Assistant Director of Annual Giving: Reunion fundraising and EITC/OSTC

Position Title:                  Assistant Director of Annual Giving: Reunion fundraising and EITC/OSTC

Date Created                   October 2026                                                                                          

FLSA Classification:        Non-exempt

Responsible to:               Director of Annual and Leadership Giving

Position Summary: The Assistant Director of Annual Giving: Reunion fundraising and EITC/OSTC is a full-time, 12-month position. This position is responsible for partnering with the Director of Annual and Leadership Giving with operational management of the PA Tax Credit Programs (EITC and OSTC), as well as volunteer outreach, engagement, solicitation, and stewardship of alumni, specifically in reunion years.

Reunion Fundraising – 45% 

• Execute and enhance reunion fundraising and outreach strategies that align with institutional priorities and support class-specific campaign effort.
• Coordinate with the Alumni Relations team on quinquennial reunion classes to identify, recruit, train, and manage alumni volunteers, for a portfolio of reunion committees, providing regular updates, tools, and motivation to drive the success of peer-to-peer fundraising and outreach.
• Work with the Alumni Relations team on quinquennial reunion classes, with a focus on the 5^th to the 40^th, to align volunteer-led reunion fundraising efforts with volunteer-supported program planning, ensuring a cohesive and rewarding reunion experience that supports both philanthropic and engagement goals.
• Analyze and report on participation and giving trends, using data to inform outreach strategies and strengthen class philanthropy.
• Identify, qualify, and actively move reunion donor prospects into the major gift pipeline.
  
  

Oversight of PA State Tax Credit Programs – 45%

• Work closely with the Director of Annual and Leadership Giving (DALG) to plan and implement the PA State Tax Credit Programs (EITC and OSTC) for the year including:
  • Assist with marketing and communication plan to promote the programs via email, social media, and volunteers
  • Manage the enrollment of donors in Haverford-controlled Special Purpose Entities (SPEs)
    • Track donors in the program, facilitating required annual paperwork via DigiSigner, and coordinating contributions with the Business Office
    • Coordinate with the firm that handles the paperwork for the necessary tax documentation
  • When necessary, coordinate with external partners (e.g., Friends of Education, BLOCS, etc.) and direct donors to their organizations when Haverford-run SPEs do not have capacity to enroll them
  • Facilitate direct contributions from businesses, including tracking gifts, creating receipts, and stewardship of those contributions
  • Coordinate with the DALG and the Business Office to create monitoring reports and renewal applications to be submitted annually to the Department of Community and Economic Development (DCED)
  • Facilitate an annual stewardship event for donors
  • Coordinate with the DALG and Business Office to determine the discretionary and rollover amounts (if any) for the current fiscal year
  • Submit renewal forms for the Haverford-managed SPEs

Reporting, Gift Acknowledgement, and Stewardship – 10%

• Generate and prepare all donor acknowledgement letters for gifts
• Assist with stewardship activities, donor relations, and communications
• Contribute to the Annual Report of Gifts preparation and proofing

Other

• Assist with campaign cultivation and stewardship events
• Attend and provide support at on- and off-site School events as needed
• Possesses an understanding of character, culture, and community and the implementation of those principles at independent schools
• Other duties, as assigned

Minimum Acceptable Qualifications

• Bachelor's degree preferred
• Excellent interpersonal skills, a positive attitude, a collaborative spirit, and a passion for working in a school environment
• Flexibility, adaptability, and being a self-starter
• Excellent organizational skills and ability to multitask
• Excellent written and verbal communication skills, including enthusiastic and upbeat customer service skills
• Sense of humor, enthusiastic and happy, high ethical professional standards, and multi-cultural perspective
• Demonstrates cultural awareness, including knowledge of themselves and the cultural lenses they bring to interactions
• Uses discretion in handling and sharing sensitive information with volunteers and colleagues

Physical Requirements and Work Environment

• Work primarily in a traditional, climate-controlled environment
• Work in an environment dealing with a wide variety of challenges, deadlines, and a varied and diverse array of contacts