Employment

Reports to Director of Advancement

Summary: Working closely with the Director of Advancement, the Director of Leadership & Planned Giving will design, implement, lead and oversee a comprehensive leadership and planned giving program. The Director of Leadership & Planned Giving will focus on increasing, diversifying and maintaining a portfolio of key prospects for the institution and designing cultivation, solicitation and stewardship strategies.

Primary Responsibilities:

• Identify, cultivate and solicit prospects for major and planned gifts from current donors and potential donors to support planned giving and endowment goals related to the WMA
• Serve as planned giving resource for staff and periodically provide opportunities for training and education
• Lead monthly leadership giving meetings to develop strategies to identify, research, cultivate and solicit qualified prospects for major and planned gifts in collaboration and cooperation with other frontline fundraisers
• Oversee stewardship of endowed, leadership and planned gifts, as well as manage the enrollment and membership of the Heritage Society (WMA’s planned giving society)
• Maintain an active prospect pool within assigned region and decade and conduct at least 8 - 10 face-to-face visits per month
• Actively support the annual giving goals of the Academy in addition to leadership and planned giving goals
• Coordinate with the Director of Annual Giving and the Director of Alumni Relations to recruit and manage volunteers for the 25^th and 50^th Reunion classes
• Work with the 25^th and 50^th Reunion classes to establish and achieve dollar and participation goals for Reunion giving
• Work closely with Marketing & Communications department to design and conduct direct mail and advertising for planned giving vehicles
• Maintain professional associations and connections to remain current on best practices for planned giving vehicles so as to be able to serve as a resource for donors and staff
• Conduct initial review of completed planned giving documents to ensure that they comply with WMA standards, IRS guidelines and are in the schools best interest

General Responsibilities:

• Attend local, regional and national events as necessary and as assigned
• Demonstrated ability to strategize, implement and build programs and activities along with strong writing, planning and organizational skills
• Openness to new ideas and their implementation and the ability to react and adapt to changing situations appropriately
• Ability to manage multiple tasks simultaneously with close attention to detail and prioritization to meet deadlines
• Flexible, self-motivated with the ability to work collaboratively and positively as a member of a team in a fast-paced setting focused on achieving institutional goals
• Other duties as assigned

• Bachelor's degree required, advanced degree preferred
• Significant experience in major gifts, planned giving and a proven track record of fundraising success, building and broadening major gift prospect pool preferably in an educational setting
• Computer proficiency with strong MS Office skills (Word, Excel, PowerPoint)
• Experience with Senior Systems, Blackbaud or other CRM database software
• Ability to learn and become proficient with other proprietary and non-proprietary software
• Excellent verbal and written communication skills
• Strong interpersonal skills and the ability to work effectively with parents, faculty and other employees at various levels with tact and professionalism
• Ability to travel regionally, nationally and internationally to meet with assigned constituents on behalf of the Academy
• Attend events on campus and regionally as necessary and as requested
• Typical business hours are Monday to Friday, 8 a.m. to 4 p.m.; however weekend and evening hours may be required throughout the year
• Ability to deal with confidential materials with discretion

Applicants should send a cover letter, resume and at least three written letters of reference to:

Mark Aimone
Director of Advancement
Wilbraham & Monson Academy
423 Main Street
Wilbraham, MA 01095
maimone@wma.us

Reports to Director of Advancement

Summary: Design, manage and implement a comprehensive donor relations and stewardship program that promotes recognition of donors at all levels that sustains a positive and mutually rewarding relationship between donors and WMA.

Primary Responsibilities:

• Oversee and develop all stewardship related activities within the Advancement Office
• Plan and execute stewardship events throughout the year to honor and recognize leadership and legacy donors. Including, but not limited to Heritage Breakfast, Named Scholarship Dinner
• Work closely with fundraising colleagues to provide appropriate donor recognition for endowment, leadership and capital gifts
• In conjunction with Marketing & Communications, manage the content of the annual report portion of the alumni magazine
• Oversee the tracking and reporting as it relates to the stewardship of named or endowed funds
• Review and modify, in consultation with the Director of Advancement, the acknowledgement process to ensure that donors are thanked in a personal, timely and appropriate manner
• Establish donor recognition for first-time donors, consecutive year donors and lifetime donors.
• Work closely with the Marketing & Communications Department to highlight stewardship opportunities in Academy publications including but not limited to Academy World and Bell and Atlas Newsletter
• Manage a prospect pool of assigned individuals within assigned region and decade and maintain regular contact with them to support the annual fund and the strategic goals of the Academy

General Responsibilities:

• Attend local, regional and national events as necessary and as assigned
• Demonstrated ability to strategize, implement and build programs and activities along with strong writing, planning and organizational skills
• Openness to new ideas and their implementation and the ability to react and adapt to changing situations appropriately
• Ability to manage multiple tasks simultaneously with close attention to detail and prioritization to meet deadlines
• Flexible, self-motivated with the ability to work collaboratively and positively as a member of a team in a fast-paced setting focused on achieving institutional goals

Skill Requirements:

• Bachelor's degree required, advanced degree preferred
• Minimum of 3 - 5 years experience in development, fundraising, alumni relations or related field, preferably in an educational environment
• Computer proficiency with strong MS Office skills (Word, Excel, PowerPoint)
• Experience with Senior Systems, Blackbaud or other CRM database software
• Ability to learn and become proficient with other proprietary and non-proprietary software
• Excellent verbal and written communication skills
• Strong interpersonal skills and the ability to work effectively with parents, faculty and other employees at various levels with tact and professionalism
• Ability to travel regionally, nationally and internationally to meet with assigned constituents on behalf of the Academy
• Attend events on campus and regionally as necessary and as requested
• Typical business hours are Monday to Friday, 8 a.m. to 4 p.m.; however weekend and evening hours may be required throughout the year
• Ability to deal with confidential materials with discretion

Mark Aimone
Director of Advancement
Wilbraham & Monson Academy
423 Main Street
Wilbraham, MA 01095
maimone@wma.us

Administrative Assistant

Wilbraham & Monson Academy seeks an Administrative Assistant who will support the mission of Wilbraham & Monson Academy, to develop challenge-seeking citizens and leaders of an evolving world, through Admission programs and administrative tasks. The ideal candidate will enjoy the challenges of working in a fast paced environment. She/he will serve as the first contact for visitors to the Admission Office and is responsible for providing administrative support to the Director of Admission and Financial Aid along with the Admission team.

Primary responsibilities include but are not limited to:

• Greeting visitors, answering telephones and scheduling tours and interviews
• Communicating new inquiries/leads to the appropriate Admission Associate
• Creating and sending all admission packets and/or mailings
• Entering inquiries and admission applications in the Senior Systems database
• Maintaining up-to-date applicant records
• Inputing admission decisions in the Senior Systems database
• Planning and assisting with admission related events
• Managing inventory needs for the Admission Office
• Act as the primary contact for Admission Office databases and equipment

Requirements:

• Detail orientated with the ability to multi-task in a fast paced environment
• Ability to work occasional nights and weekends during the peak admission season
• Strong organizational, interpersonal and computer skills (Microsoft Office)
• Experience with administration and maintenance of databases
• Excellent oral and written communication skills
• Ability to handle confidential materials and situations with discretion and sensitivity
• Eagerness and ability to professionally interact with prospective and current parents
• Outgoing, positive personality

Please send resume and salary requirements to kgaw@wma.us.