Loading

POSITION DESCRIPTION

Leadership Giving Administrator
Division of Institutional Advancement

SUMMARY:

Provides overall administrative support to the Associate Vice President for Institutional Advancement and the Leadership Giving Team. This position is responsible for the management of the Colleges' planned gifts, proactively working with donors, members of the Leadership Giving Team and the Colleges' service providers to ensure accuracy and compliance. This position organizes and assists with the tasks associated with completing high level fundraising initiatives and projects. This position requires being part of a team, the ability to multi-task and prioritize, and take direction from numerous staff members.

RESPONSIBILITIES:

Administrative:

  • Works cooperatively with others and accepts direction from all management staff.
  • Responsible for administrative support for the Associate Vice President and four Leadership Giving Officers.
  • Answer and respond to incoming calls and inquires professionally and accurately.
  • Prepare all documents and correspondence for the Leadership Giving Team, including confidential material.
  • Proactively support the Leadership Giving Team in managing professional calendars, schedules, contacts and correspondence. This includes both on-campus and off-campus meetings.
  • Provide assistance to the Leadership Giving Team with regard to travel planning, event planning and event follow-up including managing and maintaining travel schedules, flights, ground transportation, catering details, and preparation of meeting materials.
  • Coordinate specific alumni/parents events for the Leadership Giving Team.
  • Run queries, exports and reports as need for specific projects in support of the Leadership Giving Team.
  • Assist Leadership Giving Team with preparation of proposal materials for prospective donors.
  • Update advancement database (Raiser's Edge) with prospect management codes.
  • Track Leadership Giving Team Metrics.
  • Create and update fundraising reports using Excel, Raiser's Edge, Powerpoint and Word.
  • Working over Family/Homecoming Weekend, Reunion Weekend and other events, on and off campus are required.

Planned Giving Administration:

  • Work with Gift Accounting Administrator to ensure all planned gifts are tracked correctly in Raiser's Edge.
  • Be proficient in planned giving manager software (PG Calc), providing illustrations to members of the Leadership Giving Team.
  • Maintain an up-to-date tracking of planned gifts and estate gifts and leadership gifts.
  • Assist in the marketing/solicitation plan for planned giving.
  • Oversee the execution of the marketing plan: ordering materials, creating mail lists, merging mail lists, and working with on campus offices.
  • Maintain the Planned Giving website with up-to-date gift and tax information and current donor stories.
  • Maintain the accuracy of The Wheeler Society membership. Ensure new members are welcomed and listed appropriately and their gifts are accurately reflected on Raiser's Edge.
  • Work closely with the Business Office and the Colleges' service providers to administrate the Colleges' Planned Gifts.
  • Work with donors and their estate attorneys answering simple planned giving inquiries.
  • Performs other duties as assigned.

QUALIFICATIONS:

Bachelor's degree is required. Experience in a college or university setting is preferred. Knowledge of the fundraising process including planned giving is desirable. Must be proficient in Microsoft Word and Excel and has experience with databases. Must have a high measure of sensitivity to the personal circumstances of alumni and parents. Confidentiality is critical. Must be able to work under pressure alone and be a contributor as a team.

OTHER INFORMATION:

This is a full-time, 12-month, benefits-eligible administrative position. Normal campus office hours of work are 8:30 a.m. to 5:00 p.m. during the academic year with a possible shortened workweek during the scheduled summer hours. Some evening and weekend work will be required. This position description is not all-inclusive, as other tasks or responsibilities may be assigned.

APPLICATION INSTRUCTIONS:

Review of applications will begin immediately and continue until the position is filled. Interested applicants should send a cover letter, resume and the names with contact information of at least three references to:

Office of Human Resources
Hobart and William Smith Colleges
337 Pulteney Street
Geneva, NY 14456
email: ferran@hws.edu
EOE

Hobart and William Smith Colleges are committed to attracting and supporting faculty and staff that fully represent the racial, ethnic, and cultural diversity of the nation and actively seek applications from under-represented groups. The Colleges do not discriminate on the basis of race, color, religion, sex, marital status, national origin, age, disability, veteran's status, sexual orientation, gender identity and expression or any other protected status.

Hobart and William Smith Colleges are a highly  selective residential liberal arts institution located in a small, diverse city in the Finger Lakes region of New York State.  With an enrollment of approximately 2,200, the Colleges offer 62 majors and minors from which students choose two areas of concentration, one of which must be an interdisciplinary program.  Creative and extensive programs of international study and public service are also at the core of the Colleges’ mission.