Director of Major and Planned Giving The Radcliffe Institute for Advanced Study At Harvard University Cambridge, MA www.radcliffe.harvard.edu Send Nominations or Cover Letter and Resume to: Anne Norton Search Director 617-262-1102 anorton@lllsearches.com The Opportunity: is proud to partner with the Radcliffe Institute for Advanced Study at Harvard University in its search for a Director of Major and Planned Giving who will join them in Invest in IDEAS, the Institute s ambitious, $70 million comprehensive fundraising Campaign, which is part of Harvard s $6.5 billion Campaign. The Radcliffe Institute for Advanced Study, one of Harvard s 13 schools, supports transformative thinking and innovative research in and across the arts, humanities, sciences, and social sciences. The Institute is dedicated to sharing discoveries broadly, to enriching the intellectual life at Harvard, and to advancing ideas that illuminate the world. The Radcliffe Institute invests in the future of ideas and in the ideas of the future. The priorities of the Radcliffe Campaign are to: Invest - Radcliffe seeks to invest in talented individuals with brilliant ideas who produce knowledge that has lasting impact. The resources Radcliffe provides enables original thinkers to research, collaborate, and create, which results in important work. RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 1
Diversify Radcliffe s established commitment to diversity, rooted in Radcliffe College s history of inclusion. By offering a wide range of opinions, perspectives, and experiencesthrough all of its programs Radcliffe contributes to a better understanding of the world. Educate Radcliffe encourages students to pursue opportunities that spark their curiosity and lead to intellectual growth. The Radcliffe Institute provides students with exceptional experiences that produce new types of expertise, new ways of thinking, and new aspirations. Advance Radcliffe helps Harvard move forward as one University that leads in education, inquiry, and impact. Share At Radcliffe, leading thinkers share their deep knowledge of crucial issues with a broad public audience. Position Overview Director of Major and Planned Giving The Director of Major and Planned Gifts will oversee the Radcliffe Institute s major gifts strategy and will coordinate and integrate that work with a strategic approach to planned giving. The Director of Major and Planned Giving will provide leadership and direction to a team of fundraisers; strengthen relationships with a portfolio of existing donors; engage and cultivate a broad range of new major gifts prospects; and play a key role in building a robust major and planned gifts program. The ideal candidate will be a successful frontline fundraiser with a demonstrated track record in securing 6- and 7-figure gifts and will possess the ability to work closely and effectively with the University s expert planned giving department in enhancing the Institute s current planned giving program. This is the ideal opportunity for an accomplished development professional and manager who has the ability to bring a combination of development leadership and management in guiding a talented major gifts team during the Radcliffe Campaign and beyond. This person must have the capacity to serve as a skilled ambassador between the Institute and other parts of Harvard; and the confidence to represent the Institute with a wide spectrum of external stakeholders, including Radcliffe College alumnae, Harvard alumni, and friends. The ability to navigate a complex organizational structure successfully, a genuine interest in the work generated and presented by the Radcliffe Institute, and a familiarity with planned giving and how it can be activated as a part of a comprehensive major gifts strategy are paramount to achieving success in this role. In addition to solid fundraising experience, the ideal candidate will bring adaptability and flexibility to his/her work and will be a self-motivated team player with strong communication skills who has a natural curiosity for intellectual pursuits and lifelong learning. RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 2
This position requires extensive travel, covering California as well as other regions in the West and Florida. Essential Duties and Responsibilities: Actively contributes to strategy and policy development as a member of the External Relations Management Team. Directs the individual giving program and manages a team of fundraisers responsible for raising support at the 5-7 figure range, including the Associates Program/Leadership Annual Giving, Major Giving, and Planned Giving. Manages the prospect assignment process, in consultation with the Director of External Relations, for all assigned prospects at the Institute. Manages a portfolio of approximately 150 prospects with a rating of at least $500,000. Conducts 70+ face-to-face donor visits per year. Effectively contributes to the fundraising engagement of the Dean, Associate Dean for External Relations, Director of External Relations and other senior staff, including preparation of strategic briefings prior to visits and arranging for appropriate follow-up from visits and events. Coordinates with the Director of External Relations on the Radcliffe Institute s regional donor engagement program. This may include planning and managing several national and international events per year. Establishes collaborative and strategic relationships with teams at the Institute and across the University, including, but not limited to: development operations, annual campaigns, donor relations, principal giving, communications, events, the development offices at other Harvard schools, and University Planned Giving. Stays well versed on the programmatic activities of the Radcliffe Institute and serves as an ambassador for the Radcliffe Institute. Staffs committees and works on other projects as needed at both Radcliffe and across Harvard. Oversees major gifts team budget. Proactively builds and maintains a high functioning staff. Oversees team/individual professional development. Tracks and analyzes team member performance, ensuring top performance. Supervises assigned staff including recruitment, selection, and performance management. Basic Qualifications: Bachelor s degree with seven years progressively responsible experience in fundraising and development administration. Demonstrated success in individual giving, planned giving, devising sophisticated cultivation and solicitation strategies, and development-related events management. RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 3
Experience and/or interest in managing, coaching, and developing frontline fundraisers. Proven ability to motivate, engage, and work with donors, alumnae/alumni, university officials, faculty, and staff or similar constituencies. Accomplished presentation skills and oral and written communications skills Strong organizational and analytical skills. Strong commitment to the mission of the Radcliffe Institute and the advancement of Harvard University. Comprehensive knowledge of Microsoft Office software applications and prospect tracking systems. Evening and weekend work required as is extensive travel. Additional Requirements: Advanced degree preferred. Represents the Radcliffe Institute as a senior-level development professional internally and externally, leading by example. The ideal candidate is goal-oriented and thrives in an environment of accountability and continuous improvement. Benefits: Harvard offers a wide range of benefits and perks that invite comparison with the best employers in the Boston area and with academic institutions anywhere. For more information, please visit www.employment.harvard.edu. About the External Relations Department The Radcliffe Institute is Harvard University s Institute for Advanced Study. The External Relations department is committed to connecting this dynamic work to devoted alumnae, generous donors, and program participants and to lead the Institute in its current campaign, The Radcliffe Campaign, a five-year, University-wide fundraising drive designed to fund important priorities that will position the Radcliffe Institute to meet the challenges of the RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 4
future. This is the first time the Radcliffe Institute is part of a University-wide campaign, and the Institute has set its priorities in concert with the University. The Institute is on course to reach its target by the close of the Campaign. The External Relations department engages both Radcliffe and Harvard alumnae/i and nonalumnae/i supporters in the programs of the Institute. The team closely collaborates with colleagues at Harvard s central University Development Office, the Harvard Alumni Association, and the development offices of other Harvard schools. Under the leadership of the Associate Dean for External Relations and the guidance of the Director of External Relations, the nine-member staff raises nearly $10M annually from individuals. The External Relations team is supported by administrative units at Radcliffe, including, but not limited to, Communications, Events, and Finance, and also has contracted services for Development Operations, Biographical Data Management, Gift Processing, and Development Research. The Radcliffe Institute has already drawn in $42 million in gifts and pledges to date towards the Radcliffe Campaign s goal of $70 million. The Institute has attained excellent Campaign momentum and is on course to reach its target by the close of the campaign.. The Radcliffe prospect pool reflects the changing character of the institution over the past four decades. The donor/prospect base can be divided into four distinctive segments: Radcliffe College alumnae; Harvard-Radcliffe alumnae; affiliated alumni (female graduates of Harvard College post-1999, and, across all years, male graduates of Harvard College and alumni of other Harvard schools and degreeprograms); and non-alumni affiliates. There are over 40,000 active entities in the Radcliffe database and 55% have made at least one gift to Radcliffe. The recent donor base is segmented in the following proportions: 43% Radcliffe College, 37% Harvard-Radcliffe, 13% affiliated alumni, and 6% affiliates. To reach its goals and to pave the way for continued growth, the External Relations department employs a high-level of adaptability, flexibility, and collaboration in its collective efforts to connect the exciting work of the Radcliffe Institute with the Harvard community and the general public. The Director of Major and Planned Giving will serve as a member of the management team for the External Relations department, reporting to the Director of External Relations with a dotted line to the Associate Dean for External Relations. The Director will work closely with the Associate Dean for External Relations on fundraising strategy, volunteer engagement, and RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 5
other priority areas and with the Director of External Relations on prospect solicitation management and assignment. About The Radcliffe Institute for Advanced Study at Harvard At the Radcliffe Institute, scholars, scientists, public intellectuals, and artists, as well as students, convene to do advanced study imaginative work that asks bold questions across traditional academic disciplines and has the potential to change our world. The Institute provides the protected time, space, and resources for leading scholars and artists to take big risks, to pursue unusual collaborations, to try out innovative approaches, and to develop new ideas and then to share them in Cambridge and online with a broad, global audience through workshops, lectures, conferences, exhibitions, and archival collections. The Radcliffe Institute is one of eight leading institutes for advanced study in the world, each of which has its own distinct objectives and approach. The Radcliffe Institute accomplishes its mission through three principal programs. The Fellowship Program brings together 50 innovators in an array of disciplines and at various stages of their careers for a one year fellowship. With the resources the Institute provides, these women and men undertake transformative work. The Arthur and Elizabeth Schlesinger on the History of Women in America documents the lives of women in the past and present for the future. Its collections are an invaluable and widely used resource for scholars and students. Academic Ventures convenes experts from diverse disciplines and nations for groundbreaking collaborative work. Multiday seminars led by Harvard faculty members and Radcliffe fellows result in books, legislation, productive partnerships, scientific discoveries, and long-term research initiatives. Created as part of a 1999 merger between Harvard University and Radcliffe College, the Institute is the only one of Harvard University s 13 schools dedicated to advanced study. It is uniquely positioned to increase the University s ability to work as One Harvard through its cross-university initiatives and programs. RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 6
Embodying the highest values of inquiry, learning, and creativity, the Radcliffe Institute enriches Harvard University's intellectual life by creating links between its fellows and Harvard schools and departments, and by making its broad range of lectures and conferences, as well as research and learning opportunities, available to Harvard students and faculty. Serving as the think tank of Harvard, the Radcliffe Institute is rooted in a belief in the power of intellectual connections and intellectual community. Through thought-provoking public programming and innovative research, the Radcliffe Institute reinforces and extends the results of that community and those connections into the world beyond Radcliffe Yard. In addition to generating new knowledge that transcends traditional fields and sharing that knowledge broadly with a public that is hungry for deep examination of issues, the Institute continues Radcliffe College s commitment to the study of women, gender, and society by bringing more women into the Harvard faculty as Radcliffe Professors; by giving women scholars and artists the gift of precious yearlong fellowships to advance their work; by mounting seminars, lectures, and conferences that expand our understanding of the dynamics of gender, among many other topics; and by preserving the documents of women s lives and organizations at the Schlesinger Library. Some of the Schlesinger Library s priceless collections include the papers of: Susan B. Anthony, Julia Child, Shirley Graham Du Bois, Amelia Earhart, Betty Freidan, Pauli Murray, and Adrienne Rich. The world needs Radcliffe. It needed Radcliffe College when it was founded some 135 years ago. It needed Radcliffe College s Bunting Institute when it was founded in 1960 to create a fellowship community for female scholars and artists to pursue their work apart from their domestic responsibilities. And it needs the Radcliffe Institute for Advanced Study today, as a generator of new knowledge that also maintains a continuing commitment to the study of women, gender, and society. The Institute carries on the tradition of RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 7
Radcliffe College as a pioneering institution while also remembering women s educational and social achievements over the past 135 years. The Radcliffe Institute provides public programming in its commitment to reach beyond its walls and share its riches, including its collections, programs, and the work of faculty and fellows. The annual Dean's Lecture Series, for example, brings luminaries in the arts, academic disciplines, and professions to the Radcliffe Institute for public talks and gatherings with Harvard undergraduates. Application and Nomination Process Applications should include a letter describing relevant experience and interest in the position, a resume and three professional references. References will not be contacted without consent from applicants. 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. Harvard University is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. To learn more, call Anne Norton, Search Director at 617-262-1102 or send nominations or cover letter and resume to anorton@lllsearches.com. All inquiries will be held in confidence. 420 Boylston Street, Boston, MA 02116 T 617.262.1102 F 888.772.8681 Because the right person in the right job makes all the difference. www.lllsearches.com RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 8
Appendix Leadership: Lizabeth Cohen Dean of the Radcliffe Institute Howard Mumford Jones Professor of American Studies, Department of History, Harvard University An expert on 20th-century American social and political history, Lizabeth Cohen is the author of Making a New Deal: Industrial Workers in Chicago, 1919 1939, which won the Bancroft Prize in American History and the Philip Taft Labor History Book Award and was a finalist for the Pulitzer Prize. Her next book, A Consumers Republic: The Politics of Mass Consumption in Postwar America, explored how an economy of mass consumption shaped social life, culture, and politics following World War II. Cohen has published widely in top history and urban studies journals, winning numerous awards and distinctions. Her writings have also appeared in edited collections and popular venues including the New York Times, the Washington Post, the American Prospect, and the Boston Herald. She is also coauthor with David Kennedy of a widely used United States history college textbook, The American Pageant. Cohen s current book project, Saving America s Cities: Ed Logue and the Struggle to Renew Urban America in the Suburban Age, considers the benefits and costs of rebuilding American cities through the life and career of urban planner Edward J. Logue, who contributed to major redevelopment projects across the Northeast, including the New Boston that emerged in the 1960s. In addition to her scholarship, Cohen has made significant contributions to Harvard s institutional life since arriving in 1997 from New York University. Cohen has served as chair of the Department of History, director of the Charles Warren Center for Studies in American History, and cochair of the Harvard College Curricular Review s working group on pedagogy, which released its final report in 2004. She served as cochair, with Mohsen Mostafavi, dean of the Graduate School of Design, of the Common Spaces Steering Committee, and continues to serve on the Advisory Committee for Common Spaces Projects. Cohen has been a longtime member of the FAS Standing Committee on the Status of Women and served on the Harvard Task Force on Women in 2005. She has also been a member of the Tanner Lectures Committee, the Social Sciences Chairs Council, the History Department Planning Committee, the FAS Resources Committee and Faculty Council, and administrative committees for the Charles Warren Center, the History of American Civilization Program, the Center for History and Economics, and the joint PhD program between the Graduate School of Design and FAS, among other assignments. Among her many honors and awards, Cohen has been a fellow of the Guggenheim Foundation, the National Endowment for the Humanities, the American Council of Learned RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 9
Societies, and the Radcliffe Institute. She is a member of the American Academy of Arts and Sciences. In 2001, she served as president of the Urban History Association. During the 2007 2008 academic year, Cohen taught at Oxford as the Harold Vyvyan Harmsworth Professor of American History. Cohen received her undergraduate degree from Princeton University and her master s and doctorate in American history from the University of California at Berkeley. Dean Lizabeth Cohen joined the Radcliffe Institute for Advanced Study in July 2011. Nisha Mongia Executive Dean of the Radcliffe Institute for Advanced Study Nisha Mongia leads the administrative departments at Radcliffe and ensures that these central functions support the Institute s three programs - the Fellowship Program, the Schlesinger Library, and Academic Ventures. Prior to joining Radcliffe as the Director of Human Resources in 2009, Mongia served as the senior director of global human resources at Oxfam America, the manager of human resources at the Rhode Island School of Design, and on the staff of the NBC news affiliate office in Washington, DC. She also served as a labor relations attorney for the Commonwealth of Massachusetts, where she was appointed to the Governor s Subcommittee on Domestic Violence. Mongia earned a BA from the University of Rochester, cum laude, in religious studies and history, and a JD from The George Washington University School of Law, where she participated in the Moot Court competition. Matthew E. Kernkraut Associate Dean for External Relations, Radcliffe Institute for Advanced Study, Harvard University Matthew Kernkraut provides leadership and oversight to all fundraising efforts and Radcliffe s external relations activities, including Alumnae/i Relations, the Annual Fund, Corporate and Foundation Relations, Donor Relations, Major and Planned Giving, and Development Operations. He serves as a primary advisor to the Dean and the Executive Dean and works closely with the Campaign Co-Chairs and the Institute s two advisory boards on the successful implementation of the Campaign. Prior to joining the Institute in March 2013, Kernkraut served as the director of West Coast development for the Faculty of Arts and Sciences (FAS) at Harvard University, where he served as a managing director of the FAS s capital and leadership gifts team and also oversaw the West Coast Development Office in San Francisco. Since joining Harvard in June 2003, Kernkraut has been focused on fundraising, as a Harvard College Fund reunion officer and a regional director in RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 10
capital giving for the FAS. He received a bachelor of arts in human services from The George Washington University and a master s degree in higher education administration from the Harvard Graduate School of Education. Lucy C. Kim Director of External Relations, Radcliffe Institute for Advanced Study, Harvard University Lucy Kim manages the day-to-day operations of the External Relations team, with direct oversight of prospect management, annual campaigns, donor relations, development events, budgeting, and staff training and serves as the primary liaison to the Institute s program leaders and the Finance Office. In her nine years at Harvard, she has held various roles in Development at the Faculty of Arts and Sciences as regional director of capital giving for New York, London, New Jersey, Minneapolis, and Kansas City, director of the Graduate School Fund, and associate director of academic and development coordination. Her first foray into fundraising came as administrative director of the Boston University Tanglewood Institute, a summer program for gifted musicians of high school age. Kim received her bachelor s degree from Boston University s School of Music, a master of music degree from University of Illinois, Urbana-Champaign, and a master of education in education policy and management from the Harvard Graduate School of Education. RADCLIFFE INSTITUTE FOR ADVANCED STUDY BACKGROUNDER 11
Associate Dean for External Relations External Relations Organization Chart Director of External Relations Executive Assistant, External Relations Development Coordinator Director, Annual Campaigns Director, Major and Planned Giving Donor Relations Officer Regional Director, Major Gifts Senior Regional Director, Major Gifts Donor Relations Coordinator Regional Director, Leadership Gifts Updated on March 30, 2015