Stewardship and associated research, independent school employment with Trinity-Pawling School


Trinity-Pawling School is a leading independent boarding school for boys located in Pawling, New York. We have a tight-knit community with around 100 employees and around 250 students. Our activities and efforts are focused on our mission, which is to educate and instill a value system that prepares young men to be active members of society amid the challenges of an ever-changing world.

We are currently looking for a Associate with stewardship and research support the school’s fundraising efforts by providing strategic insight with prospect and portfolio research, as well as implementing and maintaining a donor-centric stewardship program. This position reports to the Director of Communications for Advancement and Institutional Relations.

Essential tasks

  • Identify and qualify new prospects and funding opportunities, as well as prioritize existing prospects, by conducting proactive and reactive research and interpreting biographical and complex financial data on individuals, companies, foundations and government entities; and categorize funding perspectives and opportunities related to wealth, ability, affinity, history of giving and fundraising priorities.
  • Write donor research profiles, including fundraising strategy recommendations for key prospects and high-level data analysis for frontline fundraisers and school leaders for site visits campus, meetings, events and other activities as needed.
  • Leverage analytics, giving stories, current economic and global events, outlook news, trends, and other research related to potential donors to design engagement plans and set expectations.
  • Manage the lead portfolio system, track cultivation and solicitation status, identify pipeline gaps, and work creatively and proactively to fill those gaps by uncovering new insights and untapped potential within the pool of current leads, working with frontline fundraisers and the Director of Communications and Institutions for Progress Reports.
  • Develop creative strategies and guidelines, as well as improve existing processes, for recognizing, recognizing and managing the School’s top gifting and leadership donors, and involving internal stakeholders in the activities of the School. management.
  • Manage donors by developing and implementing a comprehensive donor recognition program encompassing nomination opportunities, dedications, awards and celebration ceremonies, planned giving company, web and print publications , the annual report, social media, video conferencing, social gatherings and special events, organizing campus tours, and ensuring that acknowledgment letters and notes are both personalized and meaningful .
  • Manage the process of managing sustainable and endowed scholarships and donor funds, working cross-ministerially to ensure that scholarships are awarded to students in accordance with existing scholarship criteria, and managing donors through communications and reporting on scholarship recipients and / or signature programs or initiatives.
  • Support the Director of Communications for Advancement and Institutional Relations in the development and management of models, including agreements, commitment forms, proposals, concept summaries, reports, support for various initiatives and other models as needed.
  • Improve the donor experience by evaluating the effectiveness, quality and efficiency of stewardship programs, recording and reporting on key metrics, and sharing the impact of their donation with the donor.
  • Develop a pipeline of former philanthropists by identifying, training and engaging student ambassadors to manage and network with alumni.
  • Drive systems change to improve productivity, efficiency and innovation across the advancement department.
  • Improve efficiency by analyzing data in collaboration with staff of the advancement team (e.g. donor pool, response rate, return on investment, etc.); set goals using benchmarking data and best practices from peer institutions; analyze demographic, psychographic and philanthropic trends; and create reports from the School’s database.
  • Develop personal mastery through professional development, reading professional publications, and networking to incorporate best practices and innovative research and management strategies.
  • Promote student interest by being a good role model, setting and reinforcing clear boundaries and guidelines, encouraging student autonomy and independence, and acting transparently.
  • Provide communications and institutional relations support and perform other duties as required.

Job requirements

The qualified candidate must have a bachelor’s degree from an accredited college, 1 to 2 years of research experience at an educational institution or other non-profit organization; Proficiency in Excel, Raiser’s Edge or similar donor management system, research platforms, data mining, data entry and reporting, as well as strong skills quantitative and qualitative analytical skills, communication and presentation skills, and experience in project management.

In addition, the candidate must demonstrate his ability to:

  • leverage strong writing skills with impeccable grammar and eloquent prose, in forms ranging from occasional emails to personalized acknowledgment letters and informative reports
  • be resilient, take initiative and be autonomous
  • create new and innovative strategies to manage donors and inspire philanthropy
  • develop and execute plans and projects (including goals, objectives and measures) that are aligned with the school’s mission and vision
  • work collaboratively and build relationships across the organization
  • juggle multiple projects with competing deadlines
  • use data to tell stories, impact outcomes, and promote school efforts
  • quickly learn and master new technologies
  • create documents, spreadsheets, reports and presentations using Microsoft Office and Google products
  • focus on the overall mission and goals of the school with a positive and active attitude
  • work effectively with a team and possess a sense of humor, flexibility, great energy and collegiality
  • participate in evening and weekend activities and travel as needed
  • meet physical demands which include traveling over rough terrain, climbing / descending stairs and carrying up to 50 pounds

Note: Trinity-Pawling School requires all eligible employees to be vaccinated against COVID-19.

Interested candidates should apply by visiting our Careers site. All applications must include a curriculum vitae, cover letter and sample writing. Applicants who can contribute to the diversity of our school through their teaching, scholarship and / or institutional service are encouraged to apply.

Trinity-Pawling School offers all full-time employees a comprehensive benefits package that includes medical, dental, retirement and paid time off, as well as the use of our state-of-the-art facilities.

Trinity-Pawling School complies with all applicable civil rights laws and does not discriminate on the basis of protected characteristics in any of its educational programs or activities, including employment. Protected characteristics (or protected classes) include race, color, religion, age, sex, sexual orientation, marital status, national origin, alienation, disability, pregnancy, veteran status, gender identity or expression, or any other basis prohibited by state or federal law. The school is specifically required by Title IX and other applicable federal and state laws not to discriminate in this manner. For more information, please contact Laurie DelBalzo, Director of Human Resources, at [email protected]
Employment is conditional on applicants receiving a satisfactory criminal background check.


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