Candidate Information Pack Associate Director, Fundraising, Trusts & Foundations
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Contents
Introduction
3
Development & Alumni Relations
4
The Role
5
Role Purpose
7
Main Responsibilities
8
Person Profile
13
The University of Cambridge
17
The Structure of the University of Cambridge
17
Schools, Faculties, Departments
18
Terms & Conditions
19
Organisational Chart
20
Application Process
21
/2
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Introduction This is an opportunity to join one of the world’s leading universities in a senior fundraising role. Working for one of the most universally recognised brands in the world, you will be part of a new team delivering the University of Cambridge’s significant fundraising potential. The University of Cambridge attracts students and academics of the very highest calibre. It is consistently ranked among the very top few universities worldwide and has produced more Nobel Prize winners than any other university. The University can reflect on myriad achievements and world-changing ideas born within its walls, from the establishment of the fundamentals of physics to the discovery of the structure of DNA, from the transformative thinking of great Cambridge philosophers, poets and artists to the ground breaking work of some of the greatest scientific minds in history. Its watchwords include discovery, innovation, inspiration and transformation, and after 800 years, it continues to thrive and to serve society at large. With a significant tradition in the arts, humanities and social sciences as well as in engineering, the sciences and mathematics, the research that Cambridge produces affects us all.
Its work
addresses questions as far-reaching and profound as immigration and migration; global poverty; developing new treatments for cancer; the impacts of globalisation; climate change and carbon emissions; and emerging powers on the world stage. As Associate Director, Fundraising, Trusts & Foundations, you will both enable donors help the University find solutions and answers to some of society’s most challenging and compelling questions and help the University secure its most crucial needs. Following the completion of Europe’s first University £1 billion philanthropic Campaign in 2010, two years ahead of schedule, the University is building on its success with a substantial investment in fundraising and significant growth in the team. The new Associate Director, Fundraising, Trusts & Foundations, will be a part of an intensive and exciting period of transformation. This is an opportunity for someone who wants to work for an institution with an exceptional track record, and who has an appetite for leadership and innovation to create a trusts and foundations strategy for one of the world’s best know universities.
/3
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Cambridge University Development & Alumni Relations The Development and Alumni Relations (DAR) team has the responsibility for raising major philanthropic gifts from alumni and non-alumni sources; for encouraging lifelong relationships and building links between the University and its alumni and supporters; for ensuring that the worldwide community of over 200,000 alumni are well-informed about the development of the University and equipped to be effective ambassadors and advocates; and for communicating persuasively with all audiences to satisfy these objectives. DAR works collaboratively with all members of Collegiate Cambridge including the University schools, faculties and departments, the 31 colleges, University registered clubs and societies, Cambridge University Health Partners, and Cambridge in America who are also focussed on promoting positive relations with our alumni and non-alumni and generating philanthropic funds. The Major Gifts Partnerships Team is responsible for raising significant (ÂŁ1 million plus) philanthropic support for a wide range of agreed priorities across the university from corporates, trusts and foundations, legacy and international donors.
The department has
significant potential and with the introduction of a more strategic and focused approach to the areas, income is projected to increase significantly. In 2005, to mark its 800th anniversary, Collegiate Cambridge launched the public phase of Europe’s first £1 billion campaign. It reached its target by 2010, two years ahead of schedule. Building on this success, the University is planning for its next major institution-wide campaign. In this context, the University is directing significant investment toward the expansion of the current alumni relations, communication and fund raising capability of the University. The Development Office currently has approximately 90 staff members; this number is likely to rise to around 120 by 2014/15.
/4
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
The Role The Trusts and Foundations function is responsible for raising philanthropic support from trusts and foundations in the UK and globally (working in close collaboration with Cambridge in America). This post reports to the Head of Major Gifts Partnerships, who is a member of the Development Office's Senior Management Team comprising the Chief Operating Officer; Head of Major Gifts Schools Based; Head of Prospect Information and Analysis, Head of Alumni and Development Communications, Head of Alumni and Supporter Relations and Head of Finance, Operations and HR. Managing the one Associate Director, Trusts and Foundations, you will drive, develop and implement the Trusts and Foundations fundraising strategy to raise significant financial support for University-wide fundraising priorities, including posts, student support, collections, and capital priorities. You will look to generate six- and seven-figure gifts in the UK and internationally, proactively managing the portfolio of trust and foundation relationships. You will be responsible for managing a complex donor/prospect pool in accordance with agreed University procedures and processes; for articulating University priority funding needs in order to engage potential funders effectively; and for matching those needs to particular funder interests. You will work collaboratively as part of the DAR Major Gift teams and with the Prospect Information & Analysis team to advance your own fundraising plans and enable the team to meet its collective targets. You will formalise and deliver to KPIs including active proposals, new prospects identified and monies raised. These will be reviewed regularly with the Head of Major Gift Partnerships. You will need to work collaboratively and transparently with development colleagues from Cambridge in America and Cambridge's 31 colleges. You will build positive relationships with academic champions, School/Non-School Institutions heads and University leaders to support the funding plans of the University’s strategic priorities.
/5
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
The Role continued This involves managing complex relationships and priorities across a matrix of departments demanding diplomacy and strategic thinking in order to ensure effective delivery of fundraising targets in the service of the strategic priorities of the University. Regular, credible interaction with senior academics and University officers will be an important element of this role. You will manage a prospect pool of 50-75 trusts and foundations and therefore will work directly with some of the University’s most capable prospective and current donors and volunteers. This role will be important to the execution of the next major capital campaign and you will need to work collaboratively with all members of the Cambridge DAR office, and the wider Collegiate Cambridge development community, to develop and deliver the plan to meet ambitious fundraising targets. The role requires working outside of office hours, UK and occasional overseas travel.
/6
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Role Purpose You will be an experienced Trust and Foundations fundraiser within the Major Gifts Partnerships team responsible for the delivery of philanthropic goals. This includes:-
•
Working with relevant academic champions to develop and refine fundraising priorities.
•
Developing strategies and plans to raise funds to meet the University’s fundraising priorities from trusts and foundations.
•
Cultivating, soliciting and stewarding major donors and potential donors in support of the University’s fundraising priorities.
•
To contribute to the major gift fundraising success of Collegiate Cambridge as a whole, particularly in the context of the anticipated major fundraising campaign.
•
Developing overarching strategy for Trusts and Foundations.
/7
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Main Responsibilities Key duties and responsibilities 1. Developing and Implementing Fundraising Strategy •
Develop a strategy and operational plan to optimise trust and foundation giving to University fundraising priorities which will include the appropriate involvement of the academics, School/Non-School institutional heads, and University leaders as well as DAR colleagues.
•
Based on knowledge and experience of trusts and foundations fundraising success, you will provide guidance to academics and University leaders about fundraising priorities that are likely to find support from specific donor constituencies.
•
You will work with DAR Communications colleagues to develop appropriate support documents for priority projects and opportunities for dissemination to potential funders.
•
In collaboration with the Prospect Information and Analysis team (and in particular, the assigned Prospect Information Officer), you will develop donor gift pyramids and paths to success and develop prioritised work plans accordingly.
•
You will develop effective relationships across Collegiate Cambridge to manage and coordinate approaches to prospective donors to avoid conflicts and promote Cambridge’s interests and priorities effectively.
2. Identification and Cultivation •
You will work with the Prospect Information and Analysis team to identify prospective trusts and foundations with whom the University/School/Non School Institution will aim to develop significant philanthropic relationships.
•
Build long-term fundraising relationships with trusts, foundations and large grant funders to generate significant income for Collegiate Cambridge.
•
Proactively manage existing relationships with charitable Trusts and Foundations.
•
Research prospective new Trusts and Foundations from a wide range of sources.
/8
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Main Responsibilities continued •
With the support of colleagues from the Prospect Information and Analysis team, you will build and manage relationships, on behalf of the University, with 75 - 150 potential donors (i.e. trusts and foundations capable of making gifts between £100,000 and £5 million).
•
Through conversation with academics, donors and volunteers, and by means of individual research, identify new potential trusts and foundations with philanthropic interest in Cambridge.
•
Make personal donor visits (c. 10-15 per month), participate in events, and communicate by telephone and in writing with prospective donors with a view to assessing their philanthropic interest in Collegiate Cambridge in general and articulated University fundraising priorities in particular.
•
Maximise academics, donors and volunteer advocacy as a means of developing new funder relationships
•
Make personal visits, participate in events, and communicate by telephone and in writing with prospective funders with a view to assessing their philanthropic interest in Collegiate Cambridge in general and articulated University fundraising priorities in particular. You will refer on qualified prospects whose interests lie elsewhere to relevant development colleagues within DAR and the broader Cambridge development community.
•
You will develop and implement plans for potential funders so as to motivate significant gifts to match University-wide fundraising priorities.
•
You will become fully informed on Collegiate Cambridge’s fundraising priorities and collaborate with colleagues, including those whose fundraising focus is within a School, Department, College or Non-School Institution, in order to ensure that prospective funders are presented with the fundraising opportunities that will resonate most strongly with them.
•
You will represent, both orally and in writing to donor and potential funders, the philanthropic priorities of the University.
/9
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Main Responsibilities continued •
Working with colleagues in the Events team, you will devise and oversee cultivation events involving academic and institutional leaders and prospective donors to motivate greater involvement with the Campaign and to increase the likelihood of major gifts to University priorities.
3. Gift Solicitation and Settlement •
You will solicit and secure major philanthropic gifts (£100,000 to £5 million) from trusts and foundations to meet the University’s prioritised funding needs in the context of on-going fundraising activity for Collegiate Cambridge, and the next major fundraising campaign.
•
Develop innovative funding proposals to Trusts and Foundations, UK and overseas, in line with the strategic aims of the University.
•
By means of formal written proposals, produced in collaboration with Philanthropic Communications Officers, and where appropriate, through in-person solicitation, either alone or in conjunction with academic champions or University fundraising volunteers, you will make applications for gift amounts between £100,000 and £5 million to support the University-wide priorities each year.
•
Draft applications, proposals and update reports ensuring they are submitted in a timely fashion.
•
In collaboration with DAR, academic, College and institutional colleagues, you will follow up on applications to ensure closure and satisfactory settlement and recording of gifts and commitments.
•
Ensure that funders are provided with regular, timely and informative reports and to meet with and present to funders as required.
/ 10
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Main Responsibilities continued 4. Stewardship •
Rooted in the principle that prior donors are the best future prospective donors, you will work closely with academics and other leaders and with colleagues in the Stewardship team to develop and oversee implementation of effective stewardship plans so that funders are fully aware of the impact of their gifts and feel motivated to make further significant gifts to Collegiate Cambridge.
•
You will ensure that effective stewardship also motivates prospective funders and enhances the University’s overall reputation as a worthy and effective recipient of philanthropy.
5. Management •
Develop and strengthen the understanding of principles of trust and foundation fundraising among academic champions and other leaders by means of workshops, seminars, and oneto-one conversation and training.
•
Carry out training of DAR or other development colleagues as needed.
•
Manage volunteer relationships, including any relevant volunteer bodies created to support the University’s fundraising priorities, in collaboration with the Manager, Volunteer Relations.
•
Ensure that information related to trust and foundation fundraising work is collected, organised and managed effectively and according to the policies and protocols of the University. This includes the conscientious and timely updating of the alumni and donor database (Raisers Edge) managed by DAR.
•
Proactively take personal responsibility for ensuring that agreed outcomes are delivered on time and effectively; develop this sense of personal responsibility within the team.
•
Act as a role model to other team members, supporting a motivational environment where people are challenged, developed, encouraged and supported to achieve outstanding results.
/ 11
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Main Responsibilities continued •
Influence senior internal stakeholders, leadership volunteers, and potential donors.
•
Work collaboratively across the development and alumni relations office fostering coordinated team work and support between functional teams: e.g. work with the Prospect Information team to ensure effectiveness of pipeline management.
•
The Associate Director, Fundraising, Trusts and Foundations will need to form groups to articulate needs in more detail and to oversee regular discussions across departments, Schools and Non-School Institutions on University priorities. This is likely to require the management of conflicting views across a disparate network of professionals, and bringing these discussions to work-able resolution to enable focussed fundraising planning and activity to proceed.
/ 12
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Person Profile Essential knowledge, skills and experience required for the role Education & qualifications •
Good first degree [Essential]
•
Post-graduate qualification [Desirable]
Specialist knowledge & skills •
Demonstrable experience of securing major gifts (six-figure +) from trusts and foundations in a non profit environment.
•
Proven track record in working with academic leaders (or analogous leaders from charitable / arts/medical sector).
•
Expert technical and professional skills including up to date knowledge of relevant legislation; will be a point of reference/expertise for members of the collegiate University.
•
Demonstrable capacity to analyse, think critically, strategically and to innovate, both to promote innovation and resolve/respond to problems.
•
Numerate, data literate, including in respect of methodologies for effective analysis and presentation of data.
Interpersonal & communication skills •
Ability to relate effectively to the academic community and its aims.
•
Ability to communicate persuasively with a variety of individuals/audiences often with disparate outlooks, aims and objectives.
•
A combination of personal sensitivity, creativity and tact that is needed when working with senior academics, development colleagues and prospective major donors to the University; the ability to engage key internal stakeholders to work towards common goals and outcomes.
•
Ability to communicate concepts and ideas drawing on relevant data as appropriate.
•
Excellent negotiations skills.
/ 13
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Person Profile continued •
Excellent social skills and cultural understanding, and a high level of communication skills, both oral and written.
•
Ability to build empathetic relations with high net worth individuals in a variety of professional and high visibility positions.
•
Demonstrate a high level of awareness of personal impact and modify behaviour accordingly, listen and respond constructively to the realities and needs of others by using a range of communication skills and strategies.
•
Ability to work as part of a wider professional team and to contribute to the development of fundraising for Cambridge as a whole.
•
Self-motivated, with an ability to respond rapidly and professionally in situations where it may not be possible to refer or seek guidance from senior staff.
•
Highly opportunistic and able to take the initiative on his/her own when the situation demands it.
•
Tenacity, drive and imagination.
Relevant experience •
Track record of operating at senior level with multiple stakeholders.
•
Experience of working in Higher Education or not-for-profit sector, and in particular an understanding of Cambridge University, its mission and its need for external fundraising.
•
Experience of working with high net worth individuals overseas.
•
An interest in how academic research and scholarship affects our understanding of the modern world and its important role in addressing pressing contemporary issues.
Additional requirements •
To have the gravitas required to command respect among senior stakeholders across Collegiate Cambridge; within the development office; and among volunteers, donors and potential donors to Collegiate Cambridge.
/ 14
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Person Profile continued •
To understand and be able to work within the politics and protocols of University life at a senior level.
•
To be comfortable working with and contributing to online donor and relationship management databases.
•
To possess a strong natural drive towards getting into the field; a desire to be actively engaging with donors and potential donors to Collegiate Cambridge.
•
Willingness to work out of regular hours and to travel.
/ 15
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
The University of Cambridge The mission of the University of Cambridge is to contribute to society through the pursuit of education, learning and research at the highest international levels of excellence. The University of Cambridge is consistently ranked in the top five universities in the world. The University’s sustained pursuit of academic excellence is built upon a long history of first-class teaching and research within its distinctive collegiate-system. Its principal goal is to continue to be in the foremost rank of research-led universities worldwide. The University has nearly 10,000 staff, approximately 17,600 students and assets of c. £220 million. Its total income in 2012 was £1.3 billion, when consolidated with the turnovers of the wholly-owned Cambridge University Press and Cambridge Assessment (the University’s external examination business). The results of the last Research Assessment Exercise (concluded in 2008) placed Cambridge at the front of all UK universities for the quality of research. The University submitted 2,040 members of staff, representing 92% of the eligible total: 32% of their work was judged to be world-leading (grade 4*) and a further 39% to be of international excellence (grade 3*). Providing teaching and an education of the highest quality is central to the University’s purposes. The Tripos system for the undergraduate degrees and the distinctive personal attention given to all students are essential components of the Cambridge experience. The genius of scale that provides a personal and supportive focus for students in the Colleges, combined with the scope and range of the University’s subject base and the Colleges’ facilities, is at the core of this endeavour. The Collegiate University remains committed to admitting the best students regardless of their background and, at the undergraduate level, it invests considerable resources both in widening access and in financial support. Through the Cambridge Commonwealth and Overseas Trust, significant funds are also available for postgraduate students. Attracting the very best research students from around the world to Cambridge remains a core strategic objective.
/ 16
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
The Structure of the University of Cambridge The University of Cambridge is a complex organisation. To understand how it operates, it helps to keep its historical origins in mind. Whilst the University can be dated from 1209, the first Colleges, each autonomous and independent with its own governing Body and Charter, were established later, from 1284, principally to teach and house students at all levels. The University has no charter, but is governed under Acts of Parliament starting with Elizabeth I and most recently the 1923 Oxford and Cambridge Act. The University works with a relatively small central administration. The procedural rules of the University are embodied in Statutes and Ordinances, which prescribe in some detail the formal administrative practices. These rules are made in most cases by the University itself, although the Statutes can only be changed with the approval of the Privy Council. Each College also has its own statutes and regulations. The University has sole responsibility for examinations and for conferring degrees. The Colleges, on the other hand, have responsibility for selecting, admitting and accommodating all undergraduate students, and a student cannot enter the University unless he or she also becomes a member of a College. However, the University lays down the admission qualifications for postgraduate students and also has certain controls over the statutes of the individual Colleges. During the 20th century, the role of the University hugely expanded through the provision of facilities, such as teaching and research laboratories. The University employs Professors, Readers, Senior Lecturers, Lecturers and other teaching and administrative staff who provide lectures, seminars and practical classes. The Colleges supplement the University’s teaching with supervisions and other small-group teaching, given by Fellows or others appointed by the College, and each College also provides library and other learning resources for its own members. The Colleges are separate corporations which exist in symbiosis with the University, and manage their own physical infrastructure.
/ 17
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Schools, Faculties, Departments Schools The teaching and research activities of Cambridge are conducted through six major groupings of cognate institutions – Schools – which consist of Faculties and Departments. The Schools are: Arts and Humanities; Biological Sciences; Clinical Medicine; Humanities and Social Sciences; Physical Sciences; Technology. Each School has a Council. The Head of the School chairs this, and is the principal academic officer of the School responsible for its overall running, the use of funds allocated by the Council of the School, and the implementation of the academic and financial plans prepared by the University Council. Faculties and Departments Within the overall jurisdiction of the six Schools described above, teaching and research in Cambridge is organised primarily by the various Faculties and Departments. The Faculties have different organisational sub-structures which partly reflect their history and partly their operational needs. The Councils of the Schools play an important role in ensuring that the natural academic links between different Departments are maintained and developed. Unified Administrative Service (UAS) The Registrary is the principal administrative officer of the University and the head of the UAS. The UAS consists of a number of support services departments, for example Human Resources, Finance, Management Information Services and Estates Management.
The latter is a multi-
disciplinary organisation responsible for the development, management and maintenance of the University estate, along with the provision of a variety of related services.
/ 18
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Terms & Conditions Location
1 Quayside, Bridge Street, Cambridge, CB5 8AB
Hours of Work
There are no conditions relating to hours and times of work but you are expected to work such hours and days as are reasonably necessary for the proper performance of your duties. Your times of work should be agreed between you and your head of institution.
Length of appointment
Permanent
Limited funding
N/A
Probation period
9 months
Annual leave
33 days plus Bank Holidays, but including fixed periods at Christmas when the Department/office is closed. The period for calculating entitlement to annual leave in any particular year is the academic year i.e. 1 October to 30 September.
Pension eligibility
Universities Superannuation Scheme (USS) Pension scheme details are available on our web pages at: www.admin.cam.ac.uk/offices/pensions/schemes.html. Information about the legal requirement for the University to automatically enrol its eligible jobholders into a qualifying workplace pension scheme from 1 March 2013 is available at: www.admin.cam.ac.uk/offices/pensions/autoenrolment/.
Retirement age
The University does not operate a retirement age for assistant staff/research staff/ unestablished academic staff/unestablished academic-related staff OR For established academic and academic-related staff, the University operates a retirement age which is at the end of the academical year in which the University officer reaches the age of 67
Pre-employment checks
We have a legal responsibility to ensure that you have the right to work in the UK before you can start working for us. If you do not have the right to work in the UK already, any offer of employment we make to you will be conditional upon you gaining it. If you need further information, you may find the Right to Work page within the ‘Applying for a job‘ section of the University’s Job Opportunities pages helpful (please see www.jobs.cam.ac.uk/right/have/).
/ 19
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Organisational Chart
Major(GiB((Partnerships Head(of(Major(GiB(( Partnerships
PA(((shared)
Snr(Associate(Dir( Corporates
Associate(Dir(( Trusts(&( Founda/ons
Associate(Dir( Planned(Giving
Snr(Associate(Dir( (Interna/onal
Associate(Dir( Intl.(
Associate(Dir(Trusts(&( Founda/ons
(Fundraising(Assistant(
Fundraising( Assistant(
Key Vacant Position Start After Jan 2014 Start After Aug 2014
/ 20
Candidate Information Pack { Associate Director, Fundraising, Trusts & Foundations }
Application Process Please apply by submitting a copy of your Curriculum Vitae (CV) and a covering letter highlighting your suitability for the position by email to : joanna.logan@execucare.com For an informal conversation prior to applying to this role, please call either Joanna Logan on 07885 658 764 or Mairi Shirley on 07813 337 483.
Equality of Opportunity at the University We are committed to a proactive approach to equality, which includes supporting and encouraging all underrepresented groups, promoting an inclusive culture and valuing diversity. We make selection decisions based on personal merit and an objective assessment against the criteria required for the post. We do not treat job applicants or members of staff less favourably than one another on the grounds of sex (including gender reassignment), marital or parental status, race, ethnic or national origin, colour, disability (including HIV status), sexual orientation, religion, age or socio-economic factors. We have various diversity networks to help us progress equality; these include the Women’s Staff Network, the Disabled Staff Network, the Black and Minority Ethnic Staff Network and the Lesbian, Gay, Bisexual and Transgender Staff Network. In addition, we were ranked in the top 100 employers for lesbian, gay and bisexual (LGB) staff in Stonewall’s Workplace Equality Index 2013 and we hold an Athena SWAN bronze award at organisation level for promoting women in Science, Technology, Engineering and Medicine. Information if you have a Disability The University welcomes applications from individuals with disabilities and we are committed to ensuring fair treatment throughout the recruitment process. We will make adjustments to enable applicants to compete to the best of their ability wherever it is reasonable to do so, and, if successful, to assist them during their employment. Information for disabled applicants is available at http://www.admin.cam.ac.uk/offices/hr/staff/disabled/. We encourage you to declare any disability that you may have, and any reasonable adjustments that you may require, when applying for the role. This will enable us to accommodate your needs throughout the process as required. However, applicants and employees may declare a disability at any time.
/ 21