Associate Director, Annual Fund and Membership

Posted on 03/05/2018

Edward M. Kennedy Institute for The United States Senate

Boston, MA

We are currently seeking an experienced associate director, annual fund & membership to join the institute’s dynamic and fast-paced development team. The associate director is a key member of the team and will be an active participant in the design and implementation of the overall fund-raising strategy of the institute. She/he/they will be a confident self-starter who proactively seeks new funding and growth opportunities, and serves as a role model for innovative, strategic thinking on a small development team. The associate director will demonstrate a passion for the institute’s mission and will steadfastly work to identify, qualify, cultivate, solicit, and steward gifts and increase membership. Applicants should possess the ability to be creative, flexible, and think outside of the box. Previous annual fund experience and a strong commitment to the mission of the institute are paramount.

Summary Purpose of Position:

The Associate Director, Annual Fund and Membership (AD) is a key member of the Development Team and as such is an active participant in the development and implementation of the overall fundraising strategy of the Institute, with major responsibility for managing the Annual Fund and membership programs. He/she also has significant responsibilities supporting the Annual Dinner, the Institute’s signature fundraising event of the year. In collaboration with the Alumni Relations, Visitor Services, and External Relations teams the AD will take the lead in the development and implementation of a comprehensive Membership solicitation plan and in tracking monthly progress toward goals. He/she works with colleagues in Development, External Relations, and Events to develop a coordinated calendar of events and communications for members and donors, including mailings and solicitations to achieve annual fund targeted results. The Associate Director, Annual Fund and Membership supervises the Development Coordinator’s work in maintaining the Development database and tracking system, depositing donations to the appropriate account, and in ensuring that good stewardship practices are implemented for all donors. This position will serve as a key communicator to all internal and external audiences on the importance of Annual Fund and membership support and be able to clearly articulate the Institute’s mission, vision, and values as well as goals and funding needs. He/she will use the Institute’s many public programs as opportunities to leverage increased Annual Fund and membership support.

Examples of Primary Duties and Responsibilities:

  • Plan, develop, and implement a strategic plan of action with objectives, timelines, and evaluation plans for the Annual Fund program that includes identification, cultivation, solicitation, and stewardship of constituents; collaborating with the External Relations team in the design of a communications strategy
  • Manage the comprehensive membership program with particular attention to the 1787 Society, acquiring new members and renewing existing members
  • Steward Annual Fund donors with timely delivery of promised benefits with the objective of securing increased levels of continuing support, particularly at the Senate Circle leadership level
  • Develop and implement specific strategies with an emphasis on acquiring and maintaining memberships from teachers, school systems, institutions of higher education, and corporations
  • Coordinate scheduled outreach emails with External Relations by adhering to the Institute’s best practices and protocols
  • Identify, engage, solicit, and steward Annual Fund donors and prospects, with agreed upon targeted yearly visit goals
  • Responsible for tracking results of solicitations, compiling data, and assisting with analysis
  • Coordinate special annual programming with a targeted focus for members and Annual Fund donors and prospects
  • Participate in Annual Dinner planning and targeted sponsorship solicitations; prepare, maintain, and produce regular progress reports and RSVP lists
  • Use development database and report writing software to retrieve data and perform comprehensive analysis and manipulation related to all aspects of the Annual Fund program
  • Analyze data to evaluate current Annual Fund programs and to make recommendations for program changes
  • Work with Development Coordinator on event communication, preparing and creating event invitations, tracking RSVPs and table assignments, and coordinating payment to the Institute and from the Institute to vendors in a timely fashion
  • Represent the Institute in a variety of political, educational, and cultural settings
  • Supervise the Development Coordinator and ensure best practices in donor tracking and stewardship take place, including submission of timely invoices, acknowledgment letters and IRS tax receipts
  • Oversee the acknowledgment and recognition of all Annual Fund gifts
  • Attend weekly Development Team meetings
  • Participation and attendance at various Institute events and public programs is expected
  • Ability to work evenings and weekends is required
  • Perform other related duties as assigned


A Bachelor’s degree required or equivalent record of professional achievement and qualifications with a demonstrated track record of success.


Ideally, the Associate Director, Annual Fund and Membership will have at least three years proven experience in working in development, alumni relations, or annual giving in an educational or museum environment. The Associate Director must have the ability to understand and utilize fundraising databases, software and Internet search engines to identify funding prospects. Experience preparing timely, accurate, and comprehensive written reports and presentations is required. Special event experience highly desirable.

Knowledge, Skills, and Abilities Required:

  • Strong interpersonal and communication skills (written and verbal) with internal and external audiences. Proven ability to effectively articulate clear and compelling messages
  • Strong organizational and time management skills; must meet deadlines
  • Excellent organizational, planning, and tracking skills, plus attention to detail
  • Ability to multi-task in a fast-paced environment with changing priorities and limited resources
  • Ability to handle confidential and proprietary information with discretion
  • Familiarity with Apple computers preferred
  • Familiarity with Microsoft Office software package required
  • Experience with donor databases, ideally Little Green Light (LGL), the current platform used at the Institute, or Raiser’s Edge or Benefactor
  • Working knowledge with email and marketing platforms such as MailChimp and Constant Contact a plus
  • Advanced written, communications, and analytical skills, as well as collaboration and project management skills are required
  • Ability to communicate effectively with annual fund benefactors
  • Demonstrated experience securing gift commitments and developing relationships with donors and prospects
  • Ability to demonstrate individual leadership and work collaboratively on a team
  • Ability to create and maintain good working relationships with a variety of diverse internal and external team members
  • Strong commitment to teamwork
  • Ability to negotiate complex relationships and grant proposals
  • Ability to travel locally and out of state as required
  • Ability to pass a criminal background and credit check required

Certificates, Licenses, Registrations:

  • A valid driver’s license a plus

Physical Requirements:

The physical demands and work environment described for this position are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Duties are performed indoors in an office/workstation environment. Duties may require extended periods of standing, walking, sitting, talking, hearing, and long periods of computer viewing. The job may also require periods of pulling/pushing items, lifting and carrying items, stooping, and kneeling. The employee may occasionally lift and/or move up to 20 pounds.

How to Apply:

Please email resume and cover letter to [email protected], with the title “Associate Director, Annual Fund & Membership” in the subject line. Please, no phone calls. EMK does not retain external search firms. No solicitation calls will be entertained.

The Edward M. Kennedy Institute for The United States Senate is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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