General Information
| Job Description | FUNDRAISER 5 | Working Title | Sr. Director of Development, Gift Planning |
|---|---|---|---|
| Job Code | 000463 | Grade | 26 |
| Department Name | Development - D01188 | Department Head | Monique Dozier |
| Supervisor | Erika Bernal | Effective Date | 02/21/2023 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|---|---|
| 007546 | FUNDRAISER 2 NEX | 1.0 |
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 area that includes, or potentially includes, donors capable of making very significant contributions to a location. Maintains a portfolio of donor prospects that include the most influential, complex or highest rated donors. 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
| *Campus presence required with hybrid accommodations.* Under the general direction of the Sr. Executive Director, Central Programs, the Sr. Director of Development, Gift Planning will play an essential leadership role in the University's overall fundraising plan. The incumbent will be responsible for developing gift planning program strategy, enhancing program processes and policies, guiding the use of techniques and training resources, activating a portfolio of assigned prospects as well as contributing planned gift strategy for assigned prospects in colleague portfolios, and managing the Gift Planning team. The incumbent is responsible for building a pipeline of planned gift prospects nationwide and beyond, ultimately increasing deferred and outright giving by individuals for the benefit of colleges, departments, and programs campus-wide. The Sr. Director is the lead fundraiser for the Office of Gift Planning responsible for qualifying, cultivating, soliciting, and stewarding major and principal gift donors and prospects. Utilizing available data and analytical tools, the Senior Director will oversee the strategy, creation, and implementation of the comprehensive marketing and communications plan designed to solicit planned gifts for the university; and the incumbent will ensure close collaboration between the Office of Gift Planning and University Relations staff, internal stakeholders, web developers, and outside contractors/vendors. Through direct fundraising, training, and collaborative efforts, deferred gift receipts should reach a significant percentage (25%-40%) of the annual fundraising goal for the UC Riverside Foundation. |
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 |
|---|---|
| 8 - 13 years of related experience. | Required |
| Minimum of 8 years experience in fundraising in a higher education, health care, or a major research environment. | Preferred |
| Minimum of 5 years experience in charitable gift planning; financial planning; trust, legal, or estate planning. | Preferred |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|---|
| 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.
|
35 |
| Manages a portfolio of donor prospects that include the most influential, complex or highest capacity-rated donors. May maintain and manage portfolio(s) of senior campus leadership including the Chancellor and Vice Chancellor. | 10 |
May oversee the work of professional and support staff.
|
10 |
| Place collaboration with campus colleagues at the highest level, providing gift planning expertise, support, and training when necessary. Advise on, initiate, and actively monitor gift planning strategies for top prospects across all academic and program areas. Identify creative opportunities for blended gifts and collaborative approaches with development colleagues. | 10 |
| Presents formal fundraising proposals to major donors and prospects or prepares senior management to present proposals. | 5 |
| Serves as resource for assigned area of expertise, interacting with prospects, donors, staff and outside professionals to provide information, advice and counsel regarding assigned specialized program(s). May oversee the work of professional and support staff. | 5 |
| Ensures that predetermined fundraising goals are met and designs and implements highly specialized program activities to achieve these goals. | 5 |
| Advocates for staff resources and budget enhancements for the Gift Planning program. Sets annual goals, reviews trends and data analytics to inform strategic budget reallocations, and monitors program ROI making sure to stay on pace to achieve shared goals. Serves as the primary steward of the Gift Planning budget, pre-approves team reimbursements, and oversees expenditures. | 5 |
| May attend functions, meetings and serve on internal/external committees as a representative of the location. | 5 |
| Provide consultation and direction to development staff across campus in developing solicitation strategies using gift planning techniques. | 5 |
| Serve as the University lead on matters of trust and planned gift administration in partnership with members of the UCR Foundation accounting team, gift administration team, the UC Office of the President, Real Estate Services, and Campus Counsel. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Expert level skills in maintaining confidentiality. | Required |
| Proven experience in major and principal gift level solicitations, in blended gift strategy design and implementation, and in creative stewardship and recognition for legacy donors. | Required |
| Expert organizational, analytical and critical thinking skills. Expert project/program management skills, including skills in setting and meeting program/project goals and objectives within budget and time constraints. | Required |
| Strong sense of ethical conduct that inspires confidence and an ability to build trust that persuades colleagues and donor prospects toward action. Highly ethical, donor-centered outlook on gift planning, maintaining confidentiality in all matters related to sensitive donor relations issues while balancing the University's best interests. | Required |
| Expert knowledge of applicable laws, rules, regulations, policies, etc. | Required |
| Expert knowledge of all aspects of the location, including current issues of concern for both the campus and/or throughout higher education/healthcare, generally. Expert knowledge of the location, including its vision, mission, goals, objectives, achievements and infrastructure. | Required |
| Knowledgeable about federal and state legislation relative to charitable tax and gift planning; proven ability to maintain familiarity with applicable legislation and financial planning concepts. | Required |
| Expert working knowledge of all aspects of fundraising, donor relations, and public relations concepts, principles, procedures, and techniques. | Required |
| Exceptional organizational, analytical, and critical thinking skills. | Required |
| Exceptional skill in communicating persuasively, both orally and in writing, about private gift fundraising in general and in particular as it applies to deferred gift fundraising. | Required |
| Ability to conceptualize, design, and implement a development program on time and on budget. | Required |
| Expert written and interpersonal communication skills, including political acumen, to establish and maintain good working relationships throughout the organization and with outside constituencies. Expert skills in making persuasive and compelling presentations of goals and objectives for a location in order to secure gifts. | Required |
| Knowledge of a broad range of academic and institutional issues related to a major research university environment. | Preferred |
| Proven ability to work effectively with deans and directors, academic and University leaders, and team members across University Advancement to achieve fundraising goals. | Preferred |
| Ability to use a dedicated relational donor database system. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Valid Drivers License | Required |
| Travel Local, Regional, and National | Required |
| Travel Outside of Normal Business Hours | Required |
Other Special Requirements & Conditions
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Level of Supervision Received
| General Direction |
Environment
Working Environment
| Campus presence required with hybrid accommodations |
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: Yes |