Director of Stewardship Systems and Training

The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for UW-Madison, is  seeking a leader who will combine big picture understanding and communication skills with exceptional attention to processes and details. 

 

The Director of Stewardship Systems and Training role is a newly designed position that is responsible for strategic growth and driving enhancements in central stewardship systems and processes including stewarding scholarships, enhancing fund impact reporting, and providing training for WFAA and campus users. The overarching goal of position is to facilitate consistent communication and sharing impact of philanthropic gifts with donors.

Essential Functions

Develop and oversee comprehensive stewardship and training protocols for gift acknowledgement and fund/scholarship/award systems and tools; specifically WiSH/Scholarship Stewardship Management Software (a Blackbaud product).  This will include:

-Providing leadership for WFAA/Campus decision making and implementation of strategy.

-Executing strategies for WFAA/Campus communication and training.

-Serving as business owner of data management, integration and quality.

-Supporting change management, process improvement and ongoing oversight of system and process.

  • Assess, vet and sponsor implementation of technology solutions, in collaboration with the Managing Director, Information Technology, Finance, Advancement Services and other internal stakeholder groups.
  • Work with WFAA Leadership, Development Program Managers, and Campus Partners to develop a robust system for Fund Impact reporting, focusing on communicating impact of endowed funds for faculty support.
  • Coordinate training and facilitate internal communication for annual Endowment Financial Report to donors. Collaborate with Finance and other teams as needed for ongoing enhancements.

 Cross Functional Work

  • Collaborate across the stewardship team as appropriate on work related to annual giving stewardship and recognition societies.
  • Provide input on and execute priorities in the Central Stewardship strategic plan.
  • Assist in planning and strategy for stewardship for the conclusion of the All Ways Forward campaign.
  • Develop ongoing exchanges with stewardship colleagues at Big 10 and other peer schools. Benchmark against peers to ensure WFAA stays competitive in the latest technologies and tools and is utilizing the most sophisticated strategies available.

Oversight

  • Evaluate and monitor stewardship acknowledgments, communications and activities recorded in the ABE database. Audit and ensure continuous improvement of acknowledgement and fund stewardship best practices and guidelines for WFAA development teams and campus partners.
  • Analyze stewardship performance and identify potential opportunities. Collaborate with Managing Director and development teams to assess gaps in stewardship practices and identify solutions toward improvement. 

Administration

  • Contribute to the growth and refinement of the Central Stewardship operation.
  • Build own and enhance others’ understanding and awareness of business data processes.
  • Act as the main point of contact for help center inquiries/requests related to stewardship systems and tools.
  • Enhance and maintain documentation on all processes for the stewardship systems and tools.
  • Partner with the Office of Student Financial Affairs team to enhance the stewardship capability of the WiSH/SM scholarship platform.

 

Training and Support

  • Build strategic training plans for the stewardship software systems and tools utilized by WFAA staff and campus partners.
  • Create/enhance training materials for in-person and online training opportunities.
  • Craft a training calendar for internal and campus partners. Conduct regular training sessions for new employees and new stewardship system users.
  • Post relevant updates and information on internal intranet Connect resource and campus-facing Advancement Resources Website. 

Consultation

  • Assist internal and campus stewardship staff by:
  • Proactively support constituency-based stewardship programs.
  • Develop strong positive relationships with the university community.
  • Identify gaps and share best practices and tools to enhance constituency stewardship efforts.

Qualifications

Required Qualifications:

  • 5+ years’ scholarship or project management experience or related experience, preferably in higher education. Work experience such as: scholarship administration, project management incorporating information technology, business intelligence, stewardship processes, or donor and customer relations.

 Other Qualifications:

  • Bachelor’s degree.
  • Ability to work effectively in a decentralized environment with high complexity,
  • Experience developing and delivering training, both in person and remotely.
  • Ability to work with complex data systems and analyze/interpret data into meaningful information for decision making.

 

WFAA is committed to provide our employees with an environment that is inspiring, creative and respectful.  We offer competitive pay and an excellent benefits program, which includes a 10% 401k contribution after 1 year of service!

 

Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive.  

 

The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer *The Wisconsin Foundation and Alumni Association is the “doing business as” name of the merged organization comprising the University of Wisconsin Foundation (supportuw.org) and the Wisconsin Alumni Association (uwalumni.com). Its legal corporate name is registered as the University of Wisconsin Foundation.

 
 

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