The Director of Major and Principal Giving is responsible for developing and directing effective individual, corporation and foundation donor strategies to ensure the growth of relationships and communication with our largest donors.
The goal of this activity is to ensure increased philanthropic dollars raised at this level for the University of Waterloo.
S / he works directly with the President, VP Advancement and the AVP Advancement Strategy; advising, supporting and assisting them in meeting the University’s fundraising goals as they relate to the University’s top donors / prospects.
He / she will also prepare and accompany the President, VP Advancement and AVP Advancement Strategy on calls and oversee preparation, execution and follow-up activity for donor meetings that involve the President to ensure that they align with the institutional strategy and goals of the University.
develop and implement tailored action plans / strategies for identifying, cultivating, soliciting and stewarding prospectsComplete 75-80 calls with Top 100 individual, corporations / foundation prospects / donors, with 50% or more being face to face, and at least 50% with the President or other uWaterloo senior leadersResponsible for generating $10M plus in new donor commitment annuallyAnalyze and interpret research and data on corporate growth / change (mergers, acquisitions, share prices, impact on change in leadership etc.
and apply it to fundraising strategyInitiate and manage complex donations, bequests including complex multi vehicle gifts both current and deferredDevelop and maintain a good working knowledge of the University’s activities and priority projectsDirect the development and review of proposals, strategies, gift agreements, stewardship plans and events developed for Principal Gift prospects / donorsDevelop new markets and opportunities to support priority projects in geographic areas identified through strategic planning and consultation with the VP Advancement and the AVP Advancement StrategyAssist in the design and implementation of a comprehensive annual and long-range strategic plan for the Advancement Strategy team, which may be annual operating or campaign orientedAssist in the design and implementation of special projects as neededManagementAssume the day to day administrative and supervisory responsibilities for the Team during the frequent absences of the AVP Advancement Strategy due to a demanding travel scheduleAssume direct management and supervisory responsibilities as the team grows to meet the resource needs of the Campaign PlanAssist in the development, implementation and evaluation of operating procedures and policies related to the efficient and effective operation of the principal gifts portfolioResponsible for managing / orienting senior volunteers for the purpose of making fundraising callsAdministration and ReportingEnsure compliance with all relevant University policies, procedures and processesRecord detailed notes for prospect tracking and clearance systems, and prepare regular progress reporting on fundraising targets through standardized reporting tools to gauge the effectiveness of activity on ongoing donor strategiesCommunication and Internal CollaborationEncourage close collaboration and sharing of knowledge and expertise between colleagues in Central Office (OA), the Faculties / Colleges and other UWaterloo business unitsDirect the development and application of strategies with relevant Faculty Advancement Directors, Institute Directors and other university staff, faculty and senior administration to acquire funds in the range of $1M-20M plusDevelop and leverage partnerships with Office of Research, Co-operative Education, Advancement Services and Alumni Relations to maximize revenue generation and build broad based relationships with large corporationsEnsure that all University leaders, faculty and staff involved in the strategy for a prospect / donor are consulted and involved in the implementation of pan-university fundraising plansQualificationsCompletion of a Bachelor’s degreeCFRE certification and an advanced degree would be an asset8+years of progressive fundraising experience with a proven track record of achievement and success with raising funds at the $1M plus level from individuals, corporations and foundationsExperience with people management (directly or indirectly) considered an assetAbility to thrive under pressure andjuggle multiple timelinesStrong negotiation and mediation skillsEase in interacting with a diverse client base both internal and external to the UniversityA working knowledge of the university environment is a definite assetDemonstrated competency in critical and strategic thinkingExceptional communication and interpersonal skillsExcellent judgment and ability to nurture key relationshipsRegular Full-Time