Director of Philanthropic Planning and Outreach
Heidelberg University, Tiffin, OH, United States
Director of Philanthropic Planning and Outreach *GENERAL PURPOSE: * Reporting to the Associate Vice President for Advancement, Alumni, and Community Relations, the Director of Philanthropic Planning and Outreach develops programs and strategies to identify, cultivate, track, and solicit alumni, parents, foundations, corporations, and friends of Heidelberg for gifts to fund institutional priorities. The Director of Philanthropic Planning and Outreach carries a portfolio of up to 150 prospects, in order. This position will also be knowledgeable in estate and planned giving and will be a significant contributor to the planning, organization, and strategic implementation of other key initiatives to secure ongoing financial resources for the university. *SUPERVISION RECEIVED: * Reports directly to the Associate Vice President for Advancement, Alumni, and Community Relations. Works closely with the University President as needed. SUPERVISION EXERCISED: The Director of Philanthropic Planning and Outreach is responsible for identifying, cultivating, and successfully soliciting prospects to support key institutional objectives. They work collaboratively with AACR staff as needed for successful outcomes on specific projects. *ESSENTIAL DUTIES AND RESPONSIBILITIES: * Represents Heidelberg University in the cultivation, solicitation, and stewardship of key major, legacy, and estate gift prospects by helping donors accomplish their philanthropic goals while supporting the strategic needs of the institution. Works with AACR team members and other campus partners in the overall success of Heidelberg University fundraising. Acts as primary manager for a portfolio of up to 150 prospects, to move potential donors in an appropriate and timely fashion toward solicitation and closure, maintaining a balance between discovery, cultivation, solicitation, and stewardship. Identifies, educates, and recruits key volunteers for reunion-year fundraising. Works on special initiatives in support of the Heidelberg Strategic Growth and Action Plan Campaign in addition to future campaigns. Develops solicitation strategies to meet short- and long-term major gift program objectives. Develops marketing strategies with a focus on planned giving. Completes appropriate stewardship activities. Utilizes systems and software (Ellucian Banner and Crescendo) to track and cultivate donors and prospects. Monitors weekly, monthly, quarterly, and annual activity to achieve individual performance measures (e.g. meetings, proposals, major gift revenue). Other responsibilities as assigned by the Associate Vice President. *CORE VALUES AND PERSONAL ATTRIBUTES: * Core values -- models leadership values of integrity, honesty, humility, transparency, respectfulness, diversity, caring, loyalty and accountability in all work. • Intellectual dynamism -- demonstrates mental sharpness, capability and agility. Self-knowledge -- gains insight from successes and mistakes. Personal learning -- seeks feedback and counsel to improve managerial behavior. Peer relationships -- encourages collaboration and cooperation across the organization. Teamwork -- performs most effectively as a hard-working member of a team. Constituency focus -- completes work to meet constituencies' expectations and requirements. Community focus -- brings a spirit of enthusiasm and energy to the campus and town. Requirements DESIRED ATTRIBUTES AND QUALIFICATIONS: * Education and Professional Experience: * (A) Bachelor's degree; and, (B) Five (5) to seven (7) years successful experience of d