Advancement Services

Associate Vice Chancellor for Advancement Services

NC State invites applications and nominations for the Associate Vice Chancellor for Advancement Services (AVC), a position that reports to the Vice Chancellor for University Advancement, Brian Sischo, and serves as an active member of University Advancement’s senior leadership team. The AVC provides leadership for a dynamic, best-practices advancement services program that supports the alumni relations, development, and communications areas within University Advancement at NC State. These efforts are intended to broaden the engagement of the University’s stakeholders and increase gift revenue from individuals and organizations in support of the University’s priorities.

The AVC leads four essential teams – Gifts and Records Management, Donor Services, Advancement Information Systems and Prospect Development – with a goal of creating and sustaining a customer-service oriented and donor-centric operation. The AVC is responsible for all aspects of the Advance systems (CRM database), selection and management of a variety of additional software tools; gift acceptance, processing and fund compliance; gift agreement and endowment reporting; as well as prospect research, prospect management and data analysis.
The AVC builds, sustains, encourages, and supports productive relationships with and among colleagues and serves as a key partner to leadership in units and colleges across campus while utilizing data analytics to drive fundraising success, especially in the context of NC State’s current comprehensive campaign. He/she will ensure the University is perceived as a national leader in Advancement Services and an organization against which others want to benchmark.

Essential Duties and Responsibilities Include:
Serve as a key member of the University Advancement Leadership Team
Develop a vision for Advancement Services at NC State and communicates that vision to all constituents on a regular basis
Provide direction and support for Gifts and Records Management, Donor Services, Advancement Information Systems and Prospect Development; serve as a coach and mentor to all staff members
Provide broad administrative oversight and strategic leadership in the planning, implementation, improvement, and evaluation of functions and operations within Advancement Services
In close collaboration with the VC, share oversight and implementation of the university naming policies and protocols
Manage the budget and staffing infrastructure for Advancement Services that supports the successful implementation of University Advancement’s strategic plan
Oversee the planning and evaluation of the technology infrastructure necessary to promote and sustain university-wide development, marketing, and alumni relations activities
Provide leadership and direction to build a culture of customer service, achievement, professionalism, and efficiency
Maintain close working relationship with Foundations Accounting and Investments (FAI)
Manage the compliance and ethical standards of Advancement Services; meet IRS regulations of gift substantiation, FASB regulations, CASE guidelines for development accounts as well as UNC System and NC State policies and procedures
Work collaboratively with deans and senior administrators to foster broad, coordinated involvement and cooperation regarding gifts and records management, donor services, Advance systems and prospect development
Oversee administration of the corporate matching gifts program

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University Development

Executive Director of Central Major Gifts

The Executive Director reports to the Assistant Vice Chancellor for University Development and serves on the leadership team for the division. This position is charged with developing and implementing strategies for securing financial support from a portfolio of donors and prospects including identifying, qualifying, cultivating, soliciting, and stewarding major gifts for the university from alumni and friends. The Executive Director prepares and implements strategic plans for the major gift team and is responsible for meeting annual goals based on new prospect discovery and qualifications, in-person meetings, proposals submitted and gifts closed.

The Executive Director is charged with planning, coordinating, and representing university-wide fundraising initiatives and programs by closely partnering with colleges and units, university leadership, and development colleagues across campus.

The Executive Director serves as the direct supervisor, mentor and coach to the central major gifts staff.

*Essential duties and responsibilities of the Executive Director include, but are not limited to the following:

  • Growing the major gifts program and building a pipeline of individual major gift donors ($50,000+) through identification, qualification, cultivation, solicitation and stewardship cycles
  • Developing annual fundraising and program goals for staff in collaboration with AVC; monitoring progress against goals and producing necessary reports
  • Fostering and reinforcing a non-territorial, sophisticated approach to donor-centric philanthropy that encourages flexibility and responsiveness throughout University Advancement
  • Actively managing a personal portfolio of current and potential major gift donors
  • Initiating and conducting personal meetings with prospects and donors throughout the year and leading / participating in solicitations with university leaders and development colleagues to meet individual and achieve institutional goals
  • Leading strategies to identify, qualify, prioritize, cultivate, solicit, recognize, and steward all donors and prospects assigned to the Central Major Gifts team
  • Working collaboratively with and in support of volunteers, other University development and advancement staff, and other College and University leaders to identify, cultivate and solicit donors for College and University-wide priorities
  • Prioritizing and implementing complex donor strategies involving multiple units and leadership
  • Building and managing regional fundraising programs engaging all units and their teams to maximize donor engagement, prospect strategies and grow major giving
  • Leading and managing staff in a fiscally sound manner by ensuring that the appropriate systems, staffing and procedures are in place to support fundraising goals
  • Serving as a resource, role model, and coach to development staff on matters of prospect strategy and solicitation; regularly share new approaches and techniques
  • Ensuring that all interested parties (team members) are well informed and engaged in efforts focused on specific prospects
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University Development

Assistant Director, Annual Giving

The Assistant Director is responsible for serving as a liaison between the College of Agriculture and Life Sciences. The position will be the annual giving fundraising advocate, resource and expert for assigned college(s) and unit(s) while maintaining a strong working relationship with associated staff.

In this role, the Assistant Director works with the Annual Giving team to manage and implement fundraising strategies, which align with college and Annual Giving goals.
The Assistant Director also monitors all data and trends for the College providing regular updates to the College of Agriculture and Life Sciences.

The Assistant Director reports to the Executive Director of Annual Giving and works closely with the Annual Giving staff, the College of Agriculture and Life Sciences and the University Communications team.

Duties and Responsibilities:

  • Provide strategic direction and long-range/short-range planning for growing the annual giving program while supporting the greater development and campaign goals of the college.
  • Act as the top annual giving fundraising advocate, resource, and expert for the College of Agriculture and Life Sciences while maintaining a strong working relationship with associated staff.
  • Manage and execute mail, email, and web solicitations sent from the annual giving office that utilize content and segmentation strategies for the college.
  • Integrate college’s messaging within the scope of the annual giving team’s university-wide fundraising campaigns.
  • Maximize return for NC State Day of Giving for the college through the utilization of segmentation and unique content.
  • Perform copywriting for fundraising communications of the college.
  • Perform copywriting and editing for university-wide fundraising communications as needed.
  • Partner with NC State and College of Agriculture and Life Sciences marketing, and communications staff for design, editing, videography, and other asset deliverables.
  • Utilize data and reporting information to strategically enhance marketing efforts.
  • Serve as the primary point of contact for the college and provide regular updates to both teams.
  • Follow emerging trends and best practices in annual giving direct marketing strategy.
  • Assists in the detailed planning of annual solicitation programs, which may include special campaigns.
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University Development

Assistant Director for Annual Giving-Data Analytics and Reporting

Primary Purpose of Position / Job Summary:
The Assistant Director for Data Analytics and Reporting in the Office of Annual Giving reports to the Associate Director for Data Analytics and Reporting and supports the technological solutions with the goal of improving operational performance and efficiency. This position will serve as a part of the University Development’s team and will work to support and collaborate with all areas of University Advancement in conjunction with the Think & Do the Extraordinary Campaign.
The Assistant Director for Data Analytics and Reporting is responsible for working with the Associate Director managing the assessment and execution of various technology solutions in a cost‐effective to further manage strategies, mailings, segmentation and campaigns for all broad-based marketing channels. In addition, the Assistant Director will lead with reporting and service as a primary data liaison to college on technical solutions, metrics, and performance.

Primary Purpose of Position / Job Summary:
The Assistant Director for Data Analytics and Reporting in the Office of Annual Giving reports to the Associate Director for Data Analytics and Reporting and supports the technological solutions with the goal of improving operational performance and efficiency. This position will serve as a part of the University Development’s team and will work to support and collaborate with all areas of University Advancement in conjunction with the Think & Do the Extraordinary Campaign.
The Assistant Director for Data Analytics and Reporting is responsible for working with the Associate Director managing the assessment and execution of various technology solutions in a cost‐effective to further manage strategies, mailings, segmentation and campaigns for all broad-based marketing channels. In addition, the Assistant Director will lead with reporting and service as a primary data liaison to college on technical solutions, metrics, and performance.

  • Be the primary system administrator for technologies managed by Annual Giving (VanillaSoft, SignalVine, RNL’s Campus Call, etc).
  • Collaborate with the Annual Giving team to develop and reach annual goals and objectives for various audiences and channels; create, implement and assess segmentation, fundraising and marketing strategies for phone, mail, and web/digital channels.
  • Identify and implement technological solutions with goal of improving operational performance and efficiency.
  • Liaise with other campus technology administrators to ensure proper use of Advancement systems (Advance, SAS, Blackbaud, etc.)
  • Develop an understanding, carry out and document the process for extracting and processing solicitation data through available technology systems and aligning with best practices.
  • Perform proactive data analytics and data mining using tools for predictive modeling, clustering, and other data science methodologies.
  • Address key questions around solicitation structures, clustering for segmentation, and effectiveness of current fundraising practices through data mining efforts.
  • Coordinate with Annual Giving colleagues on technical and strategic aspects of implementation related to analytics findings.
  • Serve as the primary person responsible for the appeal code reporting, college-based reporting, and management of the university-wide solicitation calendar.
  • Review college-based report requests for alignment with best practices and Annual Giving strategy.
  • Utilize data and reporting information to strategically enhance fundraising and marketing efforts.
  • Serve as the primary point of contact for the assigned college(s) and unit(s) and provide regular updates to both teams.
  • Follow emerging trends and best practices in annual giving direct marketing, technology, and analytics.
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Advancement Services

Assistant Director, Prospect Development

NC State seeks an Assistant Director (focusing on Prospect Management) with strong communication and interpersonal skills, good judgement, and problem-solving skills. The Assistant Director is responsible for partnering with frontline fundraisers to measure prospect management effectiveness, portfolio robustness and metric support; all in the effort to maximize returns for solicitations.

The Assistant Director reports to the Director of Prospect Development, and works strategically and synergistically with the other members of Advancement Services on all levels, with the University’s office of Central Development, and with college and unit-based development personnel to accomplish each unit’s goals. The Assistant Director will also manage a Prospect Management Associate, who is responsible for data clean efforts, prospect management data entry and maintenance, and prospect management enforcement.
The position will work remotely until the team’s workspace is cleared for on-site work. Continued remote work after that time has yet to be determined, but it should be anticipated that the new hire will need to be able to work on the Raleigh campus at some point.

Major Duties and Responsibilities:
Design and implement a comprehensive portfolio review process, to be conducted with frontline fundraisers.
Manage the Prospect Development Associate, who performs CRM prospect management updates, maintenance, and performs reporting activities.
Design and implement reporting to monitor prospect management activities, pulling in necessary partners to complete the tasks.
Monitor reporting of proposals, portfolios and progress through the donor cycle.
Using data segmentation and analysis, create robust portfolios for fundraisers.
Match suspects to key initiatives through donor analysis.
Lead prospect management and system training and support as needed.
Lead discussions and activities related to active portfolio management, review, dissolution and maintenance.
Isolate, investigate and implement opportunities for continual system and procedural improvements in moves management.
Provide timely and reliable high-level qualitative and quantitative trend analysis that supports the strategic and operational effectiveness of NC State’s major and principal gift programs.
Create and update prospect management policy documentation as needed.
Advocate for, and represent, policy best practices while acknowledging the need for flexibility and evolution as institutional needs may arise.

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Advancement Services

Prospect Development Principal Gifts Senior Analyst

NC State seeks a Prospect Development Principal Gifts Senior Analyst to focus on principal gift-level ($5M+) identification, research and data reporting. The successful candidate will have strong communication and interpersonal skills, good judgement, and excellent writing skills, and be motivated and dedicated to the goals of advancing higher education.
In addition to successfully identifying relevant wealth and connections for current principal gifts prospects, the Prospect Development Principal Gifts Senior Analyst will monitor news alerts for top principal gift prospects, take part in principal gift projects, suggest areas of priority where a strategic discussion would be supported by newly identified suspects, and assist in benchmarking with similar institutions.
The Prospect Development Principal Gifts Senior Analyst reports to the Director of Prospect Development, and works strategically and synergistically with the other members of Advancement Services on all levels, with the University’s office of Principal Gifts, and with college and unit-based development personnel when necessary to accomplish the goals of the Principal Gifts Program.

NC State seeks a Prospect Development Principal Gifts Senior Analyst to focus on principal gift-level ($5M+) identification, research and data reporting. The successful candidate will have strong communication and interpersonal skills, good judgement, and excellent writing skills, and be motivated and dedicated to the goals of advancing higher education.
In addition to successfully identifying relevant wealth and connections for current principal gifts prospects, the Prospect Development Principal Gifts Senior Analyst will monitor news alerts for top principal gift prospects, take part in principal gift projects, suggest areas of priority where a strategic discussion would be supported by newly identified suspects, and assist in benchmarking with similar institutions.
The Prospect Development Principal Gifts Senior Analyst reports to the Director of Prospect Development, and works strategically and synergistically with the other members of Advancement Services on all levels, with the University’s office of Principal Gifts, and with college and unit-based development personnel when necessary to accomplish the goals of the Principal Gifts Program.

Major Duties and Responsibilities:
Principal Gift Research and Writing
-Conduct in-depth biographical, business, and financial research on the university’s top individual donors and prospective donors using internal research tools.
Identify, analyze, and accurately interpret a variety of financial documents and information, including SEC documents, charitable foundation filings, real estate and financial records, private company records, and annual/financial reports.
-Make connections between, and report on, research work and the NC State campaign and unit/college initiatives to support the strategic cultivation and solicitation of principal gift prospects.
-Using tools and other resources, identify and refer new, previously unidentified principal, Chancellor-level suspects to the PGP team.
-Assess the relative value of, synthesize, and summarize information into coherent, well-written and strategic documents.
-Gain and maintain proficiency in the use of all available internal and external information resources, including the Advance database (NC State’s alumni and donor database).
-Assist in the development of, and contribute relevant information to, narrative profiles and other briefing materials for use by executive leadership, other University staff, and volunteers.
-Exercise appropriate judgement and discretion in gathering facts and formulating analysis.
-Proofread, edit, and prepare written products to ensure consistent clarity and integrity.
-Assist in the identification of new tools for identifying, organizing and researching potential principal gift donors for NC State.
Wealth and Asset Monitoring
-Monitor wealth/financial information to assess an individual’s philanthropic gift capacity during cultivation and share this information with the PGP team and the fundraiser assigned to the prospect.
-Search and monitor news and other online sources to obtain information regarding philanthropic gifts to other organizations, and financial, family, or life events that may affect an individual’s ability or propensity to support NC State. Share this information in a timely manner with the PGP team and those fundraisers assigned to the prospect.
-Assign, update, or confirm appropriate capacity levels on new or existing prospects.
-Maintain the Advance database with relevant wealth information, philanthropic interests, reports and relevant news articles.
Client Service and Project Management
-Attend PGP meetings, providing research and prospect development insight. Be prepared to research quickly as needed to answer questions as they arise. Make recommendations for strategy based on research findings if applicable.
-Receive prospect research requests from clients, managers, and development associates, provide input to determine the feasibility of research requests and special projects, and negotiate project deadlines and scope of work when necessary.
-Independently and proactively manage own workload and priorities, ensuring that all deadlines are met with quality products. Report any challenges to project due dates to the Director immediately.
-Provide ad hoc research on specific biographical or financial information relating to principal gift-rated individuals, as requested or as part of ongoing projects.

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Central Major Gifts

Development Program Associate-Central Major Gifts

Reporting to the Executive Director of Central Major Gifts, the Development Program Associate provides critical support for the Central Major Gifts team and works closely with the Executive Director and other team members to increase and strengthen relationships with donors and campus colleagues. As a key team member, he/she works independently to manage and coordinate all aspects of the duties required which includes finances, travel, reporting, events, communication and scheduling for the Central Major Gifts team.

In addition, this position will work proactively to generate, review, and distribute reports to the team as needed, specifically information related to prospects and donors. Supporting and coordinating travel will be a critical task as well as facilitating communication with various constituencies including prospects, donors and volunteers. Occasional events, group meetings and programmatic projects will also be tasked to the Development Program Associate to oversee and/or coordinate with colleagues in University Development and across campus.

The ability to organize and prioritize work flows effectively is critical, as is the ability to develop detailed schedules, plans, status reports and track key project milestones to meet the varying needs of the Central Major Gifts team.

  • A clear understanding of organizational policies and procedures is critical.
  • Works with other divisional support staff to provide coverage for unit where needed and as requested.
  • Supports the Executive Director of Central Major Gifts and other members of the Advancement and University Development teams with special projects as needed.
  • Work collaboratively with the University Development Office and Central Major Gifts team
  • Attends development meetings and other events
  • Maintains an up-to-date file system of physical and database files.
  • Performs other duties as assigned.
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College of Agriculture and Life Sciences

Development Assistant

The Development Assistant will provide support to major gift officers/fundraisers in the College of Agriculture and Life Sciences Advancement Office, including, managing calendars and scheduling appointments; drafting and preparing correspondence; coordinating board meetings; making travel arrangements; overseeing projects; and providing day to day administrative support. This position serves as an integral member of the fundraising team. This position requires a balance between being able to follow instruction closely, with great attention to detail and taking initiative when there is an opportunity for efficiency gains or process improvement.

 

Other Work/Responsibilities

The Administrative Support position will also be expected to develop detailed schedules, plans, reports and track key project milestones to meet the varying needs of the team. An expectation of this position is to also travel on campus and in the local area to complete time-sensitive tasks.

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