Director, Advancement Services

Date: Nov 17, 2022

Location: Waterloo, CA

Company: Wilfrid Laurier University

Department: Advancement Services 

Job Type: Continuing

Full-time/Part-time: Full Time (>=1249 hrs/year) 

Campus: Waterloo 

Reports to: Vice President, Advancement & External Relations

Employee Group: Management 

Application Deadline: December 4, 2022

Requisition ID: 5087 

 

Wilfrid Laurier University is a leading multi-campus university that excels at educating with purpose. Through its exceptional employees, students, researchers, leaders, and educators, Laurier has built a reputation as a world-class institution known for its rich student experience, academic excellence, and global impact. With a commitment to Indigenization and commitment to equity, diversity, inclusion, Laurier’s thriving community has a place for everyone.

Laurier has more than 19,000 students and 2,100 faculty and staff across campuses in Waterloo and Brantford, as well locations in Kitchener and Milton. The university is committed to providing an inclusive workplace, a flexible work policy and employing a workforce that is reflective of local and national demographics. Our locations are situated on the traditional territories of the Neutral, Anishnawbe, and Haudenosaunee peoples. We recognize the unique heritages of Indigenous peoples and support their intentions to preserve and express their distinctive Indigenous cultures, histories, and knowledge through academic programming and co-curricular activities. Laurier’s Centre for Indigegogy is one example of how Laurier honours Indigenous knowledge.

 

Position Summary

 

The Director, Advancement Services reports and is accountable to the Vice-President, Advancement & External Relations. The incumbent is a key member of the AER senior management team, and is responsible for a broad range of operational support services within AER including: Fundraising Accountability, Risk Management and Compliance, Data Management and Reporting, Budget, Revenue and Expense Reporting, Prospect Management & Research and overall Department Operations including systems, tools, and processes to support the department.  The Director, Advancement Services also leads strategic planning and annual planning processes.

 

The incumbent is responsible for making critical business decisions with wide-ranging impact, independently and with full accountability and authority. These decisions involve all aspects of gift agreement and proposal approvals, gift, documentation requirements, receipting,  troubleshooting and reporting as well as decisions concerning the use of personal information held on the Advancement database. The incumbent plans and manages organizational change, designs and implements new business processes and identifies potential resource requirements.

                                   

                        

Accountabilities

 

Data Management and Reporting

 

  • ·        Oversees, implements, and manages all IT project plans associated with advancement software, web-based applications, such as Banner, SharePoint, Cognos, iModules, call centre software and any other software used to support the Advancement functions within the University. 
  • Plans overall direction of Advancement reporting systems including reporting infrastructure and implements plan by working closely with ICT and obtaining resources from this group. 

  • Oversees new system developments, information management, ensuring protection of information stored on the database, overall quality and accuracy of data on prospect/donor records; ensures the appropriate procedures are in place to maintain record confidentiality and data integrity according to University policy and government regulations. 

  • Development of functionality within the Banner Advancement database, Cognos 11 and iModules, among others, to support the management of individual and organization records.

  • Working member of the Banner Co-Lead Group, the ICT Administrative Steering Committee and the CRM Community of Practice Committee

  • Works closely with ICT to evaluate new technologies and manages relationship under the ICT Service Level Agreement

  • Provides benchmarking data for use by the senior leadership team within Advancement and the faculties and units

  • Is the primary contact for accommodating campus-wide requests for lists from the Advancement database

 

Financial Management, Risk Management and Compliance

 

  • Responsible for monitoring, development and implementation of the University’s Gift Acceptance Policy and related policies and procedures

  • Oversees the development and approval of proposals, solicitations, and gift/sponsorship agreements prior to acceptance by the university ensuring compliance with Canada Revenue Agency, charitable purpose trust law, OHRC, university policies, procedures and guidelines to achieve the maximum benefit for the University and donor

  • Oversees the management of donations handling according to the policies, procedures, and guidelines approved by the University, and in keeping with the Canada Revenue Agency

  • Manages Advancement and External Relations budget in collaboration with VP and senior management team.

  • Oversees the development of the annual expense budget working with the AER leadership team and central Finance and monitors performance against budget

  • Leads the development of fundraising targets and the allocation of targets to teams and individuals and monitors ongoing performance against goals.

  • Oversees the internal and external communication of fundraising results including endowment statements for donors, reports for the Board of Governors, Senate, Senior Administration, Academic Deans, Unit Heads and others.

  • Works collaboratively with Manager, Advancement Financial Services & Compliance to prepare endowment statements, develop the annual budget, provide financial reporting and liaise with Finance & Administration

  • Participates on university-wide Operational Risk Management Committee and leads risk management within AER

  • Works closely with Secretariat Office, Legal to bring forward relevant issues and resolve issues where necessary

  • Conversant in all relevant policies and legislation such as: FIPPA, PIPEDA, CASL, and Industry Canada, OHRC, PCI Compliance, CASE reporting standards

 

Prospect Management and Research (PMR)

 

  • Oversees the PMR area which is responsible for providing prospect information, managing major gift prospect tracking, managing Activity Codes, identifying new prospects, providing comprehensive and strategic prospect profiles, maintenance of PMR Reports, and managing prospect clearance.

  • Establishes benchmarks and deliverables for biographical information including expanding data collection abilities; accuracy and verification of data;

  • Manages the preparation of all reports from the Banner Database for use by Advancement Staff, Senior Administrators, Deans, Unit Heads, President, External Agencies, etc.

 

 

Leadership, Strategic Planning and Operations

 

  • Supervises the activities of Advancement Services staff including their selection, training, compensation, management and development consistent with University policies/guidelines, collective agreements and applicable employment legislation.

  • Working with the Associate Director, Prospect Management, Research & Records and the Manager, Advancement Financial Services & Compliance, manages the workload of the department of Advancement Services, sets priorities and assigns projects.

  • Leads strategic planning, business and operational planning within AER

  • Primary liaison with Facilities, HR, ICT and Finance to ensure smooth onboarding of new employees and managing facilities-related issues.

  • Advises and contributes to policy development for Advancement

  • Assists the VP in preparing updates on strategy areas of accountability for AER

  • Is a member of the Advancement senior management team and works closely with the VP Advancement and External Relations, AVP Development, AVP External Relations, Directors of Development and AVP Alumni & Community Engagement, to plan for and carry out strategic directions for the office.

  • Acts as a resource on the Development Committee of the Board of Governors

  • Liaises with Research Services as it relates to gifts/grants that have philanthropic and research components.

  • Acts as a deputy for the VP, Advancement and External Relations in that person’s absence, or as required.

  • Other duties as directed by the VP, Advancement and External Relations

 

 

Qualifications

 

  • Undergraduate degree; 5 to 10 years of experience in Advancement Services or a similar role in a charitable organization. 
  • Depth/breadth of knowledge in the following areas:
    • Donor database management and fundraising
    • Budget development, financial reporting & transaction processing
    • Strategic planning and multi-year planning
    • Policy and process development as it relates to charitable taxation and charitable purpose trust law, compliance, and privacy
    • Strategic planning, project development
  • High proficiency in the use of database management tools, contact management and office management software.  Preference for knowledge of Banner, Cognos 11.
  • A strong commitment to post secondary education and continuous learning;
  • Excellent analytical and decision making skills;
  • High problem-solving and critical thinking skills
  • The ability to effectively manage a diverse team of individuals;
  • Effective written and verbal communications, including the ability to maintain professional communications in difficult circumstances;

 

Hours of work: This is a full-time, continuing position. Regular hours of work are 8:30am - 4:30pm, Monday - Friday. 

 

Compensation: 

Grade: MG-3A

Rate of pay: $97,634 - $122,043

 

 

All Laurier employees and students are required to comply with the University's Covid-19 mandatory vaccination policyEffective May 1st, Wilfrid Laurier University will pause its proof of vaccination requirements. Should these recommendations change, vaccination requirements can be reinstated on short notice. Community members should remain up-to-date with their COVID-19 vaccinations.

Wilfrid Laurier University endeavors to fill positions with qualified candidates who have a combination of education, experience, skills and abilities to successfully perform the duties of the position while demonstrating Laurier's Employee Success Factors.

Equity, diversity and creating a culture of inclusion are part of Laurier’s core values and central to the Laurier Strategy. Laurier is committed to increasing the diversity of faculty and staff and welcomes applications from candidates who identify as Indigenous, racialized, having disabilities, and from persons of any minority sexual and gender identities. Indigenous candidates who would like to learn more about equity and inclusive programing at Laurier are welcomed to contact the Office of Indigenous Initiatives. Candidates from other equity deserving groups who would like to learn more about equity and inclusive programing at Laurier are welcomed to contact Equity & Accessibility. We have strived to make our application process accessible, however if you require any assistance applying for a position or would like this job posting in an alternative format, please contact Human Resources. Contact information can be found at careers.wlu.ca/content/How-to-apply/

Should you be interested in learning more about this opportunity, please visit www.wlu.ca/careers for additional information and the online application system. All applications must be submitted online. Please note, a resume and cover letter will be required in electronic form.


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