About University School of Milwaukee:
University School of Milwaukee (USM) is an
educational leader in Wisconsin, and is ranked among the top
college-preparatory schools in the United States. Students in
grades PK-12 are engaged, encouraged, supported, and motivated to
achieve excellence in academics and beyond. Our faculty and staff
are talented and passionate. Our academic courses and
extracurricular activities are outstanding. The student body is
motivated, and our alumni and parent communities are actively
invested in USM’s success.
Our primary goal is to ensure that our students receive
the best possible balanced education, in every sense of the word.
To achieve this, we have continually invested in faculty,
curriculum, programs, facilities, and financial planning for the
future. As part of the recent comprehensive Our Common Bond
campaign, which spanned five academic years from 2015 to 2020, the
USM community provided significant philanthropic support for
several major strategic initiatives. This included considerable
endowment growth (currently valued at $100,000,000) for financial
aid, faculty compensation, a Fund for Student Success, the Kramlich
Family Distinction in Innovation, and so much more. Capital
improvements included the creation of the Lubar Center for
Innovation and Exploration, the Jack Olson ’67 Commons Upper School
dining hall, the Palermo Family Servery, a Fine Arts addition
highlighting the new Sardas-Trevorrow Band Room and the Stratton
Family Orchestra Room, the Lower School’s Lee Community Room where
we welcome all of our families, and other facility upgrades. In
total, more than $30 million (14% over goal) was invested to
support student learning, professional development, and
life-enriching experiences for our families. Including, our largest
collective-gift to the annual USM Fund of $6.8 million over the
span of the Our Common Bond campaign.
Most recently, two passionate groups of donors helped to
advance two important capital projects for our athletic department:
Wildcat Park, an all-synthetic turf baseball field and stadium, and
two golf simulator training platforms. Both of these projects,
along with the strength of our endowment funds and the recent
success of the Our Common Bond campaign, speak to the willingness
of our donors to invest in their school with their “best gift” and
support significant improvements with their thoughtful
Under the leadership of Steve Hancock, who joined USM as head of
school in 2020, University School of Milwaukee embarked on a
thoughtful and inclusive process to develop a comprehensive
strategic plan that will help provide a clear direction for our
future advancement efforts. Grounded in over a century of academic
excellence, the new strategic plan was developed from a position of
strength. The school’s robust enrollment, secure endowment, and
zero debt will enable us to build on an exceptional foundation for
our next comprehensive campaign for our school.
General Summary: Supports the advancement
team’s work to strengthen USM’s donor-centered relationships in
annual giving, capital campaign initiatives, planned giving, and
stewardship. Help facilitate a donor-centered stewardship program
that will be steadfast on our sincere acknowledgement of USM’s
investors, and help position or case for support in significant
constituent markets throughout the country.
Essential Duties and Responsibilities:
- Helps to launch our next comprehensive campaign in support of
the goals developed in our 2022 strategic plan.
- Directs and implements strategies for identifying, cultivating,
and successfully soliciting individuals for gifts of $25 - 100K to
support annual giving efforts, and will solicit gifts of $100K -
$1M in support of strategic capital campaign
- Manages a portfolio of prospects through an active schedule of
solicitation, cultivation, and stewardship calls to current donors
and new prospects.
- Builds relationships among prospective donors, alumni, parents,
and volunteers to support programs and priorities.
- Partners with faculty and members of the leadership team to
align priorities of the school with donor
- Works with the Advancement office database manager to ensure
that potential major and principal gift prospects are properly
qualified, assigned, cultivated, and stewarded.
- Coordinates, writes, and produces appropriate fundraising
materials including, but not limited to, case statements,
brochures, solicitation letters, gift proposals, appreciation
letters, donor reports, and campaign status reports.
- Maintains information on select donors and prospects including
contact reports in the Blackbaud Raiser’s Edge (CRM) system.
Communicates in ways that are donor-centric, while furthering the
mission of USM and our strategic design initiatives.
- Seeks opportunities to travel and meet with donors as
- Supports, collaborates with, and supervises staff as
- Manages several cost-center budget lines for greater
- Meet Advancement office metrics for donor visit preparation,
qualification, contact reports, in-person visits, referrals, and
accurate coding using the CRM system.
- Represents the Advancement office at various board and school
- Provides support to other colleagues in the Advancement
- Assumes other duties as required.
Knowledge, Skills and
- Entrepreneurial, energetic, and goal-oriented
- Experience as lead solicitor, closing a significant number of
gifts between $25K - $1M from major prospects.
- Prior experience working with comprehensive campaigns, alumni
engagement, or in a university or independent school
- Experience working with various technologies including advanced
knowledge and experience with Blackbaud CRM systems, Google Suite,
Microsoft Office, Zoom, mass email applications, and project
- Strong leadership, interpersonal, organizational, and
problem-solving skills with attention to detail.
- The ability to work with ambiguity, navigate a complex work
environment, and manage multiple projects
- The ability to work independently as well as collaboratively to
achieve goals with a commitment to delivering exceptional
- Strong written and verbal communication skills as well as
effective presentation skills.
- Flexibility to accommodate changing priorities and
- High level of professionalism and commitment to confidentiality
with sound judgment and discretion.
- A high level of integrity, warmth, confidence, and positive
- Strong interpersonal skills; capable of using tact and
diplomacy in dealing with others
- High level of maturity, confidentiality, and assertiveness
- Ability to work collaboratively with others and maintain
positive professional relationships, and the ability to work with
other Advancement Office team members and all levels of volunteers
and staff at the school.
- Excellent organizational skills with a strong degree of self-
direction and motivation; ability to constantly search for new
- Ability to provide excellent customer service
- Bachelor's degree minimum
- Ten years of equivalent experience in higher education,
independent school (day or boarding schools), or advancement
offices (development offices) in healthcare or civic nonprofit