Search ProspectusVice President for Development

University of Montana Foundation

Search ProspectusDirector of Stewardship

UNIVERSITY OF MONTANA FOUNDATION

The Opportunity

The OpportunityThe University of Montana Foundation is pleased to announce a nationwide search for the position of Director of Stewardship.

Reporting to the Vice President of Marketing and Communications, the Director is responsible for designing, implementing and coordinating an institution-wide comprehensive stewardship system that appropriately and consistently promotes interaction with and recognition of donors at all levels.

The Director will join the Foundation at an exciting time. Private support for the University of Montana has increased dramatically around a set of strategic priorities identified by the University. The Director of Stewardship will play a critical role in nurturing mutually-rewarding relationships between the University and it’s donors and ensuring sustainable success in the future.

Our Community

Our CommunityMissoula is a thriving community of 72,000 residents who make their home where five valleys converge. Set in an outdoor paradise of majestic mountains, scenic valleys and winding rivers, Missoula residents enjoy four distinct seasons, an energetic college-town vibe and unparalleled recreational opportunities.

Missoula’s vibrant downtown lies north of the Clark Fork River, which runs through the heart of the city. Residents and visitors flock there for its locally owned restaurants and bars, eclectic retail stores and, during the summer, its bustling Saturday farmer’s market scene. As a regional shopping destination, Missoula is also home to Southgate Mall – currently undergoing a major expansion – and large retail corridors on Reserve and Brooks Streets.

Missoula offers outstanding cultural and entertainment opportunities that contribute to the “Missoula Lifestyle.” Big-name and local artists alike play Missoula’s varied concert venues and festivals. Local residents enjoy excellent art galleries, public lectures and theatrical productions. University of Montana sporting events and venues are among the best in the nation. The Missoula Osprey minor league baseball team is affiliated with the Arizona Diamondbacks and has won the Pioneer league championship four times. Fly fishing opportunities are world class.

Outdoor Recreation:• Yellowstone National Park: 269 miles• Glacier National Park: 139 miles• Montana Snow Bowl Ski Area: 7 miles• Rattlesnake Wilderness Area: 5 miles• There are 3.1 million acres of wilderness within a 100-mile radius

of campus.

Missoula by the Numbers:• Livability.com ranked Missoula as No. 8 on its 2015 list of best

small to mid-sized cities in the U.S.• Outside magazine named Missoula No. 9 in their 2014 article

“The 16 Greatest Places to Live in America.”• In 2016, SmartAsset ranked Missoula No. 9 on its Least-Stressed

Cities in America list.• Fodor’s Travel ranked Missoula No. 2 among the nation’s best

river towns in 2014.

The

TheFoundation

The University of Montana Foundation Our mission is to increase philanthropic support to ensure the University of Montana’s excellence, access and affordability, focusing fundraising activity on the priorities set by the University of Montana and building and maintaining relationships with alumni and friends who donate to UM. The Foundation is governed by an all-volunteer Board of Trustees. Our vision is to be a leader among like-sized university development operations and foundations from across the country in our production practices, our integrity of operations and our customer service, while creating a brand as a “best place to work.” Our core values guide us in all that we do:

• We are Intentional

• We are Constituent Centered

• We Act with Integrity

• We Collaborate and Communicate

• We are Driven to Improve

• We Celebrate Success

Last year private support at the University of Montana had a record-breaking year of over $84 million dollars. The Foundation manages a long-term investment portfolio, valued at around $186 million, established to provide ongoing annual support for scholarships, faculty, programs and other University priorities. More information about the impact of private support raised by the Foundation is available in our annual Impact Reports. The University of Montana Foundation offices are located in a new building on the beautiful University of Montana campus. The Foundation currently employs 46 professional staff working across teams focused on accounting, administrative services, development, gift and fund administration, human resources, information systems, marketing and communications, prospect research and stewardship.

TheUniversityThe University of Montana

UM is a flagship public doctoral research institution that has produced 28 Rhodes Scholars, 17 Goldwater Scholars and 14 Truman Scholars. UM has the largest graduate student enrollment in Montana (2,400 students) and a strong commitment to diverse, thriving graduate education. Missoula often is ranked among the best college towns in the United States.

In 2016, UM’s successful Wildlife Biology Program earned the top spot in a national analysis of places to study wildlife. The program was ranked No. 1 in the U.S. and Canada by Academic Analytics. UM and its world-class wildlife biology researchers are surrounded by a stunning natural laboratory. Discovery is just out the back door. The former director of UM’s Wildlife Biology Program, Dan Pletscher, said, “Other programs read about it. We live in the middle of it.” UM’s Wildlife Biology Program is recognized as one of three programs of national distinction, along with creative writing and organismal biology.

In 2016, UM’s Alexander Blewett III School of Law was chosen as one of the best-value law schools in the nation by The National Jurist magazine. The law school’s 2016-17 negotiation team also placed second in the nation, and the school ranks among the top 20 nationally for placing students in prized federal clerkships.

The Phyllis J. Washington College of Education and Human Sciences recently received its highest national accreditation review since becoming a founding member of the National Council for Accreditation of Teacher Education in 1954.

The Skaggs School of Pharmacy is ranked in the top 25 nationally for garnering National Institutes of Health grants. UM’s creative writing and journalism programs also rank high.

UM’s Grizzly Athletics consistently bring academic and athletic distinction to campus. As of fall semester 2016, UM student athletes have logged an average cumulative GPA of 3.0 or above for almost 12 years and 23 straight semesters.

Duties and Responsibilities:• Designs, documents, and

implements a systematic donorrelations program.

• Establishes, manages andmonitors processes regardingacknowledgment, recognitionand effective use of gifts.Enhances relationships betweenmajor donors and the Universityto promote an ongoingrelationship between the donorand the University

• Develops and assessescentralized stewardship policiesand procedures university-wide and coordinates programevaluation systems to monitoreffectiveness of donor recognitionand stewardship performance

• Oversees the productionof annual endowment andscholarship reporting to donors

• Enhances the structure andoversight of giving societies

• Assists with the maintenance ofannual and lifetime donor honorrolls

• Recruits and supervises theStewardship support staff

• Promotes a culture of highperformance and continuousimprovement that values learningand a commitment to quality

• Mentors and develops staff usinga supportive and collaborativeapproach on a consistent basis

• Establishes and monitors staffperformance and developmentgoals, assign accountabilities, set

Director of StewardshipThe Director of Stewardship is responsible for designing, implementing and coordinating an institution-wide comprehensive stewardship system that appropriately and consistently promotes interaction with and recognition of donors at all levels.

In addition, the position must foster and sustain positive and mutually-rewarding relations between the University and its donors; partner with Foundation Leadership, Development Directors, Annual Giving, Events and Gift Processing team members, IT staff and campus partners to determine the best strategies for effective stewardship of donors; maintain ongoing communications with internal and external constituencies; and advise on the facilitation of recognition events and coordinate various activities for donor societies to promote good will and express the University’s appreciation of supporters. In addition, serves as a member of the senior management team.

Director of

Stewardship

objectives, establish priorities, conduct annual performance appraisals, and recommends salary adjustments

• Develops and managesdepartment budget

• Collaborates with Foundation’sMarketing and Communicationteam and campus partners toplan and design stewardshipevents

• Assists at events as needed

• Communicates and collaboratesinternally to help recognize andsteward major gifts

• Proactively supports Directors ofDevelopment by assisting themin establishing and coordinatingindividualized stewardshipplans for donors to their units/colleges

• Works with Prospect Researchand Management and Directorsof Development to developcreative and personalizedstewardship and cultivationplans for top 100 donors.Meets regularly on progress ofthe stewardship and cultivationplans

• Serves as primary campuscontact for the most significantdonors, helping to resolveproblems, questions, andconcerns

• Participate in planningsolicitation and gift closurestrategies to ensure that giftsare designated appropriately forpurposes that can be managedin a responsible and effectivemanner

Desired Qualifications:• Strong leadership and

interpersonal skills

• Proven project managementskills

• Action oriented managementstyle, committed to teamworkand collaboration

• Ability to manage workflow for multiple individualsto meet deadlines in afast paced environment,including determination andcommunication of completiondates, and proactive responsesto resource shortages andperiods of excess demand

• Ability to establish and maintainpositive, effective workingrelationships with employees,University personnel,Foundation Trustees, donorsand the general public

• Rapidly learn new skills

• Excellent written and oralcommunication skills includingability to develop written andverbal instructions for staff,and to clearly document newprocesses, procedures andpolicies and deal effectivelywith donors and staff regardingsensitive issues

• Ability to follow written andverbal instructions

• Work independently and multi-task

• Meet deadlines and performunder pressure

• Knowledge of principlesand practices, policies and

procedures, and organizational structure for fundraising / advancement operations

• Must be able to generatecreative solutions for stewardingdonors in order to advance theUniversity’s efforts to maintainand strengthen high-qualityindividual relationships withdonors. This requires an abilitythink strategically about donorengagement

• Adept at problem solving andusing judgment in situationsrequiring independent initiativeand tact

• Ability to deliver qualitycustomer service

• Exceptional attention to qualityand detail

• High level of maturity andpersonal integrity in the use ofconfidential materials.

• Strong initiative, capable ofboth strategic and tacticalplanning

• Ability to accommodate aflexible work schedule andrequired travel

• Bachelor’s degree from anaccredited university

Director of

For more information about the UM Foundation please visit: SupportUM.org

For more information about the University of Montana please visit: umt.edu.

How to ApplyThe position will remain open until filled but only applications received by April 27, 2018 can be assured full consideration. Candidates should apply online at http://www.SupportUM.org/careers.

The Foundation offers a competitive salary and excellent benefits package, and is an EEO employer. References will not be contacted without explicit permission. Questions about the position may be directed to Debbie Mitchell debbie.mitchell@supportum.org.

F O U N D A T I O N