Annual Giving Associate Director Job at University of Rochester (Rochester)

Job Description

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 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.

Job Responsibility

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
Work closely and directly with assigned unit staff, department heads and directors to coordinate a year-long plan of solicitations, communications and timelines
Build and maintain positive relationships with internal and external partners, unit staff, physicians, PR and marketing staff, designers, and vendors
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
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
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 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
Utilize unit publications for product knowledge to inform donor-centric solicitations
Interview grateful patients or other constituents 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 with the Director, the Associate Director takes a lead role in data management for all URMC units
Request, cut, review, and transport data for all appeals
Strategically cut/prepare data based on segmentation parameters, target audiences, and unit goals
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
Determine segmentation strategies for each mailing
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 that support engagement and philanthropy
Consult on and prepare materials for student call center program for academic medicine fundraising units
Advise on and participate in alumni engagement efforts adjacent to annual giving
Implement short-term tribute campaigns around caregiver recognition or postgraduate education, leveraging social media and crowdfunding
Assess or develop assessments of alumni giving such as donor participation rate for academic-medicine units
Conduct or assist with interviews and engagement of students, staff and alumni of academic medical center to develop marketing and fundraising collateral
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
Conduct calendar year-end and fiscal year-end LYBUNT outreach to a group of donors assigned by the AVP of Annual Giving

Requirements

Bachelor’s Degree Required
A minimum of 5 years of relevant or related experience, Required
or equivalent combination of education and experience Required
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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Annual Giving Associate Director

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