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Homeoffice Assistant Director for Annual Giving bei York College of Pennsylvania, PA

York College of Pennsylvania, PA · York, Vereinigte Staaten Von Amerika · Remote

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About the Department

DESCRIPTION:
The Assistant Director, Annual Giving plays a pivotal role in surfacing, qualifying, and cultivating prospective donors through high-volume virtual outreach. With a goal of conducting 20+ virtual discovery visits monthly, this role is critical in growing our donor pipeline and ensuring strong handoffs to stewardship and major gift teams. The ideal candidate thrives in a fast-paced, metric-driven environment and brings rigor, curiosity, and warmth to every conversation, and is excited by the challenge of surfacing untapped philanthropic potential in a national and regional portfolio of alumni and friends.

OUTCOMES:

  • Meet or exceed performance benchmarks:
    1. 20+ discovery visits per month 
    2. 80%+ of visits yielding documented qualification status 
    3. Outreach-to-visit conversion rate >25% 
    4. 100% completion of follow-up tasks within five business days
    5. Provide regular reporting and analysis of personal activity and results, including trends and opportunities for refinement
  • Add a minimum of 200-250 new qualified prospects to the advancement pipeline annually, categorized by capacity, interest area, and readiness
  • Ensure at least 70% of referrals are accepted by gift officers as accurate and appropriately aligned with their work
  • At least 50% of qualified prospects express willingness to engage in the future


Position Duties

Execute Scalable Outreach (40%)

  • Use standardized outreach templates (email, text, phone) to connect with unassigned, lapsed, or newly identified prospects
  • Leverage calendaring tools and automation (e.g., Calendly) to increase scheduling efficiency and reduce friction in outreach
  • Partner with data and research teams to prioritize outreach lists aligned with institutional goals
Conduct Discovery Visits (35%)
  • Conduct 20+ virtual qualification visits monthly (Zoom or phone)
  • Use a defined question set to assess philanthropic interest, giving potential, and readiness to engage
  • Approach each conversation with curiosity, professionalism, and sensitivity to personal narratives
Document & Refer (15%)
  • Record all prospect interactions, outcomes, and qualification statuses promptly and accurately in the CRM
  • Ensure seamless handoffs of qualified prospects to appropriate gift officers, annual fund teams, or stewardship officers based on alignment and stage
  • Track ongoing prospect engagement and status to ensure continuity of relationship building
  • Code and tag prospects accurately for ongoing donor journey mapping
Build for Scale (10%)
  • Contribute to refining outreach strategies, communication templates, and visit scripts based on performance insights and evolving donor behavior.
  • Contribute to the development and maintenance of a Discovery Officer playbook for effective discovery engagement for both current and future team members

Minimum Qualifications

  • Bachelor’s degree required
  • Work history that provides experience in a professional work environment 
  • Previous experience in non-profit or higher education fundraising preferred, but not required. 
 

Other Qualifications

  • Skilled communicator with comfort in virtual and phone-based interviews
  • Process-oriented and accountable to measurable results
  • Familiar with donor CRM systems and calendaring tools
  • Passionate about mission-driven engagement and inclusive giving
  • Able to balance rigor with donor-centered empathy

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