director of advancement/foundation
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
- 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.
- 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.
- 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.
- Create and execute strategies to attract mission-aligned members, partners, and depositors that support credit union impact lending and social impact goals.
- 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.
- 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.
- 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.
Qualification and Competency Requirements
- 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).
Necessary Competencies
- Leadership: Systems thinking, pattern recognition, scenario planning, learning agility, empathy, emotional intelligence, psychological safety, inclusive leadership, purpose-drive motivation, horizon planning, breakthrough thinking, calculated risk taking, experimentation mindset, decisive action despite uncertainty, agile implementation, resource flexibility, change leadership, 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: Deep knowledge of both donor databases and strategies to engage and delight donors.
- Cross-functional Communications & Storytelling: Expert storytelling through writing, speaking, and presentations.
- Financial & Business Acumen: Translate business and impact outcomes, forecast revenue, and budget based on projections.
Work Model and Conditions
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.
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!
Equal Employment Opportunity Policy
orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.