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Applying for Position:
DIRECTOR OF ANNUAL GIVING
Santa Catalina School,
Monterey, CA

This opening calls for specific administration qualifications set by the school.

Summary of Position:

Lead the planning, implementation, and continuation of programs that increase annual giving dollars and participation from alumnae/i, parents, and friends of Santa Catalina School. Embracing the school’s “relationships first” philanthropy program, ensure a coherent, meaningful, and delightful experience for all members of the school community, focusing especially on donors, potential donors, and volunteers. This role brings a tremendous opportunity to bring new energy and vision to the parent and alumnae/i giving programs.

Reports to: Director of Philanthropy

Direct Reports: Assistant Director of Alumnae/i Engagement and Giving and Special Projects coordinator

Primary Responsibilities:

● Work with members of the philanthropy team and lend direction and support to the Assistant Director of Alumnae/i Engagement and the Parent Engagement and Giving Coordinator to design a comprehensive constituent engagement program, including annual giving, events, and volunteer management.

● Lead annual giving efforts for all constituents. Personally solicit donors and potential donors to the highest levels of annual giving and work with regional fundraisers to do so as well.

● Develop and oversee annual and multi-year plans for annual giving. Oversee financial and database reporting for annual giving. Provide research, support, and recommendations for annual giving goals.

● Work with the annual giving team and the Director of Communications to conceptualize and oversee the creation and production of all Santa Catalina Fund communications materials, including digital communications.

● Lead the Assistant Director of Alumnae/i Engagement and Giving and the Parent Engagement and Giving Coordinator in managing annual fund volunteers. Attend and help lead all volunteer trainings, appreciation events, and solicitation campaigns.

● Work collaboratively with the leadership giving team (i.e., major gift fundraisers) to ensure coordinated, satisfying, and meaningful solicitations for the school’s most significant donors and potential donors.

● Lead and manage the strategic direction of the Alumnae Council with support from the Assistant Director of Alumnae/i Engagement and Giving. Serve as nonvoting member of the council and advise/assist on updating policies and procedures. Also serve as primary point person for Council subcommittees.

● Work with the philanthropy team to re-envision and execute a highly-effective and personal Reunion giving and alumnae/i class agent programs. Evaluate and refine alumnae/i chapter chair roles and alumnae/i regional events.

● Explore and pilot meaningful annual giving and engagement program for alumnae/i of Lower and Middle School.

● Support the Parent Engagement and Giving Coordinator in executing events related to annual giving, including the Benefit Celebration and the golf tournament.

● Support the Parent Engagement and Giving Coordinator in developing an engaging program for the Parents’ Association.

● Design and oversee stewardship program, including personalized stewardship and cultivation plans for members of the school’s annual leadership giving society, the 1950 Society . Record substantive donor contacts in the school’s fundraising database, Raiser’s Edge and submit timely contact reports.

● Manage two student interns for philanthropy, who craft letters for all leadership annual donors and create an annual slideshow for all constituents.

● Collaborate with the Director of Philanthropy and the Philanthropy Services Manager to produce the annual report.

● Draft acknowledgment letters for donors to the annual fund.

● Assist communications team in writing meaningful and engaging donor and constituent profiles for the school’s biannual publication.

● Be prepared to identify, write, and report on grants that support restricted and unrestricted annual giving as needed.

Management Responsibilities:

● Manage two direct reports to design and implement a robust annual giving program, events, and engagement program for alumnae/i, parents, grandparents, and friends of school.

● Prepare and submit budget(s) for annual giving and constituent engagement.

● Attend and report at Development Committee meetings of the Board of Trustees and offer support at Alumnae Council and Parent Association meetings and events.

● Assist Director of Philanthropy in engaging subcommittee(s) of the Board’s Development Committee.

Qualifications

● Bachelor’s degree required

● 3-5 years of fundraising experience required, including personal solicitation

● Enthusiasm for taking on a management opportunity

● Ability to collaborate within a highly integrated team

● Alignment with the mission and values of Santa Catalina School

● Proficiency in Microsoft Office Suite and experience working on a MAC

● Experience working with a database preferred; experience with Raiser’s Edge database is a plus.

● Outstanding written and verbal communications skills

● Outgoing personality and professional demeanor

● Ability to exercise good judgment and handle confidential matters with discretion

● Attention to detail, ability to work in a collaborative environment as part of a team

Physical Requirements and Work Environment

● Work at a desk and computer screen for extended periods of time each day

● Be able to walk up and down one flight of stairs multiple times per day

● Work in a deadline driven environment requiring the ability to multitask and deal with a wide variety of people

● May occasionally require evening and/or weekend presence at events

In accordance with applicable laws, Santa Catalina School is an equal opportunity employer.

CalWest and our partner schools are unable to respond to all applicants.

Candidates may be submitted to multiple positions during their time with CalWest. Also, candidates may not be chosen to move forward in the search they initially expressed interest in pursuing.

Our client schools make the final decisions.

Deciding to Apply

At minimum, applicants should have:

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