Dean College Job Opening for an Associate Director of Advancement Services, Franklin, MA

Lauren Schler CFRE bCREPro

Job Opening at Dean College in Franklin, MA

Job Title: Associate Director of Advancement Services

Reports To: Vice President, IA

Department: Institutional Advancement

FLSA Classification: Exempt__X__ Non-exempt_____

(contact HR with any questions about FLSA classification)

I. Job Summary (Briefly describe the primary function of this job)

Dean College is seeking a data-savvy Associate Director of Advancement Services. Reporting to the Vice President, IA, this position will collaborate with a team of development and alumni relations colleagues to support engagement and fundraising goals.

This position is responsible for management of the Raisers Edge donor database and the gifts and records relating to constituents who have a connection to the College. The Associate Director supports the College’s efforts by overseeing all gift and record processing; conducting thorough and sophisticated research and analysis, prospect identification; tracking donors and prospects; assisting with stewardship efforts. The position oversees data analysis, data modeling, and forecasting, as well as providing deeper insight into trends and opportunities. Files management include records and research concerning the following: bequests, scholarships, alumni, parents, corporations, foundations and donor records. Membership on the College’s Data Priorities Committee.

II. Job Duties

Gift Processing and stewardship

• Supervise gift processing and acknowledgement processes

• Assure gift and data processes are compliant with appropriate IRS, state and federal

regulations; provide back-up gift and other data entry support as needed.

• Steward current scholarship and endowment donors.

• Assist with stewarding all donors with special focus on donors of $10,000+

Data Management and Analysis

• Serve as primary supervisor of Raiser’s Edge/NXT information system.

• Create, manipulate, and manage reports in Raiser's Edge.

• Oversee and manage all required donor database and financial reporting tools.

• Understand, create and manipulate data sets; analyze and interpret data to assist in

predictive modeling.

• Update and maintain records pertaining to scholarship agreements and bequests.

• Build and implement key data imports using the ImportOmatic tool.

• Supervise one staff member who is charged with data entry related to gift, biographical,

relationship and event information; providing tax receipts and gift acknowledgments for

all gifts to the College.

• Assist with the training of IA employees on the Raiser's Edge/NXT system.

Prospect Management

•In collaboration with the Vice President, manage and create portfolios of donors who can give philanthropically to Dean, routinely evaluating content, size, and value to align with fundraiser metrics and goals.

• Assist in the development of strategies for engagement with donors through

consultative portfolio reviews and provide recommendations.

• Provide strategic analysis to ensure Dean's fundraising efforts are focused on working

with the right donors at the right time.

• Identify, rate, and rank a continual flow of highly qualified donors in support of the

College’s highest fundraising priorities.

• Employ advanced research data collection and analysis skills (using public, proprietary,

purchased or leased databases, published materials and other resources) to proactively

identify, research and assess the philanthropic giving capacity of prospective donors.

• Analyze the wealth and assets, giving interests, backgrounds and relationships to Dean

of individuals, corporations and foundations.

• On an ongoing basis, screen event attendance lists to identify prospects.

Other Functions

• Support Institutional Advancement and other College departments in staffing campus

events, including but not limited to New Student Orientation, the President’s Cup Golf

Tournament, Homecoming, and Commencement.

• Special projects and other necessary duties will be assigned as needed.

III. Preparation, Training and Experience (Describe the minimum level of preparation, training and experience, as well as any special skills, which are required to competently perform the duties of this job.)

Bachelor’s degree and 5+ years related experience, preferably in an academic institution with supervisory experience. Knowledge of Raiser’s Edge preferred. Ability to extract reports from raw data for reporting and/or analysis. Attention to detail and strong customer service orientation. Prospect research experience. Excellent communication skills, flexibility, ability to coach staff, strong self-motivation, high level of integrity and confidentiality. Demonstrated problem solving and meta-data skills; strong analytical abilities; acute attention to detail. Experience working with databases, RE and NXT preferred; familiarity with research tools, ResearchPoint preferred; strong Microsoft Excel skills including pivot tables, basic functions, formatting, and visualizations; competency in Microsoft Word and Outlook. Knowledge of fundraising practices and IRS regulations for charitable giving and CASE reporting standards. Willingness and ability to be part of a team which will advance institutional goals. Outstanding time management skills, including the ability to organize, manage and prioritize multiple projects simultaneously. Responsible for carrying efforts through to completion. Available to work occasional nights or weekends. Sense of humor.

IV. Managerial and Supervisory Responsibilities ( Describe the function (s) over which this job has direct accountability and authority.)

Supervise Advancement Services Coordinator (FT).

The above statements are intended to describe the general nature and level of work being performed by those assigned to this position. It is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills that may be required.

Person completing Job Description: Coleen Resnick

Supervisor: Coleen Resnick

Person in Role: Open

Date: January 4, 2023

Contact: Coleen Resnick (cresnick@dean.edu)