Main Areas of Responsibility:
Identify and cultivate prospects and solicit gifts; For immediate and multi-year support; Build long-term assets, including endowment; Legacy (Planned) gifts; Build and manage relationships; For UWCNM staff and volunteers with investors and prospective investors; Support colleagues in their relationships with identified prospects; Develop and manage cultivation and solicitation strategies for priority prospects.
Additional Areas of Responsibility:
Identify prospects: From donors lists and other UW relationships; From research – prospects without relationships with UW. Prioritize prospects to maintain a continuous list for active cultivation. Steward all Principal and Legacy gift commitments.
Manage volunteer Gift Acceptance Committee to apply policies and make recommendations to Finance Committee regarding gifts other than cash and securities; Coordinate with CEO to maintain high level of involvement of board of directors in Principal and Legacy gift activities; Evaluate various gift opportunities and giving vehicles relative to suitability for prospective investors.