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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.

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The Development Coordinator manages the data and information that underpin fundraising production for assigned Senior Directors of Development (SDO) and/or Directors of Development (DO). The Development Coordinator is a key partner in managing communication between assigned SDOs/DOs and other Foundation teams that support development efforts.

In this role, the Development Coordinator supports assigned SDOs and/or DOs to ensure identification, qualification, cultivation, solicitation and stewardship of annual, major, principal, planned, and corporate/foundation gift prospects to meet or exceed established performance metrics and fundraising goals, documenting and tracking progress on software systems. The Development Coordinator supports the day-to-day activities of assigned SDOs/DOs, helps ensure completion of routine and special assignments, manages special projects from inception to completion, and ensures good customer service to internal and external constituencies.

CHARACTERISTIC DUTIES AND RESPONSIBILITIES:

  • Provides oversight of day-to-day operations for assigned SDOs and/or DOs including, but not limited to:

    • Oversight of data management and tracking, including flow of information into performance tracking reports and to the UM Foundation Executive Management Team

    • Communication and interaction with donors regarding scheduling, meeting follow-up, gift and pledge agreements, events and requests for information

    • Coordination with Prospect Research team to build and maintain pipelines and deliver new prospects; participate in prospect tracking and strategy meetings.

    • Coordination with Gift Planning to coordinate identification of gift planning prospects, development of gift planning proposals and scheduling of donor meetings

    • Interface with Annual Giving team to ensure inclusion of appropriate prospects into annual giving solicitations and identify major and principal gift leads

    • Coordination with Gift and Fund Administration to draft and review gift and pledge agreements; forward agreements to appropriate signers for review and approval

    • Coordination with Stewardship to ensure development and execution of appropriate stewardship plans

    • Interface with Marketing and Communications to ensure development of needed proposals and collateral, forward donor stories for inclusion in communication and marketing materials, and collaborate on event planning

    • Assistance with UM Foundation credit card reconciliation, reimbursement of expenses, and invoice and purchase order processing

    • Management of administrative support activities such as scheduling meetings, maintaining calendars, filing and organization, drafting correspondence and trip itineraries, maintaining divisional collateral material, assistance with contact reports and updates, procurement of office supplies, responding to queries from Foundation and University staff, and handling mail and special mailings

    • Preparation and retrieval of standard reports and ad hoc reports

    • Other duties as assigned

KNOWLEDGE, SKILLS AND ABILITIES:

  • Excellent quantitative, analytical, critical thinking and organizational skills

  • Excellent oral and written communication skills, including diplomacy required to function effectively in a dynamic & interdependent team environment

  • High degree of professionalism and customer service skills

  • Ability to work with highly sensitive, confidential information; skill to maintain confidentiality

  • Strong database management skills

  • Ability to work collaboratively and independently depending on the needs of the project

  • Ability to anticipate administrative needs of senior director

  • Excellent administrative and office management skills

  • Excellent ability to prioritize work and successfully meet deadlines

  • Accuracy and attention to detail

MINIMUM QUALIFICATIONS:

  • Associate’s degree

  • Three years related experience in a professional office setting

  • Demonstrated proficiency in using Microsoft Office software applications, specifically Outlook, Word, Excel and PowerPoint

DESIREABLE QUALIFICATIONS:

  • Bachelor’s degree

  • Working knowledge of fundraising, donor relations, and public relations concepts

  • Work experience in a college or university setting

  • Three to five years of related administrative experience

  

As part of a comprehensive major gift development effort, the University of Montana is building a Regional Major Gift Officer (MGO) team that will consist of a Senior Director and 1-2 Regional MGO’s to enhance and augment the work of 12 development officers currently assigned to our schools and units. The MGO team will be donor-centric and raise funds for all units across the campus in a collaborative manner.

BASIC FUNCTION AND RESPONSIBILITY:

The Regional Major Gift Officer 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 MGO 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. It is expected that the MGO travels to see prospects at least five working days per month. 

DUTIES and Responsibilities: 

· Manages a portfolio of 125 – 150 prospects

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

· 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

· 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

DESIRED QUALIFICATIONS: 

· 4 years of professional experience in fundraising, sales, marketing or a related field or 2 years of higher education development or related field

· Demonstrated experience in securing gifts, particularly five- and six figure gifts, through personal solicitation

· Working knowledge of charitable giving tax law

· Availability for frequent travel within and outside of the state of Montana, as well as evening and weekend work

· Deep appreciation for the mission and aspirations of the University of Montana and the University of Montana Foundation

· Excellent written and verbal communication skills

· Personal attributes: Honesty, integrity, persistence, enthusiasm, team player, commitment, attention to detail, curiosity and self-awareness




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 (“Senior Director”) works in collaboration with the Dean of the College of Humanities and Sciences to set the strategic direction for the college’s development programs, executing on activities that ensure growing and sustainable private support. 

 The Senior Director works independently but reports to the Vice President of Development, working in close collaboration with the College of Humanities and 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 Senior Director serves as a staff liaison to the college’s volunteer development committee.

 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

· 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, identify, recruit, train, and develop 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


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

· 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

· Six or more years of development experience with a working knowledge of the principles and practices of major gift fundraising, with at least three years fundraising experience in a higher education setting or similarly complex organization

· Bachelor’s degree from an accredited university

· Supervisory experience preferred

The position description may not include all the duties listed nor do the listed examples include all tasks which may be found in the position.

  

BASIC FUNCTION AND RESPONSIBILITY: 

The Director of Development (“Director”) works in collaboration with the Dean of the W.A. Franke College of Forestry and Conservation to set the strategic direction for the college and student success 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 W.A. Franke College of Forestry and Conservation 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.

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, identify, recruit, train, and develop 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

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

· Two 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


BASIC FUNCTION AND RESPONSIBILITY:

The Director of Development works in collaboration with the Dean of the Davidson Honors College to set the strategic direction for the college and student success 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 Davidson Honors College 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.

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

·         Develops and implements a cultivation and solicitation strategy for each assigned major gift prospective 

·         Complete approximently 10-12 strategic visits each month with prospective major gift donors to advance relationships toward major gift commitments

·         Develops and present approximently 20 major gift proposals each year with a goal of securing $1 million or more in new commitments

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

·         Demonstrates leadership within the Foundation with their action and words

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 school'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

·         Two 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

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.