OFFICIAL JOB TITLE: Advancement Officer
DIVISION: Institutional Advancement
DEPARTMENT: Institutional Advancement
BARGAINING UNIT STATUS: ESU, Cat. 17
EEO STATUS: 33
JOB CODE: 0230
FLSA STATUS: Exempt
REPORTS TO: Vice Chancellor for University Advancement
MINIMUM STARTING SALARY $69,052
SUMMARY PURPOSE OF POSITION: The Advancement Officer is a member of the fundraising team and is responsible for a wide range of major gift fund raising activities throughout the United States. The Advancement Officer has an active role with the Vice Chancellor for University Advancement in developing policies and strategies regarding donor cultivation and confidentiality, as well as fund creation and management. The incumbent is responsible for identifying and promoting major gift prospect relationships and developing long range plans for donor development. The Advancement Officer represents the Vice Chancellor for University Advancement as assigned, and collaborates with campus leaders, College Deans and their staff, the Chancellor’s Office, and other Institutional Advancement staff including those in the Annual Giving, Advancement Services, Foundation, and Alumni Office to secure major gifts for the University of Massachusetts Dartmouth.
EXAMPLES OF PRIMARY DUTIES AND RESPONSIBILITIES:
- Identify, qualify, cultivate, solicit and steward relationships with an assigned portfolio of suspects, prospects and donors.
- Work collaboratively with volunteers, other advancement staff, and university representatives to cultivate and solicit donors for college-wide priorities.
- Provide leadership, direction and consultation to faculty and administration to engage them in the development program.
- Participate in all aspects of the gift cycle from identifying prospects, initiating contact and developing a relationship and strategy to engage potential donors and friends with the ultimate goal of soliciting their participation and fiscal investment in the university. Maintain stewardship contacts with donors.
- Use the prospect management system to its fullest extent, entering contact, solicitation and prospect moves into the fundraising system in a timely fashion.
- Conduct confidential conversations with prospective donors to determine most advantageous method of donation from a personal finance, tax implication and university point of view.
- Develop proposals and gift agreements for donor giving priorities and opportunities.
- Maintain knowledge of current tax laws, investments and planned giving opportunities; use knowledge in prospect cultivation and solicitation.
- Adhere to the highest ethical standards and standards of confidentiality; convey sensitivity to needs of the donors.
- Assist in developing long and short-range strategic planning activities to create and implement fund raising goals and objectives.
- Participate in the development and implementation of strategic and operational planning for the Division of Institutional Advancement.
- Develop and implement policies for the Division of Institutional Advancement.
- Serve as liaison to the University of Massachusetts President’s Office as well as various national groups and constituents.
- Facilitate relationships among key institutional leadership, prospects and donors.
- Develop and maintain an extensive knowledge of philanthropic communities.
- Recommend and implement cultivation and solicitation strategies for individual prospects, working with administration, faculty and volunteers as appropriate in order to solicit gifts at and above the major gift level.
- Attend committee meetings and prospect review meetings; provides communication updates to departmental management.
- Follow the University's best practices to build and/or support student academic success and retention, and assist in meeting strategic objectives for persistence and timely graduation of all the student population.
- Travels as required in order to carry out the duties of the position.
- Meet or exceed goals and metrics that are developed annually.
- Performs special projects and other duties as assigned.
EDUCATION: Bachelor’s degree.
EXPERIENCE: Significant (more than five years) fund raising experience with demonstrated gift success.
OTHER: Frequent local, regional and national travel is a requirement, as is flexibility in work hours to include evenings and weekends in order to successfully accomplish objectives and satisfy goals. Work location required at both the University’s main campus as well as the UMass Club in Boston.
NOTE: This position is not eligible for discretionary leave time per the ESU Contract.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Demonstrated experience in soliciting major gifts and generating significant commitments from donors.
- Demonstrated experience in and knowledge of development/fundraising concepts and techniques.
- Ability to work cooperatively and effectively with donors, volunteers, deans, faculty and development staff.
- Excellent verbal and written communication skills.
- Self-motivation and discipline to regularly set and achieve work goals.
- Ability to adapt and respond to various situations.
- Excellent organizational, interpersonal and networking skills with large groups as well as with individuals.
- Ability to maintain a high level of poise and professionalism in all circumstances.
- Ability to initiate and build relationships with prospective donors, and interact via telephone and in person with institutional representatives.
- Demonstrated ability to take primary responsibility for diverse number of projects and to complete them in a timely manner with limited supervision.
- Working knowledge of best practices in gift planning and procedures.
- Appreciation of the value of higher education.
- Demonstrated record of success in generating significant commitments from donors at the six figure level of giving.
- Demonstrated understanding of all facets of giving to include Annual Fund, Major Gifts, Planned Giving as well as Alumni Relations and building a donor pipeline.
- Master’s Degree.
- Certified Fund-Raising Professional is preferred.
Applicants must be authorized for employment in the U.S. on a full time basis. Employment-based visa sponsorship not available.
Effective September 27, 2021, UMass Dartmouth requires that all members of the campus community are fully vaccinated against Covid-19 and provide proof of vaccination.
To apply please submit a letter of interest, current resume and the contact information.
The deadline to apply is October 13, 2021.
The review of applications will begin October 14, 2021.