Assistant Director of Leadership Giving

Assistant Director of Leadership Giving

Position Category: Staff (Exempt)
FLSA: Exempt
FTE: 1
Location: Thousand Oaks

University Background:
The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity.

Basic Function:
Reporting to the Senior Director of Annual Giving, the Assistant Director of Leadership Giving will be responsible for revenue generation from a robust portfolio of mid-level donors who have aligned philanthropic interests and the capacity to make outright gifts of $1,000 and more, with an emphasis on donors giving between $1,000 and $25,000.

Representative Duties:

• dentify, qualify, manage and solicit a portfolio of approximately 150 – 200 donors annually. Donors will have the capacity and inclination to make mid-level leadership gifts ranging from $1,000 – $25,000, with an emphasis on upgrading gifts at the high four and low five-figure levels. E
• Develop, plan and implement comprehensive outreach and engagement strategies in pursuit of developing a fundraising pipeline for securing financial contributions from donors and prospects, including identification, qualification, cultivation, solicitation, stewardship, and value-added donor engagement events, in support of the university’s strategic priorities.
• Effectively move leadership annual donors through the pipeline in collaboration with the Senior Director of Annual Giving, members of the Development Team, as well as our annual giving campus partners, as appropriate. E
• Build relationships with identified prospects with the goal of qualifying additions into the portfolio. E
• Partner and collaborate with the Senior Director of Annual Giving, members of the Development Team, and our annual giving campus partners to develop and implement strategies for the cultivation and stewardship of donors that will increase their connection, involvement and giving. E
• Manage stewardship plans for new and renewing donors at the $1,000 – $10,000 levels. E
• Arrange and complete 120 virtual and in-person donor meetings per year to build and deepen relationships, with the ultimate goal of soliciting and closing annual gifts of up to $25,000. E
• Conduct regular portfolio review and partner with members of the Development Team, and/or Vice President of University Advancement on transition of donors to the major and planned gift program when there is an indication of greater giving capacity and inclination. E
• In collaboration with the Senior Director of Annual Giving, coordinate and implement an ongoing stewardship program for donors giving at the Fellows level. E
• Solicit gifts both independently and collaboratively with other staff members. Craft written proposals when appropriate. E
• Exemplary writing skills, exceptional interpersonal skills, and strong attention to detail working in a fast-paced environment are essential requirements for this position
• Use Raiser’s Edge database to document moves management process, ensuring key donor information is recorded and pertinent research is captured. E
• Optimize, develop and implement systems, process, and best practices, that support effective cultivation and stewardship as a strategy for advancing relationships and giving, and strengthens a culture of philanthropy. E
• Meet agreed upon fundraising metrics as defined by supervisor, including donor meetings and proposals, and prepare quantitative and anecdotal reports on leadership gift program accomplishments. E
• Collaborate with Senior Director of Annual Giving, Development staff members, and Vice President of University Advancement to coordinate and share/exchange pertinent information about donors, strategies and activities. E
• Ensure compliance with all University fundraising policies, goals and procedures, including responsibility for following all protocols for prospect and donor management established and implemented by University Advancement, and the Donor Bill of Rights. E
• Support the Office of Annual Giving and annual giving campus partners in the planning, strategy, and implementation of Cal Lutheran’s Cares Day. E
• Regularly attend donor events. E
• Perform other duties as assigned. E
  
  

*E = Essential Duties

Knowledge Of:

• Exceptional communication skills and advanced interpersonal skills with a demonstrated ability to effectively build mutually beneficial relationships with a diverse group of people.
• Strong writing skills and excellent editing skills.
• Working with a diverse student body, faculty, staff and constituents.
• Planning, prioritizing and managing a diversified workload with independent judgment and resourcefulness to planning implementing events.
• IRS regulations for making a charitable gift.
• Knowledge of gift acceptance and agreement procedures including planned giving programs and gift vehicles.
• Proficient in database usage, strong word processing skills and knowledge of computer programs including Microsoft Office and Google Suite.
• Financial reports and data.

Ability To:

• Work collaboratively with a team.
• Support and advance a Culture of Philanthropy in a fast-paced, dynamic environment.
• Reach ambitious goals.
• Thrive in a diverse and inclusive environment.
• Embrace manage through change.
• Model ethical behavior under all circumstances.
• Engage in positive employee relations on and off campus.
• Manage confidential data and information with the ability to discern internal and external audiences.
• Articulate a strong commitment to diversity and be able to work inclusively with individuals from different backgrounds.
• Drive a car to carry out work tasks as needed.

Minimum Qualifications:
Any combination equivalent to: Bachelor’s degree required and 3 years of direct or related fundraising experience leveraging high-volume phone outreach.



Preferred Qualifications:
Experience with Raiser’s Edge/NXT database.Budget monitoring and reconciling experience.Academic or non-profit industry experience.


Licenses and Other Requirements:
Valid California driver’s license.Reliable transportation.Availability to work weekends and evenings as needed.Flexibility to travel.

Physical Abilities:
Detect to understand appropriate written correspondence; operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer; communicate to exchange information in person, in writing, on the telephone and by email; stationary position for extended periods of time; move or transport light objects; position self to store and/or retrieve files.

Working Environment:
Office environment; driving a vehicle to conduct work; evening or variable hours.



Hiring Range $65,000 - $78,000
Posting Number: Staff002522022
Open Date: 05/31/2023
Close Date: 6/21/2023

To apply, visit https://careers.callutheran.edu/postings/10895

California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes.

Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.



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$65,000 - $78,000