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Job Standard for Annual Giving Specialist

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Employee Name:

Employee ID:

Employee PCN:

How to use this Job Standard:

  1. The Purpose, Scope, Qualifications and Job Functions are specific to this job title and can not be edited.
  2. Click “View in Google Docs/Download” and download to Word.
  3. Under Essential Functions you may add an additional 35%, specific to your department needs.
  4. Complete this standard before creating the job announcement and posting the position.
  5. This standard will be used as the new Job Description for the prospective employee.
  6. After hire is complete, insert Employee Name and PCN#

Annual Giving Specialist Overview

  • Work Type: Non-Classified/Professional
  • Job Code: 75593
  • Pay Grade: P6
  • FLSA Status: Exempt
  • Career Level: Intermediate
  • Family: External Affairs
  • Function: Development

Purpose

Responsible for developing and executing effective strategies for soliciting annual gifts prospects and building the leadership annual giving program.

Level Scope

Fully competent and productive professional contributor who applies acquired job skills, policies, and procedures to complete substantive assignments/projects/tasks of moderate scope and complexity. Works independently with general supervision; exercises judgment within defined guidelines and practices to determine appropriate action. May provide guidance and assistance to entry level professionals and/or support employees.

Minimum Qualifications

Bachelor’s Degree and 2 years’ experience or equivalent

Knowledge, Skills, and Abilities

  • Ability to raise leadership annual gifts through personal solicitation of prospects
  • Experience establishing strategies and goals to implement a successful President’s Club, Parent & Family Program, and Student Development Assistant Program
  • Excellent written and oral communication skills demonstrating professional grammar usage and experience making presentations.
  • Strong understanding of the philosophy of quality service and the group process with proven aptitude for working as part of a team and foster the principles of community.
  • Proven ability to plan, train, manage, and mentor student staff and set priorities to direct others in the maintenance of established high standards of work production and ethics.
  • Must be available as needed for evening and/or weekend work coinciding with events and meetings

Essential Functions

Key Responsibilities

60% of Time the Annual Giving Specialist

  • Conduct face -to- face visits annually and solicit alumni and friends for annual gifts
  • Cultivate and involve prospects by developing personal relationships and making personal visits.
  • Ask for gifts to meet a minimum annual goal
  • Develop and execute effective strategies for soliciting annual gift prospects, including library prospects, and additional pools as assigned
  • Develop well -written letters, proposals and /or gift agreements
  • Actively and respectfully participate in the prospect coordination and management process

35% of Time the Annual Giving Specialist

  • Determined by department needs

5% of Time the Annual Giving Specialist

  • Perform other duties as assigned

Work Environment and Physical Demands

Some positions may involve frequent bending, moving, lifting, and carrying material weighing up to 50 pounds; some positions may involve moving, lifting, and carrying material weighing up to 70 pounds; standing up to eight hours each day; working in all weather conditions; exposure to high noise levels and require wearing hearing protection.

Travel Requirement

Not applicable for Annual Giving Specialist

Career Path

Additional training/education or equivalent experience, as well as business need, are required for movement into higher level jobs.

Disclaimer

Incumbent must perform the essential duties and responsibilities with or without reasonable accommodation. The above statements are intended to describe the general nature and level of work. Final employment offers are contingent upon a Final Candidate’s successful completion of a Background Verification, and a determination by the University that the information derived from the Background Verification does not disqualify the individual. In addition, a Financial History Check and Motor Vehicle Record (MVR) Check may be required.

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