Manages day-to-day administration of the John Harvard Society (JHS):
Responds to donor requests for legal bequest language. Produces appropriate follow-up letters, acknowledgement packet and JHS welcome letter following confirmation of bequest intentions.
Updates JHS information in the University's central database (Advance).
Updates the JHS on-line membership roster.
Interacts with volunteer leadership of JHS. Coordinates personalized welcome letter from JHS chairs.
Initiates and manages the Thanksgiving card stewardship project.
Assists in recruiting and retaining volunteer JHS leadership.
Generates appropriate data for JHS newsletter mailings, proofs and edits newsletter, and manages the Office of Gift Planning's (OGP's) response to Communications deadlines.
Manages logistics for biennial John Harvard Society business meeting and recognition event (130-150 attendees.) Serves as principal liaison with Events group for planning purposes.
Maintains and updates Advance database including prospect tracking, and proposal management.
Prepares and presents quantitative analysis of data including planned gifts received, bequests, termination values, designations and purpose. Intermediate Excel experience (knowledge of v-lookups, Pivot Tables, and basic formula use preferred.) Experience with Qlikview or other data analytic and business intelligence platforms preferred.
Monitors responses to bequest and life income prospect inquiries, either by writing directly to prospects, or by drafting correspondence for Interim Executive Director and Senior Associate Director.
Drafts letters and generates original quantitative reports; formats, edits, and proofreads documents. Files correspondence and memos.
Contacts alumni via phone and email to request visits for officers in advance of many officer trips. Schedules and confirms meetings, and coordinates visit details, as requested. Manages calendars for Interim Executive Director and Senior Associate Director.
Makes travel arrangements. Prepares travel materials, including performing basic prospect research for visits. Prepares extensive trip binders (approximately 150-200 prospects per year total) prior to travel.
Reconciles travel and operational expense (out-of-pocket and MasterCard).
May have responsibility for drafting articles for John Harvard Society newsletter and acting as liaison with Communications.
Handles special projects as needed.
Other duties as needed or required.
Please include a cover letter with your application.
Skills testing may be a component of the interview process for this position.
The department of Alumni Affairs and Development at Harvard University is committed to diversity. We welcome applicants who bring varied experience, thought, and practice to the department's mission to maintain and enhance an engaged community of alumni and friends worldwide and to lead the University's fundraising efforts.
Harvard University Benefits Package Vacation/Sick/Personal/Holidays: Harvard offers 3 (union roles) - 4 (exempt) weeks paid vacation, a paid holiday break between Christmas and New Year's Day, 12 paid sick days, 11.5 paid holidays, and 3 paid personal days each year. Medical/Dental/Vision Benefit: Harvard offers a variety of excellent medical, dental, and vision plans which all begin on the first day of employment. Retirement: University-funded retirement plan with full vesting after 3 years of service. Tuition Assistance Program: Competitive tuition assistance program, $40 per class at the Harvard Extension School and discounted study options through participating Harvard Graduate Schools. Transportation: Harvard offers a 50% discounted MBTA pass as well as parking options to assist employees in their daily commute to campus. Wellness Options: Harvard offers programs and classes at little or no cost, including stress management, massages, nutrition, meditation, and complimentary health services. There are also fee-based athletic facility memberships available at various locations around the university for employees.
Salary Grade: 053
Union: 55 - Hvd Union Cler & Tech Workers
1-2 years related experience (education may count towards experience).
College degree preferred. Must have excellent organizational and interpersonal skills; excellent phone manner, strong grammar, spelling and proofreading skills; writing and editing experience preferred; fastidious attention to detail; and ability to work proactively to anticipate the needs and scheduling deadlines of multiple ongoing projects in the Office of Gift Planning.
Strong writing and quantitative background preferred. Background in fundraising and/or alumni relations, a general interest in investing, money management, or financial planning a plus.
Must be professional, honest and trustworthy. Must be able to handle confidential personal and financial information with discretion. Must have an even disposition and be able to deal effectively and politely with people regardless of background.
Must have ability to handle multiple and ongoing projects; strong word processing skills; experience using computer database platforms especially MS Excel; and 40 wpm accurate keyboarding skills.
Must be a team player within the Office of Gift Planning, specifically, and the University Development Office, generally.
Knowledge of nonprofit fundraising is helpful.
EQUAL OPPORTUNITY EMPLOYER: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Internal Number: 50849BR
About Harvard University Alumni Affairs and Development
Harvard University is devoted to excellence in teaching, learning, and research, and to developing leaders in many disciplines who make a difference globally. The University, which is based in Cambridge and Boston, Massachusetts, has an enrollment of over 20,000 degree candidates, including undergraduate, graduate, and professional students. Harvard has more than 360,000 alumni around the world. The University has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a truly global education. Established in 1636, Harvard is the oldest institution of higher education in the United States.