Director, Advancement Services

Job Information
Author pmnationtalk
Date January 24, 2019
Type Full Time
Company Wilfrid Laurier University
Salary $100,000 - $117,000 - Annual
Location Waterloo,ON
Category Social Services
Client Wilfrid Laurier University
Contact Information
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Posting ID : 10093
Apply By : 2/1/2019
Position Title : Director, Advancement Services
Department : Development and Alumni Relations
Job Type : Full-time, Continuing
Campus : Waterloo
Reports To : Vice-President, Advancement and External Relations
Position Summary :

Wilfrid Laurier University is a leading multi-campus, university known for academic excellence and a culture that inspires lives of leadership and purpose. Laurier has a distinct commitment to teaching, research, experiential learning, sustainability and scholarship, which combine to address critical challenges in society, business, the economy and the environment – globally and in the communities we serve. At Laurier’s heart is its strong student focus, which results in exceptional levels of student satisfaction and a deep sense of community that lives on through the university’s highly engaged alumni.

Laurier takes pride in building meaningful relationships with colleagues and students. The Laurier community supports one another, encourages collaboration and teamwork and respects work/life balance, all while recognizing the importance of a challenging, rewarding and inspiring career. Laurier has more than 19,000 students and 2,100 faculty and staff across campuses in Waterloo and Brantford, as well as locations in Kitchener and Toronto.

Diversity is one of Laurier’s core values. The university is committed to providing an inclusive workplace and employing a workforce that is reflective of local and national demographics. Our locations are situated on the traditional territories of the Neutral, Anishnawbe, and Haudenosaunee peoples. We recognize the unique heritages of Indigenous peoples and support their intentions to preserve and express their distinctive Indigenous cultures, histories, and knowledge through academic programming and co-curricular activities. Laurier’s Centre for Indigegogy is one example of how Laurier honours Indigenous knowledge.

We currently have an opportunity to join the Laurier community as a Director, Advancement Services.

The Director, Advancement Services reports and is accountable to the Vice-President, Advancement & External Relations. The incumbent is a key member of the DAR senior management team and is responsible for a broad range of operational support services within DAR including: Fundraising Accountability, Risk Management and Compliance, Data Management and Reporting, Budget, Revenue and Expense Reporting, Prospect Research and overall Department Operations including systems, tools, and processes to support the department. The Director, Advancement Services also leads strategic planning and annual planning processes.

On a daily basis, the incumbent is responsible for making critical business decisions with wide-ranging impact, independently and with full accountability and authority. These decisions involve all aspects of gift processing such as recording, documentation requirements, receipting, reconciliation, troubleshooting and reporting as well as decisions concerning the use of personal information held on the Advancement database. The incumbent plans and manages organizational change, designs and implements new business processes and identifies potential resource requirements.

Accountabilities : Data Management and Reporting

  • Oversees, implements and manages all IT project plans associated with advacement software, web-based applications, Campus Call and any other software used to support the Advacement functions within the University
  • Plans overall direction of Advancement reporting systems including reporting infrastructure and implements plan by working closely with ITS and obtaining resources from this group.
  • Oversees new system developments, information management, ensuring protection of information stored on the database, overall quality and accuracy of data on prospect/donor records; ensures the appropriate procedures are in place to maintain record confidentiality and data integrity according to University policy and government regulations.
  • Works closely with ICT to evaluate new technologies
  • Is the primary source of information and approval for Information Systems and the Financial Resources functions regarding the data management and financial records management needs of Advancement.
  • Provides financial, philanthropic, and demographic data for use by the Manager, Stewardship & Donor Relations in donor accountability initiatives.
  • Provides benchmarking data for use by the senior leadership team within Advancement and the faculties and units
  • Is the primary contact for accommodating campus-wide requests for lists from the Advancement database
  • Financial Management, Risk Management and Compliance
  • Provides oversight and management of donations handling according to the policies, procedures, and guidelines approved by the University, and in keeping with the Canada Revenue Agency
  • Facilitates the development of the annual expense budget working with the DAR leadership team and central Finance and monitors performance against budget on a monthly basis
  • Leads the development of fundraising targets and the allocation of targets to teams and individuals and monitors ongoing performance against goals.
  • Manages internal and external communication of fundraising results including endowment statements for donors, reports for the Board of Governors, Senior Administration, Academic Deans, Unit Heads and others.
  • Prepares and manages Advancement budget in collaboration with VP and senior management team.
  • Works collaboratively with Finance & Administration to prepare endowment statements, develop annual budget, and provide financial reporting
  • Participates on university-wide Operational Risk Management Committee and leads risk management within DAR
  • Conversant in all relevant policies and legislation including PIPEDA, CASL, and Industry Canada and Imagine Canada requirements.
  • Prospect Research
  • Oversees and directs the Prospect Research area which is responsible for providing prospect information, managing major gift prospect tracking, identifying new prospects, providing comprehensive and strategic prospect profiles, maintenance of the Chart of standards, and managing prospect clearance.
  • Establishes benchmarks and deliverables for biographical information including expanding data collection abilities; accuracy and verification of data;
  • Manages the preparation of all reports from the Banner Database for use by Advancement Staff, Senior Administrators, Deans, Unit Heads, President, External Agencies, etc.
  • DAR Operations:
  • Primary liaison with Facilities, HR, and Finance to ensure smooth onboarding of new employees and managing facilities-related issues.
  • Works closely with Secretariat Office, Legal to bring forward relevant issues and resolve issues where necessary
  • Development of functionality within the Banner Advancement database, Cognos 11 and iModules, among others, to support the management of individual and organization records.
  • Leadership and Strategic Planning
  • Supervises the activities of Advancement Services staff including their selection, training, compensation, management and development consistent with University policies/guidelines, collective agreements and applicable employment legislation.
  • Working with the Associate Director, Prospect Research, Records and Gifts, manages the workload of the department of Advancement Services, sets priorities, assigns projects, manages data entry procedures, prospect research activity, security procedures, payment processing, etc.
  • Leads strategic planning and operational planning within DAR
  • Advises and contributes to policy development for Advancement
  • Is conversant with CRA regulations and tax legislation as it relates to charitable gifts and advises Major Gift Officers on fundraising approaches and structuring donations to achieve the maximum benefit for the University and donor.
  • Implements the University’s Gift Acceptance Policy and related procedures
  • Is a member of the Advancement senior management team, and works closely with the VP Advancement and External Relations, Directors of Development and AVP Alumni & Community Engagement, to plan for and carry out strategic directions for the office.
  • Acts as a resource on the Development Committee of the Board of Governors
  • Acts as a deputy for the VP, Advancement in that person’s absence, or as required.
  • Other duties as directed by the VP, Advancement

Qualifications : Undergraduate degree; 5 to 10 years of experience in Advancement Services or a similar role in a charitable organization.

Depth/breadth of knowledge in the following areas:

– donor database management and fundraising

– budget development, financial reporting & transaction processing

– strategic planning and multi-year planning

– policy and process development as it relates to charitable taxation, compliance, Imagine Canada Standards and privacy

– Strategic planning, project development

High proficiency in the use of database management tools, contact management and office management software. Preference for knowledge of Banner, Cognos 11

A strong commitment to post secondary education and continuous learning;

Excellent analytical and decision making skills;

High problem-solving and critical thinking skills

The ability to effectively manage a diverse team of individuals;

Effective written and verbal communications, including the ability to maintain professional communications in difficult circumstances;

Grade : MG-3A
Salary : $100,000 – $117,000
Salary Notes : This is a full-time, continuing position.
Please Note : Please submit a cover letter and resume.

Wilfrid Laurier University endeavors to fill positions with qualified candidates who have a combination of education, experience, skills and abilities to successfully perform the duties of the position while demonstrating Laurier’s Employee Success Factors.

Diversity and creating a culture of inclusion is a key pillar of Wilfrid Laurier University’s Strategic Academic Plan and is one of Laurier’s core values. Laurier is committed to increasing the diversity of faculty and staff and welcomes applications from candidates who identify as Indigenous, racialized, having disabilities, and from persons of any sexual identities and gender identities. Indigenous candidates who would like to learn more about equity and inclusive programing at Laurier are welcomed to contact the Office of Indigenous Initiatives at jbecker@wlu.ca. Candidates from other equity seeking groups who would like to learn more about equity and inclusive programing at Laurier are welcomed to contact Employment Equity & Accessibility at diversity@wlu.ca. We have strived to make our application process accessible however if you require any assistance applying for a position or would like this job posting in an alternative format, please contact Human Resources at 519-884-1970 ext.2007 or hr@wlu.ca.
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