Associate Director of Donor Engagement Reporting

Rochester, NY

Responsibilities

General Purpose

With general direction from the Senior Director of Donor Impact Reporting, and significant latitude for independent judgment and initiative, the Associate Director of Donor Impact Reporting is responsible for managing improvements and expanding the scope of Advancement's stewardship efforts through enhanced reporting and personal connections between donors and students. All facets of the position require an understanding of donor sensitivity and the ability to interact well with all Donor Engagement constituencies.

Specific Responsibilities

Customized Stewardship Reporting/Donor Interaction

Provide oversight and management of the stewardship reporting process, including collection of departmental and student information.

  • Ensure that approximately 1,000 scholarship recipients receive detailed requests for information to be included on annual stewardship reports.

  • Create student survey questions designed to encourage students to respond thoroughly. The donor-centric result of this innovation is that donors receive solid, meaningful information about their recipients.

  • Organize and direct a staff group or freelance position which edits survey results for mechanics and content in Mythos.

  • Customize individual stewardship reports for trustees and other top-level donors to reflect donor interests’ specific to each fund.

  • Meet or otherwise communicate with donors to address questions after annual reports are mailed. Personally deliver reports when appropriate.

  • Manage scholarship awarding in collaboration with schools/unit.

  • Ensure appropriate awarding by unit according to donor intent.

  • Manage GEC scholarship fund and awarding status.

Customized Stewardship Reporting/Donor Interaction (continued)

  • Manage regular donor reports for endowed professorships.

  • Coordinate with schools and faculty members to collect updates, including letters and/or reports, on professorships.

  • Interview professors and write, when necessary, impact letters for their approval.

  • Produce customized annual reports of financial and impact information to stewardees of professorships.

Scholarship Stewardship

Manage student and donor interactions to build positive and impactful relationships.

  • Manage special events and individual donor interaction between scholarship recipients and a select group of principal gift-level scholarship donors. This program includes one-on-one meetings with the donors, but also special opportunities to participate in academic and social events designed to build bonds between the students and with University staff to enhance relationships with these top donors.

  • As appropriate, arrange and manage student/donor one-on-one meetings for lower-level donors, including contacting both donors and students to make arrangements, creating student and donor biographies, and making logistical arrangements.

  • Responsible for proofing endowed scholarship information for publications.

  • Responsible for disseminating endowed scholarship/fellowship information to Advancement leadership, department heads, and other Advancement colleagues, including fund counts.

  • Student Event Participants/Testimonial Features

  • Identify, interview, and recruit student participants for venues such as Meliora Weekend and Regional events.

  • Manage or assist in managing communications and logistical details regarding student participants.

Professorship Tracking

Manage University's only complete record of all aspects of professorships.

  • Create and administer detailed professorship reports for Advancement leadership, department heads, and other University staff monthly, and when new funds are created, and in response to ad hoc requests.

  • Assist the Senior Director of Donor Impact Reporting as Advancement liaison to schools for professorship information.

  • Responsible for proofing professorship information for publications.

Student Philanthropy Education Program

  • Plan and support Annual Celebration of Scholarships Event

  • Assist in providing donor invitation list.

Student Philanthropy Education Program (continued)

  • Manage student invitation process; designing/programming electronic invites; tracking responses; being creative to encourage declines to attend; and communicating event logistic information with students.

  • Advise school directors and unit staff of special donor situations.

  • Assist in recommending, interviewing, and rehearsing student program speaker and performer(s).

  • Staff event to include but not limited to pairing donors with recipients.

  • Manage post-event follow up process of photo delivery to students.

  • Assist in other event follow-up, such as event mementos for participants and/or reports to those who could not attend.

  • Develop and manage Student Scholarship Education Program

  • Work with unit financial aid/student relations staff to develop and execute a program that educates students on the importance of endowed scholarships, particularly the impact of personal notes to donors

General Stewardship

  • Act as liaison with Advancement, Admissions, and Financial Aid offices for questions of policy, procedure, fund histories, fund values, and other general inquiries about endowed funds.

  • Assist with planning and staffing for Donor Engagement and Advancement events, such as Meliora Weekend.

Other Responsibilities As Assigned

  • Assist as needed with executing stewardship plans for major and principal gift prospects.

  • Complete research, benchmarking, and analysis of peer institutions and trade organizations as required to assist and maintain best practices within Donor Engagement.

  • Support organizational needs and operations by participating in strategic planning and goal setting with Donor Engagement leadership.

  • Participate in professional development activities such as conferences and webinars.

  • Manage and direct other duties and special projects as requested by the Executive Director of Donor Engagement and the Senior Director of Donor Impact Reporting.

Qualifications

Required:

  • Bachelor’s degree

  • 5 or more years of development and/or donor relations experience, preferably in higher education or equivalent combination of education and experience

  • Must be customer service-focused team player with solid skills in Access, Excel, Word, and other Microsoft Office products.

  • Highly organized with exceptional attention to detail.

  • Excellent interpersonal and communication skills with the ability to work effectively with different generations, levels of experience and responsibility and a wide variety of backgrounds.

The University of Rochester is committed to fostering, cultivating, and preserving a culture of equity, diversity, and inclusion to advance the University’s mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion/creed, sex, sexual orientation, citizenship status, or any other status protected by law. This commitment extends to the administration of our policies, admissions, employment, access, and recruitment of candidates from underrepresented populations, veterans, and persons with disabilities consistent with these values and government contractor Affirmative Action obligations.

How To Apply

All applicants must apply online.

EOE Minorities/Females/Protected Veterans/Disabled

Pay Range

Pay Range: $ 62,200 - $ 93,300 Annually

The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job’s compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

Location: Central Administration
Full/Part Time: Full-Time
Opening: Full Time 40 hours Grade 056 Ofc Sr Vice Pres Advancement
Schedule: 8 AM-5 PM; SOME WKNDS/HOLS