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Philanthropy Advisor II (Major Gifts)

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University of Lethbridge

3mo ago

  • Job
    Full-time
    Mid, Senior & Expert Level
  • Consulting
    Sales & Business Development
  • Lethbridge

AI generated summary

  • You should have a bachelor’s degree, 4-7 years in major gifts (8-10 preferred), CFRE preferred, and ideally be a member of AFP or CAGP. Criminal record check required.
  • You will analyze donor potential, develop strategies, conduct meetings, match interests with fundraising priorities, provide donor updates, ensure compliance, and collaborate with campus partners.

Requirements

  • Bachelor’s degree preferred
  • Minimum 4-7 years (8-10 preferred) of progressive experience, ideally within higher education, with a demonstrated track record of success securing major gifts of $25,000 or more and deferred gifts/bequests
  • Preference for candidates with CFRE
  • Active membership in AFP or CAGP an asset
  • Note: The successful candidate will be required to provide a satisfactory Criminal Record Check.

Responsibilities

  • Analyze, interpret, and determine the ability, capacity, linkage and interest of individuals, corporations, and Foundations to donate to the University;
  • Develop and execute research, proposals, donor strategies, and briefing notes for volunteers and senior administrators while maintaining confidentiality of sensitive information;
  • Execute highly confidential meetings with potential donors to collect an inventory of their interests and ability to donate;
  • Execute internal and external face-to-face meetings, campus tours, events, emails, phone calls and letters to build a relationship with potential donors and inform them of opportunities to donate;
  • Match potential donors’ interests with approved fundraising priorities and advise potential donors of such opportunities by making a direct appeal for their donation;
  • Prepare and provide regular updates to donors on the impact of their gift which demonstrates the University’s gratitude and encourages the donor to make additional donations;
  • Ensure compliance with University gift acceptance policies, accurate recording of gifts and donor history in the CRM;
  • Collaborate with a wide array of campus partners to identify and articulate University fundraising priorities and opportunities to prospective donors;
  • Provide philanthropic counsel across the institution on major gifts and other issues related to CRA compliance, donor relations, fundraising strategy, ethics and gift negotiations ensuring staff are empowered and assisted in securing donations.

FAQs

What is the main responsibility of the Philanthropy Advisor II (Major Gifts)?

The main responsibility is to create strong relationships and build philanthropic engagement between the University and its alumni and friends, managing a portfolio of high-capacity donors and achieving fundraising goals.

What qualifications are preferred for this position?

A Bachelor’s degree is preferred, along with a minimum of 4-7 years (8-10 preferred) of progressive experience in higher education, demonstrating a successful track record of securing major gifts of $25,000 or more.

Is there a preference for additional certifications?

Yes, preference is given to candidates with a CFRE (Certified Fund Raising Executive) designation, and active membership in AFP (Association of Fundraising Professionals) or CAGP (Canadian Association of Gift Planners) is considered an asset.

What type of donor interactions will the Philanthropy Advisor be expected to conduct?

The Philanthropy Advisor will engage in highly confidential meetings, face-to-face interactions, campus tours, events, and various forms of communication to build relationships with potential donors and inform them of giving opportunities.

What is the starting salary range for this position?

The starting salary range (at 1.0 FTE) is $63,255.50 to $79,575.80 annually.

Does the position require a Criminal Record Check?

Yes, the successful candidate will be required to provide a satisfactory Criminal Record Check.

Where is the campus located for this position?

The campus for this position is located in Lethbridge.

What is the employment group associated with this position?

The employment group associated with this position is APO (Administrative Professional Officer).

What are the key elements evaluated in donor analysis?

The key elements evaluated in donor analysis include the ability, capacity, linkage, and interest of individuals, corporations, and foundations to donate to the University.

Will the Philanthropy Advisor need to prepare updates for donors?

Yes, the Philanthropy Advisor is responsible for preparing and providing regular updates to donors on the impact of their gifts, demonstrating the University’s gratitude and encouraging continued support.

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University of Lethbridge

Founded in 1967, ULethbridge is one of Canada's top ranked universities and leading research institutions.

Education
Industry
1001-5000
Employees
1967
Founded Year

Mission & Purpose

The University of Lethbridge is one of Canada's most influential academic and research universities. We provide our undergraduate and graduate students an unparalleled university experience. Visit us at ulethbridge.ca.