Associate/Assistant Director of Donor Relations (Stewardship/Endowed Funds)
Associate/Assistant Director of Donor Relations (Stewardship/Endowed Funds)
Reports to: Director of Donor Relations
Statement of Purpose
Trinity College is currently seeking a talented and energetic Associate/Assistant Director of Donor Relations who will be responsible for supporting a successful donor relations program and all areas of Advancement in their efforts to secure gifts to further Trinity’s mission and the retention of its donors. Under the direction of the Director of Donor Relations, the Associate/Assistant Director will create effective and efficient donor relations and strategic engagement to help meet department financial goals. The incumbent will provide broad-based and fundamental services and support of Trinity’s comprehensive Donor Relations program. Main responsibilities include implementation and management of a donor stewardship program, as well as the oversight and management of communications, donor relations, and stewardship initiatives. The candidate should have the ability to work alongside many stakeholders and develop a deep understanding of current stewardship practices and donor communications and seek new opportunities for stewarding, acknowledging, and engaging Trinity’s donors.
The purpose of all donor relations and stewardship activity is to engage Trinity’s most important alumni and donors and to involve them in substantive ways in the life of the College, predisposing them towards new and additional gifts, and provide strategic support for the College’s fundraising efforts.
We seek to have our staff reflect the changing demographics of our student body. Trinity College is a highly selective, independent, nonsectarian liberal arts institution located in Connecticut’s capital, Hartford. With over 2100 full-time undergraduate students and 91 graduate students, the College maintains a rigorous academic profile complemented by a vibrant and diverse co-curricular program. The College enjoys the benefit of being situated in an urban center and has strong academic, social, and philanthropic connections to our home city of Hartford. Our student body is diverse, representing 41 states and 70 countries with 21% students of color and 50% women. Just over 90% of students live in campus residences. As a preeminent liberal arts college in an urban setting, Trinity College prepares students to be bold, independent thinkers who lead transformative lives.
Donor Engagement Projects
- Manage all aspects of endowed fund reporting including collaboration with Trinity stakeholders to accomplish unique and standard stewardship reports, yearly endowment reporting, highly individualized milestone and cross-College reporting.
- Manage implementation ensuring timely delivery in accordance with annual calendar of impact and financial reporting cycle
- Create new and innovative programs that promote donor engagement and recognition and speak to the Trinity College mission; work in conjunction with prospect managers to facilitate a first-in-class donor engagement experience.
- Assist Director in executing custom stewardship initiatives including special campaign related gifts and volunteer/board recognition
- Collaborate with Principal Gifts and gift officers to identify and craft stewardship deliverables and engagement opportunities to showcase the impact of their philanthropy.
- Benchmark best practices across the industry.
- In close consultation with director, manage gift agreement process, record fund management, manage the tracking and reporting of new endowment funds and maintenance of databases for all endowed funds; develop and implement strategies and processes to maintain current fund contact records in database; provide fund data contact files for stewardship mailings as necessary; ensure donor fund integrity through monitoring of restricted and spendable income accounts for each fund; analyze reports to confirm fund usage on programs, awards, professorships, and chair positions in order to appropriately utilize funds
- Interact directly with the Dean of Faculty, academic department chairs, and other faculty program managers in the gathering of impact reports for endowed professorships and other academic programs funds for the purposes of updating donors of the use of their funds; write and edit reports as appropriate, and mail to donors.
- Respond to donor inquiries regarding endowed funds, gifts, reports, and scholarship issues; serve as internal resource regarding stewardship reporting issues
- Contribute to Donor Relations comprehensive stewardship plan for each year that provides appropriate recognition for all levels of donors with the goal of maintaining and increasing participation and engagement in preparation for the next major fundraising campaign
- Help create and maintain stewardship data infrastructure and systems to support and implement stewardship strategies across donor and prospective donor pools
Individual Engagement Plans
- Develop robust, individualized engagement plans (IEP) for selected major and principal gift donors and/or prospects with an emphasis on donor recognition and communication.
- Proactively supports the stewardship responsibilities of Development staff by assisting them in establishing and coordinating individualized engagement plans for donors to their colleges/units.
- Coordinate with Development Officers to implement, monitor, and document engagement plans.
- Develop criteria for measuring engagement plan success, track results with established goals, and advise Advancement leadership towards ongoing progress.
- Developing impact and recognition materials will require researching donor or college/unit information, developing meaningful and impactful written and graphic materials in collaboration with college/unit staff.
- Works closely with Development and Donor Relations staff to report on the use of gifts, communicate gift impact and celebrate contributions.
- Manage and oversee the execution of the gift acknowledgements program, ensuring they are timely, meaningful, and documented in each donor’s record
- Develop and implement process changes as needed to improve workflow, productivity, and quality of work product.
- Assist with planning and staffing events including homecoming, commencement, reunion, ribbon cuttings, donor receptions, annual gala, dedications, etc. (6-8 times per year)
- Contribute to other areas of Donor Relations as needed, including cross-training in all areas
- Perform other duties as assigned
- Bachelor’s degree in business, English, communications, public relations (or similar) and 5 or more years of experience in development, alumni relations, institutional advancement, donor relations, stewardship, or a related field, preferably in higher education; or an equivalent combination of education or experience
- Strong and extensive writing, editing, and proofreading experience
- A proven ability to create, implement, and manage new programs and an ability to discreetly handle confidential information about donors and volunteers
- Proven ability with project management and a willingness to organize and juggle multiple projects; must be motivated and able to create innovative ideas to achieve results, and recognize and seize opportunities
- Capacity to respond with insight, tact, and sensitivity to donors’ concerns; must exercise diplomacy and discretion in dealing with high-level donors and confidential information.
- Strong interpersonal skills and customer service orientation; poised, professional manner and the ability to communicate clearly, directly, and empathetically in all interactions including verbal and written communications, one-on-one conversations, and in groups
- Demonstrated ability to proactively and skillfully engage others in ways that help resolve differences, manage conflicts, and build consensus, all with the best interests of Trinity in mind
- Demonstrated creativity, organizational ability, empathy, and strong attention to detail
- Ability to make decisions in ambiguous situations, exercise good judgment based on information and analysis in a fast-paced, dynamic, deadline-driven environment in an organized and professional manner
- Must have excellent organizational skills, be able to handle multiple complex tasks at once, and able to work with a sense of urgency
- Must demonstrate excellence in written and oral communications, including proofreading and editing for Trinity College’s style and standards. Must exhibit thoroughness and accuracy when accomplishing tasks through concern for all areas involved
- Must exercise diplomacy and discretion in dealing with high-level donors and confidential information
- Must be able to represent Trinity College and the Advancement Office effectively to faculty, donors/prospective donors, and members of the community
- Willingness to work and/or confer at various hours as required by deadlines
- Value Trinity’s commitment to inclusiveness; demonstrate respect and commitment to diversity
- Demonstrated fluency with Microsoft Office applications
- Ability to travel and work evenings and weekends as required
- Familiarity with fundraising principles and experience in a higher education or academic setting
- Experience with PeopleSoft and/or CRM systems
- Comprehensive knowledge of Trinity College’s mission and programs and/or experience in another college setting
- Experience researching and interpreting financial information across multiple data platforms preferred
Application Materials Requirements
- Resume and cover letter, including a statement about your work or experience with diverse communities
- Writing sample
- Special note: candidate should be comfortable and adaptable in the current remote working environment and be able to successfully navigate and interact with the technologies available to fulfill the duties of the position in such environment.
About Trinity College
At Trinity College, we seek to have our staff reflect the changing demographics of our student body. Trinity is a highly selective, independent, nonsectarian liberal arts institution located in Connecticut’s capital, Hartford. With over 2,100 full-time undergraduate students and 91 graduate students, the College maintains a rigorous academic profile complemented by a vibrant and diverse co-curricular program. The College enjoys the benefit of being situated in an urban center and has strong academic, social, and philanthropic connections to our home city of Hartford. Our student body is diverse, representing 41 states and 70 countries with 21% students of color and 50% women. Just over 90% of students live in campus residences. As the preeminent liberal arts college in an urban setting, Trinity College prepares students to be bold, independent thinkers who lead transformative lives.
Occasional lifting in excess of 20 lbs as needed to transport supplies to events. The position is heavily reliant on use of a computer.
To apply online, visit https://trincoll.peopleadmin.com/postings/2199
Trinity is an Equal Opportunity/Affirmative Action Employer.