Associate Director, Annual Giving Officer - 2 Positions Available

Lehigh University

Lehigh University is an affirmative action/equal opportunity employer and does not discriminate on the basis of age, color, disability, gender, gender identity, genetic information, marital status, national or ethnic origin, race, religion, sexual orientation, or veteran status. Lehigh University provides comprehensive benefits including partner benefits.

This position achieves solicitation, fundraising and visitation goals of the Lehigh Fund, annual fund and Development and Alumni Relations in the incumbent's assigned area, while contributing to the overall participation, dollar, recognition society and discovery goals of the Individual Giving team and Development and Alumni Relations. The Lehigh community takes seriously our commitment to antiracism and The Principles of our Equitable Community.

1. Develop long term relationships with key donors and prospective donors to secure financial support for University priorities. Responsible for raising a minimum of $150,000 in annual commitments for Lehigh
*Analyzes demographics, giving patterns and history to establish fiscal year goals to define strategies to increase giving
*Collaborates with Leadership Gift Officers (LGO) to plan Lehigh Fund asks for LGO-Managed prospects
*Implements segmented communication systems which are donor-centered to target demographic and giving patterns to maximize fundraising results
*Develops and promotes donor recognition initiatives to increase donor retention
*Communicates with constituents and prospects through direct mail, email, class letters, teleconference, etc., through writing, editing,and approving correspondence
*Responds to positive and negative constituent reaction
*Serves as University representative at on- and off-campus events

2. Manages a pool of approximately 250 householded prospects to assure focusing donor engagement with the intent to acquire annual donors and discover new leadership prospects
*Manages the fund-raising cycle for the managed prospects through a combination of cultivation, direct solicitation and stewardship, including a combination of personal visits, personal letters, attendance at events, etc.
*Identifies the interests of the managed prospect
*Develops a planned Lehigh Fund and annual ask for each of their managed prospects by identifying the interests of the managed prospect
*Logs every personal visit, telephone or encounter or other conversation of note in a visit report to maintain a history and planning input source
*Builds the relationship and the giving pattern with the managed prospect to the point of determining whether the prospect should advance to LGO assignment
*100% outreach to prospects within 90 days of assignment
*Quality moves on 100% of contactable assignments within 12 months

3. Cultivate, solicit and steward a portfolio of assigned prospects to secure financial support for University priorities while preparing both customized and standardized proposals, correspondence and reports
*Defines a solicitation plan that supports the overall dollar, participation and Asa Packer Society Membership goals to encourage increased giving and participation during campaigns
*Personally solicits for gifts from prospects (both assigned to the incumbent and unassigned prospects)
*Organizes and segments non-managed prospects by affinity groups, volunteer preference and other criteria to maximize volunteer efforts and fund-raising results
*Develops a schedule of class members segmented on the basis of their giving history, giving potential and managed prospect status; coordinates the assignment of asks with the respective assigned leadership or Lehigh Fund Giving Officers, solicitation committee members and Lehigh Liners (Student Callers)
*Attends and utilizes meetings and events to assist in the donor engagement process
*Develops a giving pyramid of planned asks for prospects individually identified with their respective ask amounts

4. Arrange or staff on and off campus visits, tours, cultivation events and meetings for managed prospects or for a project/regional area. 150 to 180 visits/meetings per year
*Maintains a plan for visiting managed prospects; makes telephone contact well in advance to plan a visitation; brings appropriate Lehigh materials (informational or stewardship-wise) to the meeting
*Determines the donors area(s) of interest and proclivity and potential to give through a series of exploratory conversations, meetings, telephone calls and solicitations
*Devises a visit plan based on the strength of the relationship and the donor's rating, giving history and areas of interest
*Uses the visits to advance through the fundraising cycle for the managed prospects through a combination of cultivation, direct solicitation and stewardship
*Activity with donors completed in a timely manner (within 3 days)

5. Reporting, Records and Accounting
*Document activity within donors in timely manner (within 3 days)
*Ensure that gifts are booked in accordance with gift processing, purpose and University standards; troubleshoot if and/or when discrepancies are discovered
*Provide reports on projects and performance
*Oversee stewardship for assigned prospects and/or constituent and project area

6. Volunteer Management and Engagement
*Collaborates with Advancement Team, University Faculty and Staff to identify and recruit prospective Fundraising Leadership (i.e. Class Agents and Reunion Giving Chairs)
*Provides clear volunteer job descriptions and expectations; provides resources to train volunteers (training manuals, instructions, etc.)
*Provides resources to train volunteers (Training Manuals, Instructions, Etc.)
*Manages the process of assigning prospects to volunteers, where applicable
*Communicates past history, class potential and current progress with leadership through direct mail, email, class letters, teleconference, etc.
*Implements a plan for recognition and stewarding volunteers to promote volunteer retention; evaluates volunteer performance

Grade: 9 - 40

Position Number: S80910 & S87030

Special Considerations

The duties of this position may allow the employee to work partially remote as deemed appropriate by the supervisor

Variable shifts/schedule; evenings and weekends

This position is responsible for driving university-owned vehicles as a routine function, therefore a valid Driver's License and a good driving record is required

Will sometimes need to climb or balance, stand, use hands to touch, handle or feel, reach with hands and arms, sit, stoop, kneel, crouch or crawl and lift up to 25 pounds

Qualifications

Bachelor's Degree or equivalent combination of education and experience

Three to five years related work experience

Excellent communication, interpersonal skills and a high level of customer service required

Ability to build, foster and maintain positive professional relationships

Excellent attention to detail, organizational skills, time management and sound judgment

Solid analytical, decision making and problem-solving skills

Excellent computer skills with experience using word processing, spreadsheet, database and presentation software

Successful completion of standard background checks including but not limited to: social security verification, education verification, national criminal background checks, motor vehicle checks, PATCH, FBI fingerprinting, Child Abuse Clearance and credit history based upon the requirements of the position

All Lehigh faculty and staff are required to be fully vaccinated and receive a booster shot six months after their second vaccine; unless they receive an approved medical or religious exemption from the requirement.

Only complete applications will be considered therefore please complete the application in its entirety. Once the posting is removed from the website applications may no longer be allowed to be completed.

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