General Information
| Payroll Title | DIRECTOR (FUNCTIONAL AREA) | Title Code | 000245 | Grade/Step | 2 | Working Title | Director, Constituent Research & Development |
|---|---|---|---|---|---|---|---|
| Department Name | Development | Supervisor | Nguyen, Hieu T | Department Head | Nguyen, Hieu T |
Payroll Title of those supervised
| Title Code | Description | FTE |
|---|---|---|
| 7236 | ANALYST III | 3 |
Special Requirements and Conditions
| Critical Position |
Level of Supervision Received
| General Direction |
Items Used
| Standard office equipment |
Position Purpose
| Reporting to the Associate Vice Chancellor for Development, the Director of Constituent Research & Development (CRD) provides strategic direction and management for UC Riverside's Office of Constituent Research & Development. The Research office has primary responsibility for (1) providing in-depth background information on a wide variety of constituents for use by the Chancellor, Vice Chancellors, Deans, faculty and members of the department of Development in pursuit of private funding for University initiatives and activities; and (2) initiating proactive research and data mining that will produce a pipeline of prospects for future cultivation and solicitation in support of UC Riverside. Incumbent is responsible for all aspects of the Research Office, including strategic direction and planning for work products and workloads, human resources, resource acquisition (both independently and in coordination with such entities as the University Resource Librarians), and coordination with all UC Riverside offices using the services of the Research office.
Through supervision of Research staff, the incumbent oversees the identification and evaluation of individual prospects and their affiliated organizations and pipeline development for UCR at all giving levels. Research Staff create written reports compiling and synthesizing in-depth research information on prospects and donors and provide analysis of and suggestions for suitable strategies for prospects in relation to the University's fund raising goals and initiatives. Incumbent serves on a variety of standing and ad hoc committees throughout the University, as required. This position is critical to the success of UCR's overall fund raising efforts, providing services to the entire general campus. By prioritizing and focusing the efforts of Development staff on discrete, well-defined pools of prospects, and by informing Development's and University administration's encounters with UCR's constituents, the Research office enables efficiency in fund raising and ensures UCR's institutional history through its relationship with its constituents. |
Essential Functions
| Essential Function | % Time |
|---|---|
| Research Planning & Operations | 100 |
| -Develop strategies and innovations to identify new major gifts prospects for the University's fund raising efforts.
-Guide and assist development officers in building a "pipeline" of major gift prospects for unit-based and campus-wide fund raising. -Coordinate and supervise the implementation of wealth screening and/or predictive modeling projects. -Supervise the clearance process for prospects campus-wide; ensure that identified prospects are appropriately assigned to fundraisers and track results. -Supervise the production of critical analyses of major gift prospects for senior administrators including the Chancellor, EVC and Provost, VCUA, AVC for Development and central and campus-based fundraisers. Develop unit standards and supervise providing assessments of giving capability and inclination, based on the interpretation and synthesis of myriad sources including federal government records (IRS, FEC, SEC), state government records (real estate, corporate, birth), industry publications, corporate records, annual reports, news, stock reports and foundation documents. -Supervise the ranking of prospective donors and provide recommendations regarding their priority to senior administration and fundraisers campus-wide to maximize the efficiency of the campus-wide fund raising efforts. -Supervise research and production of highly confidential background reports on potential major gift donors for use by senior administrative staff and fundraisers to maximize resources and cultivation efforts for campus-wide fund raising. Provide briefing reports to senior administration prior to cultivation events. Develop procedures and standards for the reports based on industry guidelines. -Working with the Associate Vice Chancellor for Development, coordinates and staffs the Peer screening program. The program involves coordinating events with the highest level friends of the university, the Chancellor, Vice Chancellor for Advancement and other senior administration. -Supervise the analysis of giving patterns and trends in database to predict giving, enhancing the efficiency and effectiveness of fund raising efforts. Conduct analyses of the Advancement database to identify new potential donors; develop and refine ranking systems to prioritize prospects. -Continually seek new research techniques to identify new prospective donors using a variety of resources including wealth screenings, online subscriptions and databases, and the Internet. Supervise the ongoing training of staff in new research techniques. -From an array of potential vendors, identify the best and most cost-effective sources for critical Advancement research information for use in finding and qualifying potential major gift prospects. Responsible for evaluating and determining which resources should be obtained, within the constraints of the department budget. -Monitor Research office productivity and adjusts work load and research techniques as necessary to maintain stated turn-around time on work product. |
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Minimum Requirements
| Minimum Requirement | Display Ranking |
|---|---|
| 1 | |
| Bachelor's degree or equivalent combination of education and experience in advancement research, prospect management, and prospect identification.
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| 2 | |
| Experience working in a higher education fundraising environment with the knowledge of the principles of external fundraising in higher education, donor relations, and of an academic institution's organization, structure, and function.
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| 3 | |
| Proven significant experience in creating and guiding Research and Prospect Management strategies in support of a comprehensive or capital campaign in a higher education environment.
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| 4 | |
| Experience planning, executing, and implementing wealth screening and/or predictive modeling projects. Proven ability to develop guidelines and metrics to track effectiveness of projects and processes.
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| 5 | |
| Proven experience in conducting advanced level research in a higher education institution. Demonstrated advanced analytical skills working in an academic and/or research environment.
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| 6 | |
| Proficiency in information management utilizing a relational database, comprehensive knowledge of standard Windows and Microsoft applications, proficiency using various fee-based and free online research resources.
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| 7 | |
| Demonstrated ability to communicate effectively; Demonstrated interpersonal and communication skills; the ability to establish and maintain good working relationships with colleagues, faculty, donors, volunteers, and University officials.
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| 8 | |
| Exceptional and succinct writing/reporting skills. Demonstrated ability to make effective and persuasive presentations to internal groups and external individuals.
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| 9 | |
| Demonstrated ability to maintain confidentiality in all matters, with a strong sense of ethical conduct that will inspire confidence and motivation. Foster the Principles of Community by promoting and supporting a climate of fairness, cooperation, civility, mutual respect and professionalism.
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| 10 | |
| Demonstrated experience in project and program management and managing teams. Demonstrated experience in hiring, training, supervising, evaluating, and disciplining staff.
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Preferred Qualifications
| Preferred Qualification | Display Ranking |
|---|---|
| 1 | |
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Comprehensive knowledge of and experience with Campaign Reporting strategies and tools for various audiences (e.g., Trustees, the Chancellor and Senior University Management, Deans, Development Officers, the public)
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| 2 | |
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Demonstrated ability to apply principles of logical thinking to a wide range of intellectual and practical problems. Demonstrated experience as a self-directed visionary who can mold existing disparate pieces into a definitive integrated program.
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| Posted Position Purpose |
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| Reporting to the Associate Vice Chancellor for Development, the Director of Constituent Research & Development (CRD) provides strategic direction and management for UC Riverside's Office of Constituent Research & Development. The Research office has primary responsibility for (1) providing in-depth background information on a wide variety of constituents for use by the Chancellor, Vice Chancellors, Deans, faculty and members of the department of Development in pursuit of private funding for University initiatives and activities; and (2) initiating proactive research and data mining that will produce a pipeline of prospects for future cultivation and solicitation in support of UC Riverside. Incumbent is responsible for all aspects of the Research Office, including strategic direction and planning for work products and workloads, human resources, resource acquisition (both independently and in coordination with such entities as the University Resource Librarians), and coordination with all UC Riverside offices using the services of the Research office. This position is critical to the success of UCR's overall fund raising efforts, providing services to the entire general campus. By prioritizing and focusing the efforts of Development staff on discrete, well-defined pools of prospects, and by informing Development's and University administration's encounters with UCR's constituents, the Research office enables efficiency in fund raising and ensures UCR's institutional history through its relationship with its constituents.
The UCR Office of Development is a proud partner with the thousands of alumni, parents and friends who have chosen to take a key role in shaping the face and future of this rapidly growing campus. The generosity of our donors not only enhances the quality of the UCR educational experience, it helps countless young people attain the skills and knowledge they need to succeed and lead in the 21st century. University Advancement: (http://advancement.ucr.edu). Under the leadership of Vice Chancellor Peter A. Hayashida, the UC Riverside University Advancement team: Raises public awareness of UCR's excellence in research, teaching and service; Encourages, promotes, and secures public and private resources to support: Recruitment and retention of world-class faculty; High-quality education for the best and brightest students who are reflective of California's diverse population; Leading-edge facilities and equipment necessary for inquiry and the creation of knowledge for the 21st century and beyond.
The University of California, Riverside(www.ucr.edu) is a doctoral research university, a living laboratory for groundbreaking exploration of issues critical to Inland Southern California, the state and communities around the world. Reflecting California's diverse culture, UCR's enrollment has exceeded 21,000 students. The campus opened a medical school in 2013 and has reached the heart of the Coachella Valley by way of the UCR Palm Desert Center. The campus has an annual statewide economic impact of more than $1 billion. For the second year in a row, Washington Monthly magazine has ranked the University of California, Riverside second among national universities in its 10th annual College Ranking Survey. It is the fourth consecutive year that UC Riverside has been ranked among the top 10 schools in the survey, which considers civic engagement, research, and social mobility. UCR also placed 21st in the category of "Best-Bang-For-The-Buck Colleges", an exclusive list that ranks schools on measures of access, affordability and student outcomes. A member of the prestigious 10 campus University of California system, we are one of only six campuses named to the New America Foundation's 2013 list of "Next Generation Universities," as well as a Top-35 "Best Value School" according to U.S. News & World Report (2014). |
| Posted Minimum Requirements |
| -Bachelor's degree or equivalent combination of education and experience in advancement research, prospect management, and prospect identification.
-Experience working in a higher education fundraising environment with the knowledge of the principles of external fundraising in higher education, donor relations, and of an academic institution's organization, structure, and function. -Proven significant experience in creating and guiding Research and Prospect Management strategies in support of a comprehensive or capital campaign in a higher education environment. -Experience planning, executing, and implementing wealth screening and/or predictive modeling projects. Proven ability to develop guidelines and metrics to track effectiveness of projects and processes. -Proven experience in conducting advanced level research in a higher education institution. Demonstrated advanced analytical skills working in an academic and/or research environment. -Proficiency in information management utilizing a relational database, comprehensive knowledge of standard Windows and Microsoft applications, proficiency using various fee-based and free online research resources. -Demonstrated ability to communicate effectively; Demonstrated interpersonal and communication skills; the ability to establish and maintain good working relationships with colleagues, faculty, donors, volunteers, and University officials. -Exceptional and succinct writing/reporting skills. Demonstrated ability to make effective and persuasive presentations to internal groups and external individuals. -Demonstrated ability to maintain confidentiality in all matters, with a strong sense of ethical conduct that will inspire confidence and motivation. Foster the Principles of --Community by promoting and supporting a climate of fairness, cooperation, civility, mutual respect and professionalism. -Demonstrated experience in project and program management and managing teams. Demonstrated experience in hiring, training, supervising, evaluating, and disciplining staff. |
| Posted Preferred Qualifications |
| -Comprehensive knowledge of and experience with Campaign Reporting strategies and tools for various audiences (e.g., Trustees, the Chancellor and Senior University Management, Deans, Development Officers, the public).
-Demonstrated ability to apply principles of logical thinking to a wide range of intellectual and practical problems. Demonstrated experience as a self-directed visionary who can mold existing disparate pieces into a definitive integrated program. |