Job Description:

Reporting to the Executive Director of Advancement, the Associate Director will be responsible for leading and implementing Southpointe’s annual giving program by playing a key role in the engaging and inspiring community of parents, alumni and supporters to champion the vision for the School’s future and help the existing $43 million Expansion Campaign to reach its goal. This role involves developing and executing strategies to increase donor participation, retention, acquisition, and engagement, and oversight of all aspects of the annual giving program. The incumbent will also play a critical role in enhancing and implementing the School’s donor stewardship and recognition programs, provide management and oversight of our fundraising database ensuring integrity and excellent customer service, and supporting the development of a prospect pipeline for the School’s Capital Campaign. 

Southpointe Academy is a leading-edge International Baccalaureate (IB) Continuum School surrounded by the ocean, beaches and natural beauty of South Delta. As a co-educational, secular day school serving over 660 students from kindergarten to Grade 12, Southpointe is known for its strong sense of community, collaborative culture and commitment to professional development. The school fosters caring relationships with students and develops young people of character who make a positive difference in the world.

Southpointe takes immense pride in its world-class educational offerings. The International Baccalaureate Primary Years (Grades K-5), Middle Years (Grades 6-10), and Diploma (Grades 11-12) Programmes are globally recognized for their excellence, rigor and educational impact. These distinguished programmes are complemented by state-of-the-art facilities and purpose-built amenities, ensuring an innovative environment for learning. Southpointe is actively constructing a cutting-edge expansion campus spanning over 75,000 square feet, seamlessly integrated with its existing facilities. This substantial undertaking not only mirrors the school's continuous growth, but also demonstrates a sustained commitment to offering an optimal learning environment for all members of the school community.

Key Responsibilities

Annual Giving

• Create a comprehensive annual giving plan including Enrichment Fund, Giving Tuesday, Alumni Appeal, and Monthly Giving.
• Set performance targets, monitor, and manage overall performance of the program.
• Manage all direct mail and email appeals from concept to results reporting.
• Collaborate with the Communications team on digital fundraising strategies and content creation to promote giving programs in publications, social media, and online.
• Manage the Monthly and Recurring Giving program including donor relations, acquisition appeals and campaigns, as well as recognition and stewardship activities.
• Stay updated with current trends in fundraising appeals and donor stewardship and maintain a current knowledge of tax and other regulatory issues related to charitable status and charitable giving and privacy legislation.

Capital Campaign

• With the Executive Director, participate in the execution of the campaign plan.
• Set up meetings with prospective donors for Executive Director and Head of School. Ensure meeting notes are entered in Raiser’s Edge and follow up actions are assigned.
• Manage campaign promotion such as: updates to the website, articles in the weekly newsletter, and photos of progress.
• Attend campaign meetings as required.

Prospect Research

• Supports the development pipeline by researching potential donors for propensity and capacity to support the school philanthropically.
• Prepare and provide prospect research material to inform Advancement fundraising strategies.
• Conduct targeted, complex searches to identify relevant information.
• Exercise expertise, independent thought and analytical judgment in selecting information to include in research materials based on reliability of source, client needs, departmental goals and campaign strategy.
• Produce concise yet thorough prospect research reports and donor profiles as well as managing records and files of major donors.

Stewardship

• Develop and implement donor stewardship and recognition plans to ensure reporting to donors in a timely, consistent, and accurate manner on the use, impact, and financial management of their gifts.
• Coordinate donor meetings, acknowledgement, recognition, and communication with past and current parents, alumni, and donors to strengthen their engagement with Southpointe.
• Act as a key philanthropic content creator for Annual Impact and other reports, updates, digital content; various letters and donor reports.
• Coordinate plaques, donor walls and signage, as appropriate.
• Prepare custom stewardship reports at fiscal year-end and/or at completion of campaign pledges.
• Prepare custom gift agreements as needed.
• Navigate and assess donor relations and stewardship best practices in the philanthropic industry (locally, regionally and globally).
• Other duties that may include administrative and event support as needed.

Special Events

• With the Executive Director and the Events Coordinator, plan and execute the schools signature events, Southpointe Gala and Southpointe Classic (golf).
• Manage the Auctria database for ticket sales, auction items, fund-a-need, raffles and produce reports.
• Ensure all data is migrated to Raiser’s Edge.
• Assist with logistics on the day of the event.

Supervisory

• Supervise the Advancement Coordinator and provide direction, guidance, performance management and support to achieve fundraising targets.

Database Management

• Provides oversight and is responsible for training and delegation of following duties:
• Responsible for the administration, maintenance, integrity, accuracy and quality of the Raiser’s Edge NXT database.
• Responsible for the data management (importing and exporting) in the school’s database environment (which includes our Admission systems and Finance systems). This management includes general data entry, queries and reports, dashboards and data for various initiatives such as annual appeals, events, and special communications.
• Maintain accurate constituent records and data relationships.
• Generate reports, fundraising distribution lists (Annual Fund, Campaign and bespoke), communication distribution lists (newsletters and publications), invitations and event registrations.
• Manage gift process (online, credit card, cheque, gift-in-kind, gift of shares) including gift recording and processing, tax receipts, acknowledgement phone calls and letters.
• Oversee pledge reminders, monthly and annual pledge schedules.
• Review and keep up-to-date policies and procedures for database management, including the management of database upgrades and changes.

Qualifications

• Post-secondary degree in a discipline related to the duties of the position or an equivalent combination of training, experience, and professional affiliation.
• 4+ years’ experience in supporting fundraising activities and writing compelling fundraising materials.
• Demonstrated skill in compelling storytelling, concise, logical, and grammatically correct writing with experience writing appeals, proposals, and reports.
• Exceptional oral and written communication skills with a variety of internal and external contacts.
• Ability to maximize the use of data in decision-making to conceive, execute and evaluate programs that enhance fundraising and donor engagement including data analytics, segmentation and reporting.
• Experience developing, implementing, and monitoring annual business plans and budgets.
• Demonstrated ability to independently organize and prioritize multiple tasks, and plan and achieve established goals.
• Ability to motivate, inspire, and work effectively with individuals and groups, especially volunteers.
• Ability to work effectively in a team and foster good team relations.
• Strong knowledge of CRA tax receipting guidelines, privacy legislation and legal requirements as they relate to donor records management.
• Superior attention to detail and excellent planning, project management and analytical skills.
• Expert level knowledge of Raiser’s Edge NXT is an asset.
• Proficient in written and spoken Mandarin is a strong asset.
• Computer software proficiency in the Microsoft Office suite of programs (Outlook, Word, Excel, Access, and PowerPoint), google doc and advanced skills in excel is required.
• Attend meetings and community events outside of regular work hours as required.

Job Requirements

• Valid driver’s license and a vehicle is required.
• Must be eligible to work in Canada or be in the process of obtaining the appropriate visa(s).

Benefits:

• Salary: $70,000 to $90,000 depending on experience. 
• Three weeks’ vacation
• Additional paid time off between Christmas and New Year.
• Comprehensive Benefits plan (extended health and dental coverage)
• Matching RRSP program
• Onsite meal program
• Access to fitness centre

Application deadline: We are accepting rolling applications until the position is filled.

Check the status of the search process here.