General Information
| Job Description | FUNDRAISER 4 | Working Title | Director of Gift Planning |
|---|---|---|---|
| Job Code | 000462 | Grade | 25 |
| Department Name | Development - D01188 | Department Head | |
| Supervisor | Effective Date | 04/25/2018 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues/problems without precedent and/or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy. |
Custom Scope
| Using advanced fundraising concepts, plans, organizes, and directs complex large-scale fundraising campaigns which include multiple components. Results have major impact on overall program goals and assignments and are typically at the "major gifts" or "corporate/foundation relations" level, including managing portfolios of donors capable of giving gifts of an agreed upon amount. May oversee work of professional and/or subordinate staff. May attend functions, meetings and serve on internal/external committees as a location representative. Position is expected to raise gift dollar amounts as established at each specialization. |
Department Custom Scope
| UC Riverside's Gift Planning Office is responsible for charitable gift planning, deferred giving, trusts, real estate gifts and estate distributions. Under the general direction of the Sr. Director of Development for Gift Planning, the Director of Gift Planning is responsible for planning, managing and implementing strategies and tactics for planned giving donor identification, cultivation, solicitation, and stewardship. The position coordinates with and supports college -based planned giving efforts. Position requires specialized training and knowledge for financial, gift and estate planning, and current knowledge of tax legislation and changes that affect the gift planning process. Responsible for designing, implementing, maintaining, and evaluating a comprehensive gift planning marketing campaign under the supervision of the Sr. Director. |
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 |
|---|---|
| Certification in Gift Planning | Preferred |
| Certified Fund Raising Executive | Preferred |
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| Plans, organizes, and directs large-scale, fundraising campaigns which include multiple components.May serve as an expert or lead development professional in a specific academic discipline. | 5 |
Develops and manages dynamic portfolio to identify, qualify, cultivate, solicit and steward prospects for gifts in the agreed upon range. May include corporate and foundation prospects.
|
55 |
Recruits, trains, and supports key volunteers who assist in advancement efforts.
|
10 |
| May attend functions, meetings and serve on internal/external committees as a representative of the location. | 5 |
| Ensures that predetermined fundraising goals are met and implements program activities to achieve these goals. . | 5 |
| Analyzes needs and assists in the creation of strategic plans for fundraising and other advancement programs. | 5 |
| Plan, organize, and implement donor recognition program for all new gift planning donors, which includes responsibility for supporting The Watkins Society program, a major annual event for UC Riverside's honor society for gift planning and estate gift donors. | 5 |
| Provide consultation and direction to development staff across campus in developing solicitation strategies using gift planning techniques. | 10 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Advanced written, oral and interpersonal communication skills, including political acumen, to establish and maintain good working relationships throughout the organization and with outside constituencies. Ability to make persuasive and compelling presentations of goals and objectives for a location in order to secure gifts. | Required |
| Very strong skills in maintaining confidentiality. | Required |
| Advanced working knowledge of all aspects of the location, including current issues of concern for both the campus and/or throughout higher education/healthcare generally. Advanced working of the location, its vision, mission, goals, objectives, achievements and infrastructure. | Required |
| Advanced knowledge of applicable laws, rules, regulations, policies, etc. | Required |
| Advanced organizational, analytical and critical thinking skills, including skill in creative and effective decision-making and problem identification/avoidance/resolution, and strong project management skills. | Required |
| Advanced knowledge of all aspects of fundraising, donor relations, and public relations concepts, principles, procedures, and techniques. | Required |
| Advanced knowledge of fundraising, donor relations and public relations concepts, principles, procedures and techniques. | Required |
| Ability to work effectively with deans and directors, academic and University leaders and volunteers to achieve fundraising goals. | Required |
| Strong sense of ethical conduct that will inspire confidence and motivation with the proven ability to persuade colleagues and prospects. | Required |
| Ability to work effectively with parent programs and faculty. | Preferred |
| Knowledge of estate planning, including wills, trusts, and estate gift laws. General knowledge of various types of charitable gifts including in-kind gifts, gifts of securities, planned giving vehicles and gifts of real property. | Required |
| Experience using Raiser's Edge or other CRM databases. Gift Planning software such as PG Calc or Crescendo¿ preferred | Preferred |
| Experience with exporting/importing data from or to different software applications; and operating knowledge of Internet for data gathering purposes. | Required |
| Demonstrated success at meeting predetermined goals and objectives through effective program/project planning, organization, execution and evaluation. | Required |
| Advanced oral and interpersonal communication skills, with an emphasis on tact, diplomacy, flexibility, professionalism and discretion in order to establish and maintain good working relationships throughout the organization and with outside constituencies. Advanced skill in making persuasive and compelling presentations of campus goals/objectives and securing gifts. | Required |
| Proven success at fundraising by developing and implementing strategic plans that incorporate a concise definition of goals, targeted audiences, and strategies in-line with institution goals and closing planned gifts, both local and national. | Required |
| Experience supporting capital or comprehensive campaigns in higher education. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Requires travel to multiple work sites, including meetings and events on and off campus. Occasional domestic travel may be required, as well as nontraditional work hours to accommodate evening and/or weekends that coincide with events and meetings. | Required |
Other Special Requirements & Conditions
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Level of Supervision Received
| Direction |
Environment
Working Environment
| Other University Setting |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
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Environmental Requirements
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Critical Position
| Is Critical Position: No |