The Carlson School of Management’s Executive Director will report to the Assistant Dean of Institutional Advancement (IA) and will lead and direct the Carlson School’s individual major gifts, providing oversight, mentorship, and support for the major gift officers in this area. Working closely with the Assistant Dean, the Executive Director will develop and implement a strategic plan to grow annual gift production for individual giving and corporate & foundation relations. In addition, the Executive Director will manage a portfolio of donors and prospects capable of making gifts of $100,000+ to the Carlson School. As a member of the Institutional Advancement Leadership Team, the Executive Director will serve as a trusted advisor to the Assistant Dean and will provide visible leadership across the IA team.
Commitment to Institutional Advancement’s Mission and Core Values:
The Carlson School of Management strives to have a best-in-class advancement program and be recognized as one of the highest performing fundraising programs in the country. Central to achieving and sustaining this level of success is an individual commitment to our mission and core values. We embrace the Carlson School’s commitment to address systemic racism and racial inequality, aligning our work to create a more inclusive culture for alumni, donors and community partners. Our unique value proposition is a belief in not only what we do but how we do it. The Institutional Advancement team has developed a set of core values for how we conduct our work and, importantly, how we treat each other.
Our Mission: Connecting philanthropy, alumni, and friends of the Carlson School to empower students and bring bold ideas to the world.
Our Core Values:
We create rather than follow
We lead with confidence and humility
We trust colleagues to act ethically, work diligently, and support the team
We share a belief in our mission, value people as people, and express joy in our work
We demonstrate pride in the University of Minnesota and the Carlson School
Individual Giving Leadership (35%)
Oversee individual major gift fundraising team of five major gift officers by providing mentorship, motivation, accountability, and structure for development officers to engage in ambitious, intentional major gift fundraising;
Provide leadership and strategic planning direction for major gift efforts to increase all prospect qualification, expand donor counts and grow solicitation activities major and principal gifts;
In consultation with Assistant Dean, set individual gift officer goals and monitor progress against annual gift officer performance metrics;
Oversee the development of an annual work plan for major gift officers designed to achieve goals and drive production;
Assist and advise gift officers on proposal development and other development best practices;
Work closely with alumni relations, annual giving, and advancement services to ensure seamless integration of major gift efforts with the rest of Institutional Advancement.
Build and expand relationships with companies where Carlson has significant professional and research connections and a strong alumni presence;
Working closely with Carlson events team, provide guidance and strategic direction on corporate-related events, including, but not limited to, the First Tuesday speaker series and corporate clubs.
Strategic Leadership (25%)
Provide structure and guidance necessary to promote a high-performance advancement culture that meets the needs and expectations of a successful, entrepreneurial and fast-moving alumni and business community;
Participate in and provide strong leadership for Institutional Advancement strategic planning, including post-campaign assessment and execution;
Demonstrate strong, visible leadership across the entire advancement team and throughout the School;
As directed by Assistant Dean, effectively manage volunteer leaders, including assigned boards and committees, for purposes of supporting the key goals of the corporate relations program;
Responsible for strategic budget and financial oversight of individual giving and corporate/foundation relations teams.
Prospect Management (40%)
Working closely with the Assistant Dean, maintain responsibility for a major gifts portfolio with a focus on top individual and corporate prospects ($100,000 and above). Utilize various giving methods such as current, deferred giving, and non-cash gifts;
Coordinate with the University of Minnesota Foundation (UMF) staff and other key University staff to identify, cultivate, solicit, and steward major gifts from individuals, corporations, and foundations;
Involve the dean, department heads, and academic leaders in donor cultivation strategies and visits as appropriate, supporting their activities through providing thorough briefings, talking points, and itineraries;
Clear and coordinate prospective donors through appropriate UMF procedures to ensure effective solicitation of the donor that maximizes the gift to the University and the donor's satisfaction with the institution.
** The employer reserves the right to change or assign other duties to this position **
*MINIMUM / ESSENTIAL QUALIFICATIONS:
Five years demonstrated ability to successfully solicit major gifts; or experience in marketing, sales, public relations, financial advisement or related field with emphasis on relationship cultivation and solicitation of individuals/businesses
Strong oral and written communication skills; ability to articulate a strong and compelling case for support
Excellent interpersonal skills and ability to create strong professional relationships with colleagues at the School, Foundation, and University
Ability to effectively represent the interests and fundraising priorities of the School, while also maintaining a high degree of enterprise perspective by acting in the best interests of the foundation and the university at all times
Strategic, hardworking, and able to work with a high degree of flexibility in a highly-collaborative, fast-paced, goal-oriented environment
Ability to apply creative and entrepreneurial thinking, while applying sound judgment and conducting oneself with integrity
Ability to effectively work with volunteer boards to assist with donor relationship development and to advance significant philanthropic support for the college
Access to reliable transportation and ability to travel for donor visits
Ability to work evenings and weekends as necessary
*PREFERRED QUALIFICATIONS / SELECTION CRITERIA:
Three years of supervisory experience
Significant history (more than five years) of helping individuals with philanthropic giving of $1,000,000 or more in a higher education setting
Demonstrated experience in benefactor/prospect cultivation and solicitation process vehicles
A strong commitment to higher education. Experience working at a major, Land Grant Research University. Capital Campaign experience.
The University of Minnesota, founded in the belief that all people are enriched by understanding, is dedicated to the advancement of learning and the search for truth; to the sharing of this knowledge through education for a diverse community; and to the application of this knowledge to benefit the people of the state, the nation, and the world.