The purpose of Advancement and Alumni Relations (AAR) is to
foster a thriving and engaged community of connectedness and
support for Caltech. By connecting the people who share and support
Caltech’s mission and values, we will ensure the Institute receives
the necessary resources to achieve Caltech’s aspirations and
sustain its excellence in teaching, research, and scholarship in
perpetuity. AAR team members embrace and uphold the
values of diversity, integrity, respect, focus, and pride.
The Associates is Caltech’s 95 year-old premiere support group
devoted to the groundbreaking research and education underway at
Caltech. Our growing membership network represents a diverse
cross-section of entrepreneurs, business and community leaders,
alumni, philanthropists, academics, and friends of Caltech.
The Caltech Associates plays a vital role in the life of the
Institute and in Break Through: the Caltech Campaign, a
bold initiative to secure Caltech’s future as a source of
transformative discovery for the world.
Reporting to the Executive Director (ED) of the Associates, the
Director, Development and Outreach’s key responsibilities include
identifying, cultivating, and soliciting new members for the
Caltech Associates and stewarding the Program’s existing
members. The Director manages a portfolio of prospective and
active Associates with major gift potential, meets regularly with
members and prospects, and is directly responsible for a portion of
the Associates membership and contribution goals. The Director
works closely with the ED and other ADR colleagues to create
engagement strategies and partnerships leading to solicitation
The Director, Development and Outreach serves as a senior staff
liaison for the Membership, Northern California, Orange County and
East Coast Committees of the Associates Board. He/she supports the
visionary development of the Associates program and membership
growth. They support all fundraising initiatives and
priorities in partnership with ED. (appeals, CER portfolio, A100,
Requiring exceptionally strong strategic leadership,
communications skills, this position is responsible for fostering
productive relationships with team members, donors, volunteers, and
campus partners. They develop strategic briefings for each event
and trip and effectively communicates with Associates internal and
external audiences about mission, vision, and goals of the
Associates and the Institute. Works closely with the Associates
team to prioritize objectives, progress toward achievement,
identifying obstacles, and plans. Independently creates, executes,
and completes special projects as assigned by the ED.
- Identify, cultivate, solicit, and steward Associates prospects
and engage new and current members for the Associates program with
a focus on non-alumni constituencies.
- Actively identify and manage a portfolio of assigned prospects
and develop and implement donor cultivation, solicitation, and
- Responsible for a specified portion of Associates membership
and revenue goals.
- Collaborate with ADR colleagues to increase partnership
opportunities with mutual strategies.
- Familiarize and develop an understanding of key campus programs
and priorities to facilitate matching donor interest with Institute
- Build strong relationships with donors and prospects, faculty,
alumni, and volunteers.
- Participate in the organization and execution of more complex
fundraising programs; contribute to the annual calendar and
operating plan through membership, marketing, and development
- Partner in execution special campaigns/initiatives, submission
of Gift/Pledge Agreements and proposals
- Partner with ED and marcom AD to create membership growth
strategies and campaigns, including appeals, regional efforts, and
prospecting; messaging on recruitment of new and upgrading current
members; suggestion for member profiles.
- Conduct new member welcome meetings.
- Contact reports filed in a timely manner.
Board and Committee Support and Development
- Serve as staff liaison, in partnership with ED and Committee
Chairs, for the Membership, Northern California, Orange County,
Westside, and East Coast Committees of the Associates Board. This
includes developing membership growth and engagement strategies,
participating in meetings, and providing oversight of materials,
minutes, reporting, goals, and data analytics.
- In partnership with the Executive Director, provide leadership
for Board member recruitment, engagement, and reporting. Lead New
Member Board Buddy Program and helps facilitate committee member
outreach focused on member stewardship, engagement, and
Data and Analytics
- Provide oversight for the gathering and production of quarterly
membership metrics and analytics reports for the Executive
Director, Board and Committees.
- Provide statistics for current and potential target markets
enabling Associates leadership to make informed decisions and
achieve strategic goals.
- S. /B.A. or equivalent with five or more years of related work
- Demonstrated fundraising experience soliciting and closing
gifts at five figures or more.
- Expert knowledge of CRM database systems such as Raiser’s Edge
- Strong computer skills, specifically with Microsoft Word,
Excel, FileMaker, and database tracking systems.
- Strong ability to manage, analyze, and present data for
fundraising and membership goals.
- Exceptional interpersonal skills and diplomacy with outstanding
social skills, instincts, judgment and integrity and proven
experience developing deep, lasting relationships with donors and
- Significant experience with volunteer recruitment and
- The candidate must be an ambitious and motivated professional
with strong experience working in, and leading, collaborative and
- Must have the ability to work well under pressure, participate
in a fast-paced environment, to maintain creativity, and to manage
several multifaceted projects simultaneously and independently
while meeting aggressive deadlines.
- Possess high degree of integrity and enthusiasm for the
- Evening and weekend work required.
- Some travel required.
- Previous work experience in a non-profit organization,
preferably higher-ed and experience with volunteer management is
- Familiarity with Caltech administrative procedures is a
- Experience with membership organizations and a strong
understanding of how to grow membership.