Assistant Director of Annual Giving and Data Management

The Assistant Director of Annual Giving and Data Management is an integral member of the Philanthropy team, reporting to the Director of Philanthropy. The Assistant Director shapes and executes fiscal year Annual Fund strategy and plans, with a focus on broad-based appeals and alumni participation.

• Collaborates with the Director of Philanthropy to craft and execute strategies to increase the level of unrestricted gifts among PBDA alumni and friends, and overall alumni participation to PBDA. This includes making a strong case for support, tracking progress of donor giving habits, and identifying trends to enhance the annual giving solicitation program. 
• Generates and analyzes giving and demographic data to inform strategies for increasing annual giving overall. Plans and implements direct mail and broadcast email appeals, in coordination with the Director Philanthropy. This includes educating donors on the need for unrestricted support amid an active campaign.

1. Manages data for appeals; consults with the Development Database Manager on segmentation on personalized outreach; analysis; and corrections based on findings. 
2. Facilitates the copy and images for appeals under the supervision of the Director of Philanthropy. 
3. Works with internal communications support, external vendors, including graphic  design (as needed) and print house, for production of direct mail appeals and  annual giving marketing materials.

• Works to systematically improve the integrity of the database developing a proficiency with reporting: – tracking responses, biographical changes, prospect research updates, affinity giving.
• Maintains familiarity with best practices surrounding annual fund and alumni communication. 
• Develops relationships over time with a portfolio of alumni who are, or have the potential, to be $1K+ annual fund donors and/or volunteer leaders. 
• Identifies opportunities and collaborates on projects with other PBDA departments (Enrollment Management, Events, and Communications) in support of alumni and annual giving programming and outreach. 
• Maintains familiarity with best practices surrounding annual fund and alumni communication. 
• Works in conjunction with Event Coordinator to plan and execute all annual events involving alumni, as well as those that will raise funds centered around stewardship of grandparents, parents and families.

Alumni Engagement and Volunteer Management

• Collaborates with the Director of Philanthropy by serving as a liaison to the Alumni, creating an Alumni Ambassadors program, including cultivating future members. This will also include meeting follow-up actions and supporting on-campus and regional alumni events, such as Field Day, Young Alumni Reunion, and Summer Series Alumni events. 
• Conducts visits with alumni to deepen their engagement with PBDA, including solicitation of annual gifts. Writes and records contact notes in Raiser’s Edge development database. 
• Coordinates with the Director of Philanthropy and current alumni volunteers to identify potential alumni volunteers. 
• Identifies and recruits alumni/parent volunteers to host and participate in events aimed at (re)connecting alumni to PBDA. 
• Attends campus events and gets to better know the mission and vision of PBDA to better inform outreach. 
• Works to create a more robust storytelling and pipeline for The Bridge Magazine Alumni section and Class Notes. 
• Utilizes the Raiser’s Edge, Almabase, and AlumniFinder systems to broaden constituent base. 
• Performs other duties as required. May include occasional travel for regional alumni events

Background Screening Information 

 https://bit.ly/pbda-annual-giving 

 Palm Beach Day Academy in Palm Beach, FL has engaged DovetailED to lead a search for a  Assistant Director of Annual Giving and Advancement Operations to start immediately. Interested candidates should review the Opportunity Statement and submit a cover letter, resume, and list of references as a consolidated PDF to Zack Lehman, President at DovetailED Talent Sourcing, at [email protected] and Ashlyn Chillemi, Senior Recruiter at [email protected].    

Basic Qualifications 

• Five or more years of relevant administrative experience, preferably at an independent school or non-profit. 
• An understanding of annual fund, pipeline development, and engagement methods. 
• Comfort in both donor-facing situations and behind-the-scenes planning and execution. 
• A passion for making a difference, connecting with people, and driving results in support of the school’s mission. 

Additional Qualifications 

• Bachelor’s degree required. 
• Proficiency using Microsoft Office, especially Excel. 
• Proficiency with donor databases, Blackbaud Raiser’s Edge preferred. 
• Strong interpersonal and communications skills. 
• Ability to work independently as well as in a highly collaborative environment and be flexible in response to evolving priorities.
• Exceptional organizational and planning skills. 
• Demonstrated ability to effectively manage multiple tasks while being detail focused.