Director of Development Services Choate Rosemary Hall
Choate Rosemary Hall seeks a Director of Development Services to lead data integrity, management and analytics in support of the department's ambitious fundraising goals.
About Choate Rosemary Hall The internationally recognized and forward-thinking Choate Rosemary Hall began originally as two distinct schools. Rosemary Hall, a school for girls, was founded in 1890 by Mary Atwater Choate. In 1896 Mary's husband, Judge William G. Choate, established The Choate School for boys on the same family property in Wallingford. Just a few years later at the turn of the century, these two schools separated their operations and would remain independent until their merger in 1974. Today's combined school was created on the strength of a shared purpose - inspiring excellence for future generations of students - and its impressive campus can be found once again on the original family property in Connecticut where it began more than a century ago.
Dr. Alex D. Curtis was appointed in 2011 as just the sixth Head of School in the institution's long history. He continues the record of accomplishment and growth set by previous heads, bringing Choate to new levels of success, achievement, and recognition as a global leader in secondary education. Dr. Curtis is in his ninth year as Head of School, and has since shepherded a number of initiatives including the full adoption of a one-to-one iPad program, a campus master plan, a task force on community, and a strategic planning process which culminated in the implementation of the School's unprecedented 2013 strategic plan. He has also overseen the design and construction of three important LEED-Certified campus facilities: the Cameron and Edward Lanphier Center for Mathematics and Computer Science (opened in 2015), the St. John Hall Student Center (opened in 2017), and the recently completed Ann and George Colony Hall, which is home to Music and Dance and includes an auditorium large enough to accommodate all members of the school community (opened Fall 2019).
A leader in curricular innovation, Choate works continuously to provide the best possible educational environment and experience for both students and educators. Choate is known for a rigorous academic program and the breadth and depth of their curricula. One of Choate's strengths is their Signature Programs, which offer opportunities for immersive study and research in areas such as environmental science, performing arts, and robotics and artificial intelligence. One of the first independent schools in the country to adopt a one-to-one iPad program, Choate is committed to using technology thoughtfully to enhance teaching and learning both in and out of the classroom. Faculty spearhead initiatives to maximize student engagement such as the flipped classroom model, teaching online courses, and participating in multi-school collaborative efforts. The Lanphier Center, a state-of-the-art math and computer science building, houses two i.d. Lab spaces that promote hands-on, experiential learning with a strong foundation in design thinking. Choate draws on a rich tradition of excellence while it seeks to prepare students to thrive in an ever-changing world.
About Philanthropy at Choate Rosemary Hall With a sizable endowment of more than $390M, generous alumni and engaged Board members, and a strong philanthropic program responsible for raising $38M in 2018, Choate is in the enviable position of being able to provide their advancement staff of 25+ with the budget and resources they need to be successful.
Head of School Dr. Curtis, along with School and volunteer leadership, have demonstrated continued investment in philanthropic priorities such as the fast-approaching campaign. Guided by Dan Courcey, Executive Director, Development and Alumni Relations, and Mari Jones, Director of Development and Alumni Relations, the campaign is slated to launch publicly in Fall 2020. This campaign will focus on increasing both current-use and endowment resources, allowing the school to grow investment in financial aid, faculty and the important work they undertake, student life and well-being, and the residential housing system. The campaign is focused on 4 major areas:
Affordability and Access
Teaching and Learning
Campus and Community
The Annual Fund
About the Position The new Director of Development Services (DDS) will be a strategic and analytical leader and will take on management of the practices, systems and operations that support a twenty-seven-member advancement office. They will have the unique opportunity to rethink the processes and team structure that enable best practices in prospect management, gift processing and financial stewardship, and the use of donor and data analytics to guide ideas and decision-making. As a member of the advancement leadership team, s/he will work cross-functionally with senior colleagues to shape and inform strategy using data, trends, and other operational knowledge while also providing leadership to key operating and support functions.The DDS will have a significant impact on achieving the department's ambitious fundraising goals.
The DDS will understand the motivations and anticipate the needs of the frontline fundraising and alumni relations teams, and effectively seek to utilize data to strengthen current relationships and discover new sources of philanthropic support that match the institution's fundraising priorities and goals. They will recognize that data is one of the organization's most important business assets and will ensure a high level of fundraising and relationship data quality, development, management, and stewardship. With more than 15,000 constituent records in the department's CRM, a mobile platform for gift and officer management, more than 5000 gifts processed in any given year, and an array of applications employed in outreach and communication with both alumni and parents, the DDS will work with department and campus partners in ensuring that all advancement platforms are working in concert to promote efficient and productive operations.
Reporting to Mari Jones, Director of Development and Alumni Relations, the incoming DDS can anticipate joining a collaborative, collegial and ambitious team. Candidates should demonstrate an authentic commitment to the value of an independent school education.
Key Responsibilities Strategic Leadership and Management
Serves as a member of the department's leadership team and is the liaison between Development and the Finance and ITS offices.
Supervises team members responsible for gift processing, data collection and entry, report and list generation, and research and prospect management.
Works with ITS to provide technical support for system upgrades and changes, while ensuring staff are properly trained in the use of all data platforms necessary to their roles within the office.
Coordinates participation in peer benchmarking and other surveys including the Voluntary Survey of Education and NAIS.
Sustains compliance with industry standards and adherence to all policies and regulations related to data management, development activities and gift processing and accounting standards.
Data and Records Management
Ensures high standards of data integrity and compliance.
Oversees the gift processing and receipting operation.
Supports solicitation and outreach efforts with oversight of list generation for mailings, emails and other communications.
Develops and directs the information and records management operations.
Creates and maintains a suite of strategic, operational and performance measuring reports and dashboards for leadership and team members.
Regularly reconciles with Finance and coordinates and prepares information for end of year audit and annual reports.
Prospect Management and Research
Oversees prospect management and research to ensure that constituent data is current and accurate, knowledge about prospects is useful and contributing to strategy, and utilizes screenings and data analytics to identify and measure a prospect pipeline that supports fundraising objectives.
Designs and manages a thoughtful prospect moves management system to support relationship building and direct fundraising.
Supports donor acknowledgement and stewardship operations.
Key Qualifications Required
Minimum 6+ years' experience, 10+ preferred in a fundraising setting, including a mix of operations roles.
Advanced knowledge of fundraising activities, processes, and procedures, preferably in the education sector.
Expertise in information systems management and integrated applications.
Experience in donor research and the use of data analytics to maximize fundraising efforts.
Proven project management skills and demonstrated ability to work as part of a team in a demanding environment.
Strong working knowledge of fundraising and accounting business procedures and processes.
Excellent communication skills with high level of integrity.
An entrepreneurial spirit and a strategic, problem-solving mindset.
Authentic dedication to high quality education and the Choate mission.
Development experience within an educational institution; familiarity with alumni and parent donor relations.
Experience with capital or comprehensive campaigns.
Knowledge of Abila Millennium and/or an understanding of Structured Query Language (SQL), Crystal Reports, and Microsoft Office products, especially Excel.
Choate prohibits in all its programs, including hiring and employment practices, discrimination against or harassment of any member or group based upon age, gender, race, color, national origin, ancestry, religion, marital status, sexual orientation, disability, genetic information, gender identity or expression, veteran status, or any other category protected by Connecticut or federal law, except in the case of a bona fide occupational qualification.
Choate Rosemary Hall is a coeducational, independent secondary school located in central Connecticut with 850 boarding and day students and over 300 employees.
Choate serves intellectually gifted and motivated students of diverse backgrounds from across the globe whose commitment to serious study is enhanced in an academically challenging and personally supportive setting.
Employee benefits include a generous defined contribution 403(b)plan, medical and dental insurance coverage, vacation, long-term disability and group term life insurance.