Development Officer, Annual Giving

Trent University - Peterborough, ON (24 days ago)

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Job Purpose

Reporting to the Director of Engagement & Services, the Development Officer – Annual Giving is directly responsible for fundraising efforts related to priority philanthropic opportunities of the University and other strategic funding objectives as established by the President and Vice President’s team (PVP). They provide leadership to develop a comprehensive, strategic and multi-target annual fundraising campaign. As a critical engagement opportunity for alumni, the Development Officer works closely with Alumni Engagement & Services colleagues on effective communications and strategies to continuously build alumni engagement, participation rates and the giving pipeline.

Through testing, analysis, development, and management of a multi-channel annual campaign plan, the incumbent plans and leads the implementation of segmented fundraising efforts with specific strategies to attract new donors, and retain and upgrade donors year over year, with a goal of building the leadership and major gift pipeline.

Areas of responsibility include research and prospect identification, cultivation, solicitation, stewardship and volunteer management. The Development Officer will assume responsibility for volunteer leadership, faculty and staff relationships, management of student fundraising staff, management of Alumni & Development Coordinator, and achieving annual fundraising goals. As subject matter expert, this position maintains current knowledge in areas related to annual giving. The Development Officer plays a critical role in developing relationships on behalf of the University and in fostering a philanthropic culture at the University.

Key Activities

Annual Giving Program Strategic Leadership:

  • In close collaboration with the Director, Alumni Engagement & Services, Development Communications Officer, and Director of Advancement Services, the Development Officer directs the development and implementation of a sustainable and growing annual giving program in order to meet fundraising goals, moves management objectives, key performance indicators and other measures.
  • Works with the other Development Officers to proactively identify prospects for major gifts to the annual giving fund.
  • Works with colleagues in the Department and across the University to determine the appropriate focus for solicitation, and to create more segmented asks to respond to specific donor interests
  • Implements effective customization strategies to increase retention, upgrade gifts, increase giving rates, raise gift amounts, and grow loyalty
  • Researches and tests new approaches including different channels and tactics
  • Identifies prospects for leadership asks ($1,000-$25,000) and designs/ implements a solicitation strategy. Proactively secures meetings with prospects. Acts as a lead or co-solicitor with volunteers or staff as assigned or required.
  • Creates, launches and manages the implementation and ongoing development of a Class Giving Program to increase alumni giving
  • Develops and implements strategies to grow the Friends Forever Monthly Giving Program, including face-to-face donor stewardship visits.
  • In collaboration with the Director, Advancement Services, ensure coding strategies, robust metrics, and regular reports.


  • Responsible for meeting a growing annual fundraising target of at least $350,000.
  • Responsible for the development and monitoring of the Annual Fund budget.
  • Contributes to the overall development, implementation and evaluation of ER&A’s operating plan, strategies, policies and procedures.
  • Provides leadership and direction to the Alumni & Development Coordinator. Establishes annual performance goals and reviews performance regularly to provide required coaching.
  • Coaches the Alumni and Development Coordinator to hire, train and supervise student employees
  • Procures, co-ordinates and consults with suppliers and other service providers for: program development, implementation, and evaluation
  • Identify, recruit, train, motivate and lead volunteers through their involvement in the donor cycle.

Stewardship & Special Events:

  • In close collaboration with other members of the Development Office, assists in capturing and updating information for the development database, research and stewardship.
  • Designs, in conjunction with the Stewardship Manager, an appropriate stewardship plan for annual fund donors.
  • Maintains cooperative working relationships with all campus units whose cooperation is sought in maintaining an effective development program.
  • Assists in providing effective stewardship for assigned donors, including relevant university-wide or ER&A activities, events and team projects. Attend ER & A events and University events as needed.

Key Relationship Management

  • The Development Officer will manage specialized appeals as needed and will participate in prospect clearance and qualification with Key Relationship Managers’ (KRM) team.
  • Builds relationships with university faculty, staff, alumni and community friends in order to engage them in the university’s philanthropic efforts. This includes donor identification and research, cultivation, proposal development, solicitation, and stewardship.
  • Maintains in-depth knowledge of the university as well as the faculty, program initiatives, and strategic directions within their assigned program areas, and acts as a key information source.


  • Contributes to the overall development, implementation and evaluation of ER&A’s operating plan, strategies, policies and procedures.
  • Prepares correspondence and reports for staff, Senior Administration, Alumni Council and the Vice-President, External Relations and Advancement, as necessary.
  • Ensures regular progress reports on progress within the program area and portfolio of prospects under management, and reports on relevant key performance indicators.
  • Responsible for documenting all key development activity using the fundraising database and other electronic and central filing systems files as appropriate, with particular emphasis on call reports and related cultivation and solicitation activity.
  • Maintains up-to-date knowledge of annual gift fundraising, including effective solicitation techniques, giving incentives, anti-spam legislation, and relevant tax issues.

Education Required
Honours University Degree (4year) in a related discipline, a Trent University degree would be beneficial. CFRE designation would be an asset.

Experience Required

  • Minimum five years’ experience in fundraising or marketing/ communications, with a proven track record involving mass appeals, face-to-face cultivation solicitation and donor / client relations. Experience in higher education fundraising desirable. Equivalent experience in a related field such as sales and marketing, communications, financial services or other may be considered.
  • Good knowledge of leadership giving and annual giving fundraising practices and considerations, including direct marketing and segmentation strategies.
  • Excellent interpersonal and communication skills. Demonstrated ability to interact comfortably, tactfully, professionally and effectively with a wide range of internal and external constituencies and stakeholders, including volunteers, donors, faculty and staff, and community members.
  • Minimum two years supervisory experience
  • Knowledge of CASL
  • Superior written communication and proposal writing skills.
  • Demonstrated ability to lead and motivate volunteers and donors; previous experience with senior volunteers and committees would be an asset .
  • Demonstrated ability to develop strategic and tactical plans, establish goals and accomplish them as part of an organizational plan.
  • Excellent organizational, planning and time management skills, with demonstrated ability to manage multiple tasks and flexibility in meeting shifting demands and priorities.
  • An entrepreneurial spirit and ability to think creatively to solve problems.
  • Demonstrated ability to work independently and as part of a team.
  • Proficiency with MS Office (Word, Excel), internet research, fundraising databases.
  • Flexibility to work on occasional weekends.
  • Flexibility to work some evenings, especially during peak fundraising months
  • Must be willing and able to travel locally.
  • Must have a valid class ‘G’ driver’s licence to meet the travel requirements of the job.

Job Types: Full-time, Permanent