Role Purpose

The director of advancement/foundation serves as architect of our foundation's financial growth. This role owns the creation and ongoing iteration of a comprehensive resource development strategy, fueling orsa foundation's philanthropic mission through traditional fundraising and growth-bound, product-related credit union revenue.

This role leads at the intersection of orsa foundation and orsa credit union's shared impact and growth, cultivating foundation donors, credit union members, and impact partners eager to contribute to a future where all Michigan communities are just, thriving, and vibrant.

Primary Responsibilities

As an impact-driven team, our work is collaborative and dynamic. This role, like all positions at orsa, will be counted on to perform a variety of tasks as directed by leadership. Some of the core deliverables for this role are:

Role-Specific Contributions

• Grow giving from existing and potential members through engagement with the foundation as donors, credit union members, and promoters of orsa's shared social impact.
• Lead and proactively define revenue strategy to achieve life changing impact for Michiganders leveraging the credit union and foundation's programs, products, and grants.
• Drive a culture of connection to giving at orsa for members and team members.

Strategic Leadership

• Design and implement a multi-year advancement strategy that integrates charitable giving and credit union core business-related revenue.
• Establish annual revenue goals across individual, corporate, and institutional sources.
• Identify and shape opportunities to convert the credit union's individual and business members to foundation donors.
• Collaborate with teams across the credit union to support storytelling, product development, extend impact, and drive strategic outcomes.
• Provide regular reporting on pipeline development, performance metrics, and revenue outcomes.

Traditional Fundraising

• Lead all aspects of fundraising including corporate sponsorships, event strategy, campaigns, major gifts, and grants.
• Build and manage a portfolio of high-capacity donors and prospects.
• Develop compelling cases for support that connect the foundation's grantmaking to measurable community impact.
• Build and lead donor tracking, stewardship, recognition, and engagement programs.

Credit Union Growth Revenue

• Create and execute strategies to attract mission-aligned members, partners, and depositors that support credit union impact lending and social impact goals.
• Partner with leaders across the credit union to identify, build, and foster foundation revenue tied to the credit union's growth.
• Cultivate relationships with institutions, businesses, and individuals interested in socially responsible financial participation.
• Educate stakeholders on the role of deposits in expanding the credit union's social impact lending.

Relationship Management & Partnerships

• Serve as a primary ambassador for the foundation to donors and sponsors.
• Foster and strengthen partnerships between credit union leaders and community stakeholders.
• Represent the foundation and credit union at events, presentations, and community forums.

Operations & Leadership

• Lead the implementation of a foundation donor CRM.
• Support credit union teams in tracking impact deposits.
• Develop and manage advancement budgets and revenue projections.
• Ensure compliance with regulatory, ethical, and reporting standards.

• Perform other duties as directed by leadership.

Qualification and Competency Requirements

As an organization focused on creating belonging, we appreciate that outstanding team members have different roads to excellence. Therefore, we don't compromise on capability but are capability but use qualifications as guidelines. Typically, we'd expect a director of advancement/foundation to have built capabilities through experiences that would include a minimum of:

• Education: Bachelor's degree in social work, community development, business, nonprofit management, or related field.
• Work Experience: Minimum 7 years of progressive leadership experience in fundraising or advancement positions.
• Industry Experience: Nonprofit, healthcare, or higher education fundraising; foundation leadership.

Preferred Qualifications and/or Competencies

• Education: Master's degree in business administration, social work, or related field.
• Work Experience: Experience with member or affinity group engagement and fundraising.
• Industry Experience: Credit union or financial services community impact experience.
• Professional Credentials and/or Certifications: Certified Fund Raising Executive (CFRE) or Credit Union Development Educator (CUDE).

The outcome of experience is our priority, so proficiency will be evaluated over means of acquiring it. Necessary competencies include:

Leadership

At orsa, whether we serve as managers, lead cross-functional teams or initiatives, or simply lead ourselves, we are all leaders. The following leadership competencies are expected of all team members within a leadership capacity.

• Core Adaptive Capabilities: Systems thinking, pattern recognition, scenario planning and learning agility.
• Human Centered Leadership: Empathy, emotional intelligence, psychological safety, inclusive leadership, purpose-drive motivation.
• Strategic Thinking & Innovation: Horizon planning, breakthrough thinking, calculated risk taking, experimentation mindset.
• Execution in Ambiguity: Decisive action despite uncertainty, agile implementation, resource flexibility, change leadership.
• Technology & Data Fluency: Digital acumen, data literacy, ecosystem thinking, ethical technology use.

Functional

• Relationship Development & Stewardship: Establish and grow relationships both internally with collaborators and externally with donors and members in service of financial outcomes for the foundation and credit union.
• Donor Management & Engagement: Demonstrate deep knowledge of both donor databases and strategies to engage and delight donors.
• Cross-functional Communications & Storytelling: Fosters communication and collaboration across disciplines and stakeholder groups with expert storytelling through writing, speaking, and presentations.
• Financial & Business Acumen: Translates business and impact outcomes, forecast revenue, and budget based on projections.

Work Model and Conditions:Hybrid

This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient. This position also works from home, where an appropriate work environment is required. Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.

The hybrid classification provides the opportunity to flex with purpose, empowering team members to work in locations best suited for work and life. In that spirit, those in a hybrid role are encouraged to maintain a commutable proximity to their primary work location because:

• The organization expects hybrid team members to attend certain meetings in person
• Managers may require onsite work to support outcomes
• Work model classification is subject to change

As a team member of orsa, you'll enjoy:

• Comprehensive medical, dental, and vision plans
• Generous paid time off package for all full-time team members
• Up to 12-weeks paid paternity/maternity leave
• Lifestyle Accounts to help with your personal wellbeing
• Family Health Benefits
• Paid time off to observe all Federal Holidays
• Flexible work options depending on position
• A generous 401k match
• Numerous employee engagement activities
• Community Resource Groups
• Paid time off for occasions such as volunteering, caregiving, and family events

Contact/application information:

If this description appeals to you, please submit an application! A member of orsa's talent acquisition team will be in contact with you shortly!

Disclaimer:

This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.

Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!