Associate Vice President and Managing Director, College of Letters & Science Wisconsin Foundation & Alumni Association

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Associate Vice President and Managing Director, College of Letters & Science Wisconsin Foundation & Alumni Association Madison, WI http://www.wisc.edu/ https://www.supportuw.

com The Opportunity: The Wisconsin Foundation & Alumni Association (WFAA) is dedicated to encouraging the interest, engagement and financial support of alumni, donors and friends of the University

1 Associate Vice President and Managing Director, College of Letters & Science Wisconsin Foundation & Alumni Association Madison, WI Send Nominations or Cover Letter and Resume to: Zena Lum Search Director The Opportunity: The Wisconsin Foundation & Alumni Association (WFAA) is dedicated to encouraging the interest, engagement and financial support of alumni, donors and friends of the University of Wisconsin- Madison. In 2014, WFAA was created by the merger of the UW Foundation and the Wisconsin Alumni Association. The Foundation is the official fundraising and gift-receiving organization for the University of Wisconsin-Madison. It is an independent, nonprofit, tax-exempt organization. BACKGROUNDER 1

A highly selective public research university and land grant institution, the University of Wisconsin-Madison is widely recognized as one of the finest universities in the world.

2 An elected Board of Directors oversees its assets and activities. The Foundation works closely with the University s leadership to determine and support fundraising priorities and nurture lifelong relationships with alumni, donors and friends. A highly selective public research university and land grant institution, the University of Wisconsin-Madison is widely recognized as one of the finest universities in the world. Founded when Wisconsin achieved statehood in 1848, UW-Madison is the flagship campus of the University of Wisconsin System. UW-Madison is organized into 13 Schools and Colleges that enrolled 29,536 undergraduates, and 13,802 graduate and professional students in It employs 21,750 faculty and staff. Its comprehensive academic program offers over 200 undergraduate majors and certificates, and over 250 master s, doctoral and professional programs. The University ranks 10 th in U.S. News & World Report s list of best public universities, 3 rd in number of doctorates granted among U.S. universities and 7 th in number of patents recorded among U.S. universities. There are over 435,000 living alumni of the UW- Madison. UW-Madison is a founding member of the Association of American Universities. In 2016, it ranked sixth in total research expenditures among U.S. universities, with over $1B in annual expenditures. The Wisconsin Badgers compete in 25 intercollegiate sports in the NCAA Division I and Big Ten Conference. For 15 consecutive years, the Badgers have been invited to both the NCAA Men s Basketball tournament and a post-season football bowl game, the longest simultaneous streak on record. In 2016, Madison was named one of America s Best College Football Towns by Travel & Leisure magazine. The Associate Vice President and Managing Director for the College of Letters & Science is the primary Advancement officer for UW-Madison s largest unit on campus. The competitive candidate will be a seasoned major and principal gifts fundraiser, a demonstrated strategic driver, and a BACKGROUNDER 2

3 results-oriented team leader who values staff growth and development. This is a superb opportunity for a senior leader committed to success. Ideal qualities include a natural intellectual curiosity, a genuine passion for the value of a liberal arts education, and proven savvy in navigating a complex, fast-paced and sophisticated organization. Position Overview Associate Vice President and Managing Director, College of Letters & Science The Associate Vice President and Managing Director (AVP) is an employee of the Wisconsin Foundation & Alumni Association. S/He reports to the WFAA Vice President and Managing Group Leader, with a dotted line to the Dean of the College of Letters & Science. The AVP is the strategic lead in all aspects of the College of Letters & Science (L&S) development program, including campaign planning and execution, principal and major gifts, leadership annual giving ($1,000+ gifts) and stewardship initiatives. S/He will have 11 direct reports: 9 Major Gift Officers; an Associate Director of Development; and a Program Manager for whom s/he will provide leadership, coaching and prospect strategizing, goal setting, accountabilities, reporting, resources and support. In addition to managing a personal portfolio of high-capacity L&S prospects, the AVP will oversee plans for L&S top prospects and the Dean s relationships with top prospects, and will coordinate and prioritize the Dean s portfolio. S/He will serve as the WFAA lead liaison with the L&S Dean s office and advancement team, facilitating cross-team collaboration and effective information flow between teams. As a key member of the WFAA development management group and serving as the L&S unit leader, the AVP is expected to contribute to the growth and refinement of the University s overall development operation. Along with other senior managers, s/he will identify issues for attention, craft policies and procedures, provide input on organizational goals, expectations and report results. The AVP will be expected to support organizational initiatives and facilitate change management efforts in a leadership capacity. Core Responsibilities: I. Program Leadership Design, implement and manage all development activities, including campaign plan and implementation, major gifts, leadership annual gifts and stewardship. Also oversee the broadbased annual giving activities implemented by WFAA Marketing/Communications and L&S advancement teams. Serve as development strategist and advisor to the Dean on all development activities and donor strategies. BACKGROUNDER 3

4 Establish and monitor L&S campaign goals and annual fundraising goals. Regularly report on progress to L&S leadership. Develop and maintain systems to support L&S development activities. Work closely with and strategically align efforts with WFAA colleagues in Gift Planning, Corporate/Foundation, and Regional Development, as well as with colleagues in Alumni Relations and Engagement, Research/Prospect Management and Marketing/Communications. Collaborate with colleagues in the L&S Office of Advancement to ensure a well-aligned and integrated fund development and engagement program. Work proactively with chairs of the L&S departments that partner with WFAA and L&S to invest in assigned development staff. Work together to set appropriate expectations and goals for development directors, communicate regularly on progress and address challenges and opportunities. II. Team Leadership Lead, manage, empower and support a team of development professionals in meeting team and individual goals. Hire, train, mentor, evaluate and motivate direct reports. Guide and support their professional career growth. Set individual goals and track progress toward meeting targets. III. Prospect Management Actively manage a portfolio of major and principal gifts prospects. Support the Dean s role as lead fundraiser and prioritize the Dean s development-related activities. Oversee strategies for expanding and strengthening the L&S donor base, with a specific focus on major and principal gifts development around L&S funding priorities. Develop and implement effective personalized strategies (cultivation, solicitation, stewardship) for major gifts donors and prospects, including oversight of Dean s prospects, often in collaboration with WFAA President, and CDO. Lead comprehensive stewardship strategies in partnership with the L&S Program Manager and the L&S Office of Advancement. Work closely with the L&S Board of Visitors and leadership volunteers to increase engagement and philanthropic support. IV. Support a service-oriented atmosphere in accordance with WFAA mission, values, and philosophy. a. Strategic beliefs: BACKGROUNDER 4

5 The University of Wisconsin-Madison has a transforming impact on students, alumni and society; Authentic, lifelong relationships and engagement with alumni, donors and friends are fundamental to sustaining the reputation and continued success of the University; Philanthropy has an essential and growing importance on the future progress of UW- Madison; The highest level of stewardship and fiduciary responsibility in financial, investment, data and gift administration is vital to maintaining trust with stakeholders; and Diverse views, experiences and perspectives strengthen WFAA and the University community. b. Organizational values: Serious about delivering results; Work together and with campus partners as a team; Committed to alumni, donors, volunteers and others; Be open-minded; and Create a positive work environment. Required Experience/Skills Minimum of eight years experience in complex development organizations, including a minimum of three years managing a team of development professionals, preferably within higher education. Strong leader with successful record of experience managing people and programs. Supervisory and management skills and a demonstrated ability to build, manage, mentor and motivate an effective team. Establish effective processes, metrics and accountabilities. Expertise in strategy development and proven ability to execute on a plan. Experience working in a comprehensive campaign, including a strong track record of closing major and principal gifts from VIP donors. Ability to navigate a complex academic community, and to build bridges and strong collaborative relationships with a range of internal colleagues and external stakeholders. Exemplary interpersonal and communication skills. Ability to champion the liberal arts, and to articulate the vision and case for L&S philanthropy. Strong ethical sense and exemplary integrity in decision making. Ability to meet travel requirements (approx. 20%) The Wisconsin Foundation & Alumni Association (WFAA) is the doing business as name of the merged organization comprising the University of Wisconsin Foundation ( and the Wisconsin Alumni Association ( whose legal corporate name is registered as the University of Wisconsin Foundation. BACKGROUNDER 5

Development Overview UW-Madison launched its fourth comprehensive fundraising campaign in 2013, with the goal of attracting $3.2B by 2020 to support University funding priorities.

6 Development Overview UW-Madison launched its fourth comprehensive fundraising campaign in 2013, with the goal of attracting $3.2B by 2020 to support University funding priorities. As of June, 2017 the All Ways Forward campaign has raised $2.08B (65%) toward this goal. Approximately $334.5M of this has been designated for the College of Letters & Science in support of its $508M goal (66%). You can learn more about the campaign on the All Ways Forward website. In calendar year 2016, WFAA raised $295.6M in new gifts and pledges for UW-Madison, with $51M of this designated for the College of Letters & Science. WFAA manages an endowment currently valued at $2.5B. Total assets under management at WFAA are approximately $3.5B. College of Letters & Science: The College of Letters & Science (L&S), the largest unit on UW-Madison s campus, graduates more than 3,000 students each year and teaches more than 60 percent of all the credits offered at UW-Madison. L&S has 34 academic departments, 13 non-academic departments, 5 professional schools, and 73 interdisciplinary research centers and institutes. For students, it offers 69 undergraduate majors, 33 undergraduate certificates and 106 graduate majors. Almost every undergraduate student at UW-Madison is touched in some way by this College during their matriculation. L&S Faculty The faculty are some of the finest in the world. Forty-seven L&S faculty are members of the American Academy of Arts & Sciences. Forty-one are Fellows in the American Association for the Advancement of Science. There are two MacArthur Fellows and 36 John Simon Guggenheim Fellows. This year, two L&S faculty became Carnegie Fellows. Every year, faculty win major awards, such as the Maxwell Prize for Physics (received by Astronomy Professor Ellen Zwiebel this year). BACKGROUNDER 6

L&S Alumni There are 200,000 living L&S alumni and they are considered the College s greatest asset. Most of them achieve success and job satisfaction upon graduation.

7 L&S Alumni There are 200,000 living L&S alumni and they are considered the College s greatest asset. Most of them achieve success and job satisfaction upon graduation. Two recent comprehensive alumni surveys, administered in 2015 by the UW Survey Center, revealed that nearly 90 percent of L&S alumni are employed fulltime, attending graduate school, or both. L&S alumni go on to do amazing things, across a wide spectrum of fields. They become leaders in entertainment. Media. Finance. Marketing. The creative fields music, art, poetry and novel-writing. Nonprofit management. Government work. L&S Badgers are go-getters who find that a liberal arts degree from UW-Madison opens doors and launches careers. L&S Students Every year, L&S can boast student winners of at least a few of these prestigious scholarships: Rhodes, Truman, Goldwater and Churchill. But its students are also known for their change-the-world mindset, with hundreds of L&S students volunteering to help the community through UW s Morgridge Institute for Public Service. L&S students often study abroad via a variety of programs and opportunities, and have the option of learning one or more languages through its internationally renowned foreign language program (UW graduates more students with language majors than any university in the United States). One of the biggest benefits to studying at a large public research university like UW-Madison is the access to unique opportunities in the lab. Many L&S students get to work alongside top-notch faculty on groundbreaking science, thanks to the L&S Undergraduate Research Scholars program. Highimpact learning opportunities abound in L&S, and are life changing for students. The L&S Career Initiative In 2013, the Letters & Science Career Initiative was launched an effort funded entirely through private donations. The goal: to radically transform career services by giving liberal arts students the resources to explore, plan and act strategically early in their college careers. The results have drawn other great public research universities to the campus to see how it s done. Through the L&S Career Initiative, the College aims to lead the nation in career services among public universities. BACKGROUNDER 7

8 Alumni have stepped up in large numbers to act as mentors and support the program. An effort to secure $20M by 2020 has been launched to position the initiative for long-term success by bolstering staffing, expanding career-prep courses for students, envisioning a new career center, and supporting internships. This is a program that positions L&S as a leader in preparing liberal arts students (prized by employers, but too often underprepared to articulate their unique skills) for success in life and work. The Location - Madison, WI: Spanning 936 acres along the southern shore of Lake Mendota, the UW campus is located in the city of Madison, the state capital with a population of approximately 245,000. Total population of the surrounding metro area exceeds 600,000. Against a backdrop of high-tech businesses and acclaimed academic institutions, Madison, Wisconsin exudes the casual, down-to-earth feel you'd expect in the capital of America's Dairyland. On a given night, Madisonians can dine on food prepared by award-winning chefs and take in performances by national and international musicians and actors. The next morning, Madisonians can buy produce, meats and baked goods at the Dane County Farmers Market, often grabbing breakfast and coffee there or at hot spots like Marigold Kitchen and Michelangelo's Coffee House. A hotbed of the healthcare, biotech, and information technology industries, Madison has steadily welcomed new residents over the past decade and is growing to accommodate and entertain these transplants. Developers are quickly erecting mixed-use luxury housing with ground floors occupied by trendy restaurants and coffee shops. Options for fine dining, microbrews and craft cocktails in Madison are constantly expanding. Much like in New York City, it's somewhat rare to encounter a native Madisonian. Some who have relocated permanently attended UW-Madison and never left. Others relocated to Madison for work. Nevertheless, the small-town vibe of Madison shines through. BACKGROUNDER 8

9 The city tops many best lists, including: America's Best College Football Towns Travel + Leisure, August Most Fun Places to Live in the U.S. U.S. News & World Report, July 2016 #3 in Top 100 Best Places to Live 2016 Livability.com, February 2016 Top Ten Happiest Cities in the World National Geographic, January 2015 #1 Best City for Quality of Life NerdWallet, August 2014 The University s location in south central Wisconsin makes for convenient access to Milwaukee (80 miles), Chicago (150 miles) and Minneapolis (270 miles). Daily buses serve all three cities. Related Websites: City of Madison Greater Madison Convention and Visitors Bureau Dane County State of Wisconsin Visiting Wisconsin 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. BACKGROUNDER 9

10 To learn more, call Zena Lum, Search Director at or send nominations or cover letter and resume to All inquiries will be held in confidence. Setting the Standard in Development Search LOIS L. LINDAUER SEARCHES, LLC 420 Boylston Street, Suite 604, Boston, MA BACKGROUNDER 10

Appendix Leadership: Rebecca M. Blank Chancellor University of Wisconsin-Madison Rebecca M. Blank became Chancellor of the University of Wisconsin- Madison in July 2013.

She started as undersecretary for economic affairs, and then was named deputy secretary and acting secretary of the agency, managing nearly 45,000 employees and a $10B budget.

11 Appendix Leadership: Rebecca M. Blank Chancellor University of Wisconsin-Madison Rebecca M. Blank became Chancellor of the University of Wisconsin- Madison in July Leading Wisconsin s flagship university represents a return to academia for Blank. From 2009 to 2013, she served in top positions at the U.S. Department of Commerce. She started as undersecretary for economic affairs, and then was named deputy secretary and acting secretary of the agency, managing nearly 45,000 employees and a $10B budget. During her time at the agency, Blank not only led a large and complex organization, but also worked to promote economic development with an emphasis on connecting research and innovation with job creation and economic growth. Blank brings strong academic credentials to the position of Chancellor. She served as dean and professor of public policy and economics in the Gerald R. Ford School of Public Policy at the University of Michigan from 1999 to Earlier in her career, she was a member of the faculty at Northwestern University and Princeton University, as well as an assistant visiting professor at the Massachusetts Institute of Technology. She also spent two years, from 1997 to 1999, as a member of the President s Council of Economic Advisers. John Karl Scholz Dean College of Letters & Science John Karl Scholz is the Dean of the College of Letters & Science at UW-Madison. Prior to this, he was the Nellie June Gray Professor of Economic Policy in the department of economics, which he joined in In he was the Deputy Assistant Secretary for Tax Analysis at the U.S. Treasury Department, and from he was a senior staff economist at the Council of Economic Advisors. He directed the Institute for Research on Poverty at UW Madison from Professor Scholz writes on diverse topics, including household saving, the earned income tax credit and lowwage labor markets, financial barriers to higher education, and bankruptcy laws. His research has appeared BACKGROUNDER 11

in leading economics journals, including The American Economic Review, The Quarterly Journal of Economics, Journal of Political Economy, and the Review of Economic Studies.

Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security for their paper "Are Americans Saving 'Optimally' for Retirement.

12 in leading economics journals, including The American Economic Review, The Quarterly Journal of Economics, Journal of Political Economy, and the Review of Economic Studies. In 2007, Scholz and his colleagues Ananth Seshadri and Surachai Khitatrakun were awarded the twelfth annual TIAA-CREF Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security for their paper "Are Americans Saving 'Optimally' for Retirement." He is a research associate at the National Bureau of Economic Research. His undergraduate degree is from Carleton College in Northfield, Minnesota and his Ph.D. is from Stanford University. Michael M. Knetter President and CEO Wisconsin Foundation & Alumni Association Michael M. Knetter joined the Wisconsin Foundation & Alumni Association as President and Chief Executive Officer on October 16, 2010 after eight years as Dean of the Wisconsin School of Business. As Dean, he orchestrated the novel $85M Wisconsin Naming Gift, the expansion of Grainger Hall, and the restructuring and improved national standing of the fulltime MBA. In addition to leading the business school, Knetter worked with the campus leadership team to develop strategies to increase revenue as Vice Chancellor for Advancement beginning in Prior to joining UW-Madison in 2002, he was associate dean of the MBA program and professor of international economics in the Amos Tuck School of Business at Dartmouth College. He also served as senior staff economist for the President s Council of Economic Advisors for former Presidents George H.W. Bush and Bill Clinton. Knetter completed his undergraduate studies in economics and mathematics at the University of Wisconsin- Eau Claire and his Ph.D. in economics at Stanford University. Anne Lucke Vice President and Managing Group Leader Anne Lucke is Vice President and Managing Group Leader at the Wisconsin Foundation & Alumni Association, providing strategic leadership to, and overall supervision of, the Development teams responsible for the fundraising programs of six academic units at the University of Wisconsin-Madison: the Wisconsin School of Business, College of Letters & Science, College of Engineering, College of Agriculture and Life Sciences, School of Education and the School of Human BACKGROUNDER 12

13 Ecology. Collectively these six Schools and Colleges recorded $119M in new gift commitments in With 17 years of Development experience in higher education, Anne leads the Foundation s Development Leadership Team and plays a key role in shaping the organization s fundraising strategies, policies, and team performance and accountability measures. She also works closely with University leaders to cultivate and solicit leadership gifts from some of the institution s most prominent and generous alumni. Anne joined the Wisconsin Foundation & Alumni Association in 2000 as Director of Development for the College of Letters & Science, and in 2008, she was promoted to Managing Senior Director of Development and assumed overall leadership of the Letters & Science Development team. In 2011, she took on responsibility for overseeing the Development teams working on behalf of the School of Education and School of Human Ecology, and in 2013, she was promoted to her current position as Vice President and Managing Group Leader overseeing the development work of six Schools and Colleges. Prior to joining the Wisconsin Foundation & Alumni Association, Anne held management and marketing positions in the bookselling, tourism and information technology industries. She earned her Master of Arts degree in English Literature from UW-Madison and Bachelor of Arts in English from Holy Cross College in Worcester, MA. BACKGROUNDER 13

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Michigan State University

Michigan State University Dean of the College of Agriculture and Natural Resources Michigan State University (MSU), the nation s premier land-grant university, invites applications and nominations for