Director, Annual Giving
Posted on 09/20/2018
University of California at IrvineIrvine, CA
Strategic Planning and Management (30%)
- The Director’s primary responsibility is the strategic execution and management of a comprehensive annual giving program, including the coordination of supporting initiatives in the areas of Advancement Administration and Donor Relations.
- The incumbent will develop a coordinated matrix of communication and solicitation strategies involving email, direct mail, phone/mail, and volunteer engagement, all focused on shaping a tradition of sustainable annual support.
- In conjunction with the Executive Director of Annual Programs, the director provides strategic direction and recommendations for long-range/short-range fundraising and planning specifically in the context of growing the annual giving program while supporting the greater development and campaign goals of University Advancement.
- The Director is responsible for ensuring that the University is a leader among peers as measured externally in terms of total dollars, alumni percentage participation, consistency of giving and average gift size, and internally in terms of clean data, ease of access to data and timely annual fund donor stewardship.
- Plan, execute and evaluate the university’s annual giving activities and programs to ensure appropriate cultivation, solicitation and stewardship strategies are implemented and that fund- raising goals are met.
- Collaborate with Unit Development Officers to establish unit-based annual fund goals and objectives and new programs based upon own assessment of needs. Assist units on campus to develop long-term and comprehensive annual giving programs that include the following constituents: students, parents, community friends, and alumni to promote the importance of annual giving.
- Formulate goals for annual giving programs as it relates to the reunion and senior class gift programs, Telephone Outreach Program (TOP), direct mail, and e-giving campaigns; including designated ask campaign detailed planning. Goals to include pledges, cash received, number of donors, contact rates, pledge percentage, renewing donors, giving level upgrades and average gift.
- Work collaboratively with technical and Information Systems staff to develop and implement plans to integrate new technology (e.g., electronic data transfer, etc.) into processing functions. Ensure effectiveness of the data download.
- Represent UCI at meetings and conferences with colleagues from other UC campuses and other higher educational institutions for the collection and exchange of ideas and information where appropriate.
- In collaboration with Executive Director, Engagement and Annual Programs, develop and provide strategic planning proposals for Annual Giving programs and performance reports to Deans, Directors and Program Managers throughout campus. Design, manage and conduct training programs and workshops for internal and campus personnel providing instruction in annual giving programs and procedures.
- Maintain effective working relationships with other departments in and outside University Advancement.
Annual Giving Programming (45%)
- Hire, train, and evaluate annual fund staff which includes a (TOP) Manager and Communications Manager and the Assistant Director of Marketing and Communications. Collaborate with campus partners such as the UCI Alumni Association, the Parent Programs Associate Director and the Director of the UCI Chancellor’s Club, and the Directors of Development representing the campus schools/units to achieve annual giving goals and objectives.
- Develop goals and set operational standards for the Annual Giving unit. Conduct periodic review, assess performance of department, and implement strategic changes/enhancements as needed. Execute and evaluate annual giving solicitations from $50 to $5,000.
- Develop, create, and write the Senior Class Gift campaign to meet annual fundraising target through direct mail, e-giving and the telephone outreach program. Coordinate with Student Affairs to design and implement Senior Class gift activities, gift selection, and solicitation campaign.
- Develop, create, and write the Reunion Gift campaign to meet annual fundraising target through direct mail, e-giving and the telephone outreach program. Coordinate with Alumni Relations to design and implement Reunion Class gift activities, and solicitation campaign.
- Design and oversee segmentation of UCI’s annual giving donor population. Determine and ensure that the appropriate targeted messaging and solicitation method is utilized, (i.e. direct mail, telephone solicitation, personal visit, matching gifts) for a segment group or individual.
- Develop and train staff on appropriate strategies to obtain matching gift company information.
- Integrate these strategies across the personal, phone, direct mail, and e-philanthropy solicitations to meet annual fundraising target from matching gift companies.
- Collaborate with the Executive Director of Engagement and Annual Programs to establish fundraising goals, objectives, strategies, schedules, budgets and analysis of results for each element of the annual fund.
Data Integrity, Pledge Processing, and Fulfillment (15%)
- Communicate directly and positively with donors to resolve donor record discrepancies, clarify gift intent, etc. Create and implement specific fulfillment strategies for all annual giving pledges.
- Develop timeline for TOP, Direct Mail, and E-giving Annual Campaigns that includes defining, requesting, receiving, loading and testing prospects for use on the CampusCall System. Timeline also includes planning time for each campaign, case statement, lead letter process, caller material preparation, DOD meetings, and other related steps.
- In collaboration with the Executive Director and Office of Information Technology, design and implement prospect research programs to increase accuracy of database. Assist with analysis of reports and information and provide recommendations to staff.
- Work with unit-based Directors of Development to develop and effectively coordinate fund- raising solicitations in accordance with university policies for the solicitation and acceptance of gifts.
Financial Management and Reporting (10%)
- Submit annual budget projections and organizational plan recommendations for the Annual Giving unit to the Executive Director, Engagement & Annual Programs.
- Meet weekly with the TOP Program Manager to review individual shift and caller performance to analyze contact, pledge rate, average gift and dollars raised on each constituency and to determine appropriate corrective measures to meet financial/budget goals for the program.
- Analyze numerical achievements on each area of TOP and Direct Mail/Email programs and report to the Executive Director, Engagement & Annual Programs. Reports on contacts, pledge rate, average gift, and dollars raised by prospect constituency and by caller employee.
- Supervise two full-time employees responsible for daily program management. Telephone Outreach Manager, Administrative Analyst, PSS J.
Assistant Director of Marketing and Communications, Administrative Analyst, PSS J.
- Indirectly supervise: Associate Director, Volunteer Programs, Senior Administrative Analyst, PSS L.
Required Skills, Knowledge and Abilities:
- Skill in communicating persuasively, both orally and in writing, about strategic fundraising and programmatic activities in general and in particular as it applies to UC Irvine. Demonstrated ability to compose business correspondence to donors and others in a very tactful yet informative manner.
- 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 University Advancement and faculty and staff 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 the level of sophistication required for the development office. Proven ability to use MS Office and database programs.
- Knowledge of Outlook, Word, Excel, PowerPoint and Advance.
- Experience with large database management systems, preferably in a networked environment. Innovation and ability to identify/evaluate technological solutions for automation projects.
- Experience with automated telemarketing software.
- Traits of good judgment, confidentiality and discretion in communication with colleagues and constituents.
- Strong leadership, customer service and technical skills to manage campus-wide annual giving programs and operations.
- A minimum of seven to nine years of progressively responsible development experience, preferably in higher education fundraising, including a strong documented record of gift solicitation in the annual gift range. Bachelor’s degree or equivalent experience required. Demonstrated knowledge of the theories, principles, and practices and of fundraising for higher education.
- Ability to make in-person fundraising solicitations.
- Management/supervision/leadership skills and proven ability to motivate staff and build effective employee teams. Experience in training, supervising, coaching, and evaluating performance of several employees, and the ability to delegate responsibility.
- Budget experience desired.
- Demonstrated ability to design, implement, and evaluate a comprehensive campus-wide program for annual gifts, establishing goals and objectives that translate into annual operating plans and appropriate staff assignments.
- Successful experience working with volunteers leaders and university administrators to ensure an integrated, organized effort.
- The ability to work independently and as part of a team.
- Understanding of caller statistical reports and their uses in management of a telephone outreach campaign.
- Knowledge of the principles and practices of corporate matching gift fundraising.
- Ability to conceptualize a broad overview of organizational and unit needs. Ability to work in a complex organization.
- 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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