Development Assistant, Principal Giving and Strategic Initiatives

The Principal Giving and Strategic Initiatives team works with members of the campus community to align institutional priorities and donor passions in ways that ignite transformational philanthropy. By doing so, we help donors achieve their philanthropic dreams through partnerships with the University, and we help CU Boulder accelerate its role in world-changing solutions that positively impact our state, the nation, and the world.

The Development Assistant operates as a key support member of the Principal Giving and Strategic Initiatives (PGSI) team and is an essential part of the Office of Advancement at the University of Colorado Boulder. This position may also manage and/or delegate assignments to student workers as appropriate. This position is critical to increasing the ground-breaking philanthropic efforts for the Office of Advancement at CU Boulder.

Under the guidance of the Director for Principal Giving and Strategic Initiatives Operations, this position provides administrative support to a high-performing and collaborative advancement team.

This position will work on a broad array of administrative duties that are variable and complex in nature and is tasked with exercising a high level of discretion and confidentiality, especially as it relates to assigned responsibilities with donors, faculty, staff, and other constituents. This role applies skills and knowledge in multiple administrative functions, but many responsibilities reflect a distinct Advancement component.

CU is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws governing nondiscrimination in employment. We are committed to creating a workplace where all individuals are treated with respect and dignity, and we encourage individuals from all backgrounds to apply, including protected veterans and individuals with disabilities.

• Perform administrative support functions for the PGSI team including calendar management, setting, and coordinating meetings and appointments, travel arrangements (which may include detailed itineraries reflecting appointments with donors), and expense report completion.
• Utilize data from donor database to create requested reports, spreadsheets, enter call reports, submit proposals, and pipeline updates, and create donor correspondence, as requested.
• Initiate, schedule, and coordinate internal and external meetings for the PGSI advancement team.
• Maintain a strong working knowledge of CU Ascend, the donor database. Leverage Ascend to track cultivation activity related to the PGSI Top 100 list. Track pipeline data through Ascend and the Advancement Intelligence reporting tool.
• Prepare and distribute various administrative materials including financial and administrative reports and personal letters of invitation, thanks, explanation, information, and cultivation.
• Assist in entering and managing proposal process in CU Ascend for the PGSI team.
• In special circumstances, submit required documentation to process gifts, pledge payments, pledges, and other transactions.
• Assist in processing and routing documentation for fund agreements.
• Provide event support and preparation, as necessary.
• Proactively engage with the division’s Administrative Team (A-Team) and attend scheduled meetings.
• Assistance with special projects.
• Follow university, campus, and Advancement guidelines regarding management of records.
• Communicate and manage all necessary due dates.
• Meet annual performance goals.

• Conduct preliminary research on prospective donors and assist in identifying, cultivating, soliciting, and stewarding donors through research of available databases.
• Update donor database with notes, strategic plans, contact reports, and tasks to ensure the most current and relevant information is available. Share information with other team members.
• Prepare comprehensive briefing reports to be used for cultivation and solicitation meetings.
• Partner with Donor Relations to engage, steward and manage important donors, volunteers, and allies to CU Boulder.

• Prepare and submit expense reports; prepare purchase…