Annual Giving Solicitation Manager

Posted on 04/26/2024

Colorado State University

Fort Collins, CO

The Annual Giving Solicitation Manager (AGSM) is responsible for reviewing and approving mass solicitation requests for University Advancement and CSU partners in addition to helping plan and analyze all partner appeals while overseeing the division-wide calendar and appeal code process. Mass solicitations include any solicitation or situation in which multiple potential donors are involved and there is a donative component, including but not limited to: direct email, emails, crowdfunding, digital engagement center outreach including calling and texting, online giving pages, auctions, raffles, social media, event/conference sponsorships, event registrations with donative component, etc.

The AGSM will coordinate all mass solicitations alongside campus partners and review requests to ensure they align with existing solicitation strategies, i.e. that work is not being duplicated or that audiences are being over-solicited, and, when those situations arise, proposing reasonable and mutually acceptable alternatives. The AGSM also ensures that solicitation requests adhere to relevant regulations and policies.

The AGSM will be the inlet to mass solicitation process and will be expected to be familiar with each step of the solicitation process, ranging from approval to creation to execution. This will involve collaborating with various departments involved with the solicitation process, including Marketing and Communications (MarCom), Innovation Technology and Communications (ITEA), Constituent & Gift Information (CGI), and Annual Giving & Membership (AGM) as well as the Office of General Counsel (OGC) and Colorado State University Foundation (CSUF). This will also involve the creation and implementation of a new process for the intake of requests utilizing the new CRM, Salesforce, and administering appeal codes for tracking purposes. The AGSM will ensure that solicitations are properly moved through the various partner departments for list creation, design, scheduling, and review of final solicitation materials.

The AGSM will be expected to learn all relevant regulations and policies related to solicitation requirements and maintain a current working knowledge of any regulation changes. This position may also be asked to share upcoming changes or best practices with the division.

The AGSM will play an important role on the AGM team by assisting to develop broad solicitation schedules and strategy, establishing an annual planning period for colleges and units to make mass solicitation requests, and setting meetings and creating a form for requests, as well as developing a process in which results are tracked and shared with campus partners. The AGSM will work closely with the MarComm team to manage the solicitation calendar ensuring all communications efforts are synchronized.

The AGSM works independently and serves as expert resource in the interpretation and application of complex regulations and policies. The decisions made by this position have significant university-wide impact.

Required Qualifications:

  • Bachelor’s degree from an accredited university by employment start date.
  • Minimum of two years’ experience, including internship or student employment experience, in an advancement services or database management role
  • Demonstrated ability to effectively work with diverse audiences.
  • Must have valid driver’s license or ability to obtain one by start of employment

Preferred Qualifications:

  • Experience working in a higher education environment
  • Ability to work autonomously and demonstrate sound judgement in making decisions
  • Demonstrated ability to manage multiple projects concurrently
  • Understanding of IRS regulations, university gift policies, CASE standards and advancement services best practices
  • Experience with Ellucian Advance, Salesforce ascend or other advancement-oriented CRM system
  • Proficiency in Microsoft Office suite
  • Excellent written and verbal communication skills
  • Demonstrated ability to effectively and diplomatically negotiate solutions to situations with multiple parties and conflicting objectives

Proposed Annual Salary Range: $50,000-$55,000

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