Associate Director of Development, Legacy Giving & Major Gifts

Description

The Institutional Development team within VP Development and Alumni is currently seeking a Full-time Regular Associate Director of Development, Legacy Giving & Major Gifts.

The University of Calgary is Canada's leading next-generation university, a living, growing and youthful institution that embraces change and opportunity with a can-do attitude. The university has a burgeoning new strategic direction, Framework for Growth. We will be Canada's most entrepreneurial university in the country's most enterprising city by ensuring a transdisciplinary focus for our scholarship; deeper partnerships and integration with businesses, governments and purpose organizations in our community;

and future-focused program delivery that sees us offer more modes of instruction, modularization and micro-credentials.

The Advancement Office exists for the mutual benefit of the University of Calgary and its stakeholders and coordinates development, alumni relations, communications and community partnerships. The development area in particular is an active, collaborative team that enhances University fundraising efforts in support of designated University priorities.

This position reports to the Director of Development, Legacy Giving and Major Gifts and supports the various university development teams. The Associate Director of Development, Legacy Giving & Major Gifts (the  Associate Director ) will have demonstrated superior interpersonal skills, tact, integrity, excellent listening skills, a high energy level and the ability to run multiple projects simultaneously which can help growth of the entire legacy giving program.

The Associate Director will be responsible for fund development and is involved in strategic planning, and has access to highly sensitive and confidential information, requiring the ability to make discretionary decisions, which impact fund development programs and services. The impact of decisions made by this position will be university-wide.

This position is responsible for planning and implementing donor relationship programs for the Legacy Giving program, including direct interaction with donors, advisors and volunteers to secure donations.

Diplomacy, tact, discretion, conflict resolution and ability to manage fluid expectations, projects and deadlines are key skills required.

The position is involved in the planning, development and implementation of a proactive legacy giving development program, to help achieve the university's Legacy Giving fundraising targets. In collaboration with the Director of Development, you will assist in the identification, cultivation, solicitation and stewardship of donors to the University of Calgary. This position contributes to the goal of ensuring continued financial support is received from donors, and appropriately stewarding and recognizing these donors.

This position exercises considerable independent managerial discretion in the development of relationships with professional advisors and donors. This individual has independent discretion and operates across all aspects of typical managerial decisions.

Maintaining professional relationships with donors, advisors and other campus-based fundraisers is vital to the success of this role and to the university. Adverse relationships will have a detrimental impact on the institution and the university's success. In addition, confidentiality related to donations and the development program is critical to the ongoing success for this position. Disclosure of this information would be detrimental to the university.

• Secure legacy and major gift donations.
• Build and maintain effective relationships with volunteers in the community, alumni and with university faculty and staff and administrators to ensure appropriate involvement and consultation in securing gifts.
• Regularly meet and report to the Director to ensure the Legacy Giving team can achieve success.
• Contribute to the development of legacy giving annual operational plans.
• With the Director, develop and implement individual solicitation strategies for prospective legacy giving donors.
• Initiates calls and visits to prospective legacy giving donors and their advisors.
• With the Director, prepares proposals and financial illustrations of proposed gifts.
• Work with lawyers, accountants, trust officers, life underwriters, financial planners and other professional advisors to help administer legacy gifts and to educate advisors of the various legacy gifts offered through the university.
• Draft agreements for review by the Director of Development, Legacy Giving and prospective donors and their advisors.
• Lead and assist in arranging events, seminars or workshops for the Legacy Society and prospective donors, professional financial and estate planners and related groups, as well as educational awareness sessions for internal groups.
• Assist in preparing legacy giving marketing materials including direct mail letters, brochures…