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Upper Canada College

Senior Manager, Annual & Leadership Giving


Posted On: November 11, 2022
Closing On: December 7, 2022

Location: Toronto
Employment Type: fulltime
Level: senior
Salary Range: $75,000 - $95,000


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The Opportunity

We are seeking a Senior Manager to lead the development and implementation of the Annual & Leadership Giving portfolio.  This will include prospect identification, cultivation, solicitation and recognition plans, with special focus on parents, old boys and friends of the College.

The Senior Manager, Annual & Leadership Giving will contribute to the overall Advancement goal by employing sound revenue generation strategies for annual giving, with special focus on monthly and leadership giving (donations up to the $100k level).

Reporting to the Associate Vice-Principal, Advancement, the Senior Manager will create and monitor optimized annual giving donor segmentation strategies and plans. The Senior Manager will lead the execution of all portfolio marketing appeals, including annual giving plans, solicitation calendars, list management and queries, critical paths, creative briefs, copy briefs, instructions to fulfillment houses and setting online giving pages. As well, this role will ensure there is a strong stewardship program in place for Annual Fund donors.

As part of the UCC Advancement team, the Senior Manager will work closely with colleagues to ensure donors and volunteers have an excellent experience that enriches their engagement with the school.

Please note that the hiring range for this position is $75,000 – $95,000 per annum, plus a wide range of benefits and perquisites that are available to all UCC employees.

This position will work in office on our beautiful campus a minimum of two days per week.

About Upper Canada College

Upper Canada College’s mission to deliver transformational learning experiences is supported by expert faculty, cutting-edge facilities, and wide- ranging co-curricular offerings.  UCC is  an IB Continuum World School with 1,200 students in Senior Kindergarten through Year 12, including 88 boarders from around the world.

Located in central Toronto on 35 acres of green space in central Toronto, Upper Canada College was founded in 1829. Our alumni community of more than 12,500 in 80+ countries includes leaders and innovators in politics, finance, arts, athletics, media and beyond. We are proud that approximately 20 per cent of UCC students receive financial assistance from the school’s sector-leading program, with $5 million available annually to Canadian students.

Our Vision: UCC values each boy and inspires him to be his best self. A UCC experience reflects the pluralism and promise of Canada, and identifies the College as a global leader in the education of boys.

Our Mission: Upper Canada College provides transformational learning experiences that foster the development of head, heart, and humanity and inspire each boy to make a lasting and positive impact on his world.

Our Values

Learning – Learning about oneself and the world is at the heart of a UCC education. Through a rigorous liberal education and programs of personal development, each boy gains an understanding of himself, strong and wide-ranging skills, and knowledge that prepares him for success and responsible citizenship. We strive for excellence and celebrate accomplishment, valuing learning as a journey and not a destination. At UCC, learning is an ongoing pursuit marked by curiosity, collaboration, persistence, and openness to feedback. As a community, we model a culture of learning and growth

Pluralism – A UCC experience is about more than just an appreciation of diversity; it is about celebrating differences, cherishing similarities, and giving voice to multiple perspectives. Through an understanding and appreciation of pluralism we create a more inclusive community, and in turn, create a more just society where we work towards the common good.

Community – UCC’s culture is characterized by teamwork, collaboration, mutual respect and a fundamental belief in our Vision and Mission. We appreciate and value each individual, fostering strong and trusting relationships throughout our community. We stand by each other, offering support and care, and we foster in our boys the very best characteristics of brotherhood.

Service – To honour Sir John Colborne’s founding commitment to public purpose, UCC inspires boys to become service-oriented leaders who understand their unique qualities in relationship to others, have humility and empathy, and recognize their ability to positively influence change. At UCC we embrace the opportunity and responsibility to make a difference in our local and global communities.

Wellbeing – To foster individual and institutional wellbeing, UCC is committed to a learning and working environment that is safe, healthy, meaningful, engaging, and supportive. A UCC education equips each boy with the capabilities to develop the knowledge, self-awareness and strengths of character that enable lifelong resilience and allow him to flourish.

Strategic Directions: Towards 2029

Strategic Directions: Towards 2029 sets the course for our preferred future, one that is driven by our renewed vision to inspire boys to be their best selves and grounded in our mission to provide transformational learning experiences. Our Strategic Directions reaffirm our foundational focus on educating boys in an exceptional day school and boarding environment, delivering a rigorous liberal education through the International Baccalaureate Programme, and ensuring financial accessibility for boys of the highest potential.

Our history of bold and progressive thinking has inspired UCC’s renewed Strategic Directions— developed in extensive collaboration with our community. Three new goal pillars will guide our commitment to these strategic priorities and initiatives. They are Best Self—nurturing the unique combination of head, heart, and humanity in each boy; Flourishing Community—creating a vibrant school that values lifelong engagement; and Bold Future—embracing a culture of courage, striving for excellence, and advancing the common good.

This is a dynamic new agenda for UCC. It bolsters our commitment to deliver innovative teaching practices and learning outcomes, reflects the promise and pluralism of our global society, and supports the wellbeing of our boys, faculty, and staff. Our goals for the future are ambitious and exciting. We look forward to working with all members of the UCC community to achieve them, culminating in the extraordinary milestone of the College’s bicentennial.

For more details, please visit: https://towards2029.ucc.on.ca/

UCC’s Commitment to Pluralism

Education is critical to building an inclusive, just society. When we equip learners to challenge stereotypes, bias, and fear, and to understand their origins — and when we celebrate and support the identities of all in our community and make it safe for them to be themselves — we create true belonging.

To fully realize UCC’s vision to reflect the pluralism and promise of Canada, and to fully live our pluralism value, we’re implementing a multi-year strategy to foster a transformational learning environment where all students, employees and community members feel valued and that they truly belong.

The course we’re charting is grounded in ongoing consultation, which to June 2021 has included more than 25 sessions involving close to 400 community members, as well as continuous dialogue, and the creation of a strategic planning committee with representation from across the College. Responding to our community’s needs and to complex global challenges, the strategy aims to remove barriers and biases that impede belonging and inclusion, and to integrate a breadth of voices and experiences.

UCCs pluralism strategy comprises 56 initiatives and 163 related actions to be implemented over at least the next five years. It addresses eight anti-oppression categories: ableism; anti-racism; antisemitism; homophobia and transphobia; Indigenous reconciliation; anti-Muslim discrimination; sexism; and socio-economic discrimination.

Through our wide-ranging initiatives and actions, we’re paving the way for positive change in seven specific categories across all aspects of College life: curriculum and pedagogy; students, programs, and support; people, organization, and professional development; admission; community; facilities and learning environments; and monitoring and evaluation.

Advancement @ UCC

The Advancement Team at Upper Canada College is collectively responsible for advancing the mission of the College through meaningful philanthropic relationships, community relations and communications.

Every dollar contributed supports the educational mission of UCC, whether by contributing to our sector-leading financial assistance program that enhances the accessibility, diversity and impact of the UCC experience for all students and supporting the ongoing development and excellence of our facilities, programs, and faculty, through to the provision of equipment and resources for teaching and learning, athletics, arts and culture.

The Advancement team is currently comprised of 22 staff organized in four units: Marketing & Communications, Community Relations, Advancement Operations, and Development. We work closely with faculty and staff across the School, and we also work very closely with alumni and parent volunteers.

Key Responsibilities

Fundraising Initiatives (85%)

  • Contribute to the overall Advancement goal by employing sound revenue generation strategies for annual giving, with special focus on monthly and leadership giving
  • Retain donors through employing excellence stewardship, leading to renewal, and increased giving
  • Provide strategic direction in the development and implementation of targeted direct response marketing campaigns designed to achieve growth objectives while maintaining effective cost ratios
  • Manage the execution of all portfolio marketing appeals, including annual giving plans, solicitation calendars, list management and queries, critical paths, creative briefs, copy briefs, instructions to fulfillment houses and setting online giving pages
  • Work with, support, and motivate alumni and parent volunteers on class and project appeals, peer to peer fundraising, and other fundraising activities
  • Create and monitor optimized donor segmentation and complex plans
  • Ensure that a strong stewardship program for Annual Fund donors, including Leadership and monthly givers, is in place
  • Respond to donor enquiries in a prompt and timely manner
  • Follow up on donor pledges

Data Management (15%)

  • Work with Gift Processors to ensure accurate and timely entry of donor/donation data and related information (coding, recognition name, etc.)
  • Support reconciliation activities with the Finance Department analyze and resolve variances
  • Support the preparation of tax receipts and corresponding thank you letters on an ongoing basis
  • Ensure timely and accurate acknowledgements of all donations
  • Provide ongoing reports and statistical and financial information

Other:

  • Collaborate with colleagues, and provide general assistance and support as needed, as part of the Advancement Team
  • May serve as a mentor to students for International Baccalaureate (IB) continuum projects

Key Experience, Knowledge & Competencies

  • Team player who interacts with staff and external stakeholders in a respectful and professional manner; Ability to work effectively as part of the Advancement Team
  • Knowledge of fundraising best practices, and generalist experience in fundraising
  • Ability to develop donor appeals, acknowledgements and other related correspondence as required
  • Excellent time management skills and the ability to meet competing deadlines in an organized manner
  • Strong understanding of donor database management and gift processing
  • Expertise in direct mail and digital marketing strategies would be helpful
  • Ability to determine and assess requirements for assigned fundraising initiatives
  • Familiar with the principles and best practices for engaging and working with volunteers
  • Willingness to adapt and change based on the unique and diverse needs of individuals
  • Commitment to honesty, justice, fairness and equity
  • A demonstrated ability to exercise discretion and good judgment, takes initiatives and respects the confidentiality of sensitive information and materials
  • Display humility and empathy, and recognize your ability to positively influence change; Embrace the opportunity and responsibility to make a difference in your local and global communities
  • Knowledge of legislation, regulations and guidelines for the management and protection of personal and confidential information, including the Freedom of Information and Protection of Privacy Act
  • Proficient with standard desktop software (e.g. MS Office), specialized fundraising software (e.g. Raisers’ Edge) and donor databases
  • Ability to interpret policies, procedures and guidelines and apply appropriately
  • Excellent oral and written communication skills
  • Minimum university education, with at least 3 to 5 years of relevant experience in a not-for-profit environment; or equivalent combination of education and experience

For more Information

KCI (Ketchum Canada Inc.) has been retained to conduct this search on behalf of Upper Canada College. Interested advancement professionals are invited to contact Tara George at KCI Search + Talent via email at UCCALG@kcitalent.com.

To view full position brief, visit www.kcitalent.com

Please send resume and letter of interest to the email address listed above by December 7, 2022.

For more info about working at UCC please visit: https://www.ucc.on.ca/welcome/careers

UCC is proud to be an Employer Partner of the Canadian Centre for Diversity and Inclusion (CCDI). This partnership provides our team with learning resources and is one part of our journey to embrace pluralism – celebrating differences, cherishing similarities, and giving voice to multiple perspectives.

Upper Canada College requires full vaccination for all eligible students and employees who will be accessing the campus for in-person learning and activities. In accordance with the Ontario Human Rights Code, exemptions will only be considered for defined medical conditions as determined by a clinician and/or for reasons of religion or creed. Candidates are asked to proactively identify if they require more information about policy-accepted exemptions. A Criminal Records Check and a Vulnerable Sector Check will be required for this position.