General Information
| Job Description | FUNDRAISER 5 | Working Title | Senior Director of Development, Gift Planning |
|---|---|---|---|
| Job Code | 000463 | Grade | 26 |
| Department Name | Development - D01188 | Department Head | |
| Supervisor | Effective Date |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Recognized organization-wide expert. Has significant impact and influence on organizational policy and program development. Regularly leads projects of critical importance to the organization; these projects carry substantial consequences of success or failure. May direct programs with organization-wide impact that include formulating strategies and administering policies, processes, and resources. Significant barriers to entry exist at this level. |
Custom Scope
| Serves as an expert or lead development professional in a specialized area such as major / principal gifts, gift planning or corporate / foundation relations, or a specific academic discipline such as Health Sciences which has an environment that includes, or potentially includes, donors capable of making very significant contributions to the campus and / or medical center. Maintains a portfolio of donor prospects that include the most influential, complex or highest rated donors. May maintain and manage portfolio(s) of senior campus leadership including the Chancellor and VCs. May have authority to make commitments and precedent-setting decisions regarding program design, development, and procedures. May oversee the work of professional and support staff. position is expected to raise gift dollar amounts as established at each fundraiser specialization. |
Department Custom Scope
| Under general direction of the Executive Director, Individual Giving, the Sr. Director of Gift Planning will play in important role in enhancing gift planning techniques as a function of the University's overall fundraising plan, while managing a finite pool of assigned prospects. The incumbent is responsible for building a pipeline of gift planning prospects nation-wide, connecting alumni, donors, friends, volunteers and other constituents to the campus and to ultimately increase individual gifts to campus-wide colleges, departments and programs. The Sr. Director is responsible for qualifying, cultivating, soliciting, and stewarding major gift donors and prospects. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
| Advanced Degree | Preferred |
Experience Requirements
| Experience | Requirement |
|---|
License Requirements
Certification Requirements
| Certification | Requirement |
|---|---|
| Certified Fundraising Executive (CFRE) credential. | Preferred |
| Certified specialist in Planned Giving (CFPG) credential, or equivalent. | Preferred |
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Qualify major gift prospects and solicit gifts directly.
|
45 |
Develops, creates, writes, implements, and/or evaluates individualized marketing plans and/or strategies for cultivation and solicitation of major gifts, gift planning or corporate/foundation prospects (strategies typically require a high degree of innovation).
|
10 |
Creates, establishes and evaluates methods for building/maintaining prospect and volunteer constituencies and identifies, recruits, and directs the activities of high level volunteers.
|
5 |
| The Senior Director of Gift Planning manages the overall planning, direction, and budget of the Planned Giving Program. Sets goals, develops strategies, and design procedures to achieve shared goals. Set gift planning policy for university advancement in conjunction with campus colleagues and volunteer leadership and in concert with University-wide policy. Steward planned giving budget and oversee expenditures. | 25 |
| Collaborate with campus colleagues in areas of planned giving, providing expertise and support when necessary. Work closely with University, college, and regional gift officers to develop and implement gift planning strategies for top prospects. Devise and implement a gift-planning stewardship for the Watkins Society, in conjunction with the Office of Stewardship and Events. | 15 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Working knowledge of fundraising, donor relations and public relations concepts, principles, procedures and techniques. | Required |
| Working knowledge of the campus and/or medical center, its vision, mission, goals, objectives, achievements and infrastructure. | Required |
| Good written and interpersonal communication skills to establish and maintain good working relationships throughout the campus and/or medical center and with external constituencies. | Required |
| Good organizational, analytical and critical thinking skills. | Required |
| Skill to maintain confidentiality. | Preferred |
| Working knowledge of applicable laws, rules, regulations, policies, et cetera. | Preferred |
| Proven experience in the full spectrum of development including cultivation, stewardship and donor recognition. | Required |
| Strong sense of ethical conduct that will inspire confidence and motivation with the proven ability to persuade colleagues and donor prospects, while maintaining confidentiality in all matters as they relate to sensitive donor relations issues. Highly ethical donor-centered outlook on gift planning, balancing the University's best interest. | Required |
| Experience to direct the design of strategies for cultivation and solicitation of prospective donors. | Required |
| Exceptional organizational, analytical and critical thinking skills. | Preferred |
| Ability to conceptualize, design and implement a development program. | Preferred |
| Exceptional skill in communicating persuasively, both orally and in writing, about private gift fundraising in general and in particular as it applies to UCR. | Preferred |
| Proven ability to work effectively with deans and directors, academic and University leaders and volunteers to achieve fundraising goals. Ability to work effectively with other advancement staff in devising, analyzing, modifying, implementing, and evaluating development programs. | Preferred |
| Ability to travel outside of normal business hours. | Required |
| Knowledgeable about Federal and state legislation concerning gift planning and ability to maintain familiarity with applicable legislation and financial planning concepts. | Required |
| Knowledge of a broad range of academic and institutional issues related to a major research university environment. | Preferred |
| Ability to use a dedicated relational donor database system. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
|
Level of Supervision Received
| GeneralDirection |
Environment
Working Environment
| Campus |
Other Requirements
Items Used
|
Physical Requirements
|
Mental Requirements
|
Environmental Requirements
|
Critical Position
| Is Critical Position: No |