Associate Director of the Willamette Annual Fund, Leadership Pipeline Management
Associate Director of the Willamette Annual Fund, Leadership Pipeline Management
Posting Number: R0003567
Location: Salem Campus
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This position oversees the engagement of a large pool of leadership annual giving supporters for the University and its Colleges, Schools, and Units. The Willamette Annual Fund focuses on unrestricted support for the College of Arts and Sciences and the Atkinson Graduate School of Management.
This position works closely with the Major Gifts Program and division-wide with colleagues to set goals for all Willamette Annual Giving Program leadership giving societies and to integrate the solicitation and stewardship of leadership annual giving and the giving societies into the division's activities. The position is also responsible for management of several important fundraising committees that secure leadership society gifts. This responsibility includes: identifying new volunteer leadership, increasing the diversity of the volunteer base, and ensuring the success of their fundraising efforts.
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The duties and responsibilities of this position include, but are not limited to, the following functions, which are not listed in any particular order of significance:
Leadership Annual Fund Prospect Pool Management and Oversight (50%)
- At the start of the fiscal year, conduct a feasibility
analysis, including the identification of past, current, and
potential donors at the $1,000+ level, to set goals for donors at
each level of membership for the Willamette Annual Fund to grow and
strengthen giving at all levels.
- Throughout the year, perform a range of data monitoring for
annual fund solicitations to inform and improve the solicitation
process, including: review of open pledges and pledge schedules for
those in annual fund solicitation pool; monitoring of overlapping
Campaign/Major Gifts solicitations planned for those in annual fund
solicitation pool; comparison of committee and solicitation
assignment lists with legacy admissions decisions to determine
appropriate follow-up; ongoing data integrity tests to identify and
resolve entry errors; and preparation of monthly reports on
solicitation status. Document processes as needed.
- Throughout the year, ensure that donors are being appropriately
thanked and stewarded to support overall membership and donor
- At the close of the fiscal year, conduct the Annual Review
process which includes identification of prospects to be tracked at
the annual fund level, and coordination with the Major Gifts
Program officers to determine the Annual Fund solicitation plan for
each tracked prospect in the upcoming fiscal year. Ensure all
potential major gifts prospects identified are handed to research
for further qualification.
- Develop, implement, and evaluate specific strategies to
increase membership, including approaches for recognition to ensure
strong retention, along with effective marketing of societies for
upgrades and acquisition. Work proactively with partners to promote
Volunteer Management (40%)
- Work in close collaboration with Alumni and Parent Engagement
and other internal and external partners to identify new
volunteers, increasing the diversity of the volunteer base and
ensuring the success of giving society and parent fundraising
- Provide overall management to the volunteer committees that
focus on personal solicitation of annual fund gifts of $1,000 or
more - core components of the strategy to increase Willamette
Annual Fund giving by soliciting annual fund gifts at the $1,000
level and higher. This would include the development committee of
the Parent's Leadership Council and identification of a core group
of volunteer leaders willing to solicit peers. Develop and
implement a strategy to increase committee membership to
sufficiently cover needed outreach to prospective donors. Provide
orientation and ongoing training for Chairs as needed. Work closely
with Chairs to maximize their experience as leaders; meaningfully
engage them in the recruitment process, committee conference calls,
and their solicitation of committee members. Provide frequent
information updates to Chairs on committee progress, assignment
results, and other relevant news regarding committee members and
assignments. Provide necessary support and materials for use by
Chairs in conference calls, trustee meetings, and
- Maximize the volunteer experience of committee members by
engaging them effectively in the assignment process, providing
one-on-one support and training as they navigate their assignments
and questions that arise from their prospects. Provide frequent
updates to committee members on overall progress to date and new
developments involving their assigned prospects. Provide
meaningful, personalized effective strategies for each
- Complete additional personal solicitations as needed, including
individual donor follow-up resulting from committee efforts.
Perform ongoing statistical analysis to inform overall strategy,
areas for enhancement, and the establishment and monitoring of
goals for the committee. Develop new ways to measure progress,
including additional ways to capture Willamette Annual Giving
Program-specific information as a result of volunteer activity.
Coordinate with Major Gifts Program officers about committee
solicitations of major gift level prospects.
- Serve as the point person for the 50th Reunion Campaign to
ensure the committee reaches their full potential as a fundraising
volunteer organization. This includes evaluation of class giving
patterns and establishing goals; identification, recruitment,
training, and support of campaign volunteers; analysis and
evaluation of various campaign efforts. Update databases to
monitor, discern and track the appropriate activities. Personally
contact reunion alumni to ask for campaign support. Partner with
Major Gifts staff to set goals, maintain solicitation status, and
adjust strategies for high-level reunion donors.
Personal Solicitations (10%)
- Personally solicit top-level annual giving prospects. Set
annual activity goals based on the review of the gift table and the
number of individuals who are appropriate for solicitation by the
Director. Document information in the database to assure proper
recording and tracking of results.
- Four or more years of experience in development or related
field or six or more years in development or related field in lieu
of bachelor's degree.
- Excellent oral and written communication skills, with
demonstrated experience in personally soliciting gifts
- Proven record of leadership, management, and supervisory
- Proven experience in recruiting, managing, training, leading,
and stewarding volunteer fundraising committees to reach their full
potential and to achieve fundraising goals
- A supportive and accessible management style and a strong
commitment to personal and professional development, with a proven
track record motivating, training, and managing a staff with
diverse skills and experience
- Proven ability to guide a successful broad-based messaging
platform including a mix of print, electronic, and social media in
support of an annual giving program
- Demonstrated ability to work successfully and effectively with
a wide range of constituents and manage complex relationship;
proven collaboration and teamwork
- Experience in personally soliciting gifts
- Computer Skills: Proficiency with Microsoft Office Suite
possess strong Excel skills including formulas pivot tables, and
- Applicants should have a thorough understanding of Willamette
and of the value of a private liberal arts education. A strong
candidate will have excellent interpersonal and communication
skills and an exceptional ability to analyze data. Strong
initiative, creativity, high energy-level, and demonstrated ability
to lead and motivate people are essential.
- Superior communication skills with the ability to connect to a
variety of audiences; clarity, crispness, and persuasiveness in
written and oral communications
- Outstanding initiatives, work organization, and time management
- Strong organizational and time management skills; ability to
plan ahead, think strategically, and manage multiple projects and
deadlines; ability to remain calm and level-headed under
- Ability to work effectively in a team environment with a mix of
faculty, parents, alumni, and staff colleagues
- Knowledge of modern data management practices and techniques,
including models of analysis that lead to effective decision making
on behalf of the program
- Ability to adapt and quickly learn new technical concepts and
skills, communicate technical concepts and ideas, and analyze data
and respond strategically
- Conversant in relevant and contemporary technologies and how
they can be used in support of communicating and marketing direct
mail and electronic solicitation programs, including increasing
participation and measuring and managing results
- Able to maintain confidential information, navigate
relationships with finesse, and work to the highest ethical
standards as outlined by the Council for Advancement and Support of
- Attendance and punctuality, sense of humor, and a positive
team-oriented attitude are highly valued
- Ability to work occasional evenings and weekends for signature
events and activities including Alumni Reunion Weekend
- Must possess a valid Oregon driver's license and have a
satisfactory driving record
- Thorough knowledge of the principles and practices of higher
education development and fundraising with an understanding of
individual giving programs and detailed understanding of annual
fundraising programs, such as direct mail, phonathon, and personal
solicitation programs strong preferred
TYPICAL WORK SCHEDULE:
Business hours are Monday to Friday from 8 a.m. to 5 p.m. Typical work schedule is flexible once a pattern of performance is established.
PHYSICAL DEMANDS & WORKING CONDITIONS:
Typical work is performed indoors in a normal work environment.
SALARY RANGE: $48,000 - $53,500
Advancement Diversity, Equity, and Inclusion Statement:
Advancement is committed to fostering an equitable and inclusive work environment that values diversity. We engage and work with our constituents, our potential employees, and our colleagues in an inclusive and respectful manner to cultivate and support a diverse community. We work hard to ensure that our organizational culture affirms the value of each member and acknowledges the differences in our lived realities through ongoing learning and change.
Applications will be reviewed on a rolling basis as received until the position is filled.
All University positions require that candidates submit to a criminal conviction record check prior to hire. Conviction does not automatically preclude candidates from being hired. Nature of conviction will be considered relative to the duties of the position.
You will need to upload the following two documents as part of your application materials in the "My Experience" section labeled Resume:
- Cover letter addressing the required/desired qualifications and
presenting any other applicant characteristics which deserve
- Current Resume
Incomplete applications will not be considered.
Apply online at https://willamette.wd1.myworkdayjobs.com/en-US/willametteuniversityjobs/job/Salem-Campus/Associate-Director-of-the-Willamette-Annual-Fund--Leadership-Pipeline-Management_R0003567
Believing that diversity contributes to academic excellence and to rich and rewarding communities, WU is committed to recruiting and retaining a diverse faculty, staff and student body. We seek candidates, particularly those from historically under-represented groups, whose work furthers diversity and who bring to campus varied experiences, perspectives and backgrounds.