Description

Salary: Commensurate with experience
Job Description: Reports to Director of Advancement. Waterford School seeks an energetic, organized, and experienced Waterford Fund Director to join the Advancement Office team. The Director of the Waterford Fund will plan and execute a financially successful annual giving program ensuring quality donor cultivation, solicitation, and recognition with increased emphasis on a portfolio of leadership prospects. The ideal candidate will have a track record of successful face-to-face solicitation of leadership-level gifts and a high level of confidence in connecting with prospective donors and volunteers. The candidate should have the ability to work independently and as a member of a team in a fast-paced environment, and be able to prioritize and manage multiple tasks by employing effective management strategies. This position requires strong organization and interpersonal skills, the ability to communicate effectively both in speech and writing, as well as computer-based prospect management skills. Salary is commensurate with experience.

Fundraising
Develop and execute a dynamic and detailed strategic fundraising plan for the Waterford Fund, setting goals based on analysis of donor base and school needs
Design a solicitation plan and compose Waterford Fund appeals and related correspondence for a highly segmented constituency group
Execute a strategy to grow the number of leadership donors ($2,500 or more)
Work with the Communications office to design solicitation pieces and Increase use of well-designed digital marketing for fundraising purposes
Oversee periodic assessment and creation of specific target ask amounts
Manage the planning and implementation of leadership donor events
Collaborate with Admissions on constituent background details and connect with Admin team/faculty on student status to inform donor strategy
Oversee specific projects, including senior gift program, class-by-class participation challenge, and Giving Tuesday challenge
Benchmark and improve Waterford Fund programs and strategies, identifying opportunities to improve and areas of strength to build upon
Collaborate with Alumni Director, Class Agents, and Alumni Council to organize an effective alumni solicitation and reunion giving program

Major Gifts
Maintain and grow a portfolio of major gift prospects to cultivate and solicit outside of the regular Waterford Fund campaign
Partner with Major Gifts committee and colleagues to identify prospective donors and determine priorities for research
Assist the Director of Advancement in expanding donor base and giving from foundations, corporations, and other supporters; identify promising grant/funding opportunities and assist in the application process
Support Waterford’s preparation for an upcoming comprehensive campaign

Volunteers
Recruit Waterford Fund Council in summer, train in fall, and support throughout
Establish and manage the calendar of peer-to-peer, volunteer solicitations
Coordinate phone efforts, create and maintain master solicitation lists, send regular updates, and respond timely to volunteer inquiries
Serve on Waterford Fund, Advancement, and Major Gift Committees
Effectively communicate with colleagues and volunteer leadership (WF Council, Board, and Advancement Committee) regarding strategy and progress
Recruit and lead faculty volunteer chairs in maintaining our 100% participation

Communications
Collaborate with Communications office to ensure the School’s brand and overall communications strategy is consistent and fosters a culture of philanthropy
Oversee the production of the Annual Report
With Communications office, develop Waterford Fund theme, content, and messaging for print and electronic media, as well as video production
Submit Waterford Fund information in the Waterford Weekly e-newsletter, update “Giving” section of the website and social media
Distribute monthly emails with Waterford Fund solicitations or education

Stewardship/Database
Actively participates in the School’s prospect management system to ensure that communications and interactions move donor relationships forward
Design and execute personalized stewardship plans across constituencies, including appreciation events, thank-you phone calls, and more
Support Advancement Assistant in regular and timely acknowledgement letters
Collaborate with Admissions office on enhancing New Family experience as it relates to philanthropy at Waterford
Provide timely, detailed and accurate data reports for the Advancement team and other fundraising volunteers
Coordinate gift preparation, acknowledgment, pledge invoicing, and fulfillment, as well as Annual Report lists in conjunction with the Advancement Assistant
Conduct research on donor prospects, create donor prospect biographical research reports, and add relevant research information into Raiser’s Edge
Oversee Raiser’s Edge reports section

General
Assist Director in the day-to-day operations of the office
Prepare and manage Waterford Fund budget
Attend parent and alumni events, committee meetings, and schoolwide functions as needed to connect with constituents
Cultivate a professional network of colleagues at other institutions to serve as a resource for new ideas
Stay abreast of best practices, industry trends, and emerging technologies
Remain conversant with the full range of Waterford’s philanthropic priorities

Qualifications:
Strong commitment to Waterford School Vision, Mission, and Philosophy
Familiarity with the culture of independent schools
Excellent attention to detail, creativity, including the ability to manage multiple priorities, take initiative, and work under tight deadlines
Proven ability to work independently, as well as be an effective team member
Strong computer skills required including MS Office, Adobe Creative Suite, and Google Suite a plus
Knowledge of Raiser’s Edge and independent school culture is an asset.
Some travel and evening/weekend work is required.
Flexibility, adaptability, and ability to work in a changing environment required
A minimum of 5-7 years experience is required; non-profit and fundraising or marketing experience a plus; Bachelor’s degree required
Location: Salt Lake City

Information

How to Apply: Email Ben Hoke, Director of Advancement, at benhoke@waterfordschool.org with resume and cover letter.
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