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Director of Development (Principal Gifts) - Job Description
Director of Development - Principal Gifts
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Description of Director of Development - Principal Gifts
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Competitive salary plus extensive benefits The University of Oxford aims to lead the world in research and education for the benefit of society both in the UK and globally. This is a rare and exciting opportunity to join Europe’s most successful fundraising team in higher education to lead a newly established Principal Gifts team. As a member of the senior leadership team in the University of Oxford Development Office (UODO), the Director of Principal Gifts will play an integral role in setting the strategic direction for the University’s transformational fundraising initiatives by providing leadership and support for up to seven Principal Gifts staff based in Oxford. In addition, the post holder will manage his/her own portfolio of donors and prospects, and work directly with the Chief Development Officer and the Vice-Chancellor. The Director of Principal Gifts will play a crucial role in leading major gift fundraising for the University as Oxford prepares for its next multi-billion-pound campaign. Securing gifts at this level will require close collaboration with senior University officers, and with colleagues across the collegiate University as well as with a wide range of internal and external stakeholders. Applications are welcome and encouraged from all sectors of the community and we are especially keen to encourage candidates from under-represented groups to apply. The Development Office is committed to equality and values diversity. The Candidate ▪ Significant major gifts fundraising experience, including proven success in personally securing multiple seven figure gifts in the UK and/or internationally ▪ Confident and credible at a senior level, you will be experienced in identifying and cultivating major prospects and adept at developing significant philanthropic relationships ▪ Strong leadership skills, a collaborative management style, and experience of successfully managing staff in a proactive and positive manner ▪ Experience gained in a successful and substantial fundraising campaign ▪ Ability to collaborate closely with senior leadership, academic, college and development staff with diplomacy, and the aptitude to engage with key stakeholders on common goals in a complex institution, are essential ▪ Confidence to navigate and thrive in a complex, fast-moving professional environment ▪ A very high level of literary and communication skills, both oral and written ▪ A graduate or equivalent, higher education or not-for-profit experience would be helpful For further information and details on how to apply, please visit http://www.berwickpartners.co.uk/90013 For an informal and confidential discussion, please speak with our advisors at Berwick Partners: William Pringle Partner, Head of Charity, Arts, Culture & Heritage Practice Berwick Partners +44 (0) 207 518 2635 / +44 (0) 7515 919 648 William.Pringle@berwickpartners.co.uk Corinne Attwood Senior Researcher Berwick Partners +44 (0) 121 654 5960 Corinne.Attwood@berwickpartners.co.uk Closing date for applications: Friday 3rd November 2023
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RDF/XML description of Director of Development - Principal Gifts
**Competitive salary plus extensive benefits** The University of Oxford aims to lead the world in research and education for the benefit of society both in the UK and globally. This is a rare and exciting opportunity to join Europe’s most successful fundraising team in higher education to lead a newly established Principal Gifts team. As a member of the senior leadership team in the University of Oxford Development Office (UODO), the Director of Principal Gifts will play an integral role in setting the strategic direction for the University’s transformational fundraising initiatives by providing leadership and support for up to seven Principal Gifts staff based in Oxford. In addition, the post holder will manage his/her own portfolio of donors and prospects, and work directly with the Chief Development Officer and the Vice- Chancellor. The Director of Principal Gifts will play a crucial role in leading major gift fundraising for the University as Oxford prepares for its next multi-billion-pound campaign. Securing gifts at this level will require close collaboration with senior University officers, and with colleagues across the collegiate University as well as with a wide range of internal and external stakeholders. Applications are welcome and encouraged from all sectors of the community and we are especially keen to encourage candidates from under-represented groups to apply. The Development Office is committed to equality and values diversity. **The Candidate** ▪ Significant major gifts fundraising experience, including proven success in personally securing multiple seven figure gifts in the UK and/or internationally ▪ Confident and credible at a senior level, you will be experienced in identifying and cultivating major prospects and adept at developing significant philanthropic relationships ▪ Strong leadership skills, a collaborative management style, and experience of successfully managing staff in a proactive and positive manner ▪ Experience gained in a successful and substantial fundraising campaign ▪ Ability to collaborate closely with senior leadership, academic, college and development staff with diplomacy, and the aptitude to engage with key stakeholders on common goals in a complex institution, are essential ▪ Confidence to navigate and thrive in a complex, fast-moving professional environment ▪ A very high level of literary and communication skills, both oral and written ▪ A graduate or equivalent, higher education or not-for-profit experience would be helpful For further information and details on how to apply, please visit http://www.berwickpartners.co.uk/90013 For an informal and confidential discussion, please speak with our advisors at Berwick Partners: William Pringle Partner, Head of Charity, Arts, Culture & Heritage Practice Berwick Partners **+44 (0) 207 518 2635 / +44 (0) 7515 919 648** William.Pringle@berwickpartners.co.uk Corinne Attwood Senior Researcher Berwick Partners **+44 (0) 121 654 5960** Corinne.Attwood@berwickpartners.co.uk Closing date for applications: Friday 3rd November 2023
Candidate Brief for Director of Principal Gifts, University of Oxford Candidate brief for the position of DIRECTOR OF PRINCIPAL GIFTS University of Oxford 10/10/2023 1 Candidate Brief for Director of Principal Gifts, University of Oxford Company Overview About the University of Oxford Welcome to the University of Oxford. We aim to lead the world in research and education for the benefit of society both in the UK and globally. Oxford’s researchers engage with academic, commercial and cultural partners across the world to stimulate high-quality research and enable innovation through a broad range of social, policy and economic impacts. We believe our strengths lie both in empowering individuals and teams to address fundamental questions of global significance, while providing all our staff with a welcoming and inclusive workplace that enables everyone to develop and do their best work. Recognising that diversity is our strength, vital for innovation and creativity, we aspire to build a truly diverse community which values and respects every individual’s unique contribution. While we have long traditions of scholarship, we are also forward-looking, creative and cuttingedge. Oxford is one of Europe's most entrepreneurial universities and we rank first in the UK for university spin-outs, and in recent years we have spun out 15-20 new companies every year. We are also recognised as leaders in support for social enterprise. Join us and you will find a unique, democratic and international community, a great range of staff benefits and access to a vibrant array of cultural activities in the beautiful city of Oxford. For more information, please visit www.ox.ac.uk/about/organisation. We encourage applicants from all sectors of the community and are keen to encourage candidates from under-represented groups to apply. The University has a number of staff networks including the Oxford Research Staff Society, BME staff network, LGBT+ staff network and a disabled staff network. For more information about equality-related networks for staff and students, please visit https://edu.admin.ox.ac.uk/networks#/ Development Office The role of the University’s Development Office is to help secure philanthropic support for the University. Led by Chief Development Officer, Liesl Elder, it works in partnership with academic and development colleagues throughout the collegiate University to build enduring relationships with external constituencies – including alumni, non-alumni, corporate and foundation donors – and to increase financial support for agreed academic priorities. In 2019, the University and the colleges completed the Oxford Thinking Campaign, which raised £3.34bn, and which is the most successful fundraising campaign in higher education in Europe. Oxford is currently in the advanced planning stages for its next comprehensive campaign. For further information please visit: www.development.ox.ac.uk 2 Candidate Brief for Director of Principal Gifts, University of Oxford The Role Job Title Director of Principal Gifts Division University Administration and Services Department Development Office Location University Offices, Wellington Square Salary Grade ALC6. Competitive salary Hours Full time Contract Type Permanent Reporting to Chief Development Officer Additional information Applications are particularly welcome and encouraged from black, and minority ethnic candidates, who are underrepresented in posts in the Development Office. The Development Office is committed to equality and values diversity. Overview of the role This senior fundraising role reports to the Chief Development Officer and provides strategic leadership to, and management of, Oxford’s principal gifts team, who work on securing the largest philanthropic gifts to the University. Key relationships: Senior members of the Development Office, Heads of the academic Divisions and Gardens, Libraries and Museum Directors, the ViceChancellor and Pro-Vice-Chancellors, Departmental and College development staff, senior academic and administrative staff as appropriate Direct reports: Associate Directors of Principal Gifts (up to 7) Project Officer Personal Assistant 3 Candidate Brief for Director of Principal Gifts, University of Oxford Purpose: As a member of the senior leadership team in the University of Oxford Development Office (UODO), the Director of Principal Gifts will play an integral role in setting the strategic direction for the University’s transformational fundraising initiatives by providing leadership and support for up to seven Principal Gifts staff based in Oxford. In addition, the post holder will manage his/her own portfolio of donors and prospects, and work directly with the Chief Development Officer and the Vice-Chancellor. The Director of Principal Gifts will play a crucial role in leading major gift fundraising for the University as Oxford prepares for its next multi-billion-pound campaign. The post holder will be a part of the UODO Senior Leadership Team, which comprises: ▪ the Chief Development Officer ▪ the Executive Director of Development ▪ the Director of Principal Gifts ▪ the Director of Global Philanthropy ▪ the Director of Advancement Operations The duties of the post are set out as they are envisaged at present, but it will be important for the person appointed to be flexible and adaptable, and able to contribute to the development of the fundraising function of the collegiate University. The work of the Development Office covers a wide range of activities and priorities which will inevitably change from day to day. All staff operate as a team, and, while each has his or her own responsibilities, they are expected to assist each other in peak periods. The post holder will need to become conversant with the University as a whole and especially with the numerous academic staff and volunteers. The Chief Development Officer, as line manager, will regularly review progress. There may be opportunities for career development within the University Development structure and the Office seeks to support and encourage staff to help them reach their potential, providing access to appropriate courses and training whenever possible. 4 Candidate Brief for Director of Principal Gifts, University of Oxford Development Office values The Development Office culture is collaborative and service-oriented, and values transparency, flexibility, trustworthiness, tenacity, energy, drive and the ability to act as an ambassador for the office and for the collegiate University. The following points lay down the foundations of the working ethos, culture and values of the Development Office. Aspirational and celebratory in turn, they provide a central framework for individual members of staff and teams, encouraging personal and professional growth. We value each other – We respect the professional expertise of our colleagues. An approachable, friendly and kind office, we work in an environment where transparency of action and clarity of intent create openness and trust. We work collaboratively – Whether within our own teams, across UODO, the collegiate University, or beyond, working collaboratively is second nature to us, and enables us to navigate complicated landscapes successfully. We go beyond – We prize working with a high degree of autonomy and trust, and deliver a wide range of projects to the very highest standards. We are committed to personal, professional development. We are part of something bigger – Our work supports the strategic priorities of the University of Oxford. We take pride in the contribution we – individually and collectively – make to the University. 5 Candidate Brief for Director of Principal Gifts, University of Oxford Responsibilities The post holder will report to the Chief Development Officer, and will work closely with the other members of the UODO Senior Leadership Team. The duties of the post are set out as they are envisaged at present, but it will be important for the person appointed to be flexible and adaptable, and able to contribute to the development of the fundraising function of the collegiate University. The main duties and responsibilities of the post fall into four key areas: Shaping University Development strategy ▪ As a member of the UODO Senior Leadership team, contributing to the enhancement and implementation of a development strategy for the University ▪ Coordinating, planning and implementing strategies for principal gift fundraising for institutional priorities, providing leadership and support to the direct line reports and the relevant University leadership team members Managing principal gifts ▪ Working very closely with senior academic staff (Heads of Department, Heads of Division, PVCs) to secure principal gifts of £10m - £100m in support of academic priorities and new initiatives. This work requires exceptional tact and sensitivity, a nuanced understanding of the university and its complexities, the willingness to promote the university’s position robustly in the face of challenging negotiations, an entirely collaborative approach, and an open and consistent style of communication ▪ Line management of several principal gift fundraisers in the Development Office (as listed above), including setting of goals and objectives in close liaison with their direct report fundraisers and assessing performance in accordance with University policy in consultation with the Chief Development Officer ▪ In liaison with the Chief Development Officer and the other Directors of Development, helping ensure that all the fundraisers are able to meet their activity and financial targets. This includes working closely with the fundraisers to assist them, and ensuring that the teams operate to the highest professional standards ▪ Ensuring the Vice-Chancellor has strong support for major gift activity – working with the Chief Development Officer to share responsibility for staffing VC donor meetings and travelling with her internationally, so that one or the other is always in the UK to provide major gifts strategic and management support. The post holder will also support the Chief Development Officer in the management of her principal gift relationships ▪ Working with the UODO Senior Leadership Team to ensure fundraisers have all the relevant information and resources they require for successful relationship building and maximise training opportunities as appropriate ▪ Line management of a Personal Assistant and Project Officer 6 Candidate Brief for Director of Principal Gifts, University of Oxford Building a portfolio of prospects ▪ Working with the Chief Development Officer, UODO Senior Leadership Team, and direct line reports to develop and implement: • a pipeline of donors capable of making principal gifts, the largest gifts to Oxford • cultivation of strategies and fundraising plans for major prospects, including prospect allocation and coordination • prospect lists and gift tables for current fundraising priorities and for the planned new campaign ▪ The Director of Principal Gifts will also develop and actively manage their own portfolio of principal gift donors and prospects, working closely with the Chief Development Officer and Executive Director of Development Developing key working relationships ▪ Working with direct reports and the UODO Senior Leadership Team, ensuring that there is good communication and teamwork between the Development Office and the academic divisions, departments and major institutions of the University, as well as Oxford’s colleges and permanent private halls ▪ Awareness of college interests in fundraising and working to uphold the fundraising Relationship Management Protocols for the University and the colleges. This will involve developing and maintaining excellent collaborative relationships with the Directors of Development of the colleges of the University, and other major gift fundraisers within the University, and liaising with them to ensure that any contact with prospective donors is well co-ordinated and followed through in an efficient and consistent manner The post holder will carry out any other duties which are requested by the line manager and are commensurate with the grade of this post. 7 Candidate Brief for Director of Principal Gifts, University of Oxford The Candidate Key Criteria for Success After 12 months in the role the successful candidate will be expected to have: ▪ Become an effective member of the UODO Senior Leadership Team, providing support for, and working closely with, the Chief Development Officer ▪ Developed clear plans and targets for fundraisers and support staff in the principal gifts team ▪ Developed a robust portfolio of potential donors and volunteers that they will manage personally, and with whom they have established strong relationships ▪ Cultivated strong leads for at least 3 principal gift prospects (£10m+), with solicitations in train ▪ Become a fully integrated leader and member of the UODO-wide fundraising team providing support and advice to the team members and with activity targets and prospect pipelines in place ▪ Provided effective support to the Vice-Chancellor, Pro-Vice-Chancellors and Chief Development Officer Selection criteria Essential selection criteria ▪ An excellent general level of education, including a degree or equivalent ▪ Significant major gifts fundraising experience, including proven success in personally securing seven figure gifts in the UK and/or internationally ▪ Experience gained in a successful and substantial fundraising campaign ▪ Proven management experience in a complex organisation ▪ Evidence of being able to lead and motivate others also involved in fundraising ▪ A very high level of literary and communication skills, both oral and written ▪ An interest in higher education Experience and knowledge ▪ Excellent social skills and cultural understanding Skills and abilities ▪ Strong leadership skills, a collaborative management style, and experience of successfully managing staff in a proactive and positive manner ▪ Excellent communication skills, both oral and written ▪ Proven ability to develop good working relationships with the academic community and to work closely with academics, university leaders, and administrators ▪ A proven ability to work well under pressure in a complex and demanding environment ▪ The capacity to apply innovative and practical problem-solving skills to the challenges at hand 8 Candidate Brief for Director of Principal Gifts, University of Oxford ▪ The ability to represent the University of Oxford among a range of external constituencies ▪ The ability to think strategically ▪ The ability to be highly opportunistic and to take initiatives on his/her own when the situation demands it Attitudes ▪ Be in possession of thepersonal sensitivity, creativity and tact that is needed when working with senior academics, development colleagues and prospective major donors to the University ▪ Tenacity, drive and imagination ▪ Willingness to work out of regular hours and to travel ▪ A high level of self-motivation Desirable selection criteria ▪ Experience of securing 8-figure (£10m+) gifts ▪ Proficiency in one or more foreign languages 9 Candidate Brief for Director of Principal Gifts, University of Oxford Pre-employment screening Standard checks If you are offered the post, the offer will be subject to standard pre-employment checks. You will be asked to provide: proof of your right-to-work in the UK; proof of your identity; and (if we haven’t done so already) we will contact the referees you have nominated. You will also be asked to complete a health declaration so that you can tell us about any health conditions or disabilities for which you may need us to make appropriate adjustments. Please read the candidate notes on the University’s pre-employment screening procedures at: https://www.jobs.ox.ac.uk/pre-employment-checks Hazard-specific / Safety-critical duties This job includes hazards or safety-critical activities. If you are offered the post, you will be asked to complete a health questionnaire which will be assessed by our Occupational Health Service, and the offer of employment will be subject a successful outcome of this assessment. The hazards or safety-critical duties involved are as follows: ▪ Lone Working ▪ Occasional travel outside of Europe or North America on University Business Additional Details Benefits of working at the University Employee benefits University employees enjoy 38 days’ paid holiday, generous pension schemes, travel discounts, and a variety of professional development opportunities. Our range of other employee benefits and discounts also includes free entry to the Botanic Gardens and University colleges, and discounts at University museums. See https://hr.admin.ox.ac.uk/staff-benefits University Club and sports facilities Membership of the University Club is free for all University staff. The University Club offers social, sporting, and hospitality facilities. Staff can also use the University Sports Centre on Iffley Road at discounted rates, including a fitness centre, powerlifting room, and swimming pool. See www.club.ox.ac.uk and https://www.sport.ox.ac.uk/. Information for staff new to Oxford If you are relocating to Oxfordshire from overseas or elsewhere in the UK, the University's Welcome Service website includes practical information about settling in the area, including advice on relocation, accommodation, and local schools. See https://welcome.ox.ac.uk/ There is also a visa loan scheme to cover the costs of UK visa applications for staff and their dependents. See https://staffimmigration.admin.ox.ac.uk/visa-loan-scheme 10 Candidate Brief for Director of Principal Gifts, University of Oxford Family-friendly benefits With one of the most generous family leave schemes in the Higher Education sector, and a range of flexible working options, Oxford aims to be a family-friendly employer. We also subscribe to the Work+Family Space, a service that provides practical advice and support for employees who have caring responsibilities. The service offers a free telephone advice line, and the ability to book emergency back-up care for children, adult dependents and elderly relatives. See https://hr.admin.ox.ac.uk/my-family-care The University has excellent childcare services, including five University nurseries as well as University-supported places at many other private nurseries. For full details, including how to apply and the costs, see https://childcare.admin.ox.ac.uk/ Disabled staff We are committed to supporting members of staff with disabilities or long-term health conditions. For further details, including information about how to make contact, in confidence, with the University’s Staff Disability Advisor, see https://edu.admin.ox.ac.uk/disability-support Staff networks The University has a number of staff networks including the Oxford Research Staff Society, BME staff network, LGBT+ staff network and a disabled staff network. You can find more information at https://edu.admin.ox.ac.uk/networks The University of Oxford Newcomers' Club The University of Oxford Newcomers' Club is an organisation run by volunteers that aims to assist the partners of new staff settle into Oxford and provides them with an opportunity to meet people and make connections in the local area. See www.newcomers.ox.ac.uk. Information for priority candidates A priority candidate is a University employee who is seeking redeployment because they have been advised that they are at risk of redundancy, or on grounds of ill-health/disability. Priority candidates are issued with a redeployment letter by their employing department(s). If you are a priority candidate, please ensure that you attach your redeployment letter to your application (or email it to the contact address on the advert if the application form used for the vacancy does not allow attachments). If you need help Help and support is available from: https://hrsystems.admin.ox.ac.uk/recruitment-support If you require any further assistance please email recruitment.support@admin.ox.ac.uk. To return to the online application at any stage, please go to: www.recruit.ox.ac.uk. Please note that you will receive an automated email from our e-recruitment system to confirm receipt of your application. Please check your spam/junk mail if you do not receive this email. 11 Candidate Brief for Director of Principal Gifts, University of Oxford Important information for candidates Data Privacy Please note that any personal data submitted to the University as part of the job application process will be processed in accordance with the GDPR and related UK data protection legislation. For further information, please see the University’s Privacy Notice for Job Applicants at: https://compliance.admin.ox.ac.uk/job-applicant-privacy-policy. The University’s Policy on Data Protection is available at: https://compliance.admin.ox.ac.uk/data-protection-policy. The University’s policy on retirement The University operates an Employer Justified Retirement Age (EJRA) for all academic posts and some academic-related posts. The University has adopted an EJRA of 30 September before the 69th birthday for all academic and academic-related staff in posts at grade 8 and above. The justification for this is explained at: https://hr.admin.ox.ac.uk/the-ejra For existing employees, any employment beyond the retirement age is subject to approval through the procedures: https://hr.admin.ox.ac.uk/the-ejra There is no normal or fixed age at which staff in posts at grades 1–7 have to retire. Staff at these grades may elect to retire in accordance with the rules of the applicable pension scheme, as may be amended from time to time. Equality of opportunity Entry into employment with the University and progression within employment will be determined only by personal merit and the application of criteria which are related to the duties of each particular post and the relevant salary structure. In all cases, ability to perform the job will be the primary consideration. No applicant or member of staff shall be discriminated against because of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, or sexual orientation. 12 Candidate Brief for Director of Principal Gifts, University of Oxford How to Apply The preferred method of application is online at www.berwickpartners.co.uk/90013 If you are unable to apply online please email your application to response.manager@berwickpartners.co.uk All applications will receive an automated response. All candidates are also requested to complete an online Equal Opportunities Monitoring Form which will be found at the end of the application process. For detailed information on how we process your personal data, please review our privacy policy on our website https://www.berwickpartners.co.uk/privacy-policy/. In line with GDPR, we ask that you do NOT send us any information that can identify children or any of your Sensitive Personal Data (racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, data concerning health or sex life and sexual orientation, genetic and/or biometric data) in your CV and application documentation. Following this notice, any inclusion of your Sensitive Personal Data in your CV/application documentation will be understood by us as your express consent to process this information going forward. Please also remember to not mention anyone’s information or details (e.g. referees) who have not previously agreed to their inclusion. If you have any queries or would like more information in regard to this document, please contact: William Pringle Partner, Head of Charity, Arts, Culture & Heritage Practice Berwick Partners +44 (0) 207 518 2635 / +44 (0) 7515 919 648 William.Pringle@berwickpartners.co.uk 13 Candidate Brief for Director of Principal Gifts, University of Oxford Our UK Offices London 20 Cannon Street London EC4M 6XD Birmingham 9 Brindleyplace Birmingham B1 2HS Leeds 10 South Parade Leeds LS1 5QS www.berwickpartners.co.uk Manchester Follow us @berwickpartners 9th Floor 82 King Street Manchester M2 4WQ 14
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