major donor

· Maintain accurate, timely records and contact reports on the database of record to facilitate repeated gifts and establish lifetime philanthropic partnerships

· Provide fundraising support and logistics for senior university leadership

· Track metrics for accountability and evaluation

· Demonstrates leadership within the Foundation with their action and words

DESIRED QUALIFICATIONS: 

· Bachelor’s degree from an accredited university

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

· Management experience in either a higher education, non-profit or business organization.

· Experience developing and managing long-term relationships

· Shares a commitment to the mission and values of the Foundation

· Excels in relationship building, possesses a high level of self-motivation and is team oriented

· 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, particularly five- and six figure 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

· Proven skills with Microsoft Office applications including Word, Excel, Outlook, and PowerPoint and other applications, programs and databases, with a willingness to learn new technologies

· Ability to learn more complex aspects of development work

· Proven record of meeting performance expectations

· Exceptional attention to quality and detail

· Ability to accommodate a flexible work schedule and required travel

PREFERRED QUALIFICATIONS: 

· Experience working in higher education or a comparably complex organization

· Strong track record of soliciting and closing major and principal gifts

· Experience leading and motivating volunteer boards

· Experience planning and conducting a comprehensive fundraising program


The position at certain times may not include all of the duties listed nor do the listed examples include all tasks which may be found in the position.

The University of Montana Foundation