Portfolio Management

• Assist in executing an annual fundraising business plan, developed by their leader.
• Meets regularly with the leader to assess projects, review strategies, and track progress toward meeting fundraising performance benchmarks
• Manages a portfolio of approximately 40 prospects with the capacity to make gifts of $125,000 and more with an annual production goal in excess of $750,000; regularly identifies and contacts additional prospects through research and referrals
• Meets individually with prospects and volunteers designed to move prospects toward making a philanthropic commitment to the university
• Makes personal gift solicitations. Management of the process includes maintaining a comprehensive understanding of university priorities, preparation of the solicitation materials, conducting strategy meetings, and preparing briefing materials for President/Vice President of Advancement/Dean/others involved in solicitation
• Directs and refers a solicitation to identified prospects in portfolio for a planned gift, including, but not limited to bequests and annuities. Partner with the Planned Giving fundraising team to manage, as needed
• Maintains appropriate contact with prospects and records all contact in University Advancement prospect management system

2. Meeting Attendance and UA Representation

• Attend relevant university events and meetings, some during the evenings and weekends, representing the university to external constituents.
• Participate in all UA, Regional Advancement, or other required team or staff meetings.

3. Performs all other duties and responsibilities as assigned or directed by the supervisor.