Sr. Director, Office of Gift Policy Administration
University of California San Diego
Location: La Jolla, California
Internal Number: 120713
Submission of a cover letter is required in order for an application to be considered.
Reporting to the Associate Vice Chancellor (AVC) for Advancement Services, the Senior Director of Gift Policy Administration and Donor/Fund Stewardship is responsible for building, directing, and overseeing a highly collaborative and customer-service oriented central office to direct and assist Development officers, as well as faculty and other campus leadership, on the UC and UCSD policies and processes for Gift Policy, related data standards and reporting, as well as donor and fund stewardship fiduciary obligations and reporting. This is a large public university operation with a significant number of gifts and funds under management.
As a senior leader in Advancement Services, the incumbent provides leadership, direction and significant expertise for ensuring incoming charitable gifts are solicited in proposals, and documented in gift agreements, in accordance with UC, UCSD, and IRS policy, and industry best practice. This includes oversight for review of proposals and gift agreements, and ensuring naming and endowed policy levels are adhered to, and proper leadership review and approval for gifts occurs up to and including the Chancellor and the UC President's office. After the gifts are received, the incumbent provides leadership, direction and significant expertise for the creation and maintenance of comprehensive donor acknowledgment and gift/fund stewardship systems. The incumbent creates and implements enhanced programs and outreach to provide highly tailored narrative and financial stewardship and impact reports, and stewardship strategies for donor cohorts at all levels of giving, including a very significant annual reporting process for endowments and very high level gifts. The incumbent oversees processes to provide special reports, tracking of matching and other similar financial requirements to meet donor requirements. The incumbent will conceptualize and direct the creation of focused and compelling suites of materials to support these efforts.
The incumbent is responsible for developing and implementing systems, policies and procedures to ensure that University donor cohorts are strategically stewarded for specific gifts or gift/funding areas and recognized as appropriate. This is of the utmost importance for the success of our fundraising efforts. This includes developing and implementing creative, integrated, and highly-collaborative donor stewardship for key donor cohorts; defining and implementing best practices for donor stewardship reporting and impact; developing and reporting on outcome metrics to provide high-level tracking, coordination and evaluation of donor stewardship program effectiveness and efficiencies. Communications and reporting to donors are often on behalf of the Chancellor or Vice Chancellor Advancement, or other high-level campus leadership, including the UC San Diego Foundation Board of Trustees. The incumbent will partner with Advancement leadership, the UC San Diego Office of Donor Experience and Engagement, Directors of Development, and other Advancement colleagues to implement donor stewardship programming. Oversee and execute the implementation and annual financial review processes of UC San Diego PPM 410-5 and 410-6, as well as policies related to endowed chair creation and approvals PPM 230-8, gift minima PPM 410-30, naming PPM 420-1, and allocation of gifts PPM 410-20
As a part of the oversight function, verse and direct the Support Group registration and management processes as required by UC Regents Policy and Office of the President Guidelines, and the related campus policy.
ADM MGR I - Career Tracks: Responsible for managing the administrative operations of a school, OR a medium to large academic department, OR several small departments within a college, OR a medium to large non-academic department. Typically includes all or most of the following functions: IT, facilities, student services, contracts and grants, budgetary financial management and / or human resources. Manages a professional staff, typically large, and / or comprised of professionals in various fields. Assumes accountability for decisions made by subordinates. Performs long and short term planning for function. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules.
Equity, Diversity, and Inclusion are core values at UC San Diego and Advancement is committed to a continuous process of learning and updating practices to support systemic evolution toward equity, diversity, and inclusion for our team and constituents. We foster the UC San Diego Principles of Community by encouraging and developing a collaborative and positive environment among colleagues
UC San Diego is an academic powerhouse and economic engine, recognized as one of the top 8 public universities by U.S. News and World Report. Innovation is central to who we are and what we do. Here, students learn that knowledge isn't just acquired in the classroom - life is their laboratory. UC San Diego's rich academic portfolio includes six undergraduate colleges, five academic divisions and five graduate and professional schools. The university's award-winning scholars are experts at the forefront of their fields with an impressive track record for achieving scientific, medical and technological breakthroughs.