Charitable Advisors LLC
  • 04-Oct-2021 to 31-Oct-2021
  • - IU School of Medicine
  • Indianapolis, IN, USA
  • Full Time

Indiana University School of Medicine is a national leader in medical research and education. With more than 60 academic departments and specialty divisions across nine campuses statewide and strong clinical partnerships with Indiana's most advanced hospitals and physician networks, the school is continuously advancing its mission to prepare healers and transform health in Indiana and throughout the world.

The Office of Gift Development exists to secure philanthropic support necessary for the Indiana University School of Medicine to excel in its mission to teach, heal and discover. We create meaningful opportunities for alumni, grateful patients, corporations, foundations and friends to alleviate suffering and expand knowledge through their giving. As a result of this vital partnership with donors, we move closer to our shared goal of improving the human condition.



The Annual Giving Manager develops, oversees, and evaluates the School's annual giving program. This position assists in cultivating and broadening alumni and patient interests in financial support of the university. Additionally, this position analyzes giving trends and outlines strategy for cultivating donors and increasing donor participation. Requiring significant independence, this position is responsible for projects of great importance where errors uncaught will have substantial impact to the School of Medicine's fundraising efforts.

  • Oversees the annual giving solicitation program for the School of Medicine raising $1,000,000 annually. This includes developing and implementing a strategic direct mail and digital marketing plan of action with objectives, timelines and evaluations for acquisition and renewal of alumni donors and non-donors; grateful patients; friends; and faculty donors and non-donors.
  • Creates budgets, identifying the appropriate audience through data requests, coordinating with Major Gift Officers, writing letters, ensuring approval is received from necessary faculty, development staff and IU Foundation, designing all related pieces, bidding projects, and working with printers.
  • Performs comprehensive analysis related to all aspects of annual solicitations and outlines strategies for program changes that will result in increased response and/or retain and upgrade donor gift amounts.
  • Develops and provides content guidance and expertise to Major Gift Officers for solicitation materials, including reply cards and solicitation letters while ensuring the compliance needs of IU Foundation and HIPAA are met.
  • Identifies vendors who can fulfill the department's printing and mailing needs by writing and evaluating bids.
  • Provides an excellent donor experience through customer service, active listening, inclusive language, and thoughtful and persuasive discussion, consistently upholding the integrity and mission of Indiana University.
  • Maintains a collaborative relationship with IU Foundation Annual Giving and Marketing team to ensure a positive experience for IU School of Medicine donors and prevent overlap of mailings to constituencies.


General Duties:


  • Plans and participates in a variety of solicitation efforts for outright annual fund gifts from alumni, parents, friends, faculty, staff, and other constituents and supporters of the university via direct mail, email, phone, in person, and/or social media. Fundraising outreach is generally focused on programming or funds/needs of a particularly large school or spanning multiple schools or departments.
  • Cultivates donor relationships through regular communications and outreach events; updates, maintains, and forwards prospective and current donor files and information to other development officers as necessary.
  • Sets annual funds targets, contacts, and timelines by campaign for self; may participate in goal-setting for lower-level development staff, as well. Tracks progress toward goals, reporting or presenting figures on a regular basis to manager, team, and/or department/school representatives. Progress may be monitored via an incentive plan.
  • Creates and distributes compelling print and digital fundraising materials for each campaign; tracks cost, funds received, and metrics such as return on investment for solicitation and pledge to donation yield.
  • Researches, compiles, and provides metrics, facts, and general operations information about IU and its schools and departments to donors. Regularly collaborates with colleagues in relevant departments and schools and conveys donor questions/concerns related to their willingness to contribute.
  • Provides an excellent donor experience through customer service, active listening, inclusive language, and thoughtful and persuasive discussion, consistently upholding the integrity and mission of Indiana University.
  • Regularly takes on complex special projects, such as re-engaging lapsed donors, creating new annual fund campaigns, or developing and executing targeted events for potential donors.
  • May participate in committees or strategy teams with department, school, campus, and/or Indiana University Foundation representatives and assist with setting short- and long-term annual giving strategy.
  • May delegate administrative tasks, such as preparing and sending digital and direct mail solicitations, to other staff.



  • Bachelor's degree in a related field


  • 5 years in fundraising, sales, a higher education foundation, or a related field

Combinations of related education and experience may be considered.


  • Proficient communication skills
  • Maintains a high degree of professionalism
  • Demonstrated time management and priority setting skills
  • Demonstrates a high commitment to quality
  • Possesses flexibility to work in a fast paced, dynamic environment
  • Seeks to acquire knowledge in area of specialty
  • Highly thorough and dependable
  • Demonstrates a high level of accuracy, even under pressure
  • Possesses a high degree of initiative
  • Ability to influence internal and/or external constituents

Click the APPLY button to apply online by Oct 31.

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