Job Description & How to Apply Below
Position Purpose and
Summary:
The Manager, Donor Recognition and Investments is responsible for the program management of the University’s named award program (scholarships and awards), the investment program, program endowments and donor recognition initiatives. The role oversees the development and administration of donor recognition vehicles, including gift agreements, customized stewardship reports, and endowment reporting. This role also oversees the management and administration of TWU’s investment program.
As key ambassadors of TWU, University Advancement staff aspire to the highest standards of achievement, accountability, and excellence in communications, offering their various gifts and expertise to advance the reputation of TWU as Canada’s premier Christian global liberal arts university.
University Advancement supports the ongoing transformation of the University by connecting individuals, foundation, and broader networks to God’s work of transformation in the lives of our students, faculty and staff.
Areas of Accountability
Names Awards (Annual and Endowed) and Program Endowments
Donor relations and award management
Provide written and verbal communications with donors regarding their existing awards to promote growth of awards and steward their relationship with TWU
Collaborate with Advancement team colleagues to assist with the scholarship and award terms and criteria; including program endowment terms
Draft the “Donor Application Form” for the creation of new awards for Advancement team as they liaise with donors directly
Internal award management
Work collaboratively with the Financial Aid Office to ensure awards are established, advertised and awarded in a timely manner in keeping with donor’s intent and TWU’s awards guidelines
Work collaboratively with Financial Services to ensure accurate internal accounting and external reporting to award donors in a timely manner
Provide internal endowment reporting data to Advancement leadership and major and planned giving officers
Student assistance fund program (SAF)
Ensure the program operates within CRA guidelines
Ensure students qualify for the program, and the Financial Aid Office awards SAF funding to qualified students
Provides accurate accounting and promotion of the program
Recognition program
Manage the endowed and annual award recipients’ thank you letters and forward to all scholarship patrons annually
Provide annual updated endowment reports for donors who have program endowments
Legacy Luncheon
Assist with student coordination and communication for the annual Legacy Luncheon and communication with donors regarding their student recipients who will be in attendance
Investment Program
Investment program management (Promissory Note and RRSP/RIF)
Liaise with Olympia Trust for all RRSP, RRIP accounts
Provide external communication with investors for all Promissory Note communications and internal communications with Financial Services to ensure accurate reporting of all investment agreements
Investment program reporting
Provide accurate internal accounting and external reporting to Promissory Note and RRSP investors in a timely manner
Gift Agreement Management
Draft all new gift agreements for capital, faculty, program naming and campus enhancement initiatives
Ensure agreements align with institutional gift acceptance policies, naming standards, and term durations
Coordinate with the assigned Advancement Team member on revisions and approvals
Circulate finalized agreements for senior leadership approval and signature
Maintain signed agreements within the database and appropriate Advancement e-filing systems
Custom Stewardship Reports
In collaboration with Advancement Services, manage timelines and tracking for custom stewardship reports for principal and major gift donors
Draft bespoke stewardship reports in partnership with Advancement colleagues, tailored to each donor and gift
The Person
Skills And Abilities
Broad knowledge of the principles of fundraising; able to participate in all aspects of the gift cycle
General knowledge of tax laws that affect charitable gift, personal assets and estates
Superb oral, written and…
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