Reporting to the Associate Vice President for Development, with
dotted line reporting to the Senior Director of Gift Planning, the
Senior Associate Director of Development, Major Gifts & Gift
Planning will play a significant role in expanding a comprehensive
major gifts and gift planning program at Occidental. The Senior
Associate DoD will serve as an integral member of the Institutional
Advancement team and will have direct responsibility for a portion
of the College’s annual and long-term fundraising goals and
Campaign For Good goals, Oxy’s first comprehensive campaign in 20
years. The overall campaign goal is $225M. They must demonstrate
familiarity with a variety of the field’s concepts and demonstrate
a command of best practices and procedures. Position requires
mature judgment and ability to act independently to plan and
The Senior Associate DoD will provide strategic vision and
planning within the Individual Giving team, including support for
fundraising, potential campaigns as well as initiatives and
activities for private financial support of the college.
They will be responsible for managing a gift planning prospect
portfolio and generating proposals. This Senior Associate Director
will also serve as a resource for their colleagues on gift planning
vehicles and strategies that will, in turn, lead to the generation
of gift planning proposals. They should possess a strong
familiarity with gift planning best practices and a command of the
development field’s concepts and adhere to accepted development
procedures. Position requires mature judgment, and ability to act
independently to plan and accomplish goals. Face-to-face visits
with prospects and travel are required.
The Senior Associate DoD will also demonstrate the best of
fundraising practices as a member of the Major Gifts and Gift
Planning teams. They will be expected to maintain a robust
face-to-face visit schedule and serve as a campus leader in
Portfolio Management/ Major Gift and Gift Planning
- Manages and builds an active portfolio of 95-120 highly rated
suspects and prospects. This thoughtful portfolio management should
include personal visits for active cultivation and solicitation as
well as stewardship of existing donors.
- Develops a strategic fundraising plan consisting of
identifying, qualifying, cultivating, soliciting, and stewarding
individuals capable of making planned and/or campaign gifts.
- Solicits and closes planned and outright gifts of $50,000 - $1
million, individually and in collaboration with other development
- Actively works the existing Suspect Discovery Pool to uncover
new prospects and to qualify them and then begin the cultivation
process in a thoughtful and efficient manner.
- Conducts 12-15 high value contacts per month and 25 written
proposals per year.
- Continues to develop regional plan for gift solicitation and
strategy (for assigned regions(s) and assists with strategy for all
- Works thoughtfully with the Individual Giving Team (Major Gifts
and Gift Planning) suspects and prospects, their professional
advisors and other development staff members to guide suspects,
prospects, and their advisors in the evaluation and selection of
planned gift vehicles appropriate to the donors’ personal
circumstances and objectives. Prepares proposals and meet expected
and stated proposal metrics accordingly.
- Completes successful discovery work and moves suspects and
prospects along the donor continuum.
- Solicits a pipeline of future bequest gifts and secures gift
agreements governing these future commitments.
- Develops and maintains positive, productive, and meaningful
relationships with faculty, staff, alumni, volunteers and prospects
for the purpose of increasing and augmenting the pipeline of major
- Works in coordination with the Oxy Fund for suspect/prospects
leads and strategy discussions.
Institutional Advancement Duties
- Understands the mission and priorities of the Office of
Institutional Advancement and serves as an advocate for the
- Adheres to the principles of ethics and standard practices as
articulated in the Council for Advancement and Support of
Advancement (CASE) Donor Bill of Rights from the Council for
Advancement and Support of Education, Association of Professional
Researchers for Advancement (APRA) Statement of Ethics and the
Association of the Fundraising Professionals (AFP) Code of Ethical
Principles and Standards as well as the standards of practice of
his/her departmental profession, as appropriate.
- Participates fully during the planning, as deemed necessary,
and execution of “tent-pole events” including and not limited to
Homecoming and Family Weekend, Founders Day, and Reunion
Other duties as Assigned (approx.
KNOWLEDGE/EXPERIENCE REQUIREMENTS (CORE
- Understanding of basic fundraising principles.
- Ability to comfortably speak with donors regarding
- Strong organizational and strategic planning skills.
- Understanding of gift planning vehicles and strategies, as well
as a command of basic fundraising principles.
- Ability to discuss and coach colleagues on gift planning
vehicles and strategies.
- Strong organizational and strategic planning skills
- Experience working in a performance-based environment with
tracking of meeting goals, contacts and dollars raised.
- Experience working independently and collaboratively in
fast-paced, demanding, ever-changing and complex environment.
- Excellent interpersonal, oral and written skills and the
corresponding analytical skills needed to establish strategic
fundraising goals and report on results.
- Ability to adapt to a variety of cultures and customs to engage
donors and potential donors in philanthropic conversations.
- Ability to handle confidential information in a discrete and
- Ability to travel at least 75% of the time.
- Bachelor’s Degree
- 7+ years of relevant experience
- Able to manage projects and determine priorities.
- Maintain a high degree of professionalism and
- Possesses strong interpersonal skills and ability to work with
broadly diverse groups of constituents including donors, alumni,
trustees, friends of the College, faculty, attorney, trustees and
other professional advisors, fundraising colleagues and
- Proven record of strong organizational management skills to
successfully handle a wide variety of responsibilities.
- Demonstrates thoughtful leadership skills and adheres to a
servant leadership mindset while also being focused on a highly
productive, metrics-based system of performance.
- Previous work experience at Occidental College strongly
Please submit a resume and cover letter explaining how your
qualifications meet the requirements of the position to email@example.com.
Occidental is an Equal Opportunity Employer and does not
unlawfully discriminate against employees or applicants on the
basis of race, color, religion, sex, sexual orientation, gender
identity, gender expression, pregnancy, breastfeeding or related
medical condition, national origin, ancestry, citizenship, age,
marital status, physical disability, mental disability, medical
condition, genetic characteristic or information, military and
veteran status, or any other characteristic protected by state or
federal law. Occidental is strongly committed to increasing the
diversity of the campus community and the curriculum, and to
fostering an inclusive, equitable, and just environment within
which students, staff, administrators, and faculty thrive.
Candidates who can contribute to this goal through their work are
encouraged to identify their strengths and experiences in this
area. Individuals advancing the College’s strategic equity and
justice goals and those from groups that are underrepresented in
the field are particularly encouraged to apply.
Salary is commensurate with experience and qualifications. A
comprehensive benefits package is available that includes:
excellent health, dental, life, and retirement benefits; tuition
benefits for the employee, spouse, domestic partner, and
dependents; additional extras including use of gym facilities and
the College Library. For a detailed description of benefits, please
All qualified applicants will be considered for employment,
including those with criminal histories, in a manner consistent
with the requirements of applicable state and local laws, including
the City of Los Angeles’ Fair Chance Initiative for Hiring
Occidental College is committed to working with and providing
reasonable accommodations to applicants with qualifying
disabilities. If you need a reasonable accommodation because of a
disability for any part of the application or employment process,
please contact Human Resources (firstname.lastname@example.org).
As a condition of hire for a staff position and for appointment
to a faculty position, Occidental College requires that all
candidates who have received a conditional offer of employment
complete an application form (if they have not already done so) and
consent to a background check. Satisfactory completion of a
background check, along with pre-employment verifications and
references are required as a condition of employment, but only as
permitted by federal, state, and local law, including the City of
Los Angeles Fair Chance Initiative for Hiring Ordinance.