The Regional Development program is responsible for the identification, cultivation, solicitation, and stewardship of major gifts from individuals through extensive field contact with national prospective donors. The development staff works with donors to determine the appropriate gift vehicles, including cash, securities, real property and other. The development officer coordinates his or her efforts with unit based development officers, central development professionals, and other University personnel where appropriate. This position requires significant national travel.
Major Gift Development • Make assessment calls, cultivate, solicit, provide recognition and steward appropriately leadership and major gifts for the University, with an emphasis on gifts at the $50,000+ level.
• Manages a significant portfolio of major, leadership and principal gift donors and prospects. Takes timely and strategic steps in moving prospects through the major gift cycle of identification, qualification, cultivation, solicitation, and stewardship. Utilizes various giving methods such as current, deferred giving, and non-cash gifts.
• Builds and maintains a portfolio of approximately 150 major gift prospects, to ensure that timely steps are taken toward solicitation, closure, and stewardship. Performance expectations for this level of gift officer include approximately 15 to 20 solicitations per year at $50,000 with three at $250,000. Total annual gift production expectations for this level of position range from approximately $750,000 to $2 million. The candidate selected will work closely with prospect management and development leaders to set appropriate annual goals.
• Develop and implement fundraising and engagement strategy for each prospect. Collaborate with unit or UMF partners as needed
• Utilize both current and planned gift opportunities to best meet donors’ needs, interests, and financial capabilities.
• Provide regular progress reports on the prospect cultivation and solicitation, and complete and file thorough reports of all contacts in a timely manner.
Plan and Coordinate Regional Donor Logistics and Follow-up • Review research reports and information from the University donor management system database on assigned donors and prospects. Plan trips and call donors to set appointments for visits. Build relationships for the University with donors while collaborating with collegiate units. Effectively present the case for philanthropic support of the University and explain gift opportunities. Follow up with correspondence, phone calls and additional visits as appropriate to close gifts.
• Position will require travel as necessary to meet the prospects – generally targeting 10-15 personal, one-one meetings on average a month.
Projects and Additional Activities • Participate or lead special projects, as assigned. Handle other duties and assignment as might be required (some examples include serving on development search committees and process improvement committees).
• Baccalaureate degree. • Minimum of five years of professional development experience in individual giving, with demonstrated ability to promote and successfully solicit major gifts of $50,000 or more; or seven or more years of experience in marketing, consultative sales, public relations, financial advisement or related field where you were responsible for cultivating/soliciting and maintaining long-term, trusting client relationships (either individual or business) for provision of services. • Demonstrated experience and success in donor/prospect cultivation and solicitation process. • Ability to promote and successfully solicit major gifts by identifying major gift prospects, managing caseload, designing and implementing cultivation and solicitation strategies and ensuring follow-up activities and stewardship in a collaborative environment. Or, comparable individual relationship building experiences with individuals of significant financial resources. • Demonstrated communications and interpersonal skills and success in working in a team setting. • Demonstrated ability to work effectively with diverse populations.
Preferred: • History of motivating individuals to make personal $50,000+ gifts; demonstrated experience in collaborative donor/prospect cultivation and solicitation process, including use of volunteers. • Knowledge of planned giving programs. • Strong commitment to a major, land-grant, research, urban university. • Campaign experience.
American with Disabilities Act (ADA) Requirements: Office environment including standing and sitting at desk, use of PC, occasional lifting of approximately 10#.
Background Check Requirement: Employment is contingent upon a satisfactory background check. A satisfactory background check is the absence of a criminal record which bears a demonstrable relationship to the applicant/employee’s suitability to perform the required duties and responsibilities of the position.
University of Minnesota Foundation McNamara Alumni Center 200 Oak Street SE, Suite 500 Minneapolis, MN 55455-2010 www.give.umn.edu
The University of Minnesota shall provide equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression.
About University of Minnesota Foundation
The University of Minnesota Foundation (UMF) operates as a separate nonprofit organization with the sole purpose of supporting the University. It has been designated by the University of Minnesota’s Board of Regents as the central development office for the University, responsible for raising and managing private gifts to the University.UMF includes development professionals working in dedicated medicine and health areas, regional development, and University-wide giving, as well as central services staff who support the U's development enterprise through functions such as finance, information systems, and marketing and communications. Guided by its vision, mission, and values, UMF seeks to engage the private sector to inspire greatness at the University of MInnesota.