Job Description

Payroll Title:
ADMIN MGR 1
Department:
ADVANCEMENT SERVICES
Hiring Salary Range
$110,000 - $150,000 / Year
Worksite:
Campus
Appointment Type:
Career
Appointment Percent:
100%
Union:
Uncovered
Total Openings:
1
Work Schedule:
Days, 8 hrs/day, Mon-Fri

#120713 Sr. Director, Office of Gift Policy Administration

Extended Review Date: Sun 1/22/2023

UC San Diego values equity, diversity, and inclusion. If you are interested in being part of our team, possess the needed licensure and certifications, and feel that you have most of the qualifications and/or transferable skills for a job opening, we strongly encourage you to apply.

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

Submission of a cover letter is required in order for an application to be considered.

DESCRIPTION

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. This is a large public university operation with a significant number of gifts and funds under management.

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, and industry best practice. This includes oversight for review of proposals and gift agreements, and ensuring naming and endowed policy levels are adhered to, and proper leadership review and approval for gifts occurs up to and including the Chancellor and the UC President's office. 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, including a very significant annual reporting process for endowments and very high level gifts. The incumbent oversees processes to provide special reports, tracking of matching and other similar financial requirements to meet donor requirements. 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 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 financial review processes of UC San Diego PPM 410-5 and 410-6, as well as policies related to endowed chair creation and approvals PPM 230-8, gift minima PPM 410-30, naming PPM 420-1, and allocation of gifts PPM 410-20

As a part of the oversight function, verse and direct the Support Group registration and management processes as required by UC Regents Policy and Office of the President Guidelines, and the related campus policy.

ADM MGR I - Career Tracks: Responsible for managing the administrative operations of a school, OR a medium to large academic department, OR several small departments within a college, OR a medium to large non-academic department. Typically includes all or most of the following functions: IT, facilities, student services, contracts and grants, budgetary financial management and / or human resources. Manages a professional staff, typically large, and / or comprised of professionals in various fields. Assumes accountability for decisions made by subordinates. Performs long and short term planning for function. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules.

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.

QUALIFICATIONS

  • Demonstrated 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.

  • Advanced knowledge of the types of policies, procedures, protocols and legalese that proposal and gift agreements would deploy, as well as namings, endowed chairs, endowment administration, and stewardship reporting practices that need to be in place. to guide, mentor, and advise executive leadership and development staff in generating proposals and gaining approval for major donors to UCSD. Knowledge of UC and UCSD specific policies and procedures are strongly preferred and must be learned if not known.

  • Requires ability to provide important and sometimes difficult guidance on UC policy, ethical practices and legal requirements to ensure they are adhered to by Development. Must obtain and or coordinate legal advice with campus, UCOP and/or UC San Diego Foundation counsel from time-to time.

  • Proven advanced knowledge and understanding of the highly complex nature of charitable 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.

  • Skills in organization and customer service to effectively manage multiple important priorities. Proven ability to organize department work functions in an efficient and effective manner. Demonstrated ability to create a distinguished customer service based operation and philosophy in a top tier complex academic setting. Expert interpersonal, collaborative and team-building skills.

  • General knowledge and understanding of financial accounting practices and sound financial analysis skills to use and interpret the Foundation and Campus Financial 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.

  • 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.

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

  • Proven skills to quickly evaluate complex issues and identify multiple options for resolution.

  • 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.

  • Skills to work collaboratively with other locations. Must develop and maintain an excellent rapport with Institutional Advancement personnel at UCOP to enable seamless information sharing and requests for pre-reviews and approvals for gift acceptance of UC Presidential level gift agreements and acceptance.

  • 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.

  • Bachelor's degree in Business, related field, or combination of education and experience with a minimum of 10 years in an Advancement Services division at a major university and/or a directorship level position.

  • Advanced knowledge of Council for the Advancement and Support of Education (CASE) Global reporting standards for Private support.

  • Strong verbal and written communication skills; ability to influence / persuade all levels of staff.

  • Demonstrated 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 confidentiality, tact, diplomacy, good judgement, discretion, flexibility, professionalism, and sensitivity..

  • 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.

  • Advanced proven knowledge and experience in the operations and management of relationship and communications with members of a non-profit Board of Trustees.

  • Ability to handle competing priorities in a highly complex multi-department environment.

  • Demonstrated management and conflict resolution skills to effectively lead and motivate others.

  • Demonstrated competency and commitment to equity, diversity and inclusion.

  • Demonstrated 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.

  • Demonstrated knowledge of resource management, planning for budgetary needs, prioritization of projects, program and activities to meet overall goals.

SPECIAL CONDITIONS

Job offer is contingent on clear Background Check.

Must have access to reliable transportation.

Occasional evenings and weekends may be required.

Pay Transparency Act Full Salary Range: $78,900 - $179,900 Annually

The University of California, San Diego is required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range for this position is defined as the Full Pay Range. The budgeted salary or hourly range that the University reasonably expects to pay for this position defined as the Expected Pay Scale. Placement within the Expected Pay Scale is determined by internal equity, relevant qualifications, and collective bargaining agreements (when applicable).


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: http://www-hr.ucsd.edu/saa/nondiscr.html

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

Application Instructions

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