The Annual Fund Manager will join CA at an inflection point in the school’s 95-year history as we prepare for the second phase of a transformative Centennial Campaign that will pivot the institution toward its second century. In partnership with the Director of Development (DOD), the Annual Fund Manager will oversee the annual giving strategy and activities, building a high-caliber program to support CA’s operating budget, mission, goals, and forward-looking strategic plan.
In these efforts, the Annual Fund Manager will work collaboratively and transparently with the Director of Advancement and Engagement (DAE), DOD, trustees, senior administrators, faculty, staff, students, parents, and alumnae/i. S/he will establish necessary systems and structure for annual fundraising, championing an ongoing institution-wide conversation about the importance of the Annual Fund as a pillar of the school’s operating plan.
Concord Academy’s donor base includes 4,700 alumnae/i, 385 current families, and a large population of parents of alumnae/i who continue to invest in the school.
Essential Duties and Responsibilities:
Leadership and Vision
The Annual Fund Manager has direct responsibility for a comprehensive and integrated annual giving program encompassing CA’s multi-channel response and engagement strategy. The FY17 Annual Fund closed at just over $2.7 million. A significant portion of the Fund’s performance (58%) is achieved through gifts between $1,000 and $10,000 with roughly 3,000 prospects in this capacity range currently identified; the Board has stated an expectation to achieve and then surpass an annual $2.7 million run-rate. The Annual Fund Manager will have a solid foundation in fundraising basics, combined with a visionary, entrepreneurial, and collaborative spirit. The successful candidate will have an ability to work with donors and volunteers on the front-line and develop a plan for growth through personal relationship building and multi-channel marketing. The incumbent will demonstrate an ability to work in partnership with the major gift team and other colleagues in order to achieve annual goals.
Management, Strategy, and Planning
The Annual Fund Manager will partner with and inspire her/his staff (currently a parent-focused Annual Fund Officer and a Development Officer for recent graduates and student programs) through effective motivation and mentoring. S/he will embrace diversity and possess the management acumen to leverage team members’ existing capacity while strengthening performance to drive goal-oriented outcomes.
The Annual Fund Manager will be responsible for a portfolio of 250 prospects and volunteers with giving potential of $5k – $50k through all phases of the donor cycle, making 150 prospect visits annually and personally soliciting a minimum of 50 gifts. Additionally, the AF Manager will collaborate with the Director of Engagement on reunion fundraising management, leveraging milestone years and high capacity classes with appropriate retention strategies for all gift levels.
CA’s direct response program represents a significant opportunity for growth. Mail and email appeals currently represent 34% of the Annual Fund’s cash total. In close partnership with CA’s Marketing and Communications team, the incumbent will demonstrate the ability to develop strategy and implement a creative and forward-looking process to deliver an inspiring and personalized program that will grow the response rate through segmentation, volunteer outreach, social media, and other channels. The Annual Fund Manager must be able to effectively manage volunteers, time, and staff resources as the program grows.
Donor and Volunteer Engagement
The Annual Fund Manager will collaborate with the Director of Engagement to improve and extend relationships with all constituencies in ways that have a quantifiable impact on philanthropic results. The Annual Fund Manager will set an example as a hands-on expert in engaging individuals and inspiring them to invest in CA’s mission through unrestricted annual support. Collaborating with the Marketing and Communications team, the AF Manager will initiate and develop a multi-dimensional and highly personalized outreach strategy and monitor performance results using fundraising analytics.
The successful candidate will be a strategic and creative team member who is visionary about CA’s annual giving fundraising potential and will tap into CA’s unique culture to maximize results. The AF Manager will have a proven track record and demonstrated success with annual fundraising. S/he will possess outstanding interpersonal competencies, the ability to effectively engage volunteer leadership, and a deep commitment to instilling practices and a culture that reflects CA’s mission and values. Individuals with experience in all non-profit sectors are encouraged to apply.
Competencies and Requirements
Bachelor’s degree required;
Minimum of five years experience growing a fundraising program that encompasses both direct response and face-to-face strategies;
Proven success in a comprehensive campaign preferred;
Responsibility-oriented; not task-oriented;
Proven track record managing all facets of direct response program as well as soliciting and closing gifts up to $25K.
Exposure to Major Gift portfolio management;
A high level of determination to set and exceed fundraising goals;
Excellent verbal and written communication skills, organizational and analytical skills, and project management skills;
Orientation as a team player and leader;
A metrics-driven mindset that informs strategy and work;
Experience developing processes and protocols to monitor timeliness, efficiency and outcomes;
Entrepreneurial spirit with ability to involve colleagues and employ sound judgment;
The ability to succeed in a distinct and dynamic culture to deliver CA’s vision for the future with enthusiasm;
Ability to work independently as well as part of a team;
Ability to travel and attend weekend/evening events;
Passion for working in an independent school setting;
Flexibility and a sense of humor;
Integrity, honesty, and a strong work ethic.
Interested candidates, please submit a letter of interest and a resume to: Alice Roebuck Director of Advancement & Engagement firstname.lastname@example.org Subject Line: Annual Fund Manager
Additional Salary Information: Commensurate with experience
Concord Academy is an independent, coeducational boarding and day school renowned for world-class faculty, passionate students, and graduates who make their mark on the world. Founded in 1922, Concord Academy has long balanced high academic standards with a focus on educating the whole student through the arts, athletics, and engagement in the world. Our community thrives on a love of learning, th...anks to the care and partnership of teachers who support our students as individuals and challenge them every day to think critically and creatively.
Innovative teaching drives our wide-as-you-can-dream curriculum. Our rigorous approach to the sciences, arts, and humanities is infused with opportunities for intellectual growth, experimentation, and hands-on learning. CA students are honest, dedicated, and self-driven — some of the brightest, most curious, and inventive young people you’re likely to encounter. Within a structured framework, our experienced teachers afford them the flexibility to learn as they do best — while achieving personal goals, whether building a robot or directing a mainstage performance. Creative problem-solving and creative expression are at the core of the CA experience.
Our 39-acre campus on Main Street in Concord, Mass., is home to nearly 400 students in grades 9 through 12 from nearby towns and around the globe. We bring students out into the world, and the world to our campus. In our close-knit community, we prize collaboration over competition. Our daily interactions are shaped by uncommon levels of trust. At CA, we do more than embrace diverse perspectives and backgrounds. We foster independent thinking. We invite passionate dialogue and debate. We believe that living attentively, questioning assumptions, and speaking one’s own truth are essential elements of an engaged and active learning experience.
When our students graduate, they’re prepared not only for college but also for lives of service and impact. Our alumnae/i are authors and ambassadors, entrepreneurs and engineers, dancers and doctors. This is a place where students love to learn, where creativity and trust are abundant natural resources, and where the history and literature of New England enrich us every day.
Concord Academy engages its students in a community animated by a love of learning, enriched by a diversity of backgrounds and perspectives, and guided by a covenant of common trust.
Students and teachers work together as a community of learners dedicated to intellectual rigor and creative endeavor. In a caring and challenging atmosphere, students discover and develop talents as scholars, artists, and athletes and are encouraged to find their voices.
The school is committed to embracing and broadening the diversity of backgrounds, perspectives, and talents of its people. This diversity fosters respect for others and genuine exchange of ideas.
Common trust challenges students to balance individual freedom with responsibility and service to a larger community. Such learning prepares students for lives as committed citizens.
Create + Innovate: The Centennial Campaign for Concord Academy
“As Concord Academy approaches 100 years, we recognize the school’s strengths as a dynamic living and learning community, rooted in an environment defined by innovation and creativity. Looking toward the future, we aspire to strengthen this foundation to make Concord Academy the very best school it can be…The Centennial Campaign is a blueprint for academic, programmatic, and capital priorities. The campaign will free students and faculty to question deeply, take intellectual risks, and dream bigger than ever before.” – Rick Hardy, Head of School. www.concord100.org/progress-priorities/