vice chancellor for advancement - witt/ · pdf filethe new vice chancellor for advancement is...

Leadership Profile/Portfolio

Vice Chancellor for Advancement

CONFIDENTIAL

Prepared by

Lucy Leske Mercedes Vance October 2017 This Leadership Profile/Portfolio is intended to provide information about UMass Dartmouth and the position of Vice Chancellor for Advancement. It is designed to assist qualified individuals in assessing their interest.

University of Massachusetts Dartmouth Vice Chancellor for Advancement

The University of Massachusetts Dartmouth (UMass Dartmouth) seeks a talented, energetic advancement executive to join its leadership team in the role of Vice Chancellor for Advancement. Reporting to the

Chancellor, the vice chancellor serves on the President’s Council and works across the institution to

develop and implement advancement strategies and programs that support the university’s mission and priorities.

Distinguished by personalized teaching, innovative research, and full engagement in regional economic,

social, and cultural development, UMass Dartmouth is a Tier One national research university located in

Southeastern Massachusetts. The university has an enrollment of nearly 9,000 students in more than 50 undergraduate majors and more than 40 graduate programs, including 12 at the doctoral level and over

53,000 alumni/ae. Its 710-acre suburban main campus is augmented by a new state-of-the-art marine research facility in New Bedford, the Commonwealth’s only public law school, and a robust offering of

highly ranked on-line programs. UMass Dartmouth is part of the five-campus UMass System which is

governed by a President and a 22-member Board of Trustees.

UMass Dartmouth has embarked on a new era of vision, action, and success under the leadership of its new Chancellor, Robert Johnson Ph.D., who began his tenure on July 1, 2017. As the university

approaches its 125th anniversary in 2020, the community will be working together to create an aspirational shared vision for the university that includes key priorities for investment and that fuels the

advancement effort. The new Vice Chancellor for Advancement is expected to join and lead these and

other efforts to position the university effectively among alumni, friends, and potential donors who can be partners in the university’s success. The Vice Chancellor will have broad authority to build and shape the

advancement program to support the university’s ambitions. The Vice Chancellor will also partner with the Chancellor and other key individuals to manage and cultivate a portfolio of leadership and principal

gift prospects.

The University seeks candidates with a strong track record in fundraising, leadership and management experience, ability to utilize data analytics and metrics in planning and monitoring results, and the natural ability to forge and cultivate effective relationships with a wide range of individuals. For more information about the position, please visit www.umassd.edu.

Inquiries, nominations and applications are invited. Review of applications has begun and will continue until the position is filled, with an anticipated appointment date of February 1, 2018. Candidates shouldprovide a resume, a letter of application that addresses the responsibilities and requirements of the position, and the names and contact information of five references. References will not be contacted without prior knowledge and approval of candidates.

These materials should be sent electronically via email to University’s consultants, Lucy Leske and Mercedes Chacon Vance, at [email protected].

http://www.umassd.edu/

mailto:[email protected]

UMass Dartmouth: Priorities Create and execute a plan for resource development With the appointment of a new Chancellor and the university’s 125th anniversary approaching in 2020, the University is launching a new strategic visioning and planning initiative to capitalize on and enhance UMass Dartmouth’s unique strengths as a Tier One public research university. The new Vice Chancellor will find an energized, optimistic campus ready to collaborate on executing a new advancement plan that fits the institution’s rich history and mission, builds capacity and supports its vision and strategic priorities. The plan must include strategies and tactics for significantly increasing fund-raising results and ultimately, a capital campaign.

Engage strategic partners UMass Dartmouth’s unique niche and role in the state and in the UMass System provides a solid platform for establishing a compelling message to potential donors and partners in its success. As the University moves forward with its strategic plan, the University will be developing a complementary plan for raising visibility and awareness locally, regionally and nationally. On campus, collective, collaborative thinking is highly valued, so the new Vice Chancellor can expect to find ready participants in fundraising efforts. Central to this enterprise will be leadership in the establishment of an internal campus culture that optimizes the environment for success. Externally, multiple opportunities exist with the institutions multiple volunteer boards and groups, corporate, non-profit, and government partners in the region, and staff and volunteers at the UMass System level where a number of opportunities exist to partner with the UMass Foundation and other campuses to create multi-campus approaches to strategic donors.

Build the advancement infrastructure In anticipation of the new Vice Chancellor’s appointment, the advancement office is undergoing a thorough assessment that will result in a blueprint for staffing, training, funding, and program development. Efforts are currently underway to build research capacity, instill data analytics and appropriate metrics for measuring results, strengthen alumni engagement and donor relations programs and continue developing best practices across the fundraising teams. The new Vice Chancellor will be expected to continue these efforts as well as to apply her or his own analysis and ideas for strengthening the team’s ability to reach higher performance levels.

Raise major and principal gifts The Vice Chancellor must be a role model for effective principal and major gift fund raising, a strong university citizen, and a leader dedicated to educating the campus about the importance of philanthropy. He/she will create opportunities to engage students, parents, staff, faculty and the community in fundraising, and through these efforts, will elicit their collective action as donors, participants and active promoters of the cause for support. No asset of any advancement program surpasses the importance of the chief executive. Chancellor Robert Johnson is an experienced leader and deeply dedicated to success in institutional advancement – particularly as measured by fundraising success. He seeks a partner with the strategic insight and creativity to position him effectively for that success. He has already begun to build relationships with the institution’s key supporters and prospects.

Qualifications, Competencies and Personal Characteristics The Vice Chancellor will be an experienced, talented major and principal gift fundraiser with a successful track record of engagement with prospects and donors at the seven figure level and above. The Vice Chancellor must be able to assimilate quickly and contribute to the university’s leadership culture, characterized by strategic collective thinking, collaboration and data based decisions. Ability to develop and execute an institution-wide strategic advancement plan that aligns with university priorities, to engage leadership, staff, and volunteers in carrying out the plan, to ensure effective and timely follow through, and, ultimately, to improve fund-raising results is essential. A bachelor’s degree and evidence of success leading and managing teams are required. In addition, the Vice Chancellor should demonstrate:

Experience in leading and working through a capital campaign (preferred).

Proven leadership and management skills that nurtures an accountable, goal-oriented and values-based environment.

The ability to model and set expectations for an advancement division based on professionalism, productivity, responsiveness, a strong work ethic, responsibility, collaboration, open communication, mutual respect and achievement.

Flexibility and the demonstrated ability to thrive in a fast-paced, complex, academic environment, juggling numerous projects and satisfying numerous constituencies simultaneously.

An ability to serve as a motivator and mentor to staff while increasing the level of

performance and accountability. A strong history and track record of working effectively with volunteers, faculty, and

administrators, engaging them in the life of the institution and assisting them in improving their effectiveness in all aspects of fundraising.

The ability to manage and implement change.

Integrity and discretion;

Outstanding interpersonal, relationship-building skills and communication skills.

Good judgment, courage of convictions, decisiveness, fairness, empathy and a commitment to equity and inclusion;

Creativity and a sense of humor;

Procedure for Candidacy UMass Dartmouth has retained the services of Witt/Kieffer to assist with this search. The search will be conducted with respect for candidates’ desire for confidentiality.

Review of applications, nominations and expressions of interest will begin immediately and continue until an appointment is made. For full consideration, applicants should send a cover letter, resume or curriculum vitae and the names and contact information of five references. References will not be contacted without prior knowledge and approval of candidates.

Communication concerning this search may be sent to Lucy Leske and Mercedes Vance, the Witt/Kieffer consultants partnering with UMass Dartmouth on this endeavor, via email at: [email protected], or by phone:

Lucy Leske 508-680-1268

or

Mercedes Chacon Vance

207-219-8258

UMass Dartmouth values diversity and is committed to equal opportunity for all persons regardless of age, color, disability, ethnicity, marital status, national origin, race, religion, sex,

sexual orientation, veteran status or any other status protected by law.

The material presented in this leadership profile should be relied on for informational purposes only. This

material has been copied, compiled, or quoted in part from UMass Dartmouth documents and personal interviews and is believed to be reliable. While every effort has been made to ensure the accuracy of this

information, the original source documents and factual situations govern.

All images and logos used in this leadership profile were obtained from the UMass Dartmouth and/or are owned by Witt/Kieffer via Getty Images.


Witt/Kieffer is the preeminent executive search firm that identifies outstanding leadership solutions for organizations committed to improving the quality of life.

The firm’s values are infused with a passion for excellence, personalized service

and integrity.

http://www.umassd.edu/chancellor

Dr. Robert E. Johnson, Chancellor Biography Dr. Robert E. Johnson was appointed chancellor of the University of Massachusetts Dartmouth on March 7, 2017. He began his leadership of the university on July 1, 2017. In announcing Dr. Johnson’s appointment, University of Massachusetts President Marty Meehan described him as an “accomplished, visionary leader with an entrepreneurial spirit and a proven commitment to student success.”

Dr. Johnson, who previously served seven years as president of Becker College in Worcester, Massachusetts, has dedicated a quarter century of his life to building higher education opportunity for people. A frequent presenter and commentator on issues related to the future of work, Dr. Johnson believes college graduates must be professionally and intellectually agile to compete in a world where career mobility is the norm and individuals must continuously build their personal value. He stresses that the three pillars of global citizenship—academic excellence, social responsibility, and creative expression – are prerequisites for success in a complex and hyper-connected world. Dr. Johnson has served as a member of the Massachusetts Board of Higher Education, vice chair of the Massachusetts Technology Collaborative and chair of the Worcester Regional Chamber of Commerce prior. At Becker College, Dr. Johnson led the evolution of the college into an adaptive, nimble, and entrepreneurial institution that is a model for colleges and universities across the United States. Prior to becoming Becker College’s president, Dr. Johnson served as senior vice president of Sinclair Community College, vice president of enrollment management at the University of Dayton, vice provost at Oakland University and executive director of enrollment management at Central State University. A native of Detroit, Michigan, Dr. Johnson holds a PhD in higher education administration from Touro University International, a master’s degree in education administration from the University of Cincinnati and a bachelor’s degree in economics from Morehouse College. UMass Dartmouth is a Tier 1 national research university located on 710 acres of the scenic SouthCoast of Massachusetts. With nearly 9,000 students in undergraduate, master’s and doctoral programs, and a 400-member faculty that annually produces $27 million in research activity. The university is the only Massachusetts research university located south of Boston and generates nearly $500 million of economic activity in the region. UMass Dartmouth is home to the Commonwealth’s only public law school and is recognized as a national Top 20 university for civic engagement, annually contributing more than 240,000 hours of community service valued at more than $6 million. The university has 48,000 alumni, three quarters living in Massachusetts and half living in southeastern Massachusetts and on Cape Cod.

http://www.umassd.edu/chancellor

https://www.theagilefuture.com/

Interim ViceChancellor

Executive Office Director

Admin Asst II

Advancement Officer

Advancement Officer

Senior Advancement Officer

Advancement Officer, CFR

Assistant Vice Chancellor, Adv Services

Business Analyst

Director of Prosp Strategy & Analytics

Assistant Vice Chancellor, Annl Giving

AVC, Alumni & Donor Engagement

Director of Donor Rel

Communications Specialist

Dir of Adv Data & Fdn Ops

Accountant III EDP OperatorClerk IV Adv Services

Admin Asst I

Director of Annual Giving

Director of Parent Giving

Associate Advancement

Officer

Director of Alumni Relations

Admin Asst II, Alumni Rel

University of Massachusetts Dartmouth University Advancement Organizational Chart9/20/2017

Asst Dir DR & Special Events

Prospect StrategyAssociate

Admin Asst I

29

Programmer/Analyst

Key:Blue = Pre‐5/16 Staff in PlacePurple = Pre‐5/16 Staff OPENGreen = Post‐5/16 New HiresOrange = Post‐5/16 OPEN

Clerk IV, Donor Rel

University of Massachusetts Dartmouth Foundation, Inc.

285 Old Westport Road | Dartmouth, MA 02747-2300 | www.umassd.edu/foundation | [email protected] | 508.999.8200

Organization and nature of operations:

The University of Massachusetts Dartmouth Foundation, Inc. (a Massachusetts not-for-profit organization)

(hereinafter “Foundation”) was organized in 1973 to raise funds for the development and improvement of the

academic and educational environment for students of the University of Massachusetts Dartmouth (hereinafter

“University) and the continued engagement of its alumni. The University, located in Dartmouth, Massachusetts,

offers a world-class education to more than nine thousand three hundred (9,300) undergraduate and graduate

students each year. The University is consistently ranked as the top public “Master’s” University in New England

by US News and World Report and has transformed the lives of its more than fifty thousand (50,000) alumni. It

operates primarily in Massachusetts and receives most of its revenues from donations and matching incentive

programs sponsored by the Commonwealth of Massachusetts. The resources of the Foundation are focused

towards providing financial support to eligible students of the University in the form of scholarships and grants, as

well as to support academic programming and its campus facilities. The Foundation awards its scholarships and

grants to students as directed by donors, if specified, or using its formal guidelines that provide consideration to

academic achievement, financial need, and other criteria. The endowment of the Foundation is pooled with the

other colleges and universities within the Commonwealth of Massachusetts’ University system and is managed by

the University of Massachusetts Foundation, Inc.

Governance

The Foundation is governed by a board of not more than 30 trustees, who are all alumni or friends of the

University. These Foundation trustees are nominated by the University and approved by the Foundation’s board.

The Chancellor of UMass Dartmouth serves as the President of the Foundation, and the Vice Chancellor for

Advancement serves as the Executive Director of the Foundation. Board members are active donors and

volunteer fundraisers for the University.

Statement of Financial Position

June 30, 2017

Assets:

Current Assets:

Cash and cash equivalents $ 1,307,957

Pledges receivable net, current portion 784,032

Total current assets 2,091,989

Long-term assets:

Long-term investments 57,735,822

Pledges receivable, net of current portion 639,892

Beneficial interest in perpetual charitable trusts 2,487,451

Total long-term assets 60,863,165

Total assets $62,955,154

http://www.umassd.edu/foundation


Fundraising Results FY2013-2017

By Commitments

Gif

t C

ate

gori

es

GIK New Cash Gift New Pledge

Outright Bequest/

Irrevocable Bequest

Sponsored Projects

(SPA Grants)* Grand Total

2013 198,876$ 1,992,696$ 641,496$ 389,144$ 3,222,212$

2014 545,424$ 1,793,678$ 2,021,099$ 53,595$ 530,365$ 4,944,162$

2015 227,576$ 1,559,275$ 506,599$ 53,929$ 814,485$ 3,161,864$

2016 175,043$ 2,607,120$ 225,914$ 275,000$ 722,527$ 4,005,605$

2017 21,607$ 1,172,207$ 604,381$ 10,000$ 586,869$ 2,395,065$

By Cash Gift Receipts

Gif

t C

ate

gori

es

Irrevocable

Bequest

Payment New Cash Gift

Outright

Bequest Pledge Payment

Sponsored Projects

(SPA Grants)* Grand Total

2013 1,992,696$ 1,050,051$ 389,144$ 3,431,892$

2014 1,793,678$ 53,595$ 1,324,989$ 530,365$ 3,702,627$

2015 1,559,275$ 53,929$ 1,497,951$ 814,485$ 3,925,640$

2016 89,571$ 2,607,120$ 1,264,043$ 722,527$ 4,683,262$

2017 58,093$ 1,172,207$ 10,000$ 1,223,907$ 586,869$ 3,051,076$

Note: *Fundraising totals include grants with philanthropic intent from non governmental entities processed by

the Office of Sponsored Projects Administration.

Grand Totals will be slightly different from historical reports because of write offs. Phonathon pledges are not

counted unless they are fulfilled.

FY2013 Fundraising Figures

Alumni Friend Organization Total

GIK $122.59 $82,656.19 $116,097.07 $198,875.85

New Cash Gift $247,901.99 $326,084.97 $1,122,451.48 $1,696,438.44

New Pledge $106,828.47 $167,467.21 $367,200.00 $641,495.68

Sponsored Projects $0.00 $0.00 $685,402.30 $685,402.30

Total $354,853.05 $576,208.37 $2,291,150.85 $3,222,212.27

New Commitments by Constituent Group


New Cash Gift $247,901.99 $326,084.97 $1,122,451.48 $1,696,438.44

Pledge Payment $208,611.14 $595,193.50 $246,246.24 $1,050,050.88


Total $456,513.13 $921,278.47 $2,054,100.02 $3,431,891.62

Cash Gift Receipts by Constituent Group



GIK $11,743.50 $5,944.97 $527,736.00 $545,424.47

New Cash Gift $253,944.50 $577,107.97 $962,625.74 $1,793,678.21

New Pledge $223,499.79 $1,514,799.14 $282,800.00 $2,021,098.93

Outright

Bequest/Irrevocable

$0.00 $53,594.94 $0.00 $53,594.94


Total $489,187.79 $2,151,447.02 $2,303,526.70 $4,944,161.51



New Cash Gift $253,944.50 $577,107.97 $962,625.74 $1,793,678.21

Outright Bequest $0.00 $53,594.94 $0.00 $53,594.94

Pledge Payment $111,927.15 $989,761.64 $223,300.00 $1,324,988.79


Total $365,871.65 $1,620,464.55 $1,716,290.70 $3,702,626.90




GIK $50.00 $119,582.00 $107,943.83 $227,575.83

New Cash Gift $344,593.98 $611,979.91 $602,701.54 $1,559,275.43

New Pledge $98,873.15 $142,725.76 $265,000.00 $506,598.91

Outright

Bequest/Irrevocable

$0.00 $53,928.94 $0.00 $53,928.94

Sponsored Projects $0.00 $10,000.00 $804,485.00 $814,485.00

Total $443,517.13 $938,216.61 $1,780,130.37 $3,161,864.11



New Cash Gift $344,593.98 $611,979.91 $602,701.54 $1,559,275.43


Pledge Payment $168,878.78 $1,020,572.09 $308,500.00 $1,497,950.87

Sponsored Projects $0.00 $10,000.00 $804,485.00 $814,485.00

Total $513,472.76 $1,696,480.94 $1,715,686.54 $3,925,640.24




GIK $616.00 $55,500.00 $118,927.44 $175,043.44

Irrevocable Bequest $0.00 $275,000.00 $0.00 $275,000.00

New Cash Gift $466,457.73 $466,690.50 $1,673,972.16 $2,607,120.39

New Pledge $153,564.00 $32,350.00 $40,000.00 $225,914.00


Total $620,637.73 $829,540.50 $2,555,426.60 $4,005,604.83



Irrevocable Bequest

Payment

$0.00 $89,571.19 $0.00 $89,571.19

New Cash Gift $466,457.73 $466,690.50 $1,673,972.16 $2,607,120.39

Pledge Payment $136,105.17 $795,938.32 $332,000.00 $1,264,043.49


Total $602,562.90 $1,352,200.01 $2,728,499.16 $4,683,262.07




GIK $0.00 $1,094.56 $20,512.85 $21,607.41

New Cash Gift $330,890.16 $268,776.44 $572,540.44 $1,172,207.04

New Pledge $129,024.25 $408,357.00 $67,000.00 $604,381.25

Outright

Bequest/Irrevocable

$0.00 $10,000.00 $0.00 $10,000.00


Total $459,914.41 $688,228.00 $1,246,922.29 $2,395,064.70



Irrevocable Bequest

Payment

$0.00 $58,093.36 $0.00 $58,093.36

New Cash Gift $330,890.16 $268,776.44 $572,540.44 $1,172,207.04


Pledge Payment $92,713.71 $861,061.89 $270,131.05 $1,223,906.65


Total $423,603.87 $1,197,931.69 $1,429,540.49 $3,051,076.05


http://www.umassd.edu/video/2013/welcomeclassof2017.html

http://www.umassd.edu/video/2013/welcomeclassof2017.html

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