BENTLEY UNIVERSITY BACKGROUNDER | 1

Executive Director, Annual Giving and Advancement Relations

Bentley University

Send Nominations or Cover Letter and Resume to:

Wendy Lazar

Search Director

617-262-1102

wlazar@LLLSearches.com

The Opportunity:

Bentley University is one of the nation's leading business schools, dedicated

to preparing a new kind of business leader one with the deep technical

skills, the broad global perspective, and the high ethical standards required

to make a difference in an ever-changing world. To achieve its goal, Bentley

infuses its advanced business curriculum with the richness of a liberal arts

education. The results are graduates who are making an impact in their

chosen fields and turning their passions into success stories. Located on a

classic New England campus just minutes from Boston, Bentley is a dynamic

community of leaders, scholars, and creative thinkers.

Bentley is accredited by the Association to Advance Collegiate Schools of

Business (AACSB) and the European Quality Improvement System (EQUIS),

the most prestigious international accounting body for business education.

Waltham, MA

https://www.bentley.edu

BENTLEY UNIVERSITY BACKGROUNDER | 2

It is one of only two business schools in the U.S. and

one of only 130 business schools worldwide

accredited by EQUIS. Bentley University is also

accredited by the New England Association of

Schools and Colleges, Inc. (NEASC).

Today, the challenges of a rapidly changing world

have made business skills and experiences hot

commodities. More students are considering

business as the foundation of their higher education

experience. With its unique blend of business, technology, and the liberal arts, Bentley, a private, nonprofit

institution, provides students with relevant, practical, and transferable skills.

Over the past 6 years, Bentley’s Advancement operation has undergone a significant transformation and is

well on its way to becoming a best in class operation. In an effort to better communicate and engage

alumni, Advancement Leadership decided to merge the annual fund and alumni relations departments. The

Executive Director is a new role that will develop the strategy and implement a comprehensive blended

program. This is an ideal opportunity for a collaborative manager and team-builder who is equally excited

about analytics as s/he is about alumni engagement and who has experience with developing creative

strategies to increase fundraising and engagement support.

Position Overview – Executive Director of Advancement Relations and

Annual Fund

Reporting to the Vice President for University Advancement, and a member of the University Advancement

Leadership team, the Executive Director of Advancement Relations and Annual Fund will engage Bentley’s

60,000+ alumni in meaningful ways and promote philanthropic support of Bentley at the Annual Fund level.

Essential Functions:

• Oversee the Annual Giving department and the Center for Alumni Parents and Friends, leading

strategic planning, developing goals and objectives, providing management oversight, and acting as

a liaison with other university divisions on matters of constituent engagement and annual giving.

• Develop and achieve annual fund and engagement goals and metrics, provide strategic direction

and program oversight to these two departments.

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• Work closely with the Executive Director of Development to ensure that engagement and fund-

raising programs are strategically aligned and provide opportunities for a deeper level of

engagement for alumni, parents, students and friends of the university, resulting in a robust pipeline

of prospects who can provide increasing levels of philanthropic support.

• Maintain a strategic partnership with the Global Alumni Board, supporting them as an accurate

reflection and representation of the university’s alumni population. Provide strategic connection to

the university and lead the identification and recruitment of board membership.

• Maintain a strategic partnership with the Bentley Executive Club, providing staff support and acting

as liaison between the organization and the university.

• Work closely with the Executive Director of Advancement Communications to develop strategic and

regular communication with alumni via direct contact, email blasts, web pages, print publications and

social media.

• Oversee the management of signature events including Homecoming, Parents Weekend, and

Reunion Weekend. Partner with other divisions on campus wide events to provide alumni/parent

constituent perspective and volunteers as needed.

• Develop programming that grows and strengthens connections between students and alumni.

Minimum Qualifications:

• Bachelor’s degree with 10+ years of experience managing engagement and annual giving programs,

preferably in a higher education setting.

• Demonstrated success in managing a multi-channel annual giving program preferred.

• Must be able to strongly articulate the connections between engagement and philanthropy in this

fast changing environment of communication, engagement and solicitation.

• Demonstrated management and leadership experience in a complex organization is essential.

• Strong interpersonal skills and demonstrated ability to work effectively in a team environment.

• The ability to work well under stress in a deadline-driven environment required.

• Familiarity and a comfort level with technology and Development/CRM operating systems are

essential.

• A high level of diplomacy, tact and confidentially are a must.

Bentley University is an Equal Opportunity Employer, building strength through diversity. The University is

committed to building a community of talented students, faculty and staff who reflect the diversity of global

business. We strongly encourage applications from persons from underrepresented groups, individuals with

disabilities, covered veterans and those with diverse experiences and backgrounds.

BENTLEY UNIVERSITY BACKGROUNDER | 4

We strive to create a campus community that welcomes the exchange of ideas, and fosters a culture that

values differences and views them as a strength in our community.

Client Overview

Bentley blends the breadth and technological strength of a large

university with the values and student focus of a small college.

Offering 24 majors and 35 minors, Bentley University shapes its

academic curriculum around preparing students for the

increasingly changing workforce. Students interested in business

professions choose from a wide range of programs that address all

functional areas, including accountancy, finance, marketing,

management, and liberal arts — all anchored in technology.

The University’s student body consists of 4,200 undergraduates and

1,000 graduate students. 16 percent of its students are international,

coming from 82 countries. The student-faculty ratio is 14:1, and 78

percent of full-time faculty hold doctorate degrees. 99 percent of

the Bentley class of 2016 were either hired or accepted to graduate

programs within six months of graduation.

Bentley offers over 100 clubs and organizations; 20 percent of the student body participates in Greek Life.

There are more than 20 Division I and II teams, and 2,300 students play intramurals. It boasts #1 as the

NCAA Division II National Champions in Women’s Basketball.

Bentley University enjoys a strong position in many major rankings and lists, including U.S. News & World

Report's latest edition of America's Best Colleges 2017 Bentley University is #3 in the Best Regional

Universities-North category and is #48 in the “Best Business Programs.” Bloomberg BusinessWeek ranked

Bentley #10 among the top undergraduate business programs in the nation in its 2016 issue of The Best

Undergraduate Business Schools. In addition, The Princeton Review Annual College Guide named

Bentley's Career Services #1 in the nation. The guide also named Bentley one of the nation’s Best Colleges

and Universities and one of the "Best Northeastern Schools" for 2017.

BENTLEY UNIVERSITY BACKGROUNDER | 5

Strategic Plan:

In 1917, Harry Bentley transformed business education in America, introducing the sophisticated profession

of accountancy, just as the financial industry was taking shape in the United States. Today, Bentley University

is far bigger and more diverse than a one-room accounting school for men. It now offers 24 majors that

span a broad spectrum of disciplines across business and the arts and sciences. As its educational focus has

expanded, so too has Bentley’s entire community, reflecting the gender, ethnic, cultural, and religious

diversity of the 21st century world.

At the start of its second century, the Bentley University Strategic Plan, “Achieving the Business University,

2017-2019” lays out a vision that honors the legacy of its founder, Harry Bentley, while charting the exciting

path forward into the University’s second century. Throughout its history, Bentley has been dedicated to

revolutionizing and advancing business education, with a commitment to success for its students and to

excellence in education and research. This strategic plan keeps the institution on a continued path to realize

those aspirations far beyond what its founders ever imagined when they first opened the doors to Bentley

100 years ago.

A continued focus on education, student life, research, and foundational resources will build Bentley’s brand

and will position the University for increasing successes. With a recently concluded Centennial celebration

and objectives for the upcoming Become Best capital campaign identified, the Cabinet has put forth an

extension of the strategy developed in 2013, with important updates that reflect Bentley’s progress. Read

more…

Campaign

In preparation for Bentley’s next century, the university is in the midst of the quiet phase of its Become Best

comprehensive campaign. With an internal working goal of $100M, the focus of the campaign is to support

initiatives that affirm Bentley as one of the nation’s premier stand-alone business universities. For nearly

100 years, preparing tomorrow’s business leaders to invest and manage funds wisely has been the thing

Bentley has done best. The University is now applying that wealth of knowledge and experience to every

dollar raised. The campaign’s priorities are as follows:

Academic Affairs: From ambitious to acclaimed.

Academic excellence is the reason why Bentley exists. The most accomplished professors need to be

retained. Those experts every university wants need to be recruited. Endowed chairs and thought leadership

initiatives will attract the necessary professors and attention. And research support will enable faculty and

BENTLEY UNIVERSITY BACKGROUNDER | 6

students to collaborate on real-world issues, placing Bentley students on the front lines of progress and

paving the way toward purposeful lives.

Financial Aid: From aspiration to within reach.

Today’s applicants are tomorrow’s alumni. And graduating tomorrow’s business leaders starts with recruiting

the brightest students. By increasing scholarships and reducing students’ need to borrow, Bentley can draw

from an even deeper talent pool, including students from every socioeconomic level, culture, and

background. Talented people can come from anywhere let’s make sure they come to Bentley.

Bentley Annual Fund: From conceivable to achievable.

To become even more competitive and, more importantly, to stay that way, Bentley needs the flexibility to

adapt and the foundation to endure. The Annual Fund is where all giving begins, and a stronger Annual

Fund means the best of both worlds providing unrestricted funds to quickly target today’s needs, and

essential revenue to build on over the long haul.

Career Services: From the career advisor’s office to the corner office.

In business, the only constant is change. But thanks to a historic ability to adapt and evolve, Bentley

graduates are always ready for whatever comes next. And that’s the one thing that cannot be allowed to

change. Students need practical experience and

innovative career programs. Those programs need

the latest technology. And Bentley’s best young

minds need mentorship from its most accomplished

alumni. Because as students build their competence,

confidence, and community, they’ll also build

Bentley’s collective reputation.

Center for Women and Business: From getting

hired to getting ahead.

Bentley’s biggest advantage has always been its courage to spearhead change. And with one of the nation’s

only university centers dedicated to advancing women in business, Bentley’s best is yet to come.

Strengthening corporate outreach programs will continue to change the culture of business from the inside

out. Leveraging research will uncover smarter ways of leveling the playing field. And its student leadership

programs, curriculum initiatives, and visiting scholars will prepare the next generation of female executives.

A culture that values performance over gender is good for women, and men. And, it’s better for business.

BENTLEY UNIVERSITY BACKGROUNDER | 7

Leadership

Maureen Flores

Vice President for University Advancement

Maureen Flores was named the Vice President for University effective July 1, 2017. She oversees all

fundraising programs, alumni engagement, Career Services, Advancement Communications and The Center

for Women and Business and the Office of University Events. Previously, she was the Associate Vice

President for University Advancement at the university responsible for fundraising programs including

Annual Giving, Leadership Gifts, Corporate and Foundation Relations, Sponsored Research and

Advancement Operations. Prior to joining Bentley, Maureen served as the Director of Advancement at

Landmark School in Beverly Farms, MA for 8 years. In her time there, she successfully directed and

completed two capital campaigns—one for a new athletic facility and a second for two new academic

buildings. Earlier in her career, Maureen held increasingly senior fundraising positions at a number of higher

education and health care organizations including Fordham University, Harvard University, the University of

Cincinnati, and the Good Samaritan Hospital Foundation. She earned a bachelor of arts in English from

Fordham University in New York.

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.

BENTLEY UNIVERSITY BACKGROUNDER | 8

To learn more, call

Wendy Lazar, Search Director at

617-262-1102

or send nominations or cover letter and resume to

wlazar@LLLSearches.com.

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 02116

617.262.1102

www.LLLSearches.com

Maureen Flores Vice President, University Advancement

Betsy Whipple Executive Director of Development

Mary Davis Director, Corp Rel

Susan Richman Dir Sponsored Res

Liz Siladi Director Gift Planning

Maria DiLorenzo Director, CAP&F

Paul Carberry Dir Found Rel, Secr

Adv

Kristine Otto Associate Director

Gift Planning

Director, Leadership Gifts

(vacant)

Jack Pini Sr Philanthropy Officer

70) Colleen Sexton

Dir Prospect Research Pauline Carpenter

Leader Gifts Officer

Cara Bauer Leader Gifts Officer

David Ford Leader Gifts Officer

Courtney Hough Director of University

Events

Gary Kelly Sr Assoc Dir Alum Assoc

Paul Stanish Sr Asst Dir

Joseph Dreeszen Assoc Dir, CAP&F

Pat Cahill Exec Prog Coord

Kristin Livingston Sr Asst Dir Ad Com

Caroline Cruise Sr Asst Dir Ad Com

Molly McKinnon- Communications

Specialist

Development Team

29 People in Development 1.5 VP Office

Annual Giving and CAPF

14

Paula DeCosta Asst Dir for Donor

Recognition

Diane Whelan Executive Assist (.5)

Organization Charts

University Advancement 7-13-17 - 74.5 Positions

Rylee Jackson Sr Program Assist

Amy Tamburino Director Advancement

Services & Ops

Ann Marie Regan Adv Serv Proj Mgr

Kathy Bigda Bus Sys Analyst

Roni Eng Dbase Rep Writer

Brenda Neshe Ops & Records Sup

Denise Madden-Smith Sr. Admin Assist (.70)

Marina Whittier Ops & Records Asst

Judy Ducey Principal Fin Assist

Sue Beebee Gagne Director, Annual

Giving

David Taylor Asst Dir AG

Brittany Topper Sr Assoc Dir AG

Brian Read Sr. Assoc Dir AG

McKenzie Wessen Gift Officer, AG

Program Assistant (vacant)

George Triantaris Director, Stewardship

Samantha Goodrow Research Analyst

Thomas Ralston Gift Officer, AG

Shawn Cote Leader Gifts Officer

May ‘17

Tatiana Mullaney Asst Dir Stew

Terry Cronin Exec Director,

Advancement Comm

Communications Team

5

Tonia Bouvier Sr Prog Assist

Exec Director Engagement & Annual

Giving (vacant)

Michael Magnuson Asst Dir Advancement

Technology Leader Gifts Officer

new in FY‘18

Sr. Web Specialist (vacant)

Maureen Flores Vice President, University Advancement

Susan Brennan Associate VP, University

Career Services

Wendy D’Ambrose Dir Grad & Alumni Career

Advising and MBA/MS Employer Outreach

Janet Ehl Dir Career Services

Recruiting & Emp Relations

Alyssa Hammond Dir UG Career Education &

Outcomes

Janet Kenney Asst Mgr, CS

Recruiting/Employer Relations

Jennifer Graham Asst Dir CS Recruiting/Emp Rel

Jennifer Thibodeau Manager CS Recruiting/Emp Rel

Kristine Vidic Sr Assoc Dir, UG Career

Education and Innovation

Audra Boni Sr Assoc Dir Grad CS

Lucy Amello Sr Assoc Dir Grad CS

MaryEllen Ryan Sr Assoc Dir UG CS

Melissa Sawyer Sr Assoc Dir UG CS

Amanda Helfand Sr. Asst Dir UIG CS

Colleen Murphy Sr Assoc Dir UG CS

Deborah Pine Executive Director CWB

Patricia Foster Senior Director CWB

Becky McDougal Event Manager

Anna Babbi Klein Associate Program

Director

Career Services Team

19 People in Undergraduate, Graduate and Alumni Career Services

Center for Women and Business

6 People in CWB

Gayle McCue Sr Admin Assist (9mo)

Ann Cohn CS Coordinator (9mo)

Jeanne DiBona Exec Admin Coord

Deborah Mola Exec Admin Coord

Dorothy Polatin Program Asst II

Tracy Wishon Asst Dir Graduate CS

Brian Moccio Sr. Assistant Dir UG CS