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CANDIDATE INFORMATION PACK: in
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DEPUTY DIRECTOR, GLOBAL & TRANSFORMATIONAL PHILANTHROPY
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WELCOME LETTER Great things happen at The University of Manchester because of the work we do. It could be finding a new treatment for cancer, discovering a new wonder material like Nobel Prizewinning graphene, providing a prestigious scholarship to an exceptional student or influencing government policies to help the world’s poorest people. Everyone in our Division of Development and Alumni Relations plays an important role in making this happen and you could be part of this.
Development and Alumni Engagement
Over the past ten years, we have
You will be joining a highly motivated,
is an integral part of The University of
significantly grown our fundraising
collaborative, supportive and friendly
Manchester today. The President and
income, with almost £100M received
team. Driven by the desire to make a
Vice Chancellor, Professor Dame Nancy
in the past five years alone and donor
difference, we encourage our teams
Rothwell, recognises the enormous
numbers increasing by 3000 to over
to be ambitious and bold, to stretch
value alumni and donors can bring
6000 every year. The number of alumni
themselves and not be afraid to try
to the University, not only through
volunteers has seen similar impressive
something new. So much of what we
their generous financial support and
growth from a near non-existent base
do is about building and nurturing
investment, but also with their expertise,
to 8000 in 2018. The future direction for
relationships – whether that be with
time and influence. With over 400,000
Development and Alumni Engagement
each other, with colleagues across the
alumni around the world, we have an
is clear. We are focussed on continued
University or with our alumni and donors
enormous – almost unprecedented -
growth, on innovation and on impact.
– which is why integrity is at the heart of
opportunity to help The University of
We want to connect more alumni and
how we work.
Manchester have an even greater impact
friends so we can help the University
This is an exciting time to join the
in the world.
achieve more for our students, for
Development and Alumni Engagement
This is the perfect time to join our team
the local community and for wider
team in Manchester. If you’re looking for
at The University of Manchester. Led
society. This is a new role, created
a new opportunity which is challenging,
by our President and Vice Chancellor,
to help strengthen our fundraising
rewarding and impactful, then please
the University is seeking to determine
with major philanthropists, trusts
do consider applying for this post. I look
the vision and strategy beyond 2020.
and foundations around the world.
forward to hearing from you
It is certain that this will present new
Building on solid foundations, this is an
opportunities for philanthropy and
exciting opportunity for a passionate,
alumni engagement.
experienced senior fundraising professional to come in and drive forward the global and transformational
Best wishes Kate White Director of Development and Alumni Relations
philanthropy strategy, to help The University of Manchester make a further step change in fundraising.
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
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THE UNIVERSITY OF MANCHESTER The University of Manchester’s vision is to be one of the leading universities in the world by 2020. The University of Manchester is part of the prestigious Russell Group of universities, with outstanding facilities and the widest range of courses. It is highly respected across the globe as a centre of teaching excellence and innovative research. With 25 Nobel Prize winners among its current and former staff and students, it has a history of world firsts and brilliant discoveries, from splitting the atom to giving the world graphene. The University is committed to worldclass research, an outstanding learning and student experience, and social responsibility in everything it does. The University of Manchester was the first and most eminent of the civic universities, furthering the frontiers of knowledge through research and teaching, but also contributing to the well-being of its region and society more widely. These aims have guided the institution ever since and continue to drive its strategic vision: www.manchester.ac.uk/aboutus/vision
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
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ABOUT THE DIVISION OF DEVELOPMENT AND ALUMNI RELATIONS In the Division of Development and
with consistent, strategic investment,
Alumni Relations, the aim is to help
it is aiming to raise £150M between
everyone connected to The University of
2016/17 and 2020/21. This income
Manchester to make a positive impact in
includes grants made to the University
the world.
by independent organisations, the North
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Help the brightest young people to fulfil their potential, regardless of their background;
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Help researchers make new discoveries and breakthroughs to improve our world;
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Help alumni, donors and others to stay part of the Manchester story, wherever they might be.
The Division aims to provide a communicative, engaging, stimulating and rewarding experience to donors and alumni who wish to play a partnership role in taking areas of shared interest forward. The University benefits from the interest and support of the UK’s largest alumni community for a campus-based university, maintaining contact with over 400,000 alumni in over 190 countries. Annual philanthropic gift income has grown from £2M in 2004/5 to over £19M in 2016/17. The University of Manchester has great ambitions for further philanthropic growth, and
DDAR: Our Values
American Foundation for the University of Manchester (NAFUM) and the Hong Kong Foundation for the University of Manchester (HKFUM). Alongside and in tandem with philanthropy, over the past six years the Division has worked with over 8,000 alumni volunteers who are engaged in programmes that bring current students and alumni together in order to enhance the student experience and take the University’s commitment to Social Responsibility to new levels. These award-winning and award-nominated programmes include the Manchester Gold mentoring programme, ‘meet the professionals’ careers events, School Governors programmes, work placements and an international Global Graduates Scheme that provides students from low income backgrounds with the opportunity to visit major global cities to meet with alumni across a variety of sectors, providing a global perspective on their future career.
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
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THE OPPORTUNITY The University of Manchester seeks
You will be results oriented and
an exceptional individual for this new
ambitious, with a personal drive to
senior fundraising and leadership
achieve ambitious fundraising targets.
position within the University’s Division
You will enjoy working collaboratively to
of Development and Alumni Relations
achieve the best results, and have highly
(DDAR). The Deputy Director will shape,
tuned negotiation and influencing skills.
drive and lead a bold and impactful
You will have experience of leadership
strategy for global and transformational
within a fundraising context and
philanthropy, working across the
demonstrable experience of formulating
University to identify and create
and successfully implementing
compelling philanthropic priorities,
strategy at organisational or divisional
attractive for significant philanthropists,
level. You will be a creative thinker
trusts and foundations and companies
with outstanding interpersonal and
globally. The candidate will provide inspiring leadership to motivate the team to achieve ambitious philanthropy targets, to be innovative and to work collaboratively across DDAR and across the University.
communication skills, and will have a
Leading by example, the candidate will
The Deputy Director, Global and
drive and manage strategic, consistent,
Transformational Philanthropy, is
personalised engagement with donors,
a senior leadership role in DDAR
including meaningful interaction with
and is one of four Deputy Directors
ultimately fund.
the President & Vice Chancellor, Vice
who report to the Director of
This post will provide an excellent
Presidents and volunteer members of
Development and Alumni Relations -
opportunity for a proven, experienced
the international philanthropic boards,
Development, Development Services,
fundraiser and leader to play an integral
working directly with some of the
Alumni Engagement, and Global &
role in a successful Development
University’s most capable prospective
Transformational Philanthropy.
Department, whilst taking the next step
and current donors and volunteers.
The DDAR Senior Management Team
in your career.
This is a chance to shape the strategic
consists of nine colleagues who meet
This post is based in Manchester; a
direction of principle gift fundraising at
regularly to agree strategic priorities and
reduced working week, flexible hours
the University, in the context of strong
review operational delivery. There are
and a portion of home working are all
visibility and a supportive and committed
82 members of staff in the DDAR. The
possibilities for outstanding candidates.
senior leadership team.
Global & Transformational Philanthropy
passion for Higher Education and the multitude of causes that DDAR will
team is currently a team of six. This role works closely across the wider major gifts team, which is currently made up of 13 fundraisers.
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
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DEPARTMENT STRUCTURE DDAR Director of Development Kate White
Development Deputy Director, Global & Transformational Philanthropy
Deputy Director, Development
International fundraising
Faculty Facing Major Gifts
Transformational Philanthropy
University Wide Major Gifts
Strategic Funding : Trusts and Foundations
Regular Giving, Communications, Donor Relations
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
Development Services Head of Events and Head of Projects & Philanthropic Board Management
Events Philanthropic Boards
Deputy Director, Alumni Relations
Alumni Engagement: Communications Volunteering Global Networks
Deputy Director, Development Services
Reception & Office Management Gifts and Finance Prospect Research
Operations
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DEPARTMENT STRUCTURE GLOBAL & TRANSFORMATIONAL PHILANTHROPY
Deputy Director, Global & Transformational Philanthropy
Head of Transformational Philanthropy
Senior Development Officer (USA)
Senior Development Officer (USA)
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
Head of Philanthropy, Asia
Senior Trusts & Foundations Officer
Senior Trusts & Foundations Officer
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JOB DESCRIPTION REPORTS TO
DIRECT REPORTS
INTERNAL AND EXTERNAL RELATIONSHIPS
Director of Development & Alumni Relations
Head of Transformational Philanthropy, Head
This role requires regular contact with a range of senior internal
of Philanthropy, Asia, 2 x Senior Trust and Foundation Officers 2 x Senior Development Officers, North America
leaders, to develop and cultivate relationships with major supporters and to shape, define and agree strategic programmes and priorities for philanthropic support: Internal: President & Vice Chancellor; Deputy President & Vice Chancellor; Vice Presidents and Deans; Associate VP, International; Director of Student
PRINCIPAL ACCOUNTABILITIES
Recruitment and International Relations; Vice President for Research;
AS A DEPUTY DIRECTOR OF THE DIVISION OF DEVELOPMENT AND ALUMNI RELATIONS
leaders of research institutes and centres; senior academics and
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Deputise for the Director, demonstrating a strong understanding of, and engagement with, the University’s strategic objectives and those of the Division in order to best represent these internally and externally as appropriate.
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This is senior level, outward-facing role. You will be required to build
the Division. Contribute actively to the development of DDAR strategic and operational plans,
• Major philanthropists, with ability to make gift pledges of seven
Provide valuable and visible leadership across the University on DDAR strategy and
Working with the Director and Deputy Directors, be available on a confidential basis as requested for consultation on, and potential involvement in, HR matters across the Division.
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External: effective relationships to generate philanthropic income:
operational matters, including advising the University’s senior leadership team. •
Professional Services colleagues; senior colleagues in DDAR.
Contribute fully as a member of the DDAR SMT, ensuring a collaborative approach across ensuring alignment with University priorities.
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Director of Business Engagement; Director of Estates; academic
Represent the interests of the Division, prepare submissions and take responsibility for
and eight figures; • Senior alumni, with ability to make gift pledges of seven and eight figures and/or make connections to potential donors; • Wealth and personal advisors; build strategic relationships with influencers and advisors to potential donors; • Members of the University’s philanthropic boards, currently GLB, NAFUM and HKFUM;
University-wide strategy groups and committees.
• Key volunteers and benefactors;
Work collaboratively with all colleagues in order to embed philanthropy and alumni
• Charitable trusts, foundations;
engagement across the whole institution - ensuring this is part of an integrated strategy to
• Companies;
connect with our alumni and other constituents in a meaningful lifelong relationship for the
• Grant giving organisations and funding bodies, such as Heritage
benefit of the University.
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
Lottery Fund, UKTI, government funding bodies and departments.
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JOB DESCRIPTION STRATEGIC PLANNING, POLICY DEVELOPMENT AND CONSULTANCY •
Lead the strategic planning and delivery for Global & Transformational Philanthropy, working collaboratively with the Deputy Director, Development. Ensure effective strategic objectives and operational plans are in place to deliver philanthropic and engagement outputs and outcomes.
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Actively monitor global trends in philanthropy and investment; explore and develop new models of philanthropy suitable to attract gifts of over £1 million; monitor philanthropy and economic changes globally, adapting strategy accordingly to ensure long term growth in philanthropic income.
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Exercising a high level of independent judgment, serve as a specialist, expert fundraising professional in the area of transformational philanthropy (gifts above £1 million) and global philanthropy (gifts from donors outside the UK), leading strategies that include complex gift discussions and interaction with donors capable of making significant contributions; provide high level support and consultancy to the University Senior Leadership team and colleagues across the University as ‘resident expert’ on Global & Transformational Philanthropy.
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Provide the Director and University senior leadership team with high quality business and management information, ensuring that management information on progress in global and transformational giving is regularly analysed and reported on in an accurate, efficient and timely manner, with clear action-planning taking place in response to management information.
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Ensure the fundraising programme is informed and improved by continuous learning from data analysis, external benchmarking tools such as the Ross-CASE Survey and other global fundraising surveys and analytical reports.
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Represent the University nationally and internationally, including but not exclusively through the Council for the Advancement of Education (CASE), ensuring external recognition for the University in the area of Global & Transformational Philanthropy, to support the profession as a whole, but also to keep abreast of new innovations and best practice and to use this insight in strategic planning and implementation.
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Develop and manage strategic mutually beneficial relationships with wealth managers in the UK and globally.
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Develop and monitor a framework for global and transformational philanthropic opportunities across the University, including scholarships and access provision, academic posts and research programmes, to ensure strategic alignment, legal compliance and consistency in gift levels, and to create innovative new philanthropic programmes in response to key University priorities and emerging opportunities, working with the Senior Leadership Team, key academic and Professional Services colleagues across the University to ensure robust design, agreement and implementation.
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Develop, agree and implement University-wide policies for naming rights associated with benefactions, for endowment giving and for ensuring gift accounting is conducted in line with current Statement of Recommended Practice, working in conjunction with colleagues in Finance where appropriate.
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Support the Director of Development in the strategic management of the University’s development boards (currently Global Ledership Board (GLB), North American Foundation ( NAFUM ) and Hong Kong Foundation (HKFUM)) and play a key role in developing highly strategic relationships between the University and existing and future board members/key volunteers, helping identify, recruit and steward new board members, trustees and volunteers.
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Working closely with the Deputy Director, Development, develop and strengthen the understanding of principles of major gift fundraising among academic champions and other leaders by means of workshops, seminars, and one-to-one conversations and training.
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
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JOB DESCRIPTION TRANSFORMATIONAL PHILANTHROPY (TP)
GLOBAL PHILANTHROPY
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Develop and deliver a University-wide strategy and framework for international philanthropy, assessing and benchmarking performance in global philanthropy and identifying opportunities for growth.
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Work collaboratively with the Deputy President, Associate Vice President for Internationalisation and senior Professional Services colleagues to identify and shape strategic philanthropic priorities which will attract non-UK donors.
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Demonstrate keen awareness of cultural differences globally and develop appropriate strategies for international markets.
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Oversee all philanthropic activity outside the UK, representing DDAR on University strategy groups for different priority regions and deputise for the Director when required at the University’s Internationalisation Strategy group meetings, ensuring that DDAR activities are aligned to the University’s internationalisation agenda.
Develop, lead and implement the TP strategy focussing on increasing the number of seven- and eight-figure gifts from alumni, non-alumni, charitable trusts and organisations.
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Write and oversee complex and compelling proposals for individual and trust and foundation prospects in consultation with the Head of TP, DDAR and academic colleagues.
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Work directly with the President and Vice Chancellor on engagement, cultivation, solicitation and stewardship plans for all TP level donors and potential donors, including leading quarterly reviews of relationships and progress.
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Lead the philanthropic strategy for capital projects, working directly with the Director of Estates to report on progress and identify and agree new philanthropic opportunities.
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Lead strategic bids for the University when required, such as the ‘UK Research Partnership Investment Fund’ bids.
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Work collaboratively with colleagues submitting bids to Heritage Lottery Fund and other major funding bodies to add value and ensure bids are robust, high
LEADERSHIP AND MANAGING RESOURCES •
Effectively lead a high-performing Transformational & Global Philanthropy team, setting ambitious team and individual objectives, supporting and inspiring people to achieve them, creating an energised team and championing individual development.
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Responsibility for ensuring you and your team adhere to relevant fundraising regulation and current data legislation, whilst ensuring fundraising is ethical and that due diligence is undertaken as necessary.
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Embody DDAR’s values, leading by example to build a culture and processes that enable innovation and thoughtful risk-taking.
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Undertake national and international travel as required and undertake other such duties as may be required from time-to-time by the Director of Development.
quality and provide high level relationship management with key strategic funding partners, such as UKTI. •
Identify new strategic funding partners, working collaboratively with colleagues across the University.
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
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JOB DESCRIPTION BUDGET AND INCOME GENERATION •
Responsible for, and lead the strategy for, a major strategic income stream for the University, achieving agreed £multi-million fundraising targets working within an agreed expenditure budget.
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Working closely with finance, ensure seven- and eight-figure endowment gifts are effectively managed and stewarded, and explore opportunities to grow endowment giving at the University.
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Personally develop and manage a portfolio of prospective/current TP level donors (£1 million plus); to identify areas of shared interests, and to develop pathways of interest, participation and involvement that lead to seven- and eight-figure philanthropic gifts for the University.
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Work directly with Director of Business Engagement to maximise relationships, explore and shape new models of philanthropy and identify opportunities for income growth.
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Work closely with the Head of TP and the wider development team to ensure there are appropriate and effective strategies for all TP level potential donors and donors in their pools, leading to a successful and sustainable TP programme, ensuring annual targets are being met.
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Working with the Deputy Directors, take responsibility for the expenditure budget to support the DDAR strategy, currently a total of £5.3 million.
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Responsible for financial planning and resource allocation; monitor fundraising budgets to ensure maximum efficiency, value for money and delivery of key objectives.
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Working collaboratively with the Deputy Director, Development, identify philanthropic priorities which support the University’s financial sustainability and ensure the Development team are delivering against financial targets to ensure a proportion of philanthropic income is discretionary/budget relieving.
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
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THE PERSON: KNOWLEDGE, SKILLS AND EXPERIENCE NEEDED EXPERIENCE & KNOWLEDGE
SKILLS
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Proven experience of managing relationships with senior executives, business leaders, philanthropists or entrepreneurs, leading negotiations towards agreed projects or programmes of activity and securing gifts of at least seven figures, ideally with experience overseas.
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Proven experience of leading development/fundraising in higher education, notfor-profit, or a comparable sector with demonstrable experience of formulating
to sensitively match communication style to varying audiences. •
Proven experience of senior management and of successful influence beyond areas of immediate line management.
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Substantial experience of effectively building, leading and managing teams that
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Undergraduate degree or equivalent qualifications.
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Evidence of continuing professional development.
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Knowledge of the Higher Education landscape and global philanthropic trends is desirable.
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Knowledge of the legal, regulatory environment for fundraising in different countries is desirable.
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Knowledge and ideally experience of trust and foundation fundraising outside of the UK is desirable.
ATTRIBUTES •
Perceptive, with excellent judgement and highly developed emotional intelligence.
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Resilient, able to work well in a fast-changing environment, sometimes under pressure and managing conflicting priorities.
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Works collaboratively; builds and maintains productive relationships with others.
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Results oriented and ambitious, with a drive to continuously improve.
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A creative thinker, with a keen interest in trying new things and innovation to bring about positive change.
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Demonstration of a personal commitment to, and belief in, education, research and scholarly enquiry.
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Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
Commercially astute; with a level of numeracy that enables effective analysis, modelling and forecasting of income and expenditure.
are the appropriate size and shape to deliver strategic objectives. •
Exceptional organisational and planning skills, with the ability to focus on the things that matter and to empower others to do the same.
and successfully implementing strategy at organisational or divisional level. •
Excellent communication skills, both in writing and face to face, with an ability
Willingness to travel and work outside normal hours when required.
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TERMS & CONDITIONS Location
The post is based in Manchester
Hours of Work
A reduced working week, flexible hours and a portion of home working are all possibilities for an outstanding candidate
Salary
£60,997 - £76,247
Pension
USS (Universities Superannuation Scheme) – current contributions are 8% for the employee and 18% from the employer
Annual Leave
29 days plus 4 closure days at Christmas
Other Benefits
Benefits of working at the University can be seen at the following link: https://www.manchester.ac.uk/ connect/jobs/benefits-working-here/
EQUALITY OF OPPORTUNITY AT THE UNIVERSITY As an equal opportunities employer, The University of Manchester welcomes applicants from all sections of the community regardless of gender, ethnicity, disability, sexual orientation and transgender status. All appointments are made on merit.
HOW TO APPLY For further information and to apply for this role, please visit www.execucare.com/jobs/cip/1454
Candidate Information Pack | Deputy Director, Global & Transformational Philanthropy
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Execucare UK 14 Gray’s Inn Road London WC1X 8HN United Kingdom (44) 20 3409 8981 Execucare USA (Shirley Associates) 200 North Larchmont Boulevard Los Angeles 90004-3707 USA (1) 323 4606202 Execucare New Zealand Crowe Horwath House 57 Willis Street Wellington 6011 (64) 4385 1904
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