Principal Gifts Analyst
Santa Clara University
Department: Development Principal Gifts
Part Year: No
FLSA Status: Exempt
Standard Hours (hours per week):
Reporting to the Associate Vice President, Principal Gifts (AVP), the Principal Gifts Analyst will manage the collaboration of efforts to engage Santa Clara University's highest capacity prospects by identifying the intersections between University assets and donor interests. In addition to seeing opportunities at the strategic level, this person will have strong research abilities, project management skills and experience in guiding project work in support of Principal Gifts efforts. This person must have strong interpersonal skills and the ability to effectively interact with prospects, donors, staff and faculty at all levels.
The Principal Gifts Analyst works collaboratively with partners across the University to discover and implement new Principal Gifts donor engagement strategies for the University's campaign. The diversity of workload requires leadership, innate curiosity, flexibility, efficiency, attention to detail, and the ability to prioritize tasks and meet deadlines for a wide variety of assignments. This position also requires tact, diplomacy and confidentiality in dealing with members of the University community and the University's top donors. This teammate will play a vital role in the successful growth of the Principal Gifts program.
In addition to the critical discovery role, he/she will manage and triage workflow supporting Principal Gifts fundraising efforts. This staff member will require strong project management skills and experience in guiding project work in support of Principal Gifts efforts. This role requires intelligence, experience, sensitivity, diplomacy and an understanding of high-level relationship building and strategies involved in securing complex gifts.
The ideal candidate will be comfortable participating in conversations around strategic fundraising development as well as managing tactical day-to-day donor movement deliverables.
Essential Duties and Responsibilities:
Works collaboratively with the AVP and the Principal Gifts team, as well as other University partners to:
1. Identify prospective donors at the transformational level among Santa Clara Universitys alumni, parents and friends in collaboration with the Prospect Management and Analytics team. Principal Gifts charter is to drive transformational gifts through the management of the Universitys Top 200-250 prospects/donors and the Top 150 next generation high capacity prospects.
2. Assist in developing effective, high-level and customized prospect strategies that lead to deeper and more meaningful engagement of the Universitys top 200 prospects and significantly more and larger gifts in excess of $5M.
3. Interact in a thoughtful and professional manner with Principal Gifts prospects and donors. Initiate and prepare information on salient topics for prospective donors and respond to donor inquiries.
4. Meet regularly with academic units, directors of external relations, deans and directors, and faculty, in order to understand the academic priorities of the University and identify funding opportunities at the highest level. There are nearly 900 faculty members at Santa Clara University. Discover and stay abreast of the academic projects and priorities on campus. Create a database of information that will be selectively offered to Principal Gifts prospects/donors, facilitating connections between donors interests and the Universitys mission.
5. Drive the ongoing interaction with various administrative and academic leadership when their participation is key to Principal Gifts strategies. Ensure that research, cultivation, solicitation and stewardship strategies are developed and executed within a specified period of time and that the strategies are being followed and adjusted, as appropriate.
6. Participate in the development of well-researched, well-written, well-documented proposals for Principal Gifts prospects. These proposals are often complex and highly individualized requiring close collaboration with leadership and academic leaders/faculty to help define projects that will enhance Santa Clara Universitys ability to attract transformational gifts.
7. Coordinate all information, material and recordkeeping for and about donors and prospects at the Principal Gifts level. Assist in the development and oversight of a systematic tracking program for the Universitys highest-level donors.
8. Facilitate, in concert with the Donor Relations team and Office of University Events and Protocol, unique events especially tailored to the very highest capacity prospects/donors. These events will be developed with the intent of raising the donor experience to a new level of excellence and are meant to create a very specialized experience for this small and exclusive group of prospects/donors. In addition to social gatherings, events might include special conferences and symposiums.
9. In collaboration with the Donor Relations team, create and develop highly personalized/customized stewardship and donor relations plans for the Universitys highest capacity prospects/donors. Consult on adjustments and periodic updates to stewardship plans for donors already in the Principal Gifts teams portfolio.
10. Prepare specialized briefing materials for Principal Gifts prospects and donors for use by the President and Presidents Staff, Chancellor, Vice President of University Relations, the AVP for Principal Gifts, Principal Gifts team and Deans/Directors, as needed. Materials will be used for cultivation, solicitation, and stewardship of Principal Gifts prospects.
11. Prepare briefings and talking points for Principal Gifts prospect/donor meetings.
12. Using the Universitys donor database CLARA and other tools, produce and analyze prospect data; develop and manage Principal Gifts pipelines for presidential funding priorities. Provide trend analysis of Principal Giving and prepare special reports for senior leadership, as needed. Manage tickler system that includes a minimum of two touches per year per prospect and a new pledge reminder system.
13. Other projects and duties as assigned.
Provides Work Direction:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment.
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.
Considerable time is spent at a desk using a computer and phone.
Required to frequently travel to outside constituent meetings.
Required to travel to other buildings on the campus.
May be required to attend conference and training sessions within Bay Area or in-state or out-of-state locations.
The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job.
Typical office environment.
Mostly indoor office environment with windows.
Offices with equipment noise.
Offices with frequent interruptions.
Driving related to meetings with external constituents.
Meeting with external constituents at off-campus locations including other offices, restaurants, other private and public venues.
Strong working knowledge and understanding of campaign fundraising and donor relations concepts, principles, procedures and techniques. Campaign experience highly preferred.
This position requires knowledge of the University, its initiatives and goals.
Understanding and appreciation of the mission of Santa Clara University and the vision and values of a Jesuit Catholic educational institution.
Must be a goal oriented and self-motivated individual who can demonstrate accountability, initiative, creativity and focus in a rapidly changing and intellectually stimulating environment.
Demonstrate strong interpersonal skills and the ability to collaborate, build alliances, and achieve results within a population that may possess competing interests, opinions, and/or expectations.
Demonstrated sound judgment in situations requiring independent decision-making and in handling confidential and sensitive information.
Positive attitude, sense of humor and flexibility.
Exceptional verbal and writing skills, preferably demonstrated in an academic setting.
Excellent computer skills; proficiency in using advanced functions of word processing, Excel and web resources.
Proficiency in using fundraising database (or similar CRM database) and in conducting research.
Demonstrate a level of comfort working and communicating with top executives, community leaders and/or University leadership.
Ability to motivate, build long-term relationships with and gain the respect of internal and external colleagues and donors.
Ability to identify and implement gift strategic planning and solicitation strategies in support of strategic initiatives.
Ability to execute sophisticated events for a wide variety of constituents.
Ability to manage time and work load to multitask and achieve goals in a deadline driven environment.
Demonstrate a genuine appetite to contribute to a collaborative, ethical, and professional team environment.
Must be willing to travel, work evening and weekend hours and have a valid drivers license and automobile for local travel (mileage is reimbursed under federal guidelines).
Demonstrated ability to multitask in a deadline driven environment with a healthy attitude to attaining goals; to work independently and as a member of a staff team; to exercise sound judgment and discretion; to promote collaboration.
Education and/or Experience:
Bachelors degree required.
Advanced degree preferred.
Seven years professional experience in institutional development and alumni relations or a related field is required.
Open Until Filled: Yes
Special Instructions to Applicants:
To view the full job posting and apply for this position, go to https://jobs.scu.edu
About Santa Clara University
Santa Clara University is a comprehensive Jesuit, Catholic university located in Californias Silicon Valley, offering its 8,800 students rigorous undergraduate curricula in arts and sciences, business, and engineering, plus masters, Ph.D., and law degrees.
Distinguished by the highest retention rate and ranked second among all masters universities in the West by U.S. News and World Report, Santa Clara University is Californias oldest operating institution of higher-education. The University is focused on creating an academic community that educates citizens and leaders who will build a more just, humane, and sustainable world.
Santa Clara University is an Equal Opportunity/Affirmative Action employer, committed to excellence through diversity and inclusion, and, in this spirit, particularly welcomes applications from women, persons of color, and members of historically underrepresented groups. The University will provide reasonable accommodations to individuals with a disability.
Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website at http://www.scu.edu/cs/. To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.
Copyright 2017 Jobelephant.com Inc. All rights reserved.
Posted by the FREE value-added recruitment advertising agency