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Senior Director of Donor Stewardship

Company: University of California at Irvine
Date Posted: January 22, 2018


University Advancement

In a relatively short period of time, the University of California, Irvine has achieved tremendous success. A top public university, UCI has become internationally-recognized for improving lives through research and discovery, fostering excellence in scholarship and teaching, and engaging and enriching the community. With plans for major campus growth and having just completed a comprehensive campaign, the future is even brighter… The university is seeking experienced, innovative development professionals to lead our fundraising efforts at a time of great excitement and opportunity for the campus.

We offer competitive salary ranges, excellent benefits—including a minimum of three weeks of vacation per year—and career advancement opportunities. UCI is an equal opportunity employer committed to excellence through diversity. UCI Human Resources, 111 Theory, Suite 200, Irvine, CA 92617.

Position Title:
Senior Director of Donor Stewardship
Department: University Advancement
Req. No: 2018-0084
Location: UCI Campus - Irvine

Job Summary:
Under the general direction of the Assistant Vice Chancellor, Advancement Operations, the Senior Director of Stewardship will provide leadership and vision to the stewardship team. S/he will work closely with the University Advancement team to design, implement, manage, and evaluate a comprehensive donor relations/stewardship program that will help the University's pipeline donor acquisition efforts, as well as stewardship and cultivation efforts of significant major and principal gift donors. In this process, the Senior Director will help to maximize awareness of leading gifts and serve as the liaison to campus marketing and communication leadership. The Senior Director through collaboration and partnerships will work with Advancement staff, volunteers, university-wide faculty, staff, and administrators to assure positive and mutually-rewarding relationships between the University and its donors.

The University of California, Irvine is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.

Salary: Commensurate with experience
Total Hours: 8-5, M-F
Career Position.
Final candidate subject to background check.
As a federal contractor, UC Irvine is required to use E-Verify to confirm the work status of individuals assigned to perform substantial work under certain federal contracts/subcontracts.
Please attach your resume.

Program Direction
Provide leadership and direction to the Stewardship unit in establishing goals, performance standards, operating policies and procedures, and an evaluation process to monitor progress.
Provide leadership to the unit-based development programs regarding donor relations, and to ensure UCI has an integrated and consistent campus-wide stewardship program.
Create a quantitative and qualitative measurement system to evaluate the effectiveness and success of all donor relations, stewardship and recognition programs, utilizing the data to improve standards, promote a uniform message, and further the success of the fundraising goals.
Research and communicate emerging trends and best practices in donor engagement and stewardship in higher education.
Consult with central and unit development officers on a regular basis to ensure that all donors and volunteers are appropriately acknowledged and recognized for their contributions.
Work closely with University Advancement senior leadership and other development staff members to organize donor-focused programs that strengthen philanthropic and volunteer engagement, involvement and support.
Improve and elevate the endowment reporting process.
Coordinate a cross-institution committee charged with developing a plan for stewardship.
Oversee University Advancement's donor-relations concierge service program that provides direct interface with donors before, during and after completion of the gift process. Interact personally with key constituents to remove obstacles, resolve problems, and ensure the gift process is positive and donor-centric.
Develop effective programs to ensure, foster and nurture productive relationships with potential donors. Working with the development team, create strategic engagement opportunities to cultivate these prospects, leveraging the exceptional faculty, students, and facilities of the University.
In collaboration with the Executive Director of Engagement and Annual Programs, develop a Donor Recognition Program (Loyalty Society) with a goal of engaging the donor fully, utilizing more personalized efforts, catering to the donor's unique interests and connecting them with other similar opportunities that would encourage donors to continue their involvement with UCI. Measure the success of the program through the growth in the number of members, movement of members to the next level giving, member demographics, number of years of giving, etc.
Maintain oversight of calendar of gift anniversary calls and cards.

Respond to special needs and requests of donors.

Ensure a timely and accurate acknowledgement system is in place according to policies and specific requirements.
Develop and implement individual, personalized stewardship plan for acknowledging principal gift donors who have given gifts of $1M or more. Provide oversight for acknowledgement of Major and Leadership gifts for gifts of $25,000 or more. Coordinate production and distribution of 'Thank You' Letters to all donors of $1,000 or more.

Gift Oversight and Stewardship
Create stewardship reports to educate, engage, inspire and thank our top donors for their generosity, including trustees, endowment donors, scholarship donors, and corporate and foundation donors, among others.
Work with campus units to ensure that scholarships and fellowships are administered appropriately and awarded in a timely manner. Coordinate with student services to monitor scholarship activity; engage in ongoing communication with scholarship donors and provides stewardship. Work closely with the Director of Financial Aid.
Ensure that a tracking system is set up for endowment funds, including background information on donors, fund purpose, gift amount, market value and use of funds. Annually review all endowed funds to confirm the payout is being used and not accumulating, and is being used according to donor's intent.
Ensure donors are provided with annual reports on endowment performance, market value of fund and use of endowment income. Coordinate production and distribution to donors of annual endowment reports on a timely basis.
Work in collaboration with the Prospect Development team on important stewardship initiatives when appropriate.
Develop a 'real-time' online stewardship program for university donors using automated reporting tools.
Develop and implement individual, personalized stewardship plans for principal gift donors. May meet directly with and survey major donors and prospects to identify donor needs and expectations. Provide personalized, senior level stewardship for key donors as needed.
Design and implement donor surveys for the purpose of understanding donor behaviors, interests, movements, retention, etc., resulting in refining and improving reports and other donor communications.

In collaboration with the Director of Advancement Communications and the Engagement and Annual Programs team, develop and oversee a comprehensive communications plan that enhances the outreach efforts of the department with a focus on both print and electronic collateral materials, video highlights, stewardship impact stories, and social media channels to acknowledge and engage our constituents. Measure the success of the program through the growth in the number of members, movement of members to the next level giving, member demographics, number of years of giving, etc.

Contribute to regular brainstorming on innovative, unique and personalized stewardship communications and experiences.
Measure and analyze results of marketing and communications outreach initiatives to determine effectiveness.
Assume additional duties and special projects as assigned.

Work with the Assistant Vice Chancellor, Advancement Operations to ensure that major donor stewardship goals are accomplished.

Work effectively within a team of senior advancement services professionals to help manage the university s fundraising support functions.

Work directly with all directors of development and various administrators throughout campus to ensure the success of the unit's stewardship program.

Maintain effective working relationships with all other departments in University Advancement.

Represent University Advancement to outside constituents, as appropriate.

Responsible for operating budget.

Responsible for compliance with all UCI policies and procedures.

Directly supervises 4 FTE including: one senior administrative analyst, two administrative analysts and one administrative specialist.


Core Competencies:
Excellent interpersonal skills and the ability to communicate effectively with a diverse and high-level group of individuals in a diplomatic and professional manner and a strong commitment to customer service and open communication.
Resourcefulness in finding appropriate solutions to problems and initiative in presenting alternatives and implementing solutions to ensure effective change. Ability to anticipate problems and take necessary action to eliminate or mitigate potential negative effects.
Ability to be flexible in working independently as well as collaboratively with Advancement staff, faculty, and campus units to achieve defined goals. Use initiative to organize and follow through with complex tasks to meet deadlines.
Skill to use a personal computer and computer software programs at a high level of sophistication. Proven ability to use MS Office Suite and database programs. Knowledge of Outlook, Word, Excel, Access and PowerPoint. Familiarity with the Internet and how to conduct searches.
Possess traits of good judgment, confidentiality and discretion in communicating with colleagues and constituents.
Position Specific Skills and Abilities:
Bachelor s degree required. Master's degree optional. Five to eight years of successful professional development and/or fundraising related experience, preferably in higher education.
Five to eight years of progressively responsible professional experience in donor relations, stewardship, alumni relations and/or communications.
A well-developed understanding of fundraising and a demonstrable knowledge of creative event production, communications, and marketing in a University setting.
Ability to produce impactful social media and communications efforts.
Succeed in a fast-paced and diverse workplace environment with rapidly shifting priorities and deadlines.
Extensive experience with crafting, presenting and sharing a message in an imaginative and creative way that is part of a well-orchestrated process for building and strengthening relationships with constituents.
Prior experience in planning and executing communications and marketing support for a comprehensive fundraising campaign, preferably for a college or university.
Strong organizational skills, including a commitment to and track record in both strategic and operational planning.
Ability to coordinate and implement initiatives that deepen the level of understanding of and commitment to the institution.
Ability to work effectively with volunteers, colleagues and senior administrators.
Ability to establish measurable goals and objectives, and develop and implement strategies to achieve them.
Demonstrated understanding of the importance of donor relations and stewardship to a successful fundraising program.
Function well under pressure with constant attention to decorum and poise.
Multi-task effectively despite multiple overlapping projects and deadlines.
Ability to integrate one s own efforts with others and to collaborate and cooperate with a positive, collegial approach.
Independently motivated, yet team oriented.
Experience managing a team of professional-level staff members.
May work occasional evenings and weekends.
May be required to drive on occasion in order to perform the routine or essential job responsibilities for the position.
Must possess a valid California driver's license and participate in the DMV Pull Notice Program.

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