2 job(s) at University of Minnesota Foundation
University of Minnesota Foundation
Minneapolis, MN, USA
Responsible primarily for the independent management of a dynamic portfolio of donors. Work with donors to move them through the donor commitment continuum. Identify unique, donor-specific ways to cultivate and engage donors, culminating in Major Gift solicitation. Support both annual and long-term fundraising goals of the Minnesota Landscape Arboretum Foundation, securing both annual gifts for operations and capital/endowment gifts for new projects.
75% Manage Dynamic Donor Portfolio
Work independently to manage dynamic portfolio of donors within both the Arboretum's Raiser's Edge system and UMF's OMS system. Identify and match donor passions with Arboretum funding needs; develop proposals and written materials in support of specific Arboretum fundraising initiatives. Coordinate Major Gift asks so special gifts are never at the expense of annual support.
Maintain a thorough working knowledge of all Arboretum gardens, programs, horticultural research and capital projects. Use this knowledge to match donor philanthropic goals with institutional needs. Coordinate with internal Arboretum experts as appropriate to identify customized Major Gift opportunities for donors. Involve experts in gift discussions as needed to maximize gift results.
Identify donors who are best candidates for Planned Giving and plan appropriate strategies for long-term engagement. Utilize more complex gift structures (Challenge Gifts, Blended Gifts) to meet donor and institutional needs.
Plan trips as requested to FL and/or AZ during winter months to further engage key donor prospects and conduct solicitations as appropriate.
Partner with Prospect Management and Planned Giving resources at UMF as needed. Work with UMF and DO's in other units as required to coordinate gifts across units.
Manage against goals agreed upon with UMF, based on the following ranges:
Individual Gift Production: $750K-$2M+
Minimum Rating of Prospects in Portfolio: $50K Size of Managed Portfolio: 125
Solicitations: 15-20 per year at $50K+ with a goal of 3 at $250K
Minimum # of Substantive Contacts: 125
Number of Prospects to Qualify/Disqualify: 25-50
15% Event Management
Working with Donor Relations, plan and execute 5-6 Donor Spotlight events every year. These events are designed as "behind the scenes" looks at the Arboretum intended to both steward existing donors and further develop new donor-level members. As opportunities arise, use as further engagement tool for Major Gift prospects.
Assist in planning and execution of Naples area reception in January. Provide support for other annual Arboretum events as needed, with a mind towards maximizing donor contact and engagement at events.
10% - Administration
Provide leadership with regular reports on progress and results of the prospect solicitation process and portfolio. Maintain timely and thorough reports of all contacts. Review research reports and all available information from the University Donor Management System database and the MLA Prospect Research System on assigned donors and prospects.
Work with Development/Communications Director to ensure that gifts are utilized in line with donors’ intentions.
University of Minnesota Foundation
Twin Cities, MN, USA
The Associate Development Officer-Corporate and Individual Relations works to establish and facilitate relationships with a wide range of corporate/business and individual donors. The Associate Development Officer will identify the appropriate approach/giving channel for each potential supporter to present a compelling case for support to the Arboretum.
The Associate Development Officer in this position must develop strong working relationships internally at the Arboretum to identify programs that would be a good fit for business support. It will also be essential for the person in this role to work closely with the Development Officer for Foundations and Government Relations to coordinate proposals for corporate foundations.
In addition, the Associate Development Officer will rely on strategic direction from the Arboretum Director and the Director of Development to ensure contributions to the institution advance the work and priorities of the Arboretum. Overall, this position requires an ability to work successfully both internally and externally to tell the story of the Arboretum. A successful candidate will possess a strong work ethic, a proven ability to effectively manage complex relationships with a number of stakeholders, and strong organizational skills.
70% - Major and Principal Gifts Development/Corporate Relations• Manages a portfolio of major and leadership 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 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 10 solicitations per year at $25,000 or more. Total annual gift production expectations for this level of position range from approximately $100,000 to $500,000. • Collaborates with University of Minnesota Foundation (UMF) professionals and utilizes UMF centralized resources to achieve and exceed established standards and metrics for the position. • Strive to build portfolio using networks of corporate partners, MLA Foundation trustees, and community connections as well as prospect research.• Develop a strong understanding of the difference between gifts and sponsorships as outlined in U of M policy.• Solicit gifts and sponsorships from businesses, and gifts from individuals.• Ensure appropriate documentation and processing of pledged and funded gifts and sponsorships.• Meet goals established with Director of Development.• Steward gifts and sponsorships to ensure funds are used in a manner consistent with negotiated agreements .and to retain donors.• Seek networking opportunities with the corporate/business community.• As the primary contact for corporations/businesses, ensure that benefits are delivered and partner goals are met.
30% - Administration:• Files timely contact reports, maintains accurate records and provides updated information both the Arboretum's Raiser's Edge system and UMF's DMS. • Prepare prospect lists, write proposals, gift and sponsorship agreements, and applicable reports, and edit/approve acknowledgment letters.• Identify and research prospective businesses and individuals – engage with development team members to align institutional priorities.• Participate in corporate workgroup meetings for UMF centrally-managed prospects, and coordinate proposals for assigned prospects.