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Job Listing
February 12, 2019
Associate Director of Stewardship and Prospect Research
Department: Advancement
Reports to: Senior Director of Development for Leadership and Planned Giving
Status: Salaried/Exempt, Staff, Full-time, Benefited

The Associate Director of Stewardship and Prospect Research will assist in the development and implementation of a comprehensive stewardship program that recognizes donors for all development initiatives including, but not limited to; leadership gifts, endowed funds, annual giving, planned giving, reunion giving, and volunteers. This position plays a key role in the Office of Advancement’s work to strengthen donor commitment to the schools and museum and long-term institutional engagement and investment among alumni, parents and friends. This position will also help develop an integrated donor recognition plan for The Centennial Campaign and forge and foster new relationships with prospective donors through research, analysis, and tracking in partnership with the frontline fundraisers.

The Associate Director of Stewardship and Prospect Research reports to the Senior Director of Development for Leadership and Planned Giving. This position interacts with all constituent groups and is part of the Office of Advancement in all activities related to donor identification, cultivation, solicitation and stewardship.

• Independently and proactively identify and qualify prospective individual, corporate, and foundation major donors to insure the school and advancement staff have a continuous supply of major gift donor prospects to meet ongoing fundraising goals.
• Assist in stewardship and reporting for capital projects, including oversight of donor recognition for building and space dedications and liaising with development officers, donors, facilities and outside vendors.
• Develop narrative annual reports for endowment donors which reflect the use of their contributions and impact of their support (such as scholarships, awards, physical plant excellence, etc.).
• Partner in developing and executing a stewardship plan for annual giving, including first-time donors, leadership giving societies (Head’s Circle, Leadership Society, Pacesetter’s Club), loyalty giving (Hastings Society), reunion giving, etc.
• Assist with developing and executing a stewardship plan for planned giving (Thompson & Vivian Webb Society).
• In participation with development officers, assist in stewardship and recognition of key volunteer groups, including class agents, Alumni Council, campaign volunteers, etc.
• Coordinate donor recognition and regional events, in conjunction with development officers, and generate confidential donor/volunteer profiles, as needed.
• Create and coordinate donor recognition content for digital and print communications, including Annual Report, case statements, and Centennial Campaign. Includes developing a social media plan for highlighting philanthropy news.
• Research and create new digital stewardship activities, such as video testimonials to engage donors at a higher level.
• In collaboration with the Director of Parent Relations and Special Events, help identify and purchase stewardship gifts for constituents.
• Coordinate alumni engagement activities such as, but not limited to, death notification letters, birth announcements, Newsnotes, and internships, as well as Centennial activities such as Oral History interviews and Teachers of Webb archival stories.
• In coordination with the Advancement Database Coordinator, help identify and implement Raiser’s Edge (RE) database best practices for stewardship, donor recognition, volunteer tracking and moves management.
• In collaboration with development staff, generate analytical RE reports in a timely manner (for fundraising, board and campaign meetings) and assist with prospect research to identify new prospects for leadership and planned gift opportunities.
• Utilize quantitative criteria, including income, assets, liabilities, and charitable giving to evaluate each identified prospect’s potential and propensity to give.
• Review daily gift entry and dashboards.
• When Advancement Database Coordinator is absent, assist with RE gift entry and gift acknowledgement letters, as needed, as well as constituent updates and record-keeping in RE and online directories.
• Ensure a confidential and professional environment when handling sensitive information regarding trustees, administrators, faculty, staff, students, and the schools’ community.
• Other duties as assigned.

• Contributes to the delivery of the mission, vision, and values of the school community.
• Follows community policies and procedures and should model positive behavior.
• Works effectively as a team member and develops professional and productive relationships with colleagues.
• Understands boundaries and embraces responsibility for the care of students in loco parentis.
• Promotes a trust-based community by keeping appropriate confidences.
• Manages time effectively and meets deadlines and commitments.
• Communicates and responds to all school communications in a timely manner.
• Demonstrates flexibility and adaptability to change as needed.

High school diploma required; college degree preferred, with a minimum of three years in a development or sales related field.

A valid California driver license with a satisfactory driving record is required. A criminal background check is required and must be successfully completed and approved before employment can begin.

Given the responsibilities, specific duties, and authority vested in this position, the Associate Director of Stewardship and Prospect Research must have excellent verbal and written communication skills, as well as a strong aptitude for technology. A professional demeanor and good interpersonal skills are required in working with diverse constituencies. The Associate Director of Stewardship and Prospect Research must have the ability to work well under pressure and be responsive to deadlines, work well in a team environment, and manage several projects simultaneously.

The physical requirements of this position are those needed to successfully fulfill the job duties and responsibilities articulated above. As prescribed by law, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

This position is “at will”. This means that both Webb and the hired employee have the right to terminate their employment relationship at any time, with or without notice, and with or without cause. There is no employment contract, actual or implied.

Interested candidates should send their cover letter and résumé to:

Bob Fass, Senior Director of Development for Leadership and Planned Giving
[email protected]
Fax: (909) 482-5272
Rachelle Sesma
[email protected]

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CAIS is an organization of approximately 200 elementary, middle and secondary schools in California. The Association serves and strengthens its schools by:
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