What Is a Principal Gift Fundraising Development - DOC

Document Sample
What Is a Principal Gift Fundraising Development - DOC Powered By Docstoc
					                       An Invitation to Apply for the Position of
                             Director of Principal Gifts,
                           University of Florida Foundation
                                  Gainesville, Florida


Summary

The University of Florida (UF), one of the nation’s largest and most diverse public
universities, seeks a talented professional with entrepreneurial or venture capital
experience to lead a team that secures significant private investment in new
transformative programs, initiatives and capital projects for the University. This
individual will have access to the university's top donors and will work to engage them in
yet-to-be created multi-disciplinary projects, as part of the University's successfully
launched $1.2B campaign. Reporting to the Senior Associate Vice President for
Development, this position offers an exceptional opportunity to positively impact the
long-term future of the University, and more generally, of society. The Director of
Principal Gifts will cultivate relationships with individuals and solicit and steward their
gifts at the level of $1 million plus.

UF has recently embarked on an ambitious course of growth and expansion. In 2002, the
University underwent a comprehensive strategic planning process to develop and chart a
course for future activity and the allocation of resources. The overall stated goal was ―To
raise the University to become one of the top ten public research universities and one of
the top twenty universities, public or private, in the nation.‖ This is to be accomplished
―through the wise investment of resources targeted for maximum impact, a clear focus,
carefully defined priorities, and a commitment to excellence by faculty, staff, alumni, and
donors.‖

Private fundraising to ensure that this vision becomes a reality is conducted under the
auspices of the University of Florida Foundation, a non-profit, 501(c)(3) organization. As
one of four senior team members, The Director for Principal Gifts will be joining the
University of Florida fundraising team as it positions itself for the public phase of a
seven-year, $1.2 billion comprehensive campaign. In its first year of the quiet phase
(FY2006) UF successfully secured $205 million in gifts.

This is the third comprehensive campaign in the history of the University. The first
campaign, themed ―Embrace Excellence,‖ raised $392.5 million from 1986 to 1991. The
most recent campaign, ―It’s Performance That Counts,‖ was conducted from 1996 to
2000 and raised $850.4 million.
The UF Foundation seeks candidates who possess the skills, attitudes, appetites and
intellectual acumen to build successful relationships with major donors; to think and act
strategically; and to successfully solicit very significant investment (in the form of
philanthropic gifts) from prospects with great wealth. The successful candidate will have
at least an MA/MS and 6 years of relevant experience or a BA/BS and 8 years of relevant
experience, of which some time should ideally have been spent within an institution of
higher education.

UF has retained the services of the executive search firm, Leodas Search Group, to
conduct this search.

The University of Florida
Academics, Athletics and the Arts
The University of Florida (UF) is a major, public, comprehensive, land-grant, research
university located in the town of Gainesville in north central Florida. With more than
48,000 students from all 50 states and 100 foreign countries, Florida is now one of the
five largest universities in the nation. It is the State's oldest, largest and most
comprehensive university and is one of only 17 public, land-grant universities that belong
to the Association of American Universities. Founded in 1905 by legislative action, what
had first been a seminary and then a private college became a university, and was moved
to Gainesville where classes first met on the present site on Sept. 26, 1906.

UF draws some of the most academically gifted students in the country. The University
ranks second among public institutions and fourth among all colleges and universities, for
the number of National Merit Scholars enrolled. Its freshmen retention rate of 93 percent
is among the highest in the U.S. Among graduate students, UF ranked in the top 10
among AAU public universities for the number of Fulbright Awards in 2001. Not only is
the student body large and academically accomplished, it is among the nation's most
academically diverse. In 2000-01, UF ranked third in degrees awarded to African
American students and fifth among AAU public universities in the number of Ph.D.s
awarded to Latino students. The University’s 226,000 alumni live in all 50 states and 130
foreign countries.

UF has 16 colleges and more than 100 research, service and education centers, bureaus
and institutes. These include colleges of Agricultural and Life Sciences, Business,
Engineering, Design, Construction and Planning, Education, Fine Arts, Journalism and
Communications, Liberal Arts and Sciences, Health and Human Performance, and
professional schools of law, medicine, nursing, veterinary medicine, pharmacy, public
health, dentistry and business administration.

UF's research enterprise plays an important role in the emergence of the State of Florida
as a technological and economic leader in the 21st century. Research awards have risen
steadily over the decades to last year's record $500+ million, placing UF among the
nation's leading institutions. More than $250 million of that total was for health-related
research, representing a significant portion of the state's intellectual and economic
commitment to biotechnology. Researchers at the McKnight Brain Institute, Genetics
Institute and throughout the six colleges of the Health Science Center study everything
from adult stem cells to gene therapy. Since its inception, UF has attracted scholars
whose curiosity about the world around them has resulted in new inventions and
procedures that have benefited the citizens of Florida and beyond in countless ways.

Top flight competitive athletics on the national level have served as a unifying force at
UF for several generations. UF has ranked among the nation's 10 best athletic programs
in each of the last 20 years, a distinction that only UCLA can also boast according to
national all-sports rankings (USA Today, Sears Directors' Cup and NACDA Directors'
Cup).A founding member of the Southeastern Conference, UF swept the SEC all-sport
trophy titles (men's, women's and overall) in 2003_ for an unprecedented seventh time. In
2002-03, UF placed a record 193 student athletes on the SEC Academic Honor Roll. The
2002-03 season marked the sixth consecutive year UF placed 100 or more student
athletes on the SEC Honor Roll.

In the arts, UF is also a center of excellence and constant activity. The University
consistently attracts world-class symphony orchestras, Broadway plays, opera and large
scale ballet performances. Among UF's artistic resources are a permanent collection of
more than 6,000 original works, the largest natural history museum in the Southeast,
musical and theatrical centers, two television stations and four radio stations.

Leadership of the University
The UF Board of Trustees elected Dr. James Bernard Machen as the University's 11th
president in October of 2003. Dr. Machen, who previously served as president of the
University of Utah, assumed his new position on Jan. 5, 2004.

Prior to his tenure at Utah, Dr. Machen was the Provost and Vice President for Academic
Affairs and Dean of the School of Dentistry at the University of Michigan. He served as
Assistant and Associate Dean at the School of Dentistry at the University of North
Carolina at Chapel Hill. He held faculty appointments as Associate Professor and
Professor at UNC-Chapel Hill. He attended Vanderbilt University and received his doctor
of dental surgery degree from St. Louis University. He also has a Master's in pediatric
dentistry and a Doctorate in educational psychology, both from the University of Iowa.
He is a diplomat of the American Board of Pediatric Dentistry and was President of the
American Association of Dental Schools. He also served on the Board of Trustees of the
2002 Salt Lake Olympic Committee. He has academic interests in national health policy.

Facilities/Gainesville

UF has a 2,000-acre campus and more than 900 buildings (including 170 with classrooms
and laboratories). The northeast corner of campus is listed as a Historic District on the
National Register of Historic Places. The UF residence halls have a total capacity of
some 7,000 students and the five family housing villages house more than 2,200 married
and graduate students.
UF's extensive capital improvement program has resulted in facilities ideal for 21st
century research including the McKnight Brain Institute, the new Public Health and
Health Professions, Nursing and Pharmacy Building, the Genetics and Cancer Research
Center now being built, and the Proton-beam Therapy Center that will be located in
Jacksonville.

Situated in the rolling countryside of north central Florida, Gainesville is much more than
a stereotypical college town. Seat of Alachua County's government and the region's
commercial hub, it is progressive, environmentally conscious and culturally diverse. The
presence of many students and faculty from abroad among its 99,000-plus population
adds a strong cross-cultural flavor to its historic small-town Southern roots. Its natural
environment, temperate climate and civic amenities make Gainesville a beautiful,
pleasant and interesting place in which to live.

Time and time again, Gainesville has been tapped as one of Florida's most livable cities
and ranked among the leaders in the United States — a reputation created by an
exceptional combination of local features. Agreeable weather (average annual
temperatures range from a high of 82 degrees Fahrenheit to a low of 56 degrees
Fahrenheit) and lovely landscapes, attractive educational and economic opportunities,
varied cultural and recreational resources, and a youthful, energetic ambiance all
contribute to the standard of living enjoyed by area residents. The town’s inland location,
midway between Florida's two coasts, minimizes its exposure to tropical storms and
hurricanes, in contrast to elsewhere in the State.

Educational opportunities abound in Gainesville. In addition to UF, there is the 16,000-
strong Santa Fe Community College, the UF College of Education's P.K.Yonge
Developmental Research School (kindergarten through 12th grade), a public school
system boasting 23 elementary, eight middle and seven high schools, and more than a
dozen private schools. Numerous facilities provide care for Gainesville residents'
physical and spiritual wellbeing. Four hospitals (UF Shands, Alachua General, Columbia
North Florida Regional and the Veterans Administration Medical Center) make the town
a major state center for medical research and treatment.

The Gainesville area is a delight for nature lovers and outdoors enthusiasts. Two thirds of
Alachua County's 969 square miles are forest dotted with scenic lakes and wetlands.
Atlantic Ocean and Gulf of Mexico beaches are one hour away by car.

University of Florida Foundation

Private fundraising and asset management at UF

Private fundraising on behalf of UF is conducted under the auspices of the University of
Florida Foundation, a non-profit, 501(c)(3) organization. Its sole purpose is to promote,
receive and administer private support for the University of Florida. The Foundation’s
staff raises private funds, conducts alumni relations, provides volunteer leadership and
manages the assets of the University in support of its objectives.
Created in 1934 as the University of Florida Endowment Corporation, the UF Foundation
was expanded in the early 1950s to become the primary fund raising and fund
management arm of the University. As of June 30, 2004, the UF Foundation held assets
for the University of Florida totaling just over $1 billion. From July 1, 1979 through June
30, 2004, $1.09 billion was provided from the Foundation funds in support of University
programs, facilities, scholarships, fellowships, professorships and other University
purposes.

FY ’06 was a record year for annual fund raising at UF: $161.3 million was raised
through private philanthropy .

The structure of fundraising at UF is a hybrid of centrally and unit-based efforts. Planned
giving, corporate and foundation relations, prospect research, gift processing and
communications are all administered centrally. A much larger group of professional
fundraisers labor on behalf of the schools, units or centers and are physically located in
those units. In general, these individuals report to their deans or unit directors, and to a
senior professional on the Foundation staff. Overall, there is an unusually high level of
stability, accountability and contentment among the Foundation staff.

Principal Gifts Fundraising at UF

The Director of Principal Gifts will be joining a team of 3 of the most senior fundraisers
at the Foundation who focus exclusively on principal gift fundraising. She or he will
report directly to Carter Boydstun, the Senior Associate Vice President of the Foundation.
Each of the three current members of the team has been with UF for over 18 years, and
each carries a portfolio of top donors and prospects at the $1M plus level.

The members of this team work collaboratively with academic leaders and other
development staff to identify top prospects with the capacity and the interest to invest
philanthropically in some of the University’s highest impact, most far-reaching
interdisciplinary initiatives. Some of these prospects are University of Florida graduates,
while others are not. The Director of Principal Gifts and her or his team will identify the
interests and motivations of these prospective donors, and bring them together with
people at the forefront of on-campus initiatives advancing those interests. In so doing,
they will bring together people with ideas, and those capable of supporting and advancing
the ideas with their gifts.

Foundation Leadership

Paul Robell is Vice President for Development and Alumni Affairs at UF. He has been at
UF since 1987, when he came as Campaign Director of the Embrace Excellence
Campaign. Before coming to UF, he was Director of Development at Furman University
and Director of Alumni Fund Raising and Associate Campaign Director at Rensselaer
Polytechnic Institute. Prior to that, he was Assistant Director of Development at Duke
University from 1968 to 1978 and also worked in development at Emory University,
Drew University and Dickinson College. Mr. Robell was educated at Dickinson College
(BA) and Columbia University (MA).

Mr. Robell leads a relatively decentralized development organization, consisting of 230
employees, of whom 76 are front-line fundraisers. On the central level, Mr. Robell directs
a management team consisting of Carter Boydstun - Senior Associate Vice President and
Campaign Director, Leslie Bram – Associate Vice President and COO for the UF
Foundation, Inc, and Randy Talbot – Executive Director of the UF Alumni Association.

Carter Boydstun is responsible for overall fund raising, since 2000, which includes
principal and major gifts, planned giving, annual giving, and constituent development
programs. He has worked at the University of Florida since 1988, starting as the regional
campaign director in the first comprehensive capital campaign, then for 10 years as the
Senior Director of Development for the College of Liberal Arts and Sciences.

After graduating from UF with a degree in psychology, he was employed in the mental
health field for 8 years where he also managed a federal grant program. He then became
the Executive Director of a state wide non profit membership association in Florida for
close to five years.

Description of the Position

The University of Florida represents fertile ground for development, with a robust list of
prospects, well-organized structure for prospect management, and a large loyal alumni
base many of whom have significant wealth. Outside of its alumni, UF enjoys the support
of many friends who are equally passionate about the University’s success and growth.

The University of Florida seeks an individual who will bring a fresh and proactive
approach to principal gift fundraising. The Director of Principal Gifts will be energetic,
innovative and creative in working with the Senior Development team and in
collaborating with campus units on interdisciplinary gifts. She or he will have experience
bringing people with ideas together with people of wealth in either a non-profit or some
other context.. Working with senior faculty and administration, the Director will cultivate
philanthropic support that inspires and engages the interests of key individual prospects
in funding university priorities. She or he will be skilled at simultaneously managing the
interests, expectations, and priorities of numerous parties.


Specific Challenges include the following:

      Interacting closely with top prospects, creating links between their philanthropic
       interests and UF needs.

      Managing a portfolio of the university’s newest top donors at the $1Million plus
       level, with particular focus on strategic planning for $5Million plus Principal
       Gifts.
      Collaborating with the team of senior major gift officers to identify opportunities
       for enhancing existing giving opportunities or creating new ones.

      Building relationships and working closely with alumni, campus volunteers
       including trustees, faculty and unit Directors of Development, to most effectively
       identify and cultivate prospects and donors for the university.



The Ideal Candidate

Professional Qualifications

      An authentic appreciation for the importance of the education and research
       conducted at the University of Florida and an ability to articulate eloquently the
       particular mission of the University, its aspirations and programs.

      Superior business skills that can be leveraged in designing compelling,
       successfully executed proposals.

      The intellectual depth and maturity to garner the trust and confidence of
       university leadership and senior staff.


      Demonstrated ability to leverage the time of senior volunteers, academic, and
       administrative staff in contacts with donors.

      The ability to build bridges and strong collaborative relationships across a
       complex organization with strategic sophistication and political astuteness.


      MA/MS and 6 years of related experience or a BA/BS and 8 years of related
       experience required.

   Personal Qualifications

      Demonstrated ability to thrive in a culture that is results-oriented and fast paced,
       where the team is proactive and focused on advancing prospects towards closing
       gifts.

      Willingness to take an entrepreneurial, assertive and courageous approach to
       fundraising.
   Consensus building skills, collegiality and agility necessary to build relationships
    across multiple constituencies.

   Excellent written and oral communication skills.

   Strong personal work ethic and unquestioned personal integrity.

   Willingness to travel extensively.


                                  Maura Miller
                              Leodas Search Group
                                 29 Bellis Circle
                             Cambridge, MA 02140
                            Mmiller@leodasgroup.com
                        Telephone: (617) 500-4123 ext 108

        The University of Florida is committed to diversity among its staff
       and encourages qualified candidates from all backgrounds to apply.

This position is also titled Development/Alumni Affairs, Director 5. Resumes will be
                           accepted until the position is filled.

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:19
posted:11/14/2010
language:English
pages:8
Description: What Is a Principal Gift Fundraising Development document sample