Research and Stewardship Manager, University Advancement (R0005538)

Summary:  

In University Advancement, we believe in equity, not just equality. We understand that in order to develop a fully engaged constituency; individuals must receive equitable treatment instead of equal treatment. Establishing equality means treating everyone the same. Equity necessitates transforming our community to meet the needs, interests and cultural norms of our University Advancement staff.

The Research and Stewardship Manager performs a variety of functions in fundraising and outreach in the highly collaborative team of Corporate and Foundation Relations (CFR) including: stewardship, reporting, and project management as well as collecting, interpreting, analyzing, and documenting information on CFR donors and prospects to inform fundraising strategy. Reporting to the Associate Vice President of Corporate and Foundation Relations, this position also manages data and office operations.   This Job Is For You If You Are Able To….

 

• Provide primary administrative support for the Associate Vice President and Director of Corporate and Foundation Relations. Manage the day-to-day operations of the Office of Corporate and Foundation Relations as well as the department’s annual budget and expense reports.
• Support the Assistant Director in managing customized CFR stewardship reports from concept to completion (i.e. publications and interim and final reports for corporate and foundation donors). As assigned, responsible for completing some stewardship reports independently, with team guidance as needed. 
• Utilizing the Deacon Advancement Database (DAD) and customized reports, prepare the monthly CFR Dashboard, and develops other activity reports as requested. Using comparable methods and liaising as needed with Alumni and Donor Services (ADS), compile all the information necessary to complete CFR’s Annual Plan, under the leadership of the Director of CFR.
• Monitor, research, and identify corporate and foundation funding opportunities, trends, and prospects using all relevant resources, with a special emphasis on complex, multidisciplinary projects and priorities as assigned. Disseminate this information, with special emphasis on existing RFPs, within the team and to others on campus as directed.
• Support the Assistant Director as CFR liaison with offices across campus, including Offices of the President, Provost and Deans, to schedule  corporate and foundation site visits and stewardship events Also provides comprehensive logistical support throughout planning and execution of these visits and events.
• Regarding site visits and events, create briefings for the President, Provost and other senior administrators, including bios and related documentation. Liaise with UA’s Office of Presidential Advancement as needed.
• Craft, review, and/or edits certain correspondence (i.e.  letters, reports, proposals and publications), with a special emphasis on required acknowledgement letters.
• Assist the Associate Vice President and Director of CFR in organizing and conducting internal meetings, including strategy sessions with development colleagues, and gathering, analyzing, and disseminating information such as briefing documents and agendas for these meetings.
• Support and advance CFR’s data and document management through utilization of the Deacon Advancement Database (managing the team’s plans, steps and opportunities), OnBase and electronic files.
• Develop processes and standardized procedures to help improve CFR operations.
• Manage and update CFR’s website with a special emphasis on University grant-seeking policies and procedures.
• Have high standards for work and be proud to contribute to a mission-driven organization
• Contribute to a transparent and equitable organizational culture where ethical and equity policies and practices are understood and lived out by all staff.
• Have a passion for workplace diversity and inclusion.
• Get excited about the prospect of joining a team that is making a difference in people’s lives every day.

What Skills Do You Need?

• Bachelor’s degree required, with a minimum of one to three years of experience in a non-profit or academic environment.
• Excellent writing, proofreading, and editing skills.
• Ability to conduct research, compile and analyze information, and prepare reports.
• Ability to establish priorities, balance multiple assignments, work under time constraints, meet deadlines, and demonstrate flexibility in instances of shifting priorities with a strong sense of accountability.
• Ability to work independently and as part of teams, including diverse professionals in University Advancement and across the University.
• Possesses an aptitude for critical thinking and problem solving, ability to think strategically about the potential implications of information found and able to make judgment calls as appropriate.
• Mature judgment in handling sensitive and confidential information.
• Effective communicator; able to work well with all levels of colleagues and to employ verbal, written and visual communication strategies that best serve the purpose at hand.
• Strong proficiency in Microsoft Office, Google Workplace, and other relevant software, such as Blackbaud.
• Knowledge of budget management.
• Demonstrated willingness to receive feedback and update skills on a continual basis.
• Ability to work occasional evening and weekend hours as needed.
• Maintain respect for the dignity and abilities of all people.
• Commitment to the mission and values of University Advancement and a commitment to equity, particularly racial equity, with a willingness to proactively learn about it and integrate it into all aspects of the work.

 Desired Skills and Abilities: As the incoming Research and Stewardship Manager you will possess many, though perhaps not all, of the following characteristics and qualifications:

• Experience in educational fundraising is desirable.

 Accountabilities:

Responsible for own work

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply for jobs unless they meet all requirements listed in the job description. In University Advancement at Wake Forest University, we are dedicated to building a diverse, inclusive and authentic workplace. If this role appeals to you, but your past experience doesn’t align perfectly with every qualification on the job description, we encourage you to apply. You may be just the right candidate for this or other roles.

Note:

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by the employee’s supervisor.

Additional Job Description:

To help provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.

Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply.

Wake Forest University is committed to providing access and reasonable accommodation in employment for individuals with disabilities.