The Leadership Annual Giving (LAG) Program is responsible for the identification and solicitation of leadership annual gifts from research identified prospects and a select portfolio of University of Minnesota alumni, friends, parents and constituents. The LAG officers qualify and solicit individuals capable of making leadership gifts of $1,000 to $25,000 to the University with a goal of increasing annual giving and developing a strong pipeline of major gift donors. Additionally, this position will work collaboratively with central and unit based development officers on the qualification and referral of current major gift prospects.
Responsibilities: Prospect Identification, Solicitation and Referral
Partner with the prospect research department to identify and contact individuals with capacity to make gifts at the leadership annual giving level.
Contact, via telephone, email and other methods, identified prospects to secure 1:1, face-to-face visits.
Conduct personal visits with prospects to present leadership annual gift solicitations ranging from $1,000 - $25,000. Utilize a variety of gift vehicles including multi-year pledges.
Make assessments to qualify prospects as current major gift prospects ($50,000 or more) and collaborate with central and unit development officers to refer prospects.
Build a portfolio of Leadership Annual Giving and Major Gift prospects to ensure that timely steps are taken toward soliciation, closure, referral and stewardship. Performance expectations for this level of gift officers include approximately 180 personal visits per year, 108 solicitations per year, 4 qualified major gift referrals per year, and gift production of $100,000 per year.
Manage long-term major gift prospects who have interests in multiple areas across the institution.
Program, Stewardship and Data Management
Complete associate development officer training, achieving benchmarks and progressive professional objectives
Ensure the appropriate stewardship process is in place and executed for all donors within assigned portfolio and, in collaboration with development officers, implement strategy for engagement
Provide regular progress reports on prospect cultivation and solicitation, and complete and file thorough reports in Donor Management System (DMS) of all contacts in a timely manner
Participate in special projects, as assigned. Handle other duties and assignments as might be required
Attendance at occasional local evening and weekend events
Local travel required
Participate in cross functional collaboration in the space of diversity, equity, and inclusion.
Minimum of Bachelor’s degree required, and two years demonstrated ability to successfully solicit annual gifts; or experience in marketing, sales, public relations, financial advisement or related field with emphasis on relationship cultivation and solicitation of individuals/businesses.
Demonstrated success in working independently, but also collaboratively in a team setting, with emphasis on communications, interpersonal skills, and engaged listening.
Proven track record as a self-motivated and target driven professional with excellent time management skills.
Outstanding oral, written, and interpersonal communication skills. Ability to communicate clearly and succinctly through strong phone, e-mail and written communications. Demonstrated ability to be effective in a variety of formal presentation settings including one-on-one, small and large groups.
Ability to use creativity, reasoning, past experience, information and available resources to resolve issues in a timely manner.
Ability to build and maintain effective relationships with client/donors and colleagues.
Demonstrated ability on client/donor focus and proven adaptability to different personality types.
Strong commitment to being donor-centered in our approach while sharing the University and units' messages.
Two (2) years of experience calling, conducting face-to-face appointments with an emphasis on building a portfolio of donors or clients and closing gifts or completing a sales cycle.
Demonstrated knowledge of basic business terminology, financial matters and the ethical, legal, confidential and tax-related issues regarding the solicitation, transfer, and management of charitable gifts.
Internal Number: 339745
About University of Minnesota, Twin Cities
The University of Minnesota, founded in the belief that all people are enriched by understanding, is dedicated to the advancement of learning and the search for truth; to the sharing of this knowledge through education for a diverse community; and to the application of this knowledge to benefit the people of the state, the nation, and the world.