The Associate Director, Major and Principal Giving will, under the leadership of the Director Principal Giving, develop and implement a program directed towards gaining and retaining the financial support of potential donors at a giving level of $1 million and above. Key areas of responsibilities include university-wide pipeline development, acting as a key liaison for Faculties and non-academic units in support of major and principal gift projects, stewardship of major and principal gift donors, president's principal gift activities, supporting the development of academic ideas into principal gift fundraising priorities and managing the university’s complex corporate and foundation relationships. As well, the incumbent will assist in the design and implementation of a comprehensive annual and long-range strategic plan for the Advancement Strategy team which may be annual operating or campaign oriented.
Manage a prospect pool of up to 80 major and principal ($1 million dollars + capacity) prospects; focusing on corporations, foundations and some high-net worth individuals
Develop and implement tailored action plans/strategies for identifying, cultivating, soliciting and stewarding prospects
Complete 75-80 calls with top corporations/foundation prospects/donors, with 50% or more being face to face, and at least 50% with the President, Vice President Advancement or other UWaterloo senior leaders
Responsible for generating $5M plus in new donor commitment annually
Initiate and manage complex donations, bequests including complex multi vehicle gifts
Liaise with members of the university community involved in programs and projects designated as priorities for principal gift funding. Provide appropriate progress reports and involve them in the process, i.e. meetings, scheduling, etc.
Participate in the regular principal gifts strategy meetings to discuss and plan the managing and tracking of principal gifts donor prospects and prospect clearance
Actively seek to identify volunteers for the principal gifts area and develop and implement recruitment strategies. Once recruited, provide support to volunteers and assist in the volunteer recognition program
Develop and maintain a good working knowledge of the University’s activities and priority projects
Prepare written materials including case statements and tailored proposals, progress reports, prospect correspondence and briefing notes and memos
Serve as an ambassador for the university both within the university community itself and outside consistently and convincingly demonstrating the role and importance of private support
Liaise with senior university faculty and administrators and corporate and community leaders to encourage financial support and/or volunteer assistance
Establish own priorities among the numerous responsibilities and projects encompassed by the position
Provide instructions, training and guidance to newly hired development and administrative staff on principal gifts protocols and procedures
Support the President, Vice President Advancement and the AVP Development and Advancement Strategy by developing strategies, providing written materials and oral briefings, and assisting with solicitations
Represent UW at events, meetings and off-site presentations
Administration and Reporting
Ensure compliance with all relevant University policies, procedures and processes
Record detailed notes for prospect tracking and clearance systems, and prepare regular progress reporting on fundraising targets through standardized reporting tools to gauge the effectiveness of activity on ongoing donor strategies
Communication and Internal Collaboration
Encourage and support close collaboration and sharing of knowledge and expertise between colleagues in Central Office (OA), the Faculties/Colleges and other UWaterloo units
Guide and support the development and application of strategies with relevant Faculty Advancement Directors, Institute Directors and other university staff, faculty and senior administration to acquire funds in the range of $1M plus
Develop and leverage partnerships with Alumni Relations, Office of Research, GEDI, Co-operative Education, and other academic support units to maximize revenue generation and build broad based relationships with large corporations
Ensure that all University leaders, faculty and staff involved in the strategy for a prospect/donor are consulted and involved in the implementation of pan-university fundraising plans
Have editorial/proofreading responsibilities for any significant sponsorship proposals/agreements/
Completion of a Bachelor’s degree
CFRE certification and an advanced degree would be an asset
5+years of progressive fundraising experience with a proven track record of achievement and success with raising funds at the $1M plus level from corporations, foundations and individuals
Ability to thrive under pressure and juggle multiple timelines
Strong negotiation and mediation skills
Ease in interacting with a diverse client base both internal and external to the University
A working knowledge of the university environment is a definite asset
Demonstrated competency in critical and strategic thinking
Exceptional communication and interpersonal skills
Excellent judgment and ability to nurture key relationships
Additional Salary Information: Salary commensurate with experience and following University USG ratings
About University of Waterloo
Beyond is where we begin
Waterloo goes beyond the classroom, to a place where experience is the teacher. Beyond problems to solutions that address social, technical and economic needs. Beyond the laboratory, to the research that propels industries, organizations and society.
Waterloo is at the forefront of innovation and is home to transformational research and inspired learning. Located in the heart of Canada's technology hub, we are growing a network of global partnerships that will shape the future by working beyond disciplines and building bridges with industry, institutions and communities.
Our incredible people and partners take us beyond the lives we're living today, to find solutions to the global challenges that lie ahead. Creating change that goes beyond the status quo and is felt around the world.
Waterloo goes beyond—to challenge, connect and propel our world.
The Office of Advancement is responsible for supporting the University’s mission through raising funds and keeping our alumni connected. We work inside and outside the campus community to garner support for a wide range of priorities including research, facilities, academic programs, chairs and fellowships, scholarships and other student financial awards.