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 Stewardship Coordinator

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  • This position manages and implements programs that steward donors, particularly those who have given $50,000 or more cumulative lifetime.
  • Develops and maintains computerized stewardship systems which manage information, monitor activity and produce reports.
  • Researches issues for special stewardship projects.
  • Coordinates stewardship information listed in Institutions-wide publications and on the website.
  • Helps cultivate relationships with prospects and donors through stewardship reports, mailings and phone contact.
  • Provides management of the day- to- day activities of the Administrative Assistant for Stewardship.

Specific Responsibilities:

  • Manages the daily acknowledgment letter process for the President of the University for gifts of $25,000 or more, and for the Dean.
  • Coordinates, prepares, and reviews the production and mailing of these letters with the leadership, following up on the status of these as appropriate.
  • Procures, reviews, and revises acknowledgment templates and makes recommendations for new templates to better steward donors.
  • Recommends improvements in acknowledgment policy to the Assistant Director.
  • Gathers narrative and financial gift information for scholarships, fellowships, endowed chairs, major donors, etc as appropriate.
  • Reviews information with development officers to determine funds and donors to be stewarded.
  • Reconciles gift accounts when warranted.
  • Works with some donors and families directly to steward funds.
  • Updates main and stewardship databases accurately and in a timely fashion.
  • Develops a sound knowledge of Development – related components of financial systems to support effective tracking of endowed accounts and current fund usage to effectively steward donors and faculty.
  • Communicate with the treasurers’ offices, business offices, departmental administrators, development officers, and the central development office regarding stewarded funds and reconciliation discrepancies.
  • Works with the Assistant Director to accurately update gift club information for the Fund on a monthly basis.
  • Maintains a list of the top 75 donors to ensure proper and timely acknowledgment and stewardship.
  • Works with the Associate Director of Financial Aid and the Assistant Dean of Financial Aid to coordinate the scholarship stewardship program.
  • Corresponds with students on behalf of Financial Aid and Student Affairs, strongly encouraging them to write letters of gratitude to be sent to scholarship donors and/or their family members.
  • Writes accompanying copy for the Dean’s signature, and produces annual financial reports.
  • Communicates actions with the Development Office.
  • Resolves award and stewardship issues with the appropriate offices.
  • Must become familiar with student financial aid policies.
  • Coordinates information with Public Affairs & Communications and Development Communications regarding the Internet as a source of recognition, stewardship, and cultivation.
  • Acts as liaison with Development Communications regarding stewardship information listed in Institutions-wide printed publications and websites.
  • Insures accuracy of information to encourage future philanthropy.
  • Consistently reviews $100,000+ lifetime donors and their stewardship plans in the system.  Brings to the attention of the Assistant Director those donors at this level who are not being stewarded.
  • Supports the stewardship program with regard to cultivation, recognition and stewardship activities.
  • Performs other stewardship functions as assigned.

Qualifications:

  • High School degree required.
  • Two years of college preferred or equivalent work experience.
  • This position requires a knowledge and understanding of accounting theory and practices.
  • The individual must possess excellent verbal, interpersonal and written communication skills, and must be well-organized, motivated, exercise good judgment, solve problems, balance multiple tasks, and perform well under pressure and within time constraints with a high degree of accuracy and diplomacy.
 
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