Annual Giving Associate Director

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Location (Full Address):

300 East River Rd, Rochester, New York, United States of America, 14623

Opening:

Worker Subtype:

Regular

Time Type:

Full time

Scheduled Weekly Hours:

40

Department:

100006 Ofc Sr Vice Pres Advancement

Work Shift:

UR - Day (United States of America)

Range:

UR URG 110

Compensation Range:

$60,431.00 - $84,603.00

The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

Responsibilities:

GENERAL PURPOSE

The Associate Director, Annual Giving is a member of the Annual Giving Direct Response Team (UR Medicine) and works closely with the Director of Development on direct marketing annual giving campaigns for select University of Rochester Medical Center units to achieve fiscal year dollar and donor goals within an approved budget. This role manages a portfolio of Medical Center units (to be determined post-hire and subject to change depending on organizational priorities) for which they plan and execute all direct mail, email, and digital solicitations of relevant donors, grateful patients, academic alumni, and community members. The Associate Director also serves as the primary Annual Giving Program (AGP) liaison with units in their portfolio and represents those units' interests within AGP. As part of the AGP team, the Associate Director contributes to overall annual giving success, which includes a variety of key performance indicators beyond total gift revenue and total donor count and Annual Giving initiatives that transcend campuses and programs.

ESSENTIAL FUNCTIONS

Strategy direction: Create and implement long and short-term strategies for assigned unit campaigns as a part of overall Annual Giving Program plan for the fiscal year. Responsible for achieving goals for assigned URMC units. Includes:

• Work closely and directly with assigned unit staff, department heads and directors to coordinate a year-long plan of solicitations, communications and timelines, while maintaining a consistent image and message.

• Through ongoing meetings and conversations, build and maintain positive relationships with internal and external partners, unit staff, physicians, PR and marketing staff, designers, and vendors

• Within the unit plan, develop and oversee mail, email and digital campaigns for assigned units.

• Use analytics to guide campaigns and budget allocation for each project.

• Collaborate with and monitor external mail house vendors on executing mailings.

• Periodically conduct benchmarking research to refine messaging and solicitation strategies.

• Analyze program results throughout the year and recommend changes to achieve goals.

• Present quarterly reports throughout the fiscal year to unit contacts and Advancement principals. Present to unit leadership at other intervals as needed/requested.

• Review and refine reporting mechanisms to maximize analysis of annual giving efforts. Create ad-hoc reports as needed.

Primary point of contact/liaison with fundraising units and with campus partners (marketing groups, for example) on digital fundraising initiatives, most notably the annual Day of Giving.

Direct marketing content production:

• Produce copy for all direct mail and electronic appeals. Manage creative process of solicitations, selecting and working with designers, printers and mail fulfillment vendor across multiple units (clinical and or academic, subject to assignment) consistent with a rigorous schedule of solicitation waves throughout the fiscal year.

• Utilize unit publications (e.g., e-newsletters, web sites, etc.) for product knowledge to inform donor-centric solicitations.

• Interview grateful patients or other constituents (e.g. students, staff, alumni) as necessary for appeals and develop written copy. Obtain HIPAA release forms from grateful patients being featured in solicitations.

• Manage internal and unit-based approval process, working closely with unit partners, faculty/administration leaders or their delegates, and Advancement principals

Working with the Director, the Associate Director takes a lead role in data management for all URMC units. Includes:

• While being cognizant of all mailing schedules and deadlines, request, cut, review, and transport data for all appeals.

• Strategically cut/prepare data based on segmentation parameters, target audiences, and unit goals to achieve maximum dollar and donor results.

• Guide the Assistant Director as s/he edits for accuracy/alignment, sends to unit staff for review, assigns strategic ask amounts and coding, suppresses appropriate lists, and securely uploads to appropriate vendors.

• Review, track, analyze, and report solicitation results, including comprehensive quarterly AGP reports; make recommendations to unit staff; update plans as needed.

• Determine segmentation strategies for each mailing to achieve maximum dollar and donor results.

In conjunction with the Advancement reporting team, develop and refine reports, request and test data as appropriate.

Strategically coordinate with unit-based Advancement colleagues on broad-based initiatives (not limited to direct response alone) that support engagement and philanthropy, adapting or building on AGP marketing to appeal to a Medical Campus-specific audience. For example:

• Consult on and prepare materials (scripts, for example) for student call center program for academic medicine fundraising units (EIOH, SMD, SON).

• Advise on and participate in alumni engagement efforts adjacent to annual giving (for example, I Heart Rochester, Reunion communications, etc.)

• Implement short-term tribute campaigns around caregiver recognition or postgraduate education, leveraging social media and crowdfunding, in collaboration with AGP digital team.

• Assess or develop assessments of alumni giving such as donor participation rate for academic-medicine units, potentially to include more granular detail (based on class year, decade, or area of giving).

• Conduct or assist with interviews and engagement of students, staff and alumni of academic medical center to develop marketing and fundraising collateral.

Other duties as assigned, including but not limited to:

• Participate in URMC Advancement meetings and subgroup meetings to promote opportunities for coordination and consistency.

• Coordinate with internal/external staff to create ads for unit-based publications

• Participate in professional development and peer networking groups related to academic healthcare philanthropy, direct marketing, and advancement more broadly to stay up to date on the latest trends and strategies

Conduct calendar year-end and fiscal year-end LYBUNT outreach to a group of donors assigned by the AVP of Annual Giving; ask donors to renew their support over the phone or via email.

MINIMUM EDUCATION & EXPERIENCE

• Bachelor's Degree Required

• A minimum of 5 years of relevant or related experience, Required

• or equivalent combination of education and experience Required

KNOWLEDGE, SKILLS AND ABILITIES

• Proficiency with Microsoft Office suite, particularly Excel, or willingness to train and practice extensively. Required

• Comfort level with relational constituent databases, project management, and analytical skills to review and assess complex information. Required

• Ability to solve problems and manage fundraising activities effectively. Required

• Attentive to detail, excellent communication and writing skills, and the ability to work within a complex organization, exercising tact in communicating to senior fundraising professionals and campus partners including division administrators, chiefs, and department chairs; discretion in handling high-risk data (PII and PHI). Required

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At the University of Rochester, we are committed to fostering, cultivating, and preserving an inclusive and welcoming culture and are united by a strong commitment to be ever better-Meliora. It is an ideal that informs our shared mission to ensure all members of our community feel safe, respected, included, and valued.