Director of Philanthropy Operations

East Texas A&M University • Full-time • Commerce, TX, US • 1w ago

Job Title
Director of Philanthropy Operations

Agency
East Texas A&M University

Department
Vice President of Philanthropy & Engagement

Proposed Minimum Salary
Commensurate

Job Location
Commerce, Texas

Job Type
Staff

Job Description

INSTRUCTIONS TO APPLICANT:

During the application process the "My Experience" page has a section provided "Attachments (Resume/CV, References, Cover letter, etc.)" to upload required documents.

Use the Upload button to add each document.
You will be able to upload up to 5 documents. Be aware that the maximum size allowed for any one document is 5MB.
All documents must be electronically submitted through the Texas A&M Online Employment Services website to be considered.
Incomplete or improperly submitted applications may be excluded from consideration.

Please provide the following documents:

Cover Letter
Resume/CV
Three professional references with complete contact information (Unsolicited letters of recommendation will not be considered).
Transcripts (Unofficial will be accepted with application. Official transcripts are required at time of verbal offer).
If transcripts are from an international institution, it is the responsibility of the applicant to have the transcripts translated and evaluated by an approved credential evaluator.

Please do not withdraw your application in an attempt to upload a missing document. If you need assistance with this or any other matter, please contact us at HR.Hiring@tamuc.edu.

SUMMARY:
The Director of Philanthropy Operations is responsible for the creation, management, and oversight of the integrated support system that enables our philanthropic front-line to effectively seek financial support for East Texas A&M University

This oversight includes Philanthropy Operations, Research, Gift Accounting, and Prospect Strategy. The Director will serve as the primary liaison for gift and donor records, gift accounting, and implementing an institution-wide comprehensive donor relations and stewardship program.

The Director will ensure accuracy and integrity of Raiser's Edge - our database which tracks contributions and contains alumni, donor, and prospect information. Key oversight includes but is not limited to data input and output, technology management, and end-user services and support, especially in support of the Philanthropy team and key initiatives for the University. In addition to managing current projects, the Director will inform future strategy through analysis and modeling. Other key responsibilities include: ensuring the development and implementation of policies related to the database; informing licenses and tools to optimize philanthropy operations; making sure that the database effectively captures alumni and donor information; and making sure there is accurate financial and analytical reports.

DUTIES & RESPONSIBILITIES:
Strategic

Keep abreast of industry trends and effectively utilize data to evaluate and interpret constituent needs and behaviors in order to recommend new tools, processes, services, and/or new methods to engage constituents.
Develop and maintain a technology plan to ensure the Philanthropy & Engagement team has effective technological resources.
Forecasting Analytics:
- Ensure the tracking of important key performance indicators related to donor engagement and team effectiveness
- Forecast return on investment for appeals and programs based on internal and external benchmarks.
Prospect Development:
- Responsible for the processes that help identify, research, and analyze prospects for major gift cultivation and solicitation.
- Participate and consult directly with development officers and campus executives to identify and qualify major donor prospects who have the propensity and capacity to support key initiatives and campaigns for the University.
- Proactively plan and manage creative strategies to identify sources of major gifts ($25,000+) private support using creative research techniques and electronic searching methodologies to ensure that key fundraising initiatives have sufficient prospects to meet fundraising goals.

Prospect Management:
- Oversee the process for identifying prospective donors and assist development directors in managing relationships by optimizing portfolios, supporting the moves management process, and helping ensure target prospects are moving through the pipeline in an effective and efficient manner.
- Tracks the progress of development officers and team by providing and enhancing dashboards to ensure fluid and active engagement of prospects.
Gift Acceptance and Processing:
- Ensure gift acceptance and gift processing policies support the active solicitation of all approved gift types including appreciated securities, gifts of real and personal property, mineral rights, cash gifts, matching gifts, bequests and other planned gifts, and retirement plan designations.
- Actively champion the processes related to gift processing and coding to ensure gifts are processed and receipted in a timely manner.
- Oversee the creation and implementation of a campus-wide philanthropic naming opportunity catalog.
Donor Relations:
- Create and drive donor stewardship programs, events, and oversee written materials to aid in the efforts to educate, cultivate, engage, and recognize donors at all levels.
- Oversee the implementation of processes that ensure donor's wishes are upheld for all philanthropic restricted funds.

Business Process Improvement

Effectively utilize Raiser's Edge functionality (example: reports / reminders ) to instill discipline and accountability in business processes (example: moves management).
Develop new and improve current processes to manage data requests, with the goal of automation to improve work flow and responsiveness with internal stakeholders.
Create a data integrity and management strategy to continually improve data quality and implement associated metrics. (Examples of improved data quality: 1) increase the number of verified e-mail and mailing addresses; 2) increase accurate employment information)

Governance

Develop and enforce policies and procedures to ensure the integrity of the Philanthropy & Engagement database.
Develop and manage audit processes and exception reporting to ensure data integrity.
Build collaborative relationships with Philanthropy & Engagement and other university data holders for strategic and effective uses of data.
Manage authorization and data access controls to ensure data security.
Ensure data complies with IRS regulations and CASE guidelines, as well as University and System policies.

Functional

Manage the University's users of Raiser's Edge
- Communicate/reinforce industry and institutional best practices
- Review and maintain processes and documentation
- Partner with stakeholders to solve problems efficiently through data and technology
- Provide regular training opportunities based on roles
Serve as the subject matter expert regarding software tool functionality and tool integration.
Utilize workflow management tools to streamline data management processes.
At this time, serve as first point of contact for staff with questions and as the liaison to vendors and technology services for troubleshooting issues.

MINIMUM REQUIREMENTS:

Education: Bachelor's Degree in an applicable field or equivalent combination of education and experience.
Experience / Knowledge / Skills: Six (6) years of related experience in data collection and analysis. Highly skilled in the use and manipulation of large data sets in Excel. Experience with current Microsoft applications. Excellent analytical, organizational, and communication skills. Strong customer service orientation and sense of teamwork. Possess both technical skills and business acumen.
Ability to: Ability to multitask and work cooperatively with others. Ability to organize and prioritize work, be proactive, take initiative, resolve problems, follow through, and simultaneously manage multiple priorities to ensure goals are met in a timely manner. Ability to effectively translate between end-user needs and database output. Ability to understand development and alumni officer's needs so as to accurately translate their requests into queries and reports. Ask questions.
Licensing/Professional Certifications: None
Physical Requirements: None
Other Requirements: None

PREFERRED EDUCATION / SKILLS/ EXPERIENCE:
Degree in business analytics, computer science, and/or relevant certifications in analytics. Knowledge in the integration and development of applications. Experience in Prospect Research and Management. Experience with higher-education fundraising. Experience using Raiser's Edge, NXT, Banner and working with Web Focus reports.

SUPERVISION OF OTHERS:
As reflected above, the Director will oversee the Philanthropy Operations team. This team currently includes the Funds Manager for all philanthropic restricted funds including donor-funded scholarships, the Manager of Gift Processing, the Assistant Director of Stewardship, and two graduate assistants. Student workers also provide support and are managed on an ad-hoc basis.

This position would be possible for remote work.

All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check.

Equal Opportunity/Affirmative Action/Veterans/Disability Employer.