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#117373 Sr. Director, Office of Gift Policy Administration

Extended Deadline: Sun 8/21/2022

For the safety and well-being of the entire university community, the University of California requires, with few exceptions, that all students, faculty and staff be vaccinated against the COVID-19 virus and influenza before they will be allowed on campus or in a facility or office. For more information visit: Flu Vaccine Mandate / COVID Vaccine Policy


Reporting to the Associate Vice Chancellor (AVC) for Advancement Services, the Senior Director of Gift Policy Administration and Donor/Fund Stewardship is responsible for building, directing, and overseeing a highly collaborative and customer-service oriented central office to direct and assist Development officers, as well as faculty and other campus leadership, on the UC and UCSD policies and processes for Gift Policy, related data standards and reporting, as well as donor and fund stewardship fiduciary obligations and reporting.

As a senior leader in Advancement Services, the incumbent provides leadership, direction and significant expertise for ensuring incoming charitable gifts are solicited in proposals, and documented in gift agreements, in accordance with UC, UCSD, and IRS policy. This includes oversight for review of proposals and gift agreements, and ensuring naming and endowed policy levels are adhered to and proper leadership review occurs. After the gifts are received, the incumbent provides leadership, direction and significant expertise for the creation and maintenance of comprehensive donor acknowledgment and gift/fund stewardship systems. The incumbent creates and implements enhanced programs and outreach to provide highly tailored narrative and financial stewardship and impact reports, and stewardship strategies for donor cohorts at all levels of giving. The incumbent will conceptualize and direct the creation of focused and compelling suites of materials to support these efforts.

The incumbent is responsible for developing and implementing systems, policies and procedures to ensure that University donor cohorts are strategically stewarded for specific gifts or gift/funding areas and recognized as appropriate. This is of the utmost importance now, as a campaign is underway, and in the future for the success of our fundraising efforts. This includes developing and implementing creative, integrated, and highly-collaborative donor stewardship for key donor cohorts; defining and implementing best practices for donor stewardship reporting and impact; developing and reporting on outcome metrics to provide high-level tracking, coordination and evaluation of donor stewardship program effectiveness and efficiencies. Communications and reporting to donors are often on behalf of the Chancellor or Vice Chancellor Advancement, or other high-level campus leadership, including the UC San Diego Foundation Board of Trustees. The incumbent will partner with Advancement leadership, the UC San Diego Office of Donor Experience and Engagement, Directors of Development, and other Advancement colleagues to implement donor stewardship programming. Oversee and execute the implementation and annual processes of UC San Diego PPM 410-5.

Equity, Diversity, and Inclusion are core values at UC San Diego and Advancement is committed to a continuous process of learning and updating practices to support systemic evolution toward equity, diversity, and inclusion for our team and constituents. We foster the UC San Diego Principles of Community by encouraging and developing a collaborative and positive environment among colleagues. UC San Diego provides resources and services so employees can develop a deeper connection to our diverse campus community. Explore more at UC San Diego Staff Associations network and Campus Community Centers.


  • Proven success in creating and implementing both targeted and wide-scale donor stewardship cohort programming and operations to strengthen and significantly enhance the continuum of fundraising and achievement of the private support goals at a major research University. Ability to manage a donor cohort that includes all levels of donors, but most critically major donors such as endowed donors, planned giving donors, and principal gifts donors where impact reporting and acknowledgement are crucial.

  • Broad knowledge of the organization's processes, protocols and procedures with a focus on budget, account and fund management and / or personnel management under labor contract(s) and personnel policy.

  • Advanced knowledge of policies and procedures related to University of California proposal and gift agreement legalese and protocols; namings, endowed chairs, endowment administration, and stewardship reporting practices to guide, mentor, and advise executive leadership and development staff in generating proposals and gaining approval for major donors to UCSD. Provide guidance on UC policy, ethical practices and legal requirements to ensure they are adhered to.

  • Proven advanced knowledge and understanding of the highly complex nature of gift financial data, investing and managing endowment, and gift purposes and function in higher education. Clear understanding of the components of investment returns, endowment spending, and stewardship best practice in communications to create compelling, strategic and multifaceted stewardship reports to donors of such information.

  • Broad knowledge of financial analysis and reporting techniques; human resources and risk management planning; and / or accounting and payroll.

  • Advanced knowledge of financial accounting and sound financial analysis skills to use and interpret the UC San Diego Foundation's accounting data, as well as campus Financial Link data and UCOP endowment accounting data in order to prepare accurate and compelling reporting, understand and interpret accumulation and spending trends in the financial data.

  • Demonstrated extraordinary skill in analysis, data collection, data manipulation and synthesis into concise well organized summaries, reports, policies, briefings, and presentations for donors, senior administration, leadership and faculty.

  • Advanced, proven ability to analyze, understand and interpret the most technical university research, findings, "stories", financial data, and other information, and to translate the information and data into understandable, reader friendly written reports and other written information for major donors and prospects.

  • Proven experience and knowledge of the full spectrum of development, including prospect identification, cultivation, solicitation, stewardship, donor recognition, gift policies, support groups and administration.

  • Expert knowledge of Donor Bill of Rights, CASE and ADRP donor relations and stewardship practices, and ability to apply them to create and provide a best practice donor stewardship operation at UCSD with cost effective programs and implementation. Demonstrated ability to independently establish objectives and plans and to direct all aspects of donor stewardship, data stewardship, and support group operations.

  • Proven experience in managing a growing and critical stewardship portfolio comprised of key university donors to endowment as well as all major donors. Ability to conceptualize and deliver a published "annual report" quality endowment report to endowed donors, and deliver an ongoing program of major donor acknowledgement on behalf of campus leaders. Ability to synthesize, vet and implement policy, practices and standards for acknowledgement of and gift reporting to all levels of donors.

  • Ability to establish key relationships of trust and information exchange with donors and volunteers, as well as faculty, business officers and university leadership, with an emphasis on tact, diplomacy, flexibility, professionalism, and discretion.

  • Extensive professional experience in writing and editing, as well as ability to interpret legal documents and gift agreements, policies and procedures and to write in a similar manner.

  • Broad knowledge of common organization-specific and other computer application programs.Advanced expertise to utilize on-line databases and other software to create retrieve, and compile up-to-the-minute documents and historical information for reports.

  • Advanced skill in Windows Office Suite with significant emphasis on skill using Excel, data manipulation and interpretation; as well as moderate skill in query tools. Well honed skills in the use of computers, and the creation and update of data electronically.

  • Experience in hiring, training, supervising, evaluating, and disciplining staff. Proven ability to plan, manage and mentor staff and set priorities to direct others within high standards of productivity and ethical outcomes.

  • Bachelor's degree in Business, related field, or combination of education and experience with a minimum of five (5) years in an Advancement Services division at a major university at a directorship level position.


Job offer is contingent on clear Background Check.

Must have access to reliable transportation.

Occasional evenings and weekends may be required.

Job offer is contingent on successful engagement in the UC COVID-19 Vaccination program (fully vaccinated with documented proof or approved exception/deferral).

To foster the best possible working and learning environment, UC San Diego strives to cultivate a rich and diverse environment, inclusive and supportive of all students, faculty, staff and visitors. For more information, please visit UC San Diego Principles of Community.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity or sexual orientation. For the complete University of California nondiscrimination and affirmative action policy see:

UC San Diego is a smoke and tobacco free environment. Please visit for more information.

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