Philanthropy Manager, Southpointe Academy
Gerard Search, Canada
Job Description
Our beautiful Tsawwassen campus is surrounded by nature reserves and boundless ocean views. Established in 2000, Southpointe has grown into a world-leading school delivering the International Baccalaureate (IB) Continuum Programme, which encourages students to think critically, engage in global conversations, and is recognized by universities around the world. Southpointe is one of the few schools in Canada and only school in Delta delivering the IB Continuum Programme from Kindergarten to Graduation.
With a foundation built on community, Southpointe has grown into an internationally recognized school, seeking to expand the boundaries of what is possible while staying committed to its founding mandate. Shaped by experienced faculty and staff who bring diverse perspectives and extensive knowledge to every department, an internationally recognized curriculum framework, and a state-of-the-art campus, Southpointe looks ahead to a bright future while continuing to provide a world-leading education for our students to learn, lead and succeed.
Position Overview
Reporting to the Director of Advancement, the Philanthropy Manager will be responsible for leading and implementing Southpointe’s annual giving program by playing a key role in the engaging and inspiring community of parents, alumni and supporters to champion the vision for the School’s future and help the existing $43 million Expansion Campaign to reach its goal. This role involves developing and executing strategies to increase donor participation, retention, acquisition, and engagement, and oversight of all aspects of the annual giving program. The incumbent will also play a critical role in enhancing and implementing the School’s donor stewardship and recognition programs, provide management and oversight of our fundraising database ensuring integrity and excellent customer service, and supporting the development of a prospect pipeline for the School’s Capital Campaign and Estate amp; Gift Planning program.
Key Responsibilities
Annual Giving
- Create a comprehensive annual giving plan including Enrichment Fund, Giving Tuesday, Alumni Appeal, and Monthly Giving.
- Set performance targets, monitor, and manage overall performance of the program.
- Manage all direct mail and email appeals from concept to results reporting.
- Collaborate with the Communications team on digital fundraising strategies and content creation to promote giving programs in publications, social media, and online.
- Manage the Monthly and Recurring Giving program including donor relations, acquisition appeals and campaigns, as well as recognition and stewardship activities.
- Establish and manage a Tribute Giving program, using relevant fundraising strategies to grow this revenue.
- Stay updated with current trends in fundraising appeals and donor stewardship and maintain a current knowledge of tax and other regulatory issues related to charitable status and charitable giving and privacy legislation.
Stewardship
- Develop and implement donor stewardship and recognition plans to ensure reporting to donors in a timely, consistent, and accurate manner on the use, impact, and financial management of their gifts.
- Coordinate donor meetings, acknowledgement, recognition, and communication with past and current parents, alumni, and donors to strengthen their engagement with Southpointe Academy.
- Act as a key philanthropic content creator for Annual Impact and other reports, updates, digital content; various letters and donor reports.
- Coordinate plaques, donor walls and signage, as appropriate.
- Prepare custom stewardship reports at fiscal year-end and/or at completion of campaign pledges.
- Prepare custom gift agreements as needed.
- Navigate and assess donor relations and stewardship best practices in the philanthropic industry (locally, regionally and globally).
- Other duties that may include administrative and event support as needed.
Prospect Research
- Supports the development pipeline by researching potential donors for propensity and capacity to support the school philanthropically.
- Prepare and provide prospect research material to inform Advancement fundraising strategies.
- Conduct targeted, complex searches to identify relevant information.
- Exercise expertise, independent thought and analytical judgement in selecting information to include in research materials based on reliability of source, client needs, departmental goals and campaign strategy.
- Produce concise yet thorough prospect research reports and donor profiles as well as managing records and files of major donors.
Supervisory
- Supervise the Advancement Assistant and provide directi