Development Coordinator, Corporate and Foundation Relations
VISION:
Transform the university through the power of generosity.
MISSION:
Unite donor passions with university priorities to elevate the impact of Oklahoma State University.
DEPARTMENT PURPOSE:
The OSU Foundation Office of Corporate and Foundation Relations (CFR) initiates, fosters and manages philanthropic efforts with corporate and foundation donors having multiple giving/partnership interests or requiring strategic, high-level coordination with OSU.
PRIMARY PURPOSE:
The Coordinator for CFR will be responsible for effectively managing administrative support for the Corporate and Foundation Relations team, including oversight of gifts from arrival through effective processing and reporting.
KEY AREAS OF FOCUS:
Perform administrative tasks for the department:
65% Perform required administrative tasks such as filing expense and reimbursement reports, tracking progress of completion of new gift agreements and scheduling meetings.
Provide service to development officers with drafting, proofing, editing, formatting, and finalizing correspondence to prospects and donors according to foundation standards.
Document correspondence within electronic databases.
Oversee budgets, invoice processing, travel reimbursements, expenditures and travel authorizations for development officers.
Master the use of internal systems to retrieve needed data, to input new information and to answer questions from donors about their giving history.
Maintain confidential donor documents and donor information stored in the OSU Foundation's donor database and archive systems.
Prepare, enter and modify Ascend contact reports, action items and proposals for development officers.
Evaluate and analyze data to meet fiscal and fundraising needs for continuous improvement.
Donor Stewardship and Campus Coordination:
20% Assist Development Officers with stewardship efforts, including acknowledgment letters, impact reports and other stewardship needs.
Execute and route grant agreements, manage tracking of required reports.
Assist development officers by interacting with others in the Foundation and University to retrieve needed information, create gift documentation, and answer questions resulting from donor visits.
Work with Marketing & Communications to organize, write and develop stewardship needs related to gift including press releases, social media, magazine articles, impact reports, etc.
for the CFR team.
Work with OSU Special Events office and CFR team to coordinate donor check presentations, scholarship recipient meetings, campus visits and other stewardship events as needed.
Office Coordination and Communication:
10% Attend and participate in required monthly meetings including the Coordinator meetings and other task force meetings, as assigned.
Assist in scheduling meetings with university representatives and other Foundation staff.
Develop annual business plan for self, tracking each goal with AVP towards completion.
Learn and master the CRM database; build and manage queries and other lists; ensure donor contact information, correspondence and documentation is entered and maintained.
Submit purchasing card statements monthly.
Other Duties as Assigned:
5%JOB COMPETENCIES AND
Experience:
Education & Certifications-Bachelor's Degree requiredExperience- 1-3 years of professional experience required; experience in non-profit, stewardship or donor relations is preferred.
Excellent oral and written communication skills are essential with particular attention to proper use of the English language, spelling, and grammar.
Writing samples requested.
Must possess the ability to communicate with Foundation and university staff, donors, students and others in a professional manner, have the ability to exercise good judgment, pay close attention to detail, demonstrate the ability to manage multiple assignments simultaneously, meet deadlines and build relationships with internal and external clients alike.
Must demonstrate the ability to work effectively as a member of a team.
Must adhere to strict confidentiality standards.
Word processing and spreadsheet knowledge necessary (MS Word, MS Outlook, MS Excel, Internet Explorer, MS PowerPoint).
Ability to learn in-house computer systems and database systems.
Desire to be informed, and stay up-to-date on all university news, especially in the areas of research and accomplishments, and all news and information regarding major donors.
Excellent customer-service, adaptability, flexibility and a sense of humor are essential.
Organizational Competencies- Effective Communication:
Communicates well (written and verbal); exhibits exceptional listening skills, and is transparent through open dialog and informational sharing; seeks first to understand and assumes positive intent; deals with others in a straightforward and honest manner while conveying both good and bad news; avoids telling themselves a story and works to deploy crucial conversation communication techniques; shows the highest level of understanding, courtesy, tact, empathy and concern with all interactions Execution & Initiative:
Demonstrates a high level of initiative on assignments; expresses interest in taking on more responsibilities and contributing to overall goals; proactively contributes to problem solving and pursues continuous improvement efforts at all times; takes responsibility to ensure that quality and timeliness of deliverables meets organizational and donor expectations; ensures work is accurate; delivers upon commitments while demonstrating integrity, stewardship of resources and service to OSU Teamwork/Interpersonal Skills:
Builds and maintains strong internal working relationships that promote open and honest communication; cares for others personally and professionally; values diversity and treats all individuals with respect and professionalism; demonstrates an open mind-set when presented with opportunities to learn about different culture, approaches or opinions; supports team efforts and makes the Foundation a more enjoyable place to work Problem Solving/Judgment:
Seeks guidance and expert opinions in decision-making and planning process; gains understanding of how to apply approved policies and procedures; when and why escalation of issues is needed and to whom; responds appropriately and timely to issues; accepts responsibility for actions Adaptability/Flexibility:
Committed to continuous improvement; adapts to change, is open to new ideas; takes on new responsibilities, handles pressure, and adjusts plans to meet changing needs; shows ability to listen actively to different perspectives and consider alternate views based on new information; demonstrates self-control and remains productive during times of uncertainty Courage & Conviction:
Proactively takes responsibility for individual outcomes regardless of success, and learns from all results; demonstrates dedication to the principles of truth and honesty, even when the message may not be welcome; maintains confidentiality; supports company values, walks the talk; behaviors and actions are consistent with statements, values and beliefs; practices ethical decision making; has courage to try something new when encouraged by others; shows accountability and credibility by following through on commitments; receives constructive feedback from others and looks for continually improve Donor Centered:
Follows through with appropriate actions and/or information to meet the requests of donors; actively shares contacts and relationships with those who may have common goals or needs; embraces development and stewardship strategies that build relationships and respect the donors' interests, while balancing university priorities; solidifies personal relationships with mutual trust and fulfillment on commitments PHYSICAL REQUIREMENTS:
Must use a computer terminal and view a computer screen for extended periods of time.
Must talk in person or by phone (frequently and sometimes for extended periods) to people on campus and across the country.
Must constantly use visual acuity to check printed and designed materials of various types.
Must be able to navigate within the OSU Foundation.
Typical office working conditions.
Recommended Skills Active Listening Adaptability Attention To Detail Business Process Improvement Computer Terminals Confidentiality Estimated Salary: $20 to $28 per hour based on qualifications.
Transform the university through the power of generosity.
MISSION:
Unite donor passions with university priorities to elevate the impact of Oklahoma State University.
DEPARTMENT PURPOSE:
The OSU Foundation Office of Corporate and Foundation Relations (CFR) initiates, fosters and manages philanthropic efforts with corporate and foundation donors having multiple giving/partnership interests or requiring strategic, high-level coordination with OSU.
PRIMARY PURPOSE:
The Coordinator for CFR will be responsible for effectively managing administrative support for the Corporate and Foundation Relations team, including oversight of gifts from arrival through effective processing and reporting.
KEY AREAS OF FOCUS:
Perform administrative tasks for the department:
65% Perform required administrative tasks such as filing expense and reimbursement reports, tracking progress of completion of new gift agreements and scheduling meetings.
Provide service to development officers with drafting, proofing, editing, formatting, and finalizing correspondence to prospects and donors according to foundation standards.
Document correspondence within electronic databases.
Oversee budgets, invoice processing, travel reimbursements, expenditures and travel authorizations for development officers.
Master the use of internal systems to retrieve needed data, to input new information and to answer questions from donors about their giving history.
Maintain confidential donor documents and donor information stored in the OSU Foundation's donor database and archive systems.
Prepare, enter and modify Ascend contact reports, action items and proposals for development officers.
Evaluate and analyze data to meet fiscal and fundraising needs for continuous improvement.
Donor Stewardship and Campus Coordination:
20% Assist Development Officers with stewardship efforts, including acknowledgment letters, impact reports and other stewardship needs.
Execute and route grant agreements, manage tracking of required reports.
Assist development officers by interacting with others in the Foundation and University to retrieve needed information, create gift documentation, and answer questions resulting from donor visits.
Work with Marketing & Communications to organize, write and develop stewardship needs related to gift including press releases, social media, magazine articles, impact reports, etc.
for the CFR team.
Work with OSU Special Events office and CFR team to coordinate donor check presentations, scholarship recipient meetings, campus visits and other stewardship events as needed.
Office Coordination and Communication:
10% Attend and participate in required monthly meetings including the Coordinator meetings and other task force meetings, as assigned.
Assist in scheduling meetings with university representatives and other Foundation staff.
Develop annual business plan for self, tracking each goal with AVP towards completion.
Learn and master the CRM database; build and manage queries and other lists; ensure donor contact information, correspondence and documentation is entered and maintained.
Submit purchasing card statements monthly.
Other Duties as Assigned:
5%JOB COMPETENCIES AND
Experience:
Education & Certifications-Bachelor's Degree requiredExperience- 1-3 years of professional experience required; experience in non-profit, stewardship or donor relations is preferred.
Excellent oral and written communication skills are essential with particular attention to proper use of the English language, spelling, and grammar.
Writing samples requested.
Must possess the ability to communicate with Foundation and university staff, donors, students and others in a professional manner, have the ability to exercise good judgment, pay close attention to detail, demonstrate the ability to manage multiple assignments simultaneously, meet deadlines and build relationships with internal and external clients alike.
Must demonstrate the ability to work effectively as a member of a team.
Must adhere to strict confidentiality standards.
Word processing and spreadsheet knowledge necessary (MS Word, MS Outlook, MS Excel, Internet Explorer, MS PowerPoint).
Ability to learn in-house computer systems and database systems.
Desire to be informed, and stay up-to-date on all university news, especially in the areas of research and accomplishments, and all news and information regarding major donors.
Excellent customer-service, adaptability, flexibility and a sense of humor are essential.
Organizational Competencies- Effective Communication:
Communicates well (written and verbal); exhibits exceptional listening skills, and is transparent through open dialog and informational sharing; seeks first to understand and assumes positive intent; deals with others in a straightforward and honest manner while conveying both good and bad news; avoids telling themselves a story and works to deploy crucial conversation communication techniques; shows the highest level of understanding, courtesy, tact, empathy and concern with all interactions Execution & Initiative:
Demonstrates a high level of initiative on assignments; expresses interest in taking on more responsibilities and contributing to overall goals; proactively contributes to problem solving and pursues continuous improvement efforts at all times; takes responsibility to ensure that quality and timeliness of deliverables meets organizational and donor expectations; ensures work is accurate; delivers upon commitments while demonstrating integrity, stewardship of resources and service to OSU Teamwork/Interpersonal Skills:
Builds and maintains strong internal working relationships that promote open and honest communication; cares for others personally and professionally; values diversity and treats all individuals with respect and professionalism; demonstrates an open mind-set when presented with opportunities to learn about different culture, approaches or opinions; supports team efforts and makes the Foundation a more enjoyable place to work Problem Solving/Judgment:
Seeks guidance and expert opinions in decision-making and planning process; gains understanding of how to apply approved policies and procedures; when and why escalation of issues is needed and to whom; responds appropriately and timely to issues; accepts responsibility for actions Adaptability/Flexibility:
Committed to continuous improvement; adapts to change, is open to new ideas; takes on new responsibilities, handles pressure, and adjusts plans to meet changing needs; shows ability to listen actively to different perspectives and consider alternate views based on new information; demonstrates self-control and remains productive during times of uncertainty Courage & Conviction:
Proactively takes responsibility for individual outcomes regardless of success, and learns from all results; demonstrates dedication to the principles of truth and honesty, even when the message may not be welcome; maintains confidentiality; supports company values, walks the talk; behaviors and actions are consistent with statements, values and beliefs; practices ethical decision making; has courage to try something new when encouraged by others; shows accountability and credibility by following through on commitments; receives constructive feedback from others and looks for continually improve Donor Centered:
Follows through with appropriate actions and/or information to meet the requests of donors; actively shares contacts and relationships with those who may have common goals or needs; embraces development and stewardship strategies that build relationships and respect the donors' interests, while balancing university priorities; solidifies personal relationships with mutual trust and fulfillment on commitments PHYSICAL REQUIREMENTS:
Must use a computer terminal and view a computer screen for extended periods of time.
Must talk in person or by phone (frequently and sometimes for extended periods) to people on campus and across the country.
Must constantly use visual acuity to check printed and designed materials of various types.
Must be able to navigate within the OSU Foundation.
Typical office working conditions.
Recommended Skills Active Listening Adaptability Attention To Detail Business Process Improvement Computer Terminals Confidentiality Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
