Under the direct supervision of the Deputy Director of Advancement (DDOA) the Engagement & Stewardship Officer (ESO) will manage all department events, related follow-up activities and support personalized stewardship of donors. Annual events to include but are not limited to: the Life Without Disease Seminar Series (3 per year), PGAC Meetings (2-3 per year), Board Dinners (3 per year) and the annual Board Off-Site Retreat (1 per year), Donor and Prospect events (2-4 per year), private tours of LJI for donors and top prospects.
Because this position will frequently interact Board Members, donors and top donor on the Institute’s behalf, this position requires an advancement professional with experience working with this constituency and a strong understanding of events and the role they play related to fundraising cultivation, solicitation and stewardship strategies.
Essential Duties & Responsibilities
Fundraising and Cultivation Events:
• Working in consultation with Chief Advancement Officer (CAO) and DDOA plans and manages events for donors and donor prospects intended to support major gift fundraising cultivation and solicitation efforts (salon events)
• For events held at donor or Board Member homes, manages relationship with host from planning, execution through post-event follow-up
• Supports the EVP, COO, CTO and the CAO with private tours, meetings and events as needed
• Solicits sponsorships for Life Without Disease Seminar Series and other events as appropriate (i.e. PGAC meetings). Responsible for cultivating, soliciting and stewarding a portfolio or corporate prospects for this purpose
• Coordinates an exclusive VIP reception at Life Without Disease Seminar Series for Board Members, major donors and prospects.
Board and PGAC Events:
• Plans and manages all aspects of Board dinners, held the night before the meeting, in consultation of the CAO and other senior leadership
• Plans and manages all aspects of the annual Board retreat in consultation with the CAO, other senior leadership and the Board Liaison
• Coordinates refreshments and other logistics as needed for PGAC events
• Supervises the Advancement Coordinator’s (AC) involvement with Board and PGAC events as needed
Public Events and Outreach:
• Manages and executes the Life Without Disease Seminar Series, and works with CCO and CAO on programing that supports Communications and Advancement strategies. Supervises AC’s involvement in Life Without Disease events as needed
• Under the direction of the DDOA drafts and sends solicitations to Life Without Disease attendees as appropriate (may include working in conjunction with Communications Assistant to build emails in mail chimp as needed) and takes on initial follow up with donor leads from the event
• Strategizes and executes plans to build attendance at Life Without Disease seminars with constituencies that would yield good donor prospects
• Supports LJI public tours managed by the Communication department and takes on initial follow up with donor leads as appropriate
• Assists with the planning and execution of outside events hosted at LJI as appropriate
• Works with DDOA and CAO to strategize and assess new ideas for public events or outreach
• Provides direct support for CAO and DDOA individualized stewardship efforts
• Under direction of CAO or DDOA executes special mailings to Board and VIPs on behalf of the Advancement Department
• Ensures event hosts are stewarded properly and appropriately acknowledged
• Ensures LJI speakers (scientists and post-docs) are tracked and appropriately acknowledged for their involvement with Advancement events
• In partnership with the DDOA plans and executes 1-2 stewardship events for Vanguard members per year
• Assists with implementation of Advancement Department’s Stewardship Program as needed (i.e. new donor packets, Vanguard welcome mailings, etc.)
• Manages Advancement Department’s budget for events as determined by the CAO
• Manages relationships and contracts with vendors and ensures coordination with LJI departments
• In coordination with the Communications Department, seeks press/media coverage for LJI events
• With the support of the AC tracks all events including their purpose, description, budget, invitation lists, and attendance in Salesforce
• Works with other staff/departments at LJI regarding public external events hosted at LJI to help promote the institute to the guests
• Fields general inquiries received at events on behalf of the department as needed
• In addition, the ESO shall:
o Represent the Advancement Department internally as assigned
o Represent LJI externally as assigned
o Other duties as designated by the DDOA or CAO
• Minimum five years experience in managing events, with specific experience with private donor and prospect events (salon events). Experience with specific fundraising events is preferred.
• Knowledge of the annual and major gift fundraising and how events fit into those strategies.
• Demonstrated experience managing a budget.
• Experience managing event committees consisting of both internal and external members
• Excellent communication skills, including verbal and written. Ability to write and edit letters and other communications, as needed.
• Ability to prioritize, maintain attention to detail and a high degree of accuracy.
• Demonstrated experience and the ability to interact in a positive and effective manner with diverse clientele, including donors, Board members, senior management, faculty, and other staff using a high degree of tact, diplomacy, and discretion, with an emphasis on flexibility and professionalism.
• Prior experience tracking events in a database, with Salesforce preferred.
• BA/BS degree required
How to Apply
Interested applicants please apply Here
Applicants should submit their resume, cover letter, and three professional references to be considered.
In 2017, LJI was ranked as one of the best places to work in San Diego by the San Diego Business Journal. The Institute hosts 24 world-renowned faculty and over 70 postdoctoral researchers hailing from 21 different countries. LJI is located in the Science Research Park on the campus of UC San Diego, with easy access to the San Diego life sciences community and all that the area has to offer.
Full-time employment at LJI includes a competitive salary, medical/dental/vision benefits, paid vacation/sick leave, and contributions to a retirement plan (403B).
LJI provides Equal Employment Opportunity (EEO) to all employees and applicants regardless of race, national origin, religion, sex, marital status, age, mental or physical disability, medical condition, veteran status, sexual orientation, or pregnancy. This applies to all personnel practices, including recruitment, hiring, training, promotion, compensation, benefits, transfers, educational assistance, and social and recreational programs.