Vice President of Development, Major Gifts University of North Dakota Alumni Association & Foundation

Vice President of Development, Major Gifts University of North Dakota Alumni Association & Foundation Grand Forks, ND https://undalumni.org/ Send Nominations or Cover Letter and Resume to: Jon Derek Croteau, Ed.D. Vice President for Client Relations 617-262-1102 jcroteau@lllsearches.com Introduction On June 13, 1889, the first eight graduates of the University of North Dakota (UND) met after commencement ceremonies. Together, they formed the UND Alumni Association. Six years later, in the grips of the 1895 farm depression, Gov. Roger Allin decided the people of North Dakota could not afford a university. Together, community leaders and alumni raised $30,000 to keep UND open. It was the start of its proud tradition of alumni loyalty and support. For more than 125 years, the University of North Dakota Alumni Association has worked diligently to serve the University and its alumni. The Association s mission is to advance the University of North Dakota as an exceptional national public research and teaching university. Its work is predicated on the deep passion and enthusiasm alumni and friends have for the University and the development of partnerships with the University community and other external constituents. UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 1

Any single event may not seem important, but over time, the cumulative total can produce a passionate and loyal alumni base. In 1978, the UND Foundation was established and is the official fundraising and private giftreceiving organization for the University of North Dakota. It works closely with alumni and friends, faculty and staff, corporations and foundations, and the University to create fundraising programs and opportunities that benefit the University and its excellence in teaching, research and public engagement. In 2013, the UND Foundation completed North Dakota Spirit The Campaign for UND, directing more than $324 million to UND and making North Dakota history as the largest capital campaign the state had ever seen. In 2014, the UND Alumni Association and the UND Foundation legally merged into one nonprofit 501(c)(3) organization. The UND Alumni Association & Foundation prides itself on upholding the original mission of UND s first eight graduates: to support the ongoing growth and development of the University of North Dakota, while keeping classmates in contact with each other and alumni connected to campus. Mission Statement: The UND Alumni Association & Foundation supports University of North Dakota students, faculty, alumni and the greater community by providing resources for growth and development. Vision Statement: The UND Alumni Association & Foundation fosters connections, inspires generosity and advances the University of North Dakota. Guiding Values: We are... PASSIONATE about our organization and its mission, INNOVATIVE in our thinking and UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 2

COLLABORATIVE in our efforts to make a positive impact on UND and its students. The Opportunity: The Vice President of Development, Major Gifts provides strategic direction, vision and management of the UND Foundation s major giving program and is responsible for planning and administering a comprehensive fundraising program with the strategic fundraising team. The Vice President of Development, Major Gifts will direct and oversee the fundraising efforts of the major giving program, including staffing assignments, goal setting, procedures, reports, budgets and other daily tasks. The Vice President of Development, Major Gifts will develop fundraising strategies and priorities, and coordinate all activities, meetings, reports and outcomes associated with the major gifts fundraising staff. Position Overview Vice President of Development, Major Gifts The Vice President of Development, Major Gifts (VP) is responsible for developing and implementing comprehensive fundraising strategies for qualification, cultivation and solicitation of prospects for major and planned gifts. The VP of Development, Major Gifts will also personally maintain a portfolio of approximately 50 donors/prospects capable of making gifts of six figures. The VP of Development, Major Gifts, with the Associate Vice President of Fundraising, will work with academic leadership, primarily the Deans, to identify funding opportunities and help each college develop prospect-to-donor strategies, with liaison responsibility for the University s colleges and programs. The VP of Development, Major Gifts will be responsible for working with the Directors of Development in building a pipeline and engaging donors for the University of North Dakota as defined in Goal 7 of UND s Strategic Plan. The VP of Development, Major Gifts will serve on the management, development and strategic fundraising teams. This position requires a flexible work schedule with the availability to travel and work weekends and evenings when necessary. Essential Functions: MANAGEMENT 60% Provides leadership in fostering a culture of meaningful engagement, philanthropy and stewardship that will advance the mission of UND. Leads and manages at both strategic and operational levels, understanding how to execute, motivate and measure strategies to identify, cultivate, solicit and steward prospects and donors. Hires, manages and coaches development team members, including setting performance goals and monitoring progress, devises strategies and provides leadership and direction to guarantee success in meeting goals and ensures accountability for fundraising metrics of the team. UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 3

Recruits, retains, motivates, coaches and mentors development professionals. Maintains a leadership style that is open and fluid and empowers staff through active communication and delegation. Leads and manages the development team to reach campaign goals for the individual units and the University as a whole as described in the campaign plan. Sets clearly defined and measurable goals for the team; establishes appropriate metrics to assess individual and team performance. Ensures a culture where effective teamwork, collaboration and innovation are expected, recognized and rewarded. Provides general oversight of all of the organization s fund development activities, manages the dayto-day operations of the development function and monitors adequacy of activities. FUNDRAISING 40% Maintains a portfolio of donors and prospects; actively cultivates, solicits and stewards major and planned gifts. Serves as a player-coach with respect to major gifts. Leads the frontline fundraising staff by example, demonstrating successful cultivation, solicitation and stewardship. Works with Deans and development officers to articulate and reinforce a non-territorial, sophisticated approach to donor-centric philanthropy that encourages flexibility and responsiveness and increases the College s external support. Travels regionally and nationally and also attends evening and weekend activities and appropriate events, programs and meetings. Qualifies, cultivates, solicits and closes major and planned gifts from individuals, corporations, foundations and friends to reach predetermined goals while maintaining and growing existing relationships to benefit UND. Communicates and advocates the needs of UND to prospective donors. Holds primary responsibility for the strategic planning and implementation of the major gifts development operation for the Foundation. Works with the University Deans to assess institutional needs and priorities in the areas of Foundation fundraising. Education and Experience Requirements: Education: Bachelor s degree required. UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 4

Experience: Minimum of seven years of direct or relevant experience in fundraising or similar sales activity, particularly leading a broad-based development or sales program in any type of nonprofit organization, academic institution or private company. Experience should include a successful track record of personally identifying, cultivating and soliciting major individual and corporate donors. Competencies: Personal track record as a successful fundraiser or similar sales activity; Ability to manage, direct and coach a diverse staff; Diplomatic and personal skills to work effectively with a board, donors, staff and volunteers; Excellent oral and written communication skills; Strong organizational skills; Ability to multitask; Ability to handle sensitive and confidential matters with appropriate discretion; Demonstrated integrity; Ability to work in a fast-paced environment; Self-motivated and confident; and Detail-oriented. Development Overview The University of North Dakota Alumni Association & Foundation manages operations to maintain and support fundraising, endowment growth, administration, compliance, donor stewardship, alumni relations and engagement and special events. The development team consists of 24 staff members: Six supporting roles: Executive Assistants, donor relations, prospect research. VP for Development, Leadership Gifts. Associate VP of Fundraising & Campaign Coordinator. Three Senior Directors of Development: one College of Business & Public Administration; one Athletics Major Gifts; one remote Director of Development. Six Directors of Development: Athletics; College of Education & Human Development and College of Nursing & Professional Disciplines; College of Arts & Sciences; School of Medicine & Health Sciences; School of Law and Planned Giving; College of Engineering & Mines. UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 5

Two Associate Directors of Development: one College of Arts & Sciences; one Annual Giving. Director of North Dakota Champions Club (athletics-related). Open Positions: second Director of Development for the College of Business & Public Administration; additional Directors of Development for Student Affairs, the John D. Odegard School of Aerospace Sciences, the Center for Innovation and the Energy & Environmental Research Center. The team designs giving campaigns and strategies for ongoing fundraising initiatives, including a variety of annual giving programming. It also acts as the central service provider for fundraising and development support, like development marketing, development publications and proposals, reports, events, gift processing, prospect research and management, and database and records management. The Foundation offers fundraising training for UND staff and plans and hosts Homecoming, New Student Orientation, Sioux Awards and other special events. Additionally, the Foundation writes, designs and distributes the Alumni Review Magazine, which is mailed out quarterly to more than 90,000 alumni, friends and donors, as well as a biweekly newsletter, AroUND, emailed to about 40,000 constituents. The Foundation accepts and solicits gifts through endowments, payroll deductions, planned giving and stocks, to name a few. Scholarship programs, including an endowment scholarship, recruitment scholarship and the UND Promise Scholarship are also funded through the Foundation. In fiscal year 2017 (July 1-June 30), the Foundation raised $40 million, with nearly $19 million earmarked for scholarships and $6.6 million for faculty and programs. This $40 million was made up of commitments from 9,951 donors. The Foundation s last capital campaign, completed in 2013, was the largest nonprofit campaign in the state s history, raising more than $324 million. Client Overview As the official fundraising arm for the University, the UND Alumni Association & Foundation strives to advance the University of North Dakota on many levels. The work of the UND Alumni Association depends on its deeply passionate and enthusiastic alumni and friends, as well as community partnerships and support from other external constituents. Many members of the staff are proud UND alumni and love the institution. Where there is love and passion, there is impact. UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 6

The team of 49 staff members (FT/PT) consists of management, development, finance, marketing and operations, in addition to 30 student interns in various positions affording hands-on learning experience throughout the year. Through increased awareness and stakeholder influence, the Foundation strives to promote pride among alumni and boost engagement within different stakeholders and constituent groups. The UND Foundation manages more than 1,400 donor-established funds. These funds result in an average annual impact to the University of about $8 million and growing. The combined University and Foundation endowment managed by the UND Foundation is approximately $277 million. As of March 31, 2018, the Foundation s assets totaled $391 million. Foundation assets consist primarily of investments and contributions receivable. Investments make up approximately 85% of total assets. The Foundation s operating budget is approximately $6.5 million. The Foundation is funded primarily from endowment and gift fees and University support. The Foundation is governed by a Board of 23 national directors, made up of UND alumni and friends, all of whom are true philanthropists who ve given their time, talent and treasure to the University of North Dakota. They are elected every three years and serve maximum three-year terms. The Board meets twice a year to provide strategic direction and governance to the 501(c)(3), nonprofit organization. Task forces within the Board, based on professional expertise, provide ongoing advisement and approval on strategic plans, the annual operating budget and investment strategies. The Foundation s sole beneficiary, the University of North Dakota, is a public research institution, founded in 1883. The school s student population reaches nearly 15,000, including more than 11,300 undergraduate students. With more than 300 programs, degrees and certificates available, UND has an average class size of 25. The school boasts more than 3,000 courses, close to 40 online degree programs and 80 graduate programs. UND was ranked in the Top 25 Most Innovative Schools by U.S. News & World Report and has a strong reputation for advancements in health sciences, energy and the environment, aerospace and entrepreneurship. The Division I school has 17 athletic teams and more than 275 student clubs and organizations. UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 7

Leadership: DeAnna Carlson Zink Chief Executive Officer DeAnna Carlson Zink, a 1986 UND graduate, is the CEO of the UND Alumni Association & Foundation. Prior to her time as CEO, she served as the Campaign Director for the $324 million North Dakota Spirit campaign from 2007 through its completion in 2013. In addition, from 2003 until December 2013, she served as the organization s Chief Development Officer and Associate Executive Vice President, including three years also as the Development Officer for the College of Business and Public Administration. From 2001 until 2003, she was the Director of Alumni Relations & Marketing. From 1986 to 1998, DeAnna served the organization in various capacities, including Special Events Coordinator, Annual Drive Coordinator and Affinity and Campaign Development Officer. She has also served as Regional Marketing Manager for Bremer Bank. She served six years on the executive Board and two years as President of the Association of Fundraising Professionals, Great Plains Chapter. She is a Certified Fund Raising Executive (CFRE). Her current Board memberships include: Center for Innovation Foundation and the Energy & Environmental Research Center (EERC) Foundation. Her previous Board memberships include: Chester Fritz Auditorium Advisory Council, Grand Forks Public School District School Board (2 terms as VP), Grand Forks Chamber of Commerce, Sharon Lutheran Church and Toastmasters. DeAnna and her husband, Wayne, have five children and seven grandchildren. Dan Muus Vice President of Development, Leadership Gifts Dan Muus is the Vice President of Development, Leadership Gifts with the UND Alumni Association & Foundation. He has been with the organization since 2008, first serving as Director of Development for the College of Engineering and Mines. In that role, he was the chief fundraiser for the College, working closely with the Dean and department chairs on fundraising efforts. Dan was the lead fundraiser on the $15 million Collaborative Energy Complex. Additionally, he developed a relationship with Harold Hamm and Continental Resources that resulted in a $10 million gift for the College of Engineering and Mines, the largest gift in its history. This gift established two endowed chairs and impacted many students who benefitted from scholarships in his name. He has also served as Chief Development Officer, where he provided strategic direction, vision and management of the UND Alumni Association & Foundation s fundraising program. Dan is a 1994 graduate of the University of North Dakota; he lives in Grand Forks with his wife, Jodee, a 1993 UND graduate, and their three children. UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 8

Bob Knutson Vice President of Operations Bob Knutson is the Vice President of Operations for the UND Alumni Association & Foundation. He is a 1979 UND graduate with a degree in marketing education and a Grand Forks native. He was the owner of a technology firm in Grand Forks for 25 years before joining the UND Alumni Association & Foundation in 2006 as Director of Advancement Services. Currently, he is the Vice President of Operations with oversight of marketing, events, annual giving, operations and the Gorecki Alumni Center. In his position he has been instrumental in the development of a variety of dashboards and campaign reports. Bob has been active in the community for the past 38 years, serving on various Boards. He is married with a son and daughter, both of whom are married. Sigrid Letcher Associate Vice President of Fundraising and Campaign Coordinator Sigrid Letcher is the Associate Vice President of Fundraising and Campaign Coordinator for the University of North Dakota Alumni Association & Foundation. She has also served the organization as a Prospect Manager and Campaign Coordinator, as well as the Senior Director of Fundraising in her 10 years at UNDAA&F. She is a Northern Plains AFP member and former Board member, serves on the Dollars for Scholars Board and is a St. John Church Youth Leader. Sigrid lives in Hatton, N.D., with her husband, Stuart and their daughter, Thea. Nancy Pederson Vice President of Finance Nancy Pederson is the Vice President of Finance for the UND Alumni Association & Foundation. Nancy graduated from UND in 1990 with a degree in accounting and is a CPA. In her 10 years working at the UNDAA&F, she has served as Director of Finance, Controller and Interim VP of Finance. She provides management oversight for all financial aspects of the organization, including accounting, budget, analysis, investment management and human resources. She is also the President of the area Booster Club and is responsible for audit, tax and payroll functions of area nonprofits and has done multiple fundraising activities. She is married with three children, one in high school and two in college, one attending UND. UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 9

The University and Its Community A World Class Institution: As the chief opportunity engine for North Dakota and its students, UND sustains its strong core in the liberal arts and sciences, and has developed special missions in the life sciences, fine arts, business, aerospace, engineering and energy disciplines. It is focused on creating world-class academic programs responsive to the needs of the residents of North Dakota, the nation and the world. Among many programs of distinction, the School of Medicine & Health Sciences has one of the top rural medicine programs in the country; the John D. Odegard School of Aerospace Sciences, with the largest non-military training fleet of aircraft, is a world leader in collegiate aviation education and the utilization of unmanned aircraft systems; the National Resource Center on Native American Aging is the nation s foremost authority on aging issues for Native Americans; and the entrepreneurship program has ranked in the top 15 nationally. UND is one of just 47 public universities in the United States with both accredited law and medical schools. Founded in 1883, six years before North Dakota statehood, UND is among the nation s premier regional public research universities (Carnegie R2) and is at an exciting crossroads in its 130-plus year history. Under the One UND Strategic Plan, the vision for this new era is to become the premier flagship university of the Northern Plains. UND has dramatically expanded research; increased its endowment to almost $300 million; increased enrollment to nearly 15,000 students, including more than 2,700 graduate students; added new PH.D. and Master s degree programs, as well as new professional graduate programs; an award-winning Essential Studies program; high-quality, intellectually rigorous, novel distance education programs in almost every college; an upgraded campus technology infrastructure; rising faculty salaries; and development of a new campus master plan to better support UND s distinctive mission. A Culturally Rich Community: With a population of around 55,000 in the city of Grand Forks and nearly 100,000 in the Greater Grand Forks area, the community surrounding UND is one of the largest and most culturally rich in the state and the region. As might be expected, the city has a college-town feel and there is a palpable passion in the community for the University. The athletic teams enjoy a rabid following, with the UND hockey team which calls the $100 million UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 10

Ralph Engelstad Arena home consistently ranking among the very best in the country. The Campus is also home to a couple of the city s cultural hubs the North Dakota Museum of Art and the Chester Fritz Auditorium which host a variety of concerts, events and seminars. Another city-university linked facility is the Alerus Center, owned by the city and the home of UND s football team. The facility has hosted major concerts such as Elton John, The Eagles, Luke Bryan, Carrie Underwood and many more. Beyond the UND-community relationship, the Greater Grand Forks area features an excellent school system anda variety of outdoor activities for every season, as well as restaurants, nightlife and seasonal festivals that foster an even stronger sense of community. More details about the many things Grand Forks has to offer can be found at: https://visitgrandforks.com. Background Checks: Prior to submitting your resume for this position, please read it over for accuracy. LLLS does verify academic credentials for its candidates, and our clients frequently conduct background checks prior to finalizing an offer. UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 11

To learn more, call Jon Derek Croteau, Ed.D., Vice President for Client Relations at 617-262-1102 or send nominations or cover letter and resume to jcroteau@lllsearches.com All inquiries will be held in confidence. Setting the Standard in Advancement Search LOIS L. LINDAUER SEARCHES, LLC 420 Boylston Street, Suite 604, Boston, MA 02116 617.262.1102 www.lllsearches.com UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 12

Organization Charts UND ALUMNI ASSOCIATION & FOUNDATION PROSPECTUS 13