Assistant Director, Principal & Transformative Gifts Program - Office
Posted on Nov 11, 2018 by Georgetown University
Assistant Director, Principal & Transformative Gifts Program - Office of Advancement
The Assistant Director, Principal & Transformative Gifts Program, assists in the planning and implementation of strategies for Georgetown's principal and transformative giving programs with a group of fundraising and engagement teams within Advancement. S/he acts as a consultant on projects and requests related to these internal clients, as well as a coordinator for the principal and transformative gifts program and the Principal Gifts Cross Functional Team. In partnership with these clients and other teams within Campaign Operations, the Assistant Director fosters the principal gift pipeline and maintains active prospective donor principal pipelines within each optimized dual major gift officer portfolio to support development and Advancement objectives. The Assistant Director has duties that include but are not limited to:
Principal & Transformative Pipeline Development & Portfolio Management
- Serves as the principal liaison for Prospect Management and has a consultative relationship with the development associates, executive assistants, and development officers who hold top prospects in their respective portfolios, including regional, unit, GUMC, GULC, CFR, and Planned Giving teams.
- Serves as the principal and transformative gift liaison to Planned Giving, developing a full understanding of the Planned Giving pipeline and necessary centralized resources.
- Convenes Advancement staff and others, systematically and as-needed, to develop thoughtful and comprehensive strategies for principal gift prospects.
- Proactively ensures appropriate and timely follow-up coming out of these meetings and sessions.
- Works closely with the Donor Relations team to track and provide materials for presidential and vice presidential travel in conjunction with the development of top prospect engagement plans, including the coordination of presidential and vice presidential briefings.
- Offers input into potential cultivation, engagement, solicitation, and stewardship strategies for top prospects, and works to track such strategies within the CRM system, maintaining up-to-date principal and transformative gift pipeline information including strategies for all $5M+ current top prospects.
- Keeps Advancement officers, University leadership, and others appropriately informed on the identification, assessment, organization, management, and attentive stewardship of principal gift constituents.
- Detects, verifies, and synthesizes information.
- Shares up-to-date information with colleagues for the purposes of strategy development, briefing preparation, and data integrity.
- Meets regularly and as-needed with each frontline unit team to evaluate needs, consults on strategy, and provides principal and transformative portfolio-related data.
- Manages the principal and transformative dashboards and reports.
- Participates on portfolio review development and execution, working closely with frontline teams.
- Recommends changes to enhance process and innovation across prospect management, prospect development, and pipeline management.
- As a member of the Prospect Management team, participates on prospect management and fundraising policy maintenance.
- Maintains expertise on the principal and transformative pipeline, prospective donors, and donors.
Data Integrity, Campaign Planning, and Administration
- Plays a key role in Advancement's prospect management and information management functions by serving as an expert on prospect development policies and procedures and deep knowledge of the university's prospect pool of suspects, prospects, and donors, especially within the principal and transformative areas and as it related to top prospects.
- Serves as the principal and transformative gift liaison to the Data & Analytics Group, collaborating on principal gift identification and portfolio analytics.
- Maintains an understanding of the university's emerging strategic priorities as potential campaign giving opportunities, especially "big idea" or transformative priorities.
- Works with the Data & Analytics Group on data analysis related to campaign planning, pipeline management, and portfolio optimization to assist with informing management decisions that will drive towards a performance-based, metrics-savvy organization and increased revenue growth.
- Supports the management and reporting on campaign fundraising priorities, such as principal and transformative prospective donor pipeline development, analysis, and tracking through data visualization; development of best practices, and using analytical models.
- Participates in testing and review of reports and functionality related to CRM database conversion implementation.
- Safeguards the confidentiality of constituent information at all times; and upholds Advancement policies regarding confidential information.
- Adheres to ethical and confidentiality guidelines to both Georgetown University and the Association of Professional Researcher for Advancement (APRA).
- Maintains awareness of issues within the development profession, and of the goals and activities of Georgetown University and its peer institutions.
- Pursues ongoing professional development through participation in meetings, conferences, and related training
- Bachelor's degree
- 3 to 5 years of experience in prospect development, frontline fundraising, or equivalent experience in analytical research or another information-related field within an academic, nonprofit, or corporate environment
- 1+ years working with prospects rated at $5M and above
- 1+ years participating in prospective donor strategy/review sessions
- Experience with relational/CRM databases to perform searches and create reports
- Demonstrated critical thinking and analytical skills and attention to details
- Strong ability to be an effective, outgoing spokesperson
- Excellent verbal and written communication skills demonstrating the ability to synthesize material from multiple sources into coherent and accurate presentation
- Ability to maintain confidentiality and use good judgment when working with sensitive information
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