The Annual Giving Officer achieves solicitation, fundraising, and visitation goals of the Lehigh Fund and Advancement in the incumbent's assigned area. The successful candidate contributes to the overall participation, dollar, Asa Packer Society and discovery goals of the Lehigh Fund and Advancement.

1. Develop long term relationships with key donors and prospective donors to secure financial support for University priorities.
   
   
   
   • Analyzes demographics, giving patterns, and history to define strategies to increase giving
   
   
   • Collaborates with Major Gift Officers to plan Lehigh Fund asks for managed prospects
   
   
   • Implements segmented communication systems which are donor-centered to target demographic and giving patterns to maximize fund raising results
   
   
   • Promotes donor recognition initiatives to increase donor retention
   
   
   • Uses a variety of communication strategies appropriate for each prospect, including visits, mail, email, phone and written proposals
   
   
   • Responds to positive and negative constituent reaction
   
   
   • Serves as a University representative at on- and off-campus events
   
   
   
   


2. Manages a donor portfolio with a focus on donor engagement, acquisition of annual donors, and discovery of new leadership prospects
   
   
   
   • Manages the fundraising cycle with an emphasis on quality moves
   
   
   • Develops a planned Lehigh Fund and annual ask for each prospect in the portfolio by identifying the interests of that prospect
   
   
   • Logs every personal visit, telephone conversation or other encounter of note in a visit report to maintain a history and planning input source
   
   
   • Builds the relationship and the giving pattern with the managed prospect to the point of determining whether the prospect should advance to Major Gift Officer assignment
   
   
   
   


3. Cultivate, solicit, and steward a portfolio of assigned prospects to secure financial support for University priorities while preparing both customized and standardized proposals, correspondence, and reports
   
   
   
   • Defines a solicitation plan that supports the overall dollar, participation, and Asa Packer Society Membership goals to encourage increased giving and participation
   
   
   • Personally solicits gifts from prospects
   
   
   • Organizes and segments non-managed prospects by affinity groups, volunteer preference, and other criteria to maximize engagement and fundraising results
   
   
   • Attends and utilizes meetings and events to assist in the donor engagement process
   
   
   • Develops a giving pyramid of planned asks for prospects individually identified with their respective ask amounts
   
   
   
   


4. Maintain and execute a plan for visiting managed prospects both on and off campus, with an emphasis on quality moves appropriate for the management of each donor relationship
   
   
   
   • Maintains a plan for visiting managed prospects; makes telephone contact well in advance to plan a visitation; brings appropriate Lehigh materials to the meeting
   
   
   • Determines the donor's area of interest giving potential, and inclination to give
   
   
   • Devises a visit plan based on the strength of the relationship and the donor's rating, giving history and areas of interest
   
   
   • Uses visits to advance strategically through the donor cycle through a combination of qualification, cultivation, direct solicitation and stewardship
   
   
   • Follow up with donors completed in a timely manner
   
   
   
   


5. Reporting, records and accounting
   
   
   
   • Document activity within donors in timely manner
   
   
   • Ensure that gifts are booked in accordance with gift processing, purpose and University standards; troubleshoot when discrepancies are discovered
   
   
   • Provide reports on projects and performance
   
   
   • Oversee stewardship for assigned prospects and constituent or project area
   
   
   
   

• This position has fiscal or financial responsibilities other than employee expense activity, such as processing or approving transactions; monitoring or preparing budgets; or generating income for University


• Occasional evening, holiday or weekend hours; to attend events


• Occasional travel; mainly day trips but some overnights throughout the United States about 25% of the time

1. Bachelor's Degree or equivalent combination of education and experience


2. Three to five years related work experience


3. Excellent communication and interpersonal skills


4. Solid writing ability and organizational skills


5. Solid analytical, decision making and problem solving skills


6. Solid computer skills with experience using word processing and spreadsheet software


7. Successful completion of standard background checks including but not limited to: social security verification, education verification, county and national criminal background checks, PATCH, FBI fingerprinting, Child Abuse Clearance. Based upon the requirements of the position Lehigh may also request credit history reports, motor vehicle checks and professional license/certification verification

PI102539509