Harvard University — Coordinator, Principal Gifts Prospect Strategy, UDO

The Coordinator:

  • Collaborates with the senior fundraisers to execute specialized engagement, cultivation, and solicitation strategies for each prospect and donor in the University’s principal gifts portfolio.
  • In partnership with the senior fundraisers, develops high-level briefings for donor meetings and event with University leaders (President, Provost, Deans), faculty, and university volunteer leaders; briefings represent a comprehensive strategy for our principal gifts prospects and donors and, in sum, cover an extensive range of activities and ideas spanning Harvard’s multiple Schools.
  • Leverages the UDO service teams to execute the strategies for cultivation and solicitation. Brings all available UDO resources to defined donor strategy.
  • Engages with faculty and academic leaders to coordinate and advance University principal gifts activities.
  • Manages a tailored approach to acknowledgements and stewardship for each donors in the UDO fundraiser portfolios, working with colleagues in donor relations and communications.
  • Monitors and executes preparation (including various supporting materials reflective of the university-wide priorities) and all next steps before and after the senior fundraisers’ and institutional leaders’ donor visits.
  • Manages and maintains, in collaboration with relevant UDO teams, complicated donor giving histories to ensure our effective engagement with our University principal gifts donors.
  • Corresponds with donors through their offices and sometimes directly to respond to requests/questions, and advance their giving and overall engagement with Harvard.
  • Manages complex gift terms and associated paperwork and activities related to closing 7-, 8- and 9-figure commitments.
  • Shapes agendas and itineraries and coordinates with events team on logistics and communications team on materials for our major University donor engagement groups [for one position: GAC, for another: CEC, or STF, or HX Kitchen Cabinet, or China 1879 Society, etc.] and contributes to the strategy for the group’s events, calls, and other special communications.
  • Identifies new potential donors and crafts with the senior fundraisers and others an approach to engage prospects with the University.
  • Works with the UDO Assistant Directors and fellow Coordinators to develop systems to track progress against goals; help to analyze and present results; and work with teams across AA&D in Communications, Donor Relations, Events and others to develop materials for internal and external stakeholders to advance fundraising strategies.
  1. Works in partnership with and supports the work of the senior University principal gifts fundraisers to lead and manage principal gifts fundraising for university priorities.
  2. Assist in identifying, qualifying and prioritizing prospects for campaign priorities working with fundraising colleagues across the schools and with prospect research; works with research to develop detailed prospect profiles, collaborates with fundraisers to draft briefings for prospect visits.
  3. Helps to track prospect activity for fundraisers’ assigned principal gifts portfolio, volunteer management, and for select initiatives.
  4. Prepares briefings for President, Provost and other University leaders associated with principal gift prospects, campaign priorities, donor committees, and university travel.
  5. Anticipates and resolves problems, and shares information with other team members reflecting knowledge gained through meetings involved with, and supporting the Senior Principal Gifts team, and the senior leadership of UDO/AA&D.
  6. Proactively facilitates frequent interaction and communication with colleagues across all departments, as well as with School-based fundraisers, and represents the UDO fundraising team professionally and positively.
  7. Works independently as well as part of a team, in an extremely dynamic, fast-paced work environment, juggling multiple and changing priorities and responding to the strategic needs of the UDO Principal Gifts team more broadly.
  8. The above covers the most significant responsibilities of the position. It does not, however, exclude other duties, the inclusion of which would be in conformity with the level of the position.

Basic Qualifications

  • 2+ years of work experience, preferably in a large development operation.
  • Computer literacy required.
  • Excellent written and oral communication skills required.

Additional Qualifications

  • •Bachelor’s degree preferred
  • •Familiarity with basic fundraising principles and strategies a plus. Familiarity with the workings of Harvard development a plus.
  • •Familiarity with BSR Advance a plus.
  • •Must be highly organized, detail oriented, and have the ability to work competently and efficiently in a multi-task environment. Must have proven organizational skills, and the ability to prioritize work in a fast-paced environment with multiple and sometimes conflicting priorities.
  • •Able to work effectively with internal and external constituencies in a University environment. Must be able to evaluate problems accurately and display good, sound, and confidential judgment in developing solutions.
  • •Must be able to listen carefully as well as to influence and persuade others.
  • •Must be interested in and motivated by the intellectual community at Harvard.

PI97871291

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