General Information
| Job Description | FUNDRAISER 2 NEX | Working Title | Development and Marketing Coordinator, Gift Planning |
|---|---|---|---|
| Job Code | 007546 | Grade | 21 |
| Department Name | Development - D01188 | Department Head | Annya Lott |
| Supervisor | Sandy Liarakos | Effective Date | 04/01/2024 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Professional who applies acquired job skills, policies, and procedures to complete substantive assignments/projects/tasks of moderate scope and complexity; exercises judgment within defined guidelines and practices to determine appropriate action. |
Custom Scope
| Implements specific plans for fundraising and alumni relations programs and activities; or may plan, administer, and implement an established fundraising project or program of limited scope and complexity. Provides basic analysis of program trends and results; assists in developing materials; and coordinates work of support staff. Position is expected to raise gift dollar amounts as established at each specialization. |
Department Custom Scope
| The Development and Marketing Coordinator, Gift Planning position executes and manages strategic marketing and communications efforts, including donor stewardship and engagement communication and events, for the Office of Gift Planning at UCR. Reporting to the Senior Director of Development, Gift Planning, the Coordinator will collaborate with campuswide development units and college representatives to design and deliver marketing content to educate and promote interest in planned gifts across all disciplines. Responsibilities also include donor pipeline growth through new lead generation, discovery, and qualification conversations with prospective donors; legacy donor stewardship and communication programming; management of legacy donor data sets and data upkeep at the direction of the Senior Director; strategic event management; and targeted prospecting using available donor insights to optimize marketing, communication, and stewardship efforts. Success will be measured against a series of established metrics based on team strategic goals and responsibilities for the year. Overall, the Office of Gift Planning will be positioned as a growth department with attention placed on increasing the number of legacy society donors, the number and value of deferred and outright planned gifts, interactions and engagement with current legacy society donors, and training opportunities for internal and external stakeholders in the area of charitable estate planning. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| 2 - 4 years of related experience. | Required |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Implements established components for fundraising and alumni relations programs and activities; plans, administers, and implements a well-defined or established fundraising program requiring the exercise of limited discretion and judgment.
|
20 |
Drafts informational and marketing materials for review of assigned programs.
|
20 |
Develops and maintains reports on program activities and results, providing information on program trends and learning to provide basic analysis of data.
|
10 |
| Works with other professionals to ensure predetermined fundraising goals are met. | 10 |
| Assists in the organizing and implementation of special events. Handles special projects/assignments involving direct interaction with alumni volunteers and donors. | 10 |
| Responsible for maintaining Raisers Edge records. Ensure that all relevant information about donors and prospects is entered correctly. Generate regular reports (e.g. mailing lists, action items, and giving history). | 10 |
| Provides high-level administrative support coordinating and communicating with donors and key gift planning partners. Provides timely service to donor and development officer requests and inquiries. Maintains a comprehensive electronic filing and records system. | 10 |
| Prepares materials for specific fundraising activities and/or assists in promotional efforts such as writing, speaking, telephoning, et cetera, as required. | 5 |
| With some direction, conducts research on alumni, friends, corporations, and foundations to identify prospects. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Demonstrated ability to plan, organize, and prioritize assignments. Provide proficient follow-up, and make effective timely decisions despite tight deadlines and competing projects. | Required |
| Working knowledge of applicable laws, rules, regulations, policies, etc. | Required |
| Skill to maintain confidentiality. | 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 |
| Computer proficient and able to use a variety of software in a Windows environment, such as Word, Excel, PowerPoint, Outlook, etc. | Required |
| Good organizational, analytical and critical thinking skills. | Required |
| Working knowledge of applicable laws, rules, regulations, policies, etc. | Required |
| Working knowledge of fundraising, donor relations and public relations concepts, principles, procedures and techniques. | Required |
| Working knowledge of fundraising, donor relations, and public relations concepts, principles, procedures, and techniques. | Required |
| Good written and interpersonal communication skills to establish and maintain good working relationships throughout the organization and with outside constituencies. | Required |
| Skills in maintaining confidentiality. | Required |
| Good organizational, analytical and critical thinking skills. | Required |
| Working knowledge of the campus and/or medical center, its vision, mission, goals, objectives, achievements and infrastructure. | Required |
| Working knowledge of the location, its vision, mission, goals, objectives, achievements and infrastructure. | Preferred |
| Basic graphic design, HTML, and copywriting skills. | Preferred |
| Experience using Raisers Edge, or similar customer relationship management system. | Preferred |
| Experience using Adobe creative suite, especially InDesign and Illustrator. Preferred experience with MailChimp and Canva. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Valid Drivers License | Required |
Other Special Requirements & Conditions
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Level of Supervision Received
| Supervision |
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 |