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Regional Advisor, Individual Giving, Development & Alumni Engagement

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Job ID: 14485

Updated: April 4, 2018

Location: Other

Position Overview

Development & Alumni Engagement is currently seeking a Full-time Limited Term Regional Advisor, Individual Giving for approximately 2 years.

The Regional Advisor reports to the Associate Director, Individual Giving and will work closely with other members of the Central Development Office, Faculties, Stewardship and Development Services. The Advisor plays a key role in the success of the university's Individual Giving program by expanding the reach of fundraising to geographic areas outside of Calgary. The Advisor is accountable for advancing all university fundraising initiatives and for developing long-term relationships that result in philanthropic support of the University and Energize Campaign.

This position is designed to build connectivity and philanthropic intent among those who currently have emerging relationships with the University. The Regional Advisor will, identify, qualify, cultivate and solicit prospects who will become donors to our current campaign and future philanthropic leaders at the University. The position will institute a personal visit strategy with a goal of 150 personal visits per year to promote institutional and faculty campaign priorities. With an eye to securing major gifts, this position will leverage various tools including a new individual giving program to cultivate future major gift donors. The position will manage a pipeline of current prospects as well as be responsible for additional prospecting, with the ultimate goal of discovering and soliciting individuals who will support the University in its current campaign and become important donors for future campaigns. This position will coordinate with other teams as needed to cultivate and steward donors and prospects. Those prospective donors will be positively affected by interacting with this professional member of the development team, and by their engagement with the university regardless of the size of their gift.

The position demands a high volume of work with early morning, evening and some weekend hours required. This position requires frequent travel within the country and potentially within the US.


Position Description

Summary of Key Responsibilities (job functions include but are not limited to):

  • Plan and implement effective strategies for attaining specific fundraising goals with alumni and donors from all University faculties and programs
  • In consultation with the Associate Director, Individual Giving set and achieve annual and campaign fundraising targets and other fundraising metrics
  • Play a lead role in developing and implementing an overall strategy for development initiatives within assigned regions, including coordination with faculty-based and institutional initiatives and alumni programs, and share best practices with Individual Giving colleagues
  • Identify a robust prospect pipeline of approximately 300 in partnership with the research and data base functions in the university's development office and on own through internet and online informational databases, and input from faculty, staff members and volunteers
  • Execute all major elements of the development process from qualification to cultivation, solicitation, and stewardship
  • Monitor own activity and participate in monitoring requirements of the development team
  • Write for development including: solicitation and acknowledgement letters, case statements, gift proposals and stewardship reports
  • Ensure activity is coordinated with key components of the institutional and faculty-based fundraising campaigns to leverage approach to donors and prospects
  • Ensure compliance with prospect management procedures and other university policies and procedures
  • Ensure proper hand-off of major gift prospects to appropriate unit of the University's DAE team (i.e. Annual Giving, Alumni Engagement)
  • Meet an annual target of 150 face to face meetings
  • Effectively manage fundraising resources and practice ethical fundraising in accordance with the University's mission and values
  • Reconcile expenses in a timely manner and manage travel expenses prudently under management's supervision
  • Ensure ongoing personal development in fundraising and the post-secondary learning environment

Qualifications / Requirements:

  • A University degree is required; preferably in Business, Communications or other related field
  • A minimum of 2 years of work experience directly related to development/fundraising
  • Previous experience working within the non-profit sector, alumni relations, a post-secondary educational setting or a large, complex organization is considered an asset
  • Demonstrated experience in face-to-face solicitation and closing gifts in the range of $1,000 -$25,000
  • Must be able to secure meetings and meet confidently one-on-one with individuals and organizations for the purpose of advancing gift requests
  • Must be self-motivated proactive, energetic and goal oriented
  • Strong data analysis and computer skills, including Microsoft Word, Access, and Excel; broad knowledge of and experience in the use of research materials, including the internet and online informational databases
  • Highly developed interpersonal, written and oral communications skills required
  • Ability to produce compelling communication tools for use in development including gift proposals, presentations and collateral materials
  • Strong problem solving and decision making capabilities; the ability to exercise independent judgment and initiative as appropriate; attention to detail is critical
  • Ability to work both independently and collaboratively as required
  • Must be able to work efficiently and effectively, at times under tight deadlines
  • Strong project management skills; ability to manage and prioritize multiple projects
  • Ability to handle ambiguity and work effectively in a large, complex, dynamic and sophisticated organization
  • Must understand and practice a high standard of confidentiality and ethical information collection
  • Knowledge of Raiser's Edge fundraising software an asset

Application Deadline:  January 26, 2018

We would like to thank all applicants in advance for submitting their resumes. Please note, only those candidates chosen to continue on through the selection process will be contacted.


Additional Information

This position is classified in the Professional Career Band, Level P2 of the Management and Professional Staff Career Framework. 

To find out more about management and staff opportunities at the University of Calgary and all we have to offer, view our Management and Staff Careers website. For more information about Development & Alumni Engagement visit

About the University of Calgary

The University of Calgary is Canada’s leading next-generation university – a living, growing and youthful institution that embraces change and opportunity with a can-do attitude. Located in the nation’s most enterprising city, the university is making tremendous progress on its Eyes High journey to be recognized as one of Canada’s top five research universities, grounded in innovative learning and teaching and fully integrated with the community it both serves and leads. The University of Calgary inspires and supports discovery, creativity and innovation across all disciplines. For more information, visit

The University of Calgary recognizes that a diverse staff/faculty benefits and enriches the work, learning and research experiences of the entire campus and greater community. We are committed to removing barriers that have been historically encountered by some people in our society. We strive to recruit individuals who will further enhance our diversity and will support their professional success while they are here. We encourage all qualified applicants to apply, however preference will be given to Canadian citizens and permanent residents of Canada.


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