Annual Fund Manager

Position overview:

Crossroads School for Arts & Sciences is seeking a fulltime Crossroads Annual Fund Manager to join a collaborative, fast-paced advancement team to strengthen and expand the Crossroads Annual Fund. This is a community builder, strategist and activator for the advancement team at Crossroads. Reporting directly to the Director of Development (DOD), the Crossroads Annual Fund Manager serves as the lead strategist and project manager for the School’s $5M annual fund (as part of the overall $5.5M annual giving goal), responsible for increasing philanthropic participation and unrestricted support across all constituents. Collaborating closely with the DOD, this position combines annual fund strategy, volunteer management, donor engagement and frontline fundraising to strengthen a culture of philanthropy throughout the Crossroads community.

Essential Functions:

Annual Fund Campaign Management, in partnership with Director of Development

• Develop and execute a comprehensive annual fund strategy that meets or exceeds the School’s $5M+ annual fund goal, including
  • Operations plan of an annual solicitation calendar across mail, email, digital communications and personal solicitations for all constituents
  • Fundraising strategy, including goals for revenue, acquiring new donors, donor participation, retention and upgrades
• Develop and manage segmented fundraising communications and/or designs, including mail and email solicitations, video content, outreach events, face-to-face visits, banners and other printed material
  • Coordinate with data and communication teams for needed assets and planning for solicitations
  • Utilize donor data and analytics to develop targeted segmentation, personalized solicitation strategies and donor upgrade opportunities
  • Develop recommended ask amounts and solicitation strategies based on research, engagement and giving history
• Work with the Director of Alumni Relations (DOAR) pertaining to the timing and strategy of alumni and parent of alumni solicitations, which includes developing a solicitation calendar and concept and design of appeals
• Work closely with Database Manager on reports, lists and tracking and analyzing annual fund data to assess growth, changes, and trends in giving for the Director of Development

Crossroads Annual Fund Parent Volunteer Management

• Establish annual goals, expectations and engagement strategies for Crossroad Annual Fund parent volunteers
• Recruit, train and manage annual fund parent volunteers to facilitate peer-to-peer outreach
• Review and refresh volunteer materials on an annual basis, to include outreach templates and scripts, training materials, and schedule of outreach periods
• Conduct annual training for new volunteers and on an as-need basis for returning volunteers
• Create personalized assignments for volunteers, as well as a mechanism to share updates with volunteers and gather their feedback
• Develop call sheets and outreach materials for Board of Trustees, including division of assignments, outreach sheets and asking for and tracking feedback
• Develop grade-level participation strategies in partnership with parent volunteers and Director of Development

Fundraising Responsibilities

• Develop and execute cultivation, solicitation and stewardship strategies for assigned prospects and donors

• Conduct personal visits, phone calls and virtual meetings with Crossroads community members

• Solicit and close annual fund gifts, while identifying and qualify new leadership gift prospects through annual fund activity and donor engagement

• Other duties as assigned

• Bachelor’s degree

• Three or more years of fundraising experience with demonstrated success in personally cultivating, soliciting, stewarding and managing relationships with donors in independent school, higher education, non-profit organizations or a related setting

• Experience recruiting, training and managing volunteers

• Strong project management and organizational skills, with the ability to manage multiple priorities and deadlines simultaneously

• Self-motivated and proactive with the ability to take initiative, anticipate needs and move projects forward independently

• Strong interpersonal, leadership and relationship-building skills, with the ability to collaborate effectively and represent Crossroads with professionalism

• Exceptional written and verbal communications skills, attention to detail and follow-through

• Proficiency with Google Workspace and fundraising technology, including Blackbaud’s Raiser’s Edge NXT or similar constituent relationship management (CRM) platform; experience with GiveCampus and Canva a plus

• Proven ability to handle sensitive information with discretion and confidentiality

• Flexibility to travel and work evenings and weekends when necessary