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Company Info

California Institute of Technology

Pasadena, CA, United States

Phone:
Web Site: http://www.caltech.edu/

Company Profile


Associate Director, Principal Gifts Strategy


col-narrow-left   

Job ID:

2515

Location:

Pasadena, CA, United States 

Non-Profit Cause:

Education Higher
col-narrow-right   

Job Views:

115

Employment Type:

Full time

Posted:

05.15.2017
col-wide   

Job Function & Level:

TITLE (JOB LEVEL): Director / VP / Chief Officer
Development / Fundraising: Major Gifts

Job Description:

Division/DepartmentDevelopment and Institute Relations
Laboratory 
Work Location (City, State or Country)Pasadena, Ca.
Functional TitleAssociate Director, Principal Gifts Strategy
Job CategoryFulltime Regular
If position is parttime, how many hours per week? 
If position is temporary, is it less than 3 months?No
Benefits Eligible?Yes
Relocation Available?Yes
Emergency Reporting Designation?Essential Non-Reporting
Number of Vacancies1
Desired Employment Start Date 
Position End Date (if temporary) 
Anticipated Salary Range 
Job Summary

The purpose of Development and Institute Relations (DIR) is to foster a thriving and engaged community of support for Caltech. By connecting the people who share and support Caltech’s mission and values, we will ensure the Institute receives the necessary resources to achieve Caltech’s aspirations and sustain its excellence in teaching, research, and scholarship in perpetuity. DIR team members embrace and uphold the values of diversity, integrity, respect, focus, and pride.

The Associate Director, Principal Gifts Strategy will join the Principal Gifts Team (PGT) in Development and Institute Relations (DIR). The principal gifts team provides operational support to a complex and Institute-wide Principal Gifts program designed to achieve a $2 Billion comprehensive Campaign. Reporting to the Director of Principal Gifts Operations, the Associate Director helps to ensure forward momentum of the Institute’s principal gifts portfolio with a focus on programming that expands and diversifies our base of principal gift prospects.

Job Duties

Collaboration
• Ensure principal gifts writing needs are met, prioritize work and establish clear processes with Advancement and Campaign Communications, including proposals.
• Coordinate with Donor Relations to ensure that Trustees as a group are stewarded appropriately.
• Manage and execute on gift agreements in coordination with Prospect Manager and Advancement Services.
• Serve as point of regular communication with Research, Prospect Management, and Analytics teams about principal gift prospect portfolios.
• Establish close working relationships with development officers; become thoroughly familiar with activities and research interests in order to develop compelling gift opportunities. Make appropriate links between faculty and prospective donors.
• Establish and maintain cooperative working relationships with appropriate individuals and teams in DIR.

Program Management & Planning
• Prepare for Trustees meetings including slides for the Campaign Executive Committee meeting.
• Prepare concise, well-organized reports, agendas, summaries, briefing materials, assignments/action steps and correspondence.
• Work with the Director to prepare plans designed to facilitate achievement of goals and objectives. Review and revise at appropriate intervals.

Prospect Coordination
• Responsible for managing the peer screening processes. This includes coordinating with Prospect Management and Research, tracking and ensuring follow up items are completed, and preparing targeted lists for each screener. 
• Monitor cultivation activities of principal gift prospect portfolios and ensure timely solicitations of the Caltech Top200 and beyond.
• Responsible for executing and monitoring the progress of short and long term strategies for principal gift prospects that may reach beyond a single gift, cross disciplines, and require complex gift agreements.
• Create drafts of a wide range of written communications, correspondence, invitations, email and meeting agendas and minutes, in response to donor and prospect activity.
• Document specific strategies and timetables for the successful cultivation and solicitation of individuals, as well as corporations, and foundations.

Job Requirements:

Basic Qualifications

• Bachelor’s degree or equivalent.
• Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational skills required. Outstanding interpersonal and communications skills characterized by the ability to listen, to speak and to write well.
• Strong interpersonal skills, a collaborative working style and an enthusiasm for building bridges between and among key stakeholders.
• Five or more years of development or related experience.
• Demonstrated understanding of the complexities of working with donor prospects at the principal gift level.
• A problem solver who can anticipate challenges and obstacles, and has the intelligence, creativity and tenacity to implement solutions effectively. Ability to switch priorities and be flexible with emerging opportunities.
• Desire to work closely and collaboratively in a team-centered environment.
• Demonstrated ability to manage large amounts of confidential information and records with discretion and tact.
• High ethical standards and donor-centered behavior, a sense of humor, and a reputation for integrity.
• Very strong Microsoft Office Suite skills, especially in Excel and PowerPoint. Experience using fundraising software.
• Ability to work evenings and weekends as needed.
• Strong leadership qualities, including the ability both to delegate and to execute, thereby leading by word and by example required.
• Demonstrate the ability to practice and adhere to organizational values.

Preferred Qualifications

• Advanced degree.
• Familiarity with fund-raising campaigns of several hundred million dollars or more.
• Experience working in higher education, preferably in a complex environment.
• Desktop publishing skills.

Supervisory position?No

Posting Detail Information

 

 
Posting Open Date04/25/2017
Posting Close Date 
Open Until FilledYes
EEO Statement

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability status, protected veteran status, or any other characteristic protected by law.

Caltech is a VEVRAA Federal Contractor. For more information about “EEO is the Law” click here: EEO is the Law


 

Documents Needed to Apply

Required Documents
  1. Resume
  2. Cover Letter

 


JOB LINK: https://jobs.caltech.edu/postings/6207


Company Info


California Institute of Technology
Pasadena, CA, United States
Phone:
Web Site: http://www.caltech.edu/

Associate Director, Principal Gifts Strategy

col-narrow-left   

Job ID:

2515

Location:

Pasadena, CA, United States 

Non-Profit Cause:

Education Higher
col-narrow-right   

Job Views:

115

Employment Type:

Full time

Posted:

05.15.2017
col-wide   

Job Function & Level:

TITLE (JOB LEVEL): Director / VP / Chief Officer
Development / Fundraising: Major Gifts

Job Description:

Division/DepartmentDevelopment and Institute Relations
Laboratory 
Work Location (City, State or Country)Pasadena, Ca.
Functional TitleAssociate Director, Principal Gifts Strategy
Job CategoryFulltime Regular
If position is parttime, how many hours per week? 
If position is temporary, is it less than 3 months?No
Benefits Eligible?Yes
Relocation Available?Yes
Emergency Reporting Designation?Essential Non-Reporting
Number of Vacancies1
Desired Employment Start Date 
Position End Date (if temporary) 
Anticipated Salary Range 
Job Summary

The purpose of Development and Institute Relations (DIR) is to foster a thriving and engaged community of support for Caltech. By connecting the people who share and support Caltech’s mission and values, we will ensure the Institute receives the necessary resources to achieve Caltech’s aspirations and sustain its excellence in teaching, research, and scholarship in perpetuity. DIR team members embrace and uphold the values of diversity, integrity, respect, focus, and pride.

The Associate Director, Principal Gifts Strategy will join the Principal Gifts Team (PGT) in Development and Institute Relations (DIR). The principal gifts team provides operational support to a complex and Institute-wide Principal Gifts program designed to achieve a $2 Billion comprehensive Campaign. Reporting to the Director of Principal Gifts Operations, the Associate Director helps to ensure forward momentum of the Institute’s principal gifts portfolio with a focus on programming that expands and diversifies our base of principal gift prospects.

Job Duties

Collaboration
• Ensure principal gifts writing needs are met, prioritize work and establish clear processes with Advancement and Campaign Communications, including proposals.
• Coordinate with Donor Relations to ensure that Trustees as a group are stewarded appropriately.
• Manage and execute on gift agreements in coordination with Prospect Manager and Advancement Services.
• Serve as point of regular communication with Research, Prospect Management, and Analytics teams about principal gift prospect portfolios.
• Establish close working relationships with development officers; become thoroughly familiar with activities and research interests in order to develop compelling gift opportunities. Make appropriate links between faculty and prospective donors.
• Establish and maintain cooperative working relationships with appropriate individuals and teams in DIR.

Program Management & Planning
• Prepare for Trustees meetings including slides for the Campaign Executive Committee meeting.
• Prepare concise, well-organized reports, agendas, summaries, briefing materials, assignments/action steps and correspondence.
• Work with the Director to prepare plans designed to facilitate achievement of goals and objectives. Review and revise at appropriate intervals.

Prospect Coordination
• Responsible for managing the peer screening processes. This includes coordinating with Prospect Management and Research, tracking and ensuring follow up items are completed, and preparing targeted lists for each screener. 
• Monitor cultivation activities of principal gift prospect portfolios and ensure timely solicitations of the Caltech Top200 and beyond.
• Responsible for executing and monitoring the progress of short and long term strategies for principal gift prospects that may reach beyond a single gift, cross disciplines, and require complex gift agreements.
• Create drafts of a wide range of written communications, correspondence, invitations, email and meeting agendas and minutes, in response to donor and prospect activity.
• Document specific strategies and timetables for the successful cultivation and solicitation of individuals, as well as corporations, and foundations.

Job Requirements:

Basic Qualifications

• Bachelor’s degree or equivalent.
• Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational skills required. Outstanding interpersonal and communications skills characterized by the ability to listen, to speak and to write well.
• Strong interpersonal skills, a collaborative working style and an enthusiasm for building bridges between and among key stakeholders.
• Five or more years of development or related experience.
• Demonstrated understanding of the complexities of working with donor prospects at the principal gift level.
• A problem solver who can anticipate challenges and obstacles, and has the intelligence, creativity and tenacity to implement solutions effectively. Ability to switch priorities and be flexible with emerging opportunities.
• Desire to work closely and collaboratively in a team-centered environment.
• Demonstrated ability to manage large amounts of confidential information and records with discretion and tact.
• High ethical standards and donor-centered behavior, a sense of humor, and a reputation for integrity.
• Very strong Microsoft Office Suite skills, especially in Excel and PowerPoint. Experience using fundraising software.
• Ability to work evenings and weekends as needed.
• Strong leadership qualities, including the ability both to delegate and to execute, thereby leading by word and by example required.
• Demonstrate the ability to practice and adhere to organizational values.

Preferred Qualifications

• Advanced degree.
• Familiarity with fund-raising campaigns of several hundred million dollars or more.
• Experience working in higher education, preferably in a complex environment.
• Desktop publishing skills.

Supervisory position?No

Posting Detail Information

 

 
Posting Open Date04/25/2017
Posting Close Date 
Open Until FilledYes
EEO Statement

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability status, protected veteran status, or any other characteristic protected by law.

Caltech is a VEVRAA Federal Contractor. For more information about “EEO is the Law” click here: EEO is the Law


 

Documents Needed to Apply

Required Documents
  1. Resume
  2. Cover Letter

 


JOB LINK: https://jobs.caltech.edu/postings/6207