Description
This role will directly manage a portfolio of major gift prospects who have the interest in supporting the University. Will work to identify, qualify, cultivate, and solicit prospects who can make a commitment of $125,000 or greater to the University, along with collaborating closely with College Advancement teammates and the Senior Director of Regional Development, West Coast to advance philanthropy in the region. This position will be based within Arizona or California, travel within the West Coast region and also have quarterly travel to campus in Milwaukee, WI.
Duties and Responsibilities:
1. Portfolio Management
Assist in executing an annual fundraising business plan, developed by their leader. Meets regularly with the leader to assess projects, review strategies, and track progress toward meeting fundraising performance benchmarks. Manages a portfolio of approximately 40 prospects with the capacity to make gifts of $125,000 and more with an annual production goal in excess of $750,000; regularly identifies and contacts additional prospects through research and referrals. Meets individually with prospects and volunteers designed to move prospects toward making a philanthropic commitment to the university. Makes personal gift solicitations. Management of the process includes maintaining a comprehensive understanding of university priorities, preparation of the solicitation materials, conducting strategy meetings, and preparing briefing materials for President/Vice President of Advancement/Dean/others involved in solicitation. Directs and refers a solicitation to identified prospects in portfolio for a planned gift, including, but not limited to bequests and annuities. Partner with the Planned Giving fundraising team to manage, as needed. Maintains appropriate contact with prospects and records all contact in University Advancement prospect management system.
2. Meeting Attendance and UA Representation
Attend relevant university events and meetings, some during the evenings and weekends, representing the university to external constituents. Participate in all UA, Regional Advancement, or other required team or staff meetings.
3. Performs all other duties and responsibilities as assigned or directed by the supervisor.
Requirements
At least three years of fundraising experience in higher education, including a successful track record of personal portfolio management and securing gifts at the $125,000 or above level is required. Relevant sales experience may also be considered.
