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• Fundraising Report June 2019
• Queen’s University Annual Report
• 2017-2018 Financial Statements
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• Quick Facts

• Collaborates with partners to design, implement, and oversee the principal gifts program at Queen’s, with strategies aimed to grow a pipeline of principal gift prospects ($5 million +) through the identification, evaluation, cultivation, solicitation, and stewardship of high net-worth prospects and major gift donors.
• Helps develop and lead a sophisticated principal gifts program at Queen’s, designed to obtain transformational and maximum long-term financial support for the university. Program elements include in-person visits, data-mining, working with allied professionals, supporting family wealth initiatives, and other means of inspiring principal gifts.
• Works with the Chief Development Officer to design and recruit a Principal Gifts Advisory Committee. 
• Manages the operating budget for the Principal Gifts unit.
• Develops measurements for timely evaluation of program performance and forecasting.
• Stays abreast of philanthropic developments, giving vehicles, and/or relevant legislation that may assist in maximizing revenue.

• Serves as a trusted advisor, and university-wide resource and liaison to benefactors, the Office of Advancement, senior university officials, volunteers, allied professionals, executors, and others, to coordinate strategies and help secure principal gift commitments.
• Fosters and reinforces a non-territorial, sophisticated approach to donor-centric philanthropy which encourages collaboration, flexibility and responsiveness.
• Helps develop university-wide process to sustainably identify “big ideas” for consideration by prospective principal gift level benefactors.
• Works closely with the Prospect Research team to identify potential benefactors at the principal gifts level.
• Collaborates with Donor Relations to establish timely and appropriate stewardship plans, ensuring gifts are handled and recognized according to sound Advancement practices.
• Works with Advancement colleagues on internal and external communications, briefing notes, research profiles, funding proposals, gift agreements, stewardship reports, and accountability reports. Ensures all necessary constituents are involved in key efforts focused on specific prospects.
• Serves as a member of the Development Leadership Team.
• Represents the university and the Office of Advancement on committees and to internal and external audiences, ensuring understanding and adoption of Advancement policies and procedures.

• Personally manages a portfolio of 10+ high-potential principal gift prospects and works with a small pool of major gift prospects.
• In collaboration with Advancement staff, works to expand and diversify the base of principal gift prospects and benefactors by researching and developing donor strategies.
• Develops and maintains an in-depth knowledge of the university’s activities, priorities and needs in both teaching and research. Applies this knowledge in matching the interests and needs of prospective benefactors with the strategic needs of the university.
• Contributes to the strategy for comprehensive and project specific fundraising campaigns.
• Recommends prospects for service on committees/boards, facilitates engagement, motivates and organizes a broad range of influential volunteers, and university senior administrators, who will assist in securing principal gifts.
• Ensures all contact reports are recorded in a timely fashion on the Advance database.

• Plans, prioritizes and manages the work of principal gift program employees and assesses their performance.
• Assesses staff training and development needs, and ensures employees receive training required to improve and sustain successful performance. 
• Evaluates job candidates and makes effective recommendations on suitable hires as well as transfers and promotions.
• Promotes a culture of inclusion, with a commitment to the university’s equity, diversity, accessibility, and inclusion initiatives designed to foster an inclusive, supportive, and welcoming work environment for individuals with diverse backgrounds and identities.
• Investigates, addresses and resolves employee/labour relations issues, including making decisions regarding disciplinary and discharge matters.
• Undertakes other duties as assigned in support of the unit and/or department.

• Minimum 10 years of progressive experience engaging with donors and managing fundraising programs, with a focus on principal, major and planned giving, preferably in a university setting.
• Demonstrated ability to inspire and raise donor sights, articulate aspirational goals and institutional priorities, and effectively present philanthropic opportunities to high net-worth prospects and donors.
• Strong record of involvement in seven-figure gifts.
• Demonstrated knowledge of diverse giving vehicles, as well as a demonstrated understanding of family wealth management and integrated gift strategies.
• Outstanding prospect management and tracking skills including proven success identifying, evaluating, cultivating, soliciting, and stewarding donors at the major and principal gift levels.
• Proven success developing and implementing strategic plans and meeting objectives.
• Experience working as part of a large and complex organization considered an asset.
• Demonstrated success working with volunteers to achieve shared goals.
• Proven leadership and human resources management skills including recruiting, organizing, directing, motivating and retaining staff and volunteers.
• Knowledge of federal and provincial Canadian legislation affecting charities and charitable status in order to secure complex principal, planned and major gifts.
• Understanding of the administrative, academic, and governance structures of the university environment, and the challenges faced by post-secondary institutions.
• Strategic planning, budgeting and financial management skills to oversee and forecast the Principal Gifts unit budget portfolio, and assess budget implications of strategic initiatives.
• A university degree is required. Consideration will be given to an equivalent combination of education and experience.
• Holds or is working towards the Certified Fund Raising Executive (CFRE) designation or equivalent will be considered an asset.
• This position will require travel within and outside of Canada. A valid driver’s license and passport with no travel restrictions is required.

• Proven ability to effectively build and manage long-term and productive relationships with donors, volunteers, colleagues and organizational administrators. The ability to foster inclusiveness and diversity of ideas.
• Adept at interpreting the interests of donors and matching them to the strategic needs of the university.
• Ability to think and act strategically and creatively in a high-pressure work environment.
• Ability to identify optimal approaches to secure cooperation from campus partners – senior administrators, faculties, schools, departments – in support of stakeholder engagement and fundraising strategies.
• Persuasive and creative communication and presentation skills that allow success both within the campus environment and in the field.
• Ability to convey technical, tax and legal material related to charitable giving in both oral and written form effectively, concisely, and in a broadly accessible manner.
• Strong analytical and problem-solving skills, with an ability to compile and interpret data from a variety of sources, select appropriate methods of analysis, monitor emerging trends and issues, and disseminate information.
• Ability to recognize and make complex decisions with good judgement and acute sensitivity to the political environment and to the reputation of the Office of Advancement and the university.
• Self-motivated and results driven.
• Motivated by the opportunity to communicate the impact of a transformational gift.
• Ability to become rapidly familiar with changing new technology and trends, assess innovation for institutional benefit and impact.
• Work on evenings and weekends is occasionally required.