Library Development · 101
University of Manitoba
The University of Manitoba’s Department of Development oversees the following programs for all faculties, schools and
Libraries:
• Annual Giving Program: The Annual Giving Program solicits gifts annually from alumni, faculty, staff, parents,
students, friends and businesses. These gifts help to provide scholarships and enhance programs beyond what can be covered
through operating grants and tuition fees, and are the foundation to the university’s development program. The current AGP
is responsible for approaching alumni of the University of Manitoba, parents of student currently attending the university and
current university faculty, staff and students. Phone, mail, a combination of phone/mail, and peer-to-peer approaches are
used.
• Planned Giving Program: Planned Giving is the process of designing charitable gifts so that the donor realizes
philanthropic objectives while maximizing tax and other financial benefits. Such gifts tend to involve the transfer of
accumulated assets that have been earned or acquired over a lifetime. For that reason, they usually require the donor’s careful
consideration of how the transfer of a gifted asset will affect his/her current financial planning and estate planning, so they are
not spontaneous. These gifts may be deferred or outright. The most common deferred gift arrangements are bequests. Donors
may also support the university through gifts of property, annuities, life insurance and charitable remainder trusts. The
process necessarily involves consideration of the effect of various gift options on the donor’s income and tax position and
therefore professional advice is required in most cases.
• Major Gifts: Major gifts are solicited on a peer-to-peer basis. Potential major donors are identified, researched and
cultivated, and then a solicitation is made by a volunteer and/or representative of the university. Prospects may include
individuals, corporations, foundations and organizations.
• Capital Campaigns: Capital Campaigns are undertaken under the direction and approval of the University to raise
funds for capital projects. The Department of Development is responsible for establishing the feasibility of the campaigns,
creating the campaign plan, creating the marketing strategy, identifying prospects and soliciting prospects and donors, in
consultation with the Deans, Directors and any advisory or campaign cabinets that are established to assist with solicitations.
The Department of Development also provides all acknowledgement and recognition of capital gifts.
The University of Manitoba’s Department of Advancement Services oversees the following programs for all faculties, schools
and Libraries:
• Research: Identify and gather information on donor prospects and donors for all development programs.
• Awards Coordination: Facilitate the process of establishing an award at the University.
• Database Administration: Manage and maintain biographic data on all alumni, prospects and donors, and financial
data on all donors and alumni.
• Reporting: Provide timely and accurate biographic and/or financial information regarding alumni, prospects and
donors to staff (internal and external) and outside organizations or individuals, as required.
• Gift Processing, Acknowledge and Follow-up: Process all gifts to the University of Manitoba from individuals,
corporations, foundations and organizations, and send the appropriate receipt and acknowledgement. Follow up with reminder
notices as required.
• Stewardship/Donor relations: Faithfully and competently carry out the purpose of a gift and communicating to the
donor the impact of the gift on the university as well as the appreciation for the gift.
• Administrative Support: Clerical and administrative assistance to support all of the development programs, including
word processing, meeting and event arrangements, overhead preparation and assisting with preparation of mailings.
B. THE POSITION (Briefly explain: why this position exists, what it is intended to do, and how it assists in meeting the work unit's goals.)
The incumbent reports to the Director of Libraries for the content and priority of work and has work overseen by the Director
of Development. The incumbent is part of the development team providing fundraising assistance to the University of
Manitoba Libraries. The incumbent is responsible for the overall comprehensive fundraising plans and strategies for the
Libraries and, in collaboration with the Director of Development, will ensure they are consistent with the University’s
fundraising goals. The intended result is increased outright and deferred gifts to the Libraries. This includes collaborating with
staff in the Departments of Development and Advancement Services in planning, implementing and managing an annual
giving program, a major gifts solicitation program for assigned prospects, a planned giving program and for maintaining a
tracking and reporting system to manage the funds, donors and prospects for which the incumbent is responsible. Major
responsibilities include: developing strategies and overseeing the fund-raising cycle, including prospect identification,
cultivation, solicitation, recognition and stewardship. The position will receive stewardship and development assistance from
the development team.
The incumbent, in collaboration with the Director of Development, works closely with senior corporate volunteers and
individuals who are planning significant gifts to the University of Manitoba.
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University of Manitoba
The University of Manitoba’s Department of Development oversees the following programs for all faculties, schools and
Libraries:
• Annual Giving Program: The Annual Giving Program solicits gifts annually from alumni, faculty, staff, parents,
students, friends and businesses. These gifts help to provide scholarships and enhance programs beyond what can be covered
through operating grants and tuition fees, and are the foundation to the university’s development program. The current AGP
is responsible for approaching alumni of the University of Manitoba, parents of student currently attending the university and
current university faculty, staff and students. Phone, mail, a combination of phone/mail, and peer-to-peer approaches are
used.
• Planned Giving Program: Planned Giving is the process of designing charitable gifts so that the donor realizes
philanthropic objectives while maximizing tax and other financial benefits. Such gifts tend to involve the transfer of
accumulated assets that have been earned or acquired over a lifetime. For that reason, they usually require the donor’s careful
consideration of how the transfer of a gifted asset will affect his/her current financial planning and estate planning, so they are
not spontaneous. These gifts may be deferred or outright. The most common deferred gift arrangements are bequests. Donors
may also support the university through gifts of property, annuities, life insurance and charitable remainder trusts. The
process necessarily involves consideration of the effect of various gift options on the donor’s income and tax position and
therefore professional advice is required in most cases.
• Major Gifts: Major gifts are solicited on a peer-to-peer basis. Potential major donors are identified, researched and
cultivated, and then a solicitation is made by a volunteer and/or representative of the university. Prospects may include
individuals, corporations, foundations and organizations.
• Capital Campaigns: Capital Campaigns are undertaken under the direction and approval of the University to raise
funds for capital projects. The Department of Development is responsible for establishing the feasibility of the campaigns,
creating the campaign plan, creating the marketing strategy, identifying prospects and soliciting prospects and donors, in
consultation with the Deans, Directors and any advisory or campaign cabinets that are established to assist with solicitations.
The Department of Development also provides all acknowledgement and recognition of capital gifts.
The University of Manitoba’s Department of Advancement Services oversees the following programs for all faculties, schools
and Libraries:
• Research: Identify and gather information on donor prospects and donors for all development programs.
• Awards Coordination: Facilitate the process of establishing an award at the University.
• Database Administration: Manage and maintain biographic data on all alumni, prospects and donors, and financial
data on all donors and alumni.
• Reporting: Provide timely and accurate biographic and/or financial information regarding alumni, prospects and
donors to staff (internal and external) and outside organizations or individuals, as required.
• Gift Processing, Acknowledge and Follow-up: Process all gifts to the University of Manitoba from individuals,
corporations, foundations and organizations, and send the appropriate receipt and acknowledgement. Follow up with reminder
notices as required.
• Stewardship/Donor relations: Faithfully and competently carry out the purpose of a gift and communicating to the
donor the impact of the gift on the university as well as the appreciation for the gift.
• Administrative Support: Clerical and administrative assistance to support all of the development programs, including
word processing, meeting and event arrangements, overhead preparation and assisting with preparation of mailings.
B. THE POSITION (Briefly explain: why this position exists, what it is intended to do, and how it assists in meeting the work unit's goals.)
The incumbent reports to the Director of Libraries for the content and priority of work and has work overseen by the Director
of Development. The incumbent is part of the development team providing fundraising assistance to the University of
Manitoba Libraries. The incumbent is responsible for the overall comprehensive fundraising plans and strategies for the
Libraries and, in collaboration with the Director of Development, will ensure they are consistent with the University’s
fundraising goals. The intended result is increased outright and deferred gifts to the Libraries. This includes collaborating with
staff in the Departments of Development and Advancement Services in planning, implementing and managing an annual
giving program, a major gifts solicitation program for assigned prospects, a planned giving program and for maintaining a
tracking and reporting system to manage the funds, donors and prospects for which the incumbent is responsible. Major
responsibilities include: developing strategies and overseeing the fund-raising cycle, including prospect identification,
cultivation, solicitation, recognition and stewardship. The position will receive stewardship and development assistance from
the development team.
The incumbent, in collaboration with the Director of Development, works closely with senior corporate volunteers and
individuals who are planning significant gifts to the University of Manitoba.
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