Manager of Advancement Services
Department: Office for Institutional Advancement (OIA)
Job Purpose: The Manager of Advancement Services (“Manager”) is responsible for creating and managing an effective infrastructure to support the prospect management, prospect research, gift processing, and database needs of annual operations. The manager will assume a leadership role in developing a model for identification and qualification of the School’s reporting processes and participate in developing strategies to streamline reporting functions and accuracy in support of the priorities and goals of the Adler School.
This position and its offices assists, advises, and represents the Vice President for Institutional Advancement (VP) by performing executive and administrative duties of considerable scope and complexity requiring the exercise of initiative, independent judgment, and knowledge of School development activities and staff element responsibilities. Work is reviewed for soundness of judgment and effectiveness in achieving desired results and organizational goals.
Duties and responsibilities:
- Development Information Management. Oversee data management, striving for accuracy and completeness in the constituent database (alumni & friends) as well as developing systems and procedures for extracting and interpreting data.
- Gift Management. Leads the advancement services of the OIA department, which includes gift policies, pledge agreements, and endowment agreements; gift handling and processing; gift accounting, gift acknowledgment; donor relations and stewardship; data management and analysis. Serves as direct liaison to the School’s Controller’s Office for all gift processing and monthly reconciliation. Recommends and makes systems modifications or changes as necessary.
- Prospect Management. Oversees and advises the data entry and reporting of prospect management information. Coordinates with all fund raising officers and Development Office on prospect management needs and processes, including setting, tracking goals and priorities, and advising on the status of prospect management actions.
- Prospect Research: Oversees prospect research and identification. Gleans relevant information from a variety of resources about individuals, corporate, foundation, and government funders who are or may become contributors to the Adler School.
- Resource Management. Leads the development and administration of the Advancement Services Office, sets priorities, designs financial and donor reports, establishes data entry procedures, security procedures, and payment processing procedures. Initiates, oversees, and supervises the development, dissemination, implementation, and adjustment of both internal and external Development policies, guidelines, and procedures. Adopts existing procedures and develops new approaches as required. Promotes consultative, collaborative working relationships across campus and with external donors, prospects, individuals, and organizations to promote meeting the vision of the Adler School and the Institutional Advancement Office. Ensures that Development is responding to the needs of the School and is in full compliance with all regulatory policies and ethics. Recommends solutions to a wide range of internal and external issues.
- Gift Application. Oversees endowment and special gift designation functionality, ensures that donor gifts are managed and administered according to donor specifications, guidelines, regulatory policies, and that reports to donors are made in a timely and accurate manner. Coordinates with other campus departments to ensure that monies are applied in a timely and accurate fashion and that, where appropriate, acknowledgment letters from recipients are generated and presented to donors as applicable.
- Program Planning. Develops and maintains an annual and multi-year plan for Advancement Services.
- Other Functions. Perform other related duties as assigned, including, but not limited to: assisting in the development, implementation, and tracking of the annual giving campaign.
Universal Core Behaviors:
verbal and written communication.
- Effectively expresses oneself in all oral and written communications.
- Exhibits good listening and comprehension skills.
- Keeps others informed, as well as responds, in a timely manner.
- Demonstrates match between words and actions.
- Responds with tact, diplomacy, respect and composure when dealing with others.
- Promotes the spirit and essence of the School’s Vision, Mission, Values and Key Strategies through
Teamwork and Collaboration:
- Cooperates with others toward the achievement of common goals.
- Seeks consensus and win-win solutions to problems and conflicts.
- Contributes actively and participates fully in team initiatives.
- Puts success of the team above own interests.
- Builds and maintains constructive work relationships
Responsive to Change:
- Supports changes in the work environment.
- Displays a proactive, problem-solving approach toward work.
- Committed to life-long learning by continuously increasing skills, knowledge and effectiveness.
- Actively seeks and initiates creative and innovative solutions.
- Exercises sound, accurate and informed independent judgment when needed.
Quality-Driven and Accountable:
- Results-oriented and committed to quality through continuous process improvement.
- Eliminates ineffective activities and closes performance gaps.
- Anticipates and responds to customer needs.
- Monitors own performance, accepts responsibility for actions and actively seeks feedback.
- Meets deadlines and completes projects and activities in professional, timely manner.
- Seeks opportunities to increase productivity and/or reduce costs while maintaining highest quality standards (fiscally responsible).
Support of Vision, Mission, Values, Key Strategies:
- Supports and models the School’s Values of: social interest, compassion, justice, respect for the individual, honors diversity and difference, intellectual rigor, optimism and collaboration.
- Articulates the School’s Vision, Mission, and Key Strategies in a way to educate others.
- Demonstrates active commitment in advancing the School’s Vision, Mission and Key Strategies.
- Exhibits personal integrity, honesty, zeal and compassion.
- Aligns work processes to advance the School’s strategic plan and key strategies.
- A bachelor’s degree, advanced degree preferred; minimum three years of proven achievement in development research, fund raising programs, informational services, or a related field preferably in higher education (or a comparably complex organization)
- Work requires organization, communication, analytical, and problem-solving skills
- Ability to locate and interpret financial and biographical information from a variety of sources
- Demonstrated ability to analyze and synthesize a high volume of information
- Proficient in a variety of word processing, database, presentation, and spreadsheet software applications
- Previous experience working with Raiser’s Edge database and wealth screening products is highly desirable
- Exceptional writing and editing skills in order to develop professional reports, strategic plans and correspondence
- Self-motivation and discipline to regularly set and achieve work goals
- Ability to successfully coordinate a variety of tasks simultaneously and handle tension and stress in a positive manner is required
- Must work well in a team setting and interact well with all types of people, including faculty and internal/external program officers alike, and maintain a high level of poise and professionalism in all circumstances
|| A bachelor’s degree, advanced degree preferred; minimum three years of proven achievement in development research, fund raising programs, informational services, or a related field preferably in higher education (or a comparably complex organization)
Work requires organization, communication, analytical, and problem-solving skills
Ability to locate and interpret financial and biographical information from a variety of sources
Demonstrated ability to analyze and synthesize a high volume of information
Proficient in a variety of word processing, database, presentation, and spreadsheet software applications
Previous experience working with Raiser’s Edge database and wealth screening products is highly desirable
Exceptional writing and editing skills in order to develop professional reports, strategic plans and correspondence
Self-motivation and discipline to regularly set and achieve work goals
Ability to successfully coordinate a variety of tasks simultaneously and handle tension and stress in a positive manner is required
Must work well in a team setting and interact well with all types of people, including faculty and internal/external program officers alike, and maintain a high level of poise and professionalism in all circumstances