MANAGER, DONOR RECOGNITION AND INVESTMENTS
// ADVANCEMENT
Position Purpose and Summary
The Manager, Donor Recognition and Investments is responsible for the program management of the University’s named award program (scholarships and awards), the investment program, program endowments and donor recognition initiatives. The role oversees the development and administration of donor recognition vehicles, including gift agreements, customized stewardship reports, and endowment reporting. This role also oversees the management and administration of TWU’s investment program.
As key ambassadors of TWU, University Advancement staff aspire to the highest standards of achievement, accountability, and excellence in communications, offering their various gifts and expertise to advance the reputation of TWU as Canada’s premier Christian global liberal arts university.
University Advancement supports the ongoing transformation of the University by connecting individuals, foundation, and broader networks to God’s work of transformation in the lives of our students, faculty and staff.
Areas of Accountability
-
Names Awards (Annual and Endowed) and Program Endowments
-
Donor relations and award management
-
Provide ongoing written and verbal communications with donors regarding their existing awards in an effort to promote growth of awards and steward their relationship with TWU.
-
Collaborate with Advancement team colleagues to assist with the scholarship and award terms and criteria; including program endowment terms.
-
Draft the “Donor Application Form” for the creation of new awards for Advancement team as they liaise with donors directly.
-
Internal award management
-
Work collaboratively with the Financial Aid Office to ensure awards are established, advertised and awarded in a timely manner in keeping with donor’s intent and TWU’s awards guidelines.
-
Work collaboratively with Financial Services to ensure accurate internal accounting and external reporting to award donors in a timely manner.
-
Provide internal endowment reporting data to Advancement leadership and major and planned giving officers.
-
Student assistance fund program (SAF)
-
Ensure the program operates within CRA guidelines.
-
Ensure students qualify for the program, and the Financial Aid Office awards SAF funding to qualified students.
-
Provides accurate accounting and promotion of the program.
-
Manage the endowed and annual award recipients’ thank you letters and forward to all scholarship patrons annually.
-
Provide annual updated endowment reports for donors who have program endowments.
-
Assist with student coordination and communication for the annual Legacy Luncheon and communication with donors regarding their student recipients who will be in attendance.
-
Investment Program
-
Investment program management (Promissory Note and RRSP/RIF).
-
Liaise with Olympia Trust for all RRSP, RRIP accounts.
-
Provide external communication with investors for all Promissory Note communications and internal communications with Financial Services to ensure accurate reporting of all investment agreements.
-
Investment program reporting
-
Provide accurate internal accounting and external reporting to Promissory Note and RRSP investors in a timely manner.
Gift Agreement Management-
Draft all new gift agreements for capital, faculty, program naming and campus enhancement initiatives.
-
Ensure agreements align with institutional gift acceptance policies, naming standards, and term durations.
-
Coordinate with the assigned Advancement Team member on revisions and approvals.
-
Circulate finalized agreements for senior leadership approval and signature.
-
Maintain signed agreements within the database and appropriate Advancement e-filing systems.
Custom Stewardship Reports-
In collaboration with Advancement Services, manage timelines and tracking for custom stewardship reports for principal and major gift donors.
-
Draft bespoke stewardship reports in partnership with Advancement colleagues, tailored to each donor and gift.
The Person
Skills and Abilities
-
Broad knowledge of the principles of fundraising; able to participate in all aspects of the gift cycle.
-
General knowledge of tax laws that affect charitable gift, personal assets and estates.
-
Superb oral, written and interpersonal skills.
-
An exceptional team player, multi-tasker, and able to take initiative.
-
Discerning, ethical, and wise; able to strategically navigate through challenging conversations.
-
Excellent time management skills with the ability to handle budget and schedule pressures.
-
Able to work independently.
-
Able to work under time, budget, and schedule pressures.
Personal
Driven and inspired by the idea of positively impacting the various marketplaces of life through the development of godly Christian leaders by serving the Trinity Western University Community.
A dedicated and mature evangelical Christian with an earnest desire to serve in family, church, work, and community. Genuine and personal commitment to TWU’s mission, vision, values, Statement of Faith and Community Covenant. Strength of character and reputation, integrity, and focus. A winsome personality with a positive and friendly attitude.
Servant-Leader Way of Life: Act in a manner that exemplifies Jesus Christ in all contacts, both on and off-campus, thereby living out the servant leadership mission of the University and contributing effectively towards achieving the institutional and Kingdom goals of the organization.
Key Internal Interactions
Direct reports: None
Collaborates with: Advancement Team and Financial Aid Team
Reports to: Senior Director, Philanthropy
Standards and Requirements
Education: Post-secondary degree required
Experience: 5+ years of office/administrative experience. Experience with accounting and program administration is beneficial.
Duties and responsibilities that do not constitute a major change may be added, deleted or changed at any time at the discretion of the supervisor either orally or in writing.
Trinity Western University encourages applications from all eligible candidates who are able to commit to the University’s mission, values, and Christian identity as articulated in its Statement of Faith and Community Covenant. We are committed to an ethic of inclusion and to the equal treatment of all persons without discrimination in accordance with human rights law.
We particularly invite applications from indigenous people, women, persons with disabilities, and visible minorities. All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority. Persons with disabilities who anticipate needing accommodations during the application process should contact Human Resources.
Trinity Western University is located on the traditional ancestral territory of the Sto:lo people.
