General Summary (Purpose) of Position
The Stewardship Officer is responsible for designing, implementing and coordinating an Advancement Office wide stewardship system that appropriately and consistently promotes interaction with and recognition of donors at all levels.
Examples of Duties:
1. Partner with Major Gifts Officers and Alumni Affairs staff to determine the best strategies for effective stewardship of donors by:
• Organizing a team effort to develop stewardship plans for donors at various recognition levels within the major gift program.
• Ensuring that details of stewardship plans are compiled and communicated to all involved parties, and that the plan is documented, implemented and included in the moves management system.
• Working with the Alumni Affairs and Annual Giving staff to arrange and support cultivation events.
• Identifying best practices at other organizations for stewardship planning and operation.
2. Sustain positive and mutually-rewarding relations between the University of Massachusetts Lowell and its donors by:
• Collaborating with Major Gifts to develop acknowledgment and recognition procedures for major and leadership gifts that are consistent across audiences.
• Establishing and managing information tracking processes regarding acknowledgement, recognition, on-going communications and continued cultivation of past and current major donors to enhance their relationship with the University and increase the likelihood of continued contributions.
• Working collaboratively with University Advancement staff to compose letters, compile appropriate invitation lists, engage featured program participants, create programs and provide program materials, and create and/or obtain donor awards and recognitions.
• Write personal acknowledgment and stewardship letters for signature by University leadership and major gifts staff.
• Advising on and facilitating the recognition of donors in both print and Web-based publications.
• Planning, managing and executing large meetings and events that advance donor involvement, cultivation and stewardship for major gifts, as needed.
• Attending stewardship and cultivation events as necessary.
3. Maintain ongoing and active networking with internal and external constituencies by:
• Supporting a process that prompts the Vice Chancellor for Advancement and Major Gifts Officers in maintaining personal contact with major donors and volunteers.
• Developing and writing stewardship mailings and reports to donors highlighting University accomplishments and plans.
• Working in partnership with staff throughout the University to identify and develop recognition opportunities.
• Contributing donor and gift information for the University’s Annual Donor Report, overseeing production of the donor roll, determining the report recipients, and facilitating the mailing.
• Working with the Public Affairs writers to ensure consistency among various stewardship materials.
4. Promote the University’s commitment to customer service by:
• Building effective partnerships with co-workers throughout the University by freely sharing appropriate information and providing assistance when needed.
• Ensuring optimum service to all internal and external partners in response to all requests for service and information.
• Maintaining an environment that is welcoming to persons of all backgrounds, nationalities, and roles.
MINIMUM QUALIFICATIONS:
• Bachelors Degree or higher.
• Three to five years of Development, Communications or related experience.
• Exceptional verbal and written communication skills; a customer service orientation mandatory.
• Demonstrated record of success in working within a complex fast paced professional organization.
• Must be detail oriented, deadline driven and possess strong organizational and interpersonal skills.
• Flexibility to work evenings and weekends as needed.
• Affinity and commitment to the mission of the University of Massachusetts Lowell.