Duke University Job Description: ASSOC DEAN & DIR PRINCIPAL GIFTS, PRATT (1431)

Occupational Summary

Responsible for fundraising principal gifts for the Pratt School of Engineering, this includes planning and executing regional fundraising events aimed at identifying major and principal gift prospects of $1 million and higher.

Work Performed

Concentrate fund raising efforts on principal gifts for Pratt, which has been defined as gifts of $1M and higher.

Develop an annual fund recognition society for our high level donors. The result was the creation of the Pratt Circle of Fellows, which has a minimum threshold of $50,000 a year to the annual fund and correlates to President Brodhead?s Executive Cabinet.

Develop a Planned Giving Program for Pratt aimed at identifying and securing deferred, income generating gifts of $1M or higher. The result is a Planned Giving Initiative within Pratt that has been titled, ?Engineering Change.? This will be a 5 year initiative that spans the duration of the school?s next $200M fundraising initiative.

Plan and execute regional fundraising events aimed at identify major and principal gift prospects of $1M and higher. The goal is to identify and secure $1M per event and generate excitement and interest in Pratt?s next fundraising drive.

Build a Pratt Parent?s Program. These participants are expected to contribute $5k - $100k to the engineering annual fund each year and make an additional contribution to Duke/Pratt during their child?s tenure in the range of $250k - $10 M over their four year affiliation.

Staff the Dean on the Strategic Planning Executive Committee which is a high level group of principal gift donors who have volunteered to help the school develop its new strategic plan and in doing so provides funds to help with the implementation of the plan. Target giving levels of these prospects is $1 ? 2.5 M for a total of $25 ? 40 M for the committee.

Identify, cultivate and solicit major gifts (top tier) prospects with major gift ratings of $25K+ and focusing on prospects in the $100K+categories; develop long-range plans for their involvement in the Pratt School.

Identify, recommend and implement cultivation and solicitation strategies of individual prospects, working with administration, faculty and volunteers as appropriate; meet with prospects and volunteers, traveling as necessary.

Develop and maintain active efforts to evaluate prospects identified through fieldwork, screening and research.

Direct research requests and provide information on alumni, parents, and friends to qualify interest and giving potential.

Develop and maintain a portfolio of prospects (150+) and an active cultivation, solicitation, and stewardship schedule with prospects and donors in the $25K+ range.

Cultivate and solicit, directly or through key University officers or volunteer, leadership gift prospects (ratings of $1M and up) as identified and assigned.

Facilitate relationships with key University officers, trustees, deans, faculty, and staff including the President with campaign prospects and volunteers.

Manage other campaign activities such as screening sessions as assigned.

Develop and implement ways to involve University faculty, leaders and volunteers in fund raising efforts.

Maintain active communication with development officers throughout the University to inform of travel and potential prospects, to coordinate prospect activity and to make and receive referrals.

Support the Annual Fund through cultivation and solicitation of annual fund prospects and through implementation of the double ask when appropriate;

Provide assistance with major gift prospects assigned to other University development staff as requested.

Maintain knowledge of current tax laws, investments and planned giving opportunities; use knowledge in prospect cultivation and solicitation as appropriate.

Assist administrators and faculty in the recognition and prioritization of institutional and departmental funding needs; keep abreast of institutional and departmental priorities, University programs, personalities and events.

Cultivate and present proposals to corporate and foundation prospects as requested.

Write or assist in drafting proposals, newsletters, brochures, pamphlets and other materials as necessary; assist with publicity arrangements on important gifts, programs, accomplishments or events.

Enlist and train volunteers and volunteer organizations; suggest changes to strengthen membership of existing volunteer boards or organizations.

Develop, evaluate and refine plans and timetables for regional, departmental or theme assignments; assist with planning and/or directing cultivation events or programs.

Perform other related duties incidental to the work described herein.

Required Qualifications at this Level

The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.