Date Posted October 07, 2022
Major and Planned Gifts
Range: $74,953 to $93,692 p/yr
Exempt Duties Summary
Oversees the identification, cultivation, solicitation and
stewardship of major and planned gift donors and prospective donors
for Trinity University, with a focus on parents of Trinity students
as well as current and prospective donors to the University’s
Athletics Program. As a primary front-line fundraiser,
manages relationships with a portfolio of 120-150 households in
order to meet annual performance metrics. Travels extensively
for the university to conduct face-to-face visits both in and out
Maintaining and satisfying minimum attendance requirements are
an essential requirement of this position, including working all
full-time regular hours as established by the supervisor in
addition to any scheduled or emergency overtime.
Duties and Responsibilities
Essential duties and responsibilities may include, but are
not limited to, the following:
- Secures funds for Trinity University by qualifying, cultivating
and soliciting alumni, parents and friends, typically through in
and out of state personal visits and special events.
- Manages and updates portfolio of 120-150 assigned prospects
using moves management best practices. Develops and
implements solicitation strategies for assigned prospects, with a
goal of securing five to eight figure gifts, coordinating with the
principal gifts team, as needed.
- Writes and records contact notes from meaningful interactions
with constituents noting next steps and follow up action
- Establishes effective relationships with university leaders and
key faculty in assigned departments to leverage their relationships
with donor prospects to secure university funding.
- Conducts quarterly portfolio reviews to update donor stage,
reviews proposal status, creates prospect strategy, and creates
stewardship plans for assigned prospects.
- Assists other alumni relations and development departments to
support key initiatives such as, 1869 Challenge, end of fiscal and
calendar year solicitations, Alumni Weekend, etc.
- Cooperates and collaborates with other employees in the spirit
of teamwork and collegiality and interacts with
confidence, patience and integrity to provide professional
leadership during emergencies.
- Complies with all Trinity University policies and
- Performs other duties as required.
All jobs require a current Criminal Background Check (CBC).
May work on weekends and under pressure to meet office
Willingness to work weekends and travel regularly on behalf of
- Limited supervision. Operates independently.
- Five years of fundraising and/or sales professional
- Successful major and planned gifts experience in higher
education or nonprofit fundraising.
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Windows
- Microsoft Word
- Google Suite
- Working knowledge of the trends in major and planned
- Demonstrated history of meeting annual fundraising or sales
goals and working in metrics based, measurable performance
- Demonstrated experience of working with a portfolio of current
and prospective donors that builds a sustainable pipeline of
- Working knowledge of and software platforms including Microsoft
Office and Google Workspace.
- Strong written and oral communication skills.
- Computer literate with knowledge & ability with word
processing equipment & familiarity with data entry and
- Ability to communicate effectively in English with sound
knowledge of spelling, punctuation & grammar.
- Bachelor's degree from four-year college or university.
- Master's degree or equivalent from four-year college or
Physical Demands and Working Conditions
- May lift/carry up to 10 pounds.
- General office environment