- 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
- Researches issues for special
- 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
- Provides management of the day- to-
day activities of the Administrative Assistant for Stewardship.
- 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
- 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
- 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
- Writes accompanying copy for the
Dean’s signature, and produces annual financial reports.
- Communicates actions with the
- 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
- 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.