Associate Director of Stewardship and Data

University of Florida Advancement
Florida, United States
Salary Commensurate with experience
Closing date
Feb 12, 2023

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The Associate Director of Stewardship & Data will support and assist execution of comprehensive campus-wide donor acknowledgement, recognition and reporting initiatives to strengthen donor engagement and philanthropic support to UF. Reporting to the Interim Director of Donor Engagement, the incumbent will lead efforts to provide financial data, donor data and donor research as needed for all members of the Donor Relations team with special emphasis on annual endowment fund reporting initiatives.

Role and Responsibilities:

Annual Endowment Reporting

  • Manage execution of Annual Endowment Reporting process including annual process development/improvement, research, collaborating with internal partners, assembly, mailing and emailing, appropriate documenting practices and responding to donor or development officer inquiries.
  • Conduct in-depth research for historical, biographical and current contact information for endowed, non-endowed, building and deferred gift funds.
  • Serve as liaison between central Donor Relations and the colleges/units to gather impact data, beneficiary testimonies, and fund utilization details.
  • Serve as liaison with Finance & Accounting to gather and accurately report financial data.
  • Oversee the assessment of tools and online platforms to improve efficiencies.
  • Collaborate with members of the Business Process Management and Strategic Communications & Marketing teams to create and manage endowment microsites for all endowment recipients.
  • Manage and execute Welcome to the Endowment program.

Stewardship Project Management

  • Promote a consistent cycle of cultivation and recognition through the prompt processing of data and research to aid development and mailing of acknowledgment letters assigned to Donor Relations.
  • Ensure donors to the University are thanked appropriately, professionally, and accurately according to gift levels, donor history, and special circumstances through collaboration on all acknowledgement letters generated within Donor Relations.
  • Oversee the President’s Council new member research and processing to ensure accuracy and facilitation of welcome packets, appropriate database coding and membership list management.
  • Work closely with the Director of Donor Programs, the Interim Director of Donor Engagement, and other colleagues in University Advancement to identify donor segments that are under-recognized and create strategic programs to enhance their donor experience with emphasis on program process and reporting.
  • Oversee and execute, in partnership with Gifts and Records, the Memorial and Tribute gifts and Donor Advised Fund notification processes.
  • Oversee and execute the acknowledgment program for gifts that come to UFF through donor advised funds.

Data, Research Support and Business Intelligence

  • Work closely with the Program Management and Data Services teams as the CRM implementation Subject Matter Expert for the Donor Relation team.
  • Create and manage databases for new projects in the department as needs arise; assist Colleges/Units with stewardship related database projects.
  • Work closely with the Director of Donor Programs and the Interim Director of Donor Engagement to create, enhance or align work processes for efficient workflow between Donor Relations and other teams.
  • Provide donor history and records to development, executive staff and Board as requested.
  • Assist all team members with technical or data-driven needs for donor impact reporting.
  • Develop system for and produce metrics that illustrate impact of the Donor Relations team strategies and projects on organizational goals.
  • Track donor relations and SCME activities within established database to enhance relationships and increase the likelihood of continued contributions.
  • Responsible for devising and using consistent, accurate, and appropriate information-sharing mechanisms for stewarding prospects and donors.
  • Contribute to regular brainstorming on innovative, unique and personalized stewardship communications and experiences.
  • Research and communicate emerging trends and best practices in donor engagement and stewardship.

Strategic Relations/Partnerships

  • Work closely with other senior leaders to ensure effective and streamlined processes across functions, linking database analytics, finance, gift processing, and donor management.
  • Align with Operations to represent the Donor Relations team through the CRM implementation phases and ensure team needs are addressed and met.
  • Work closely with the Prospect Strategy & Research team to ensure donor records and data are pertinent and useful for Donor Relations purposes.
  • Consult with and provide support for development officers in colleges and units related to establishing endowments or other named funds and to troubleshooting existing funds.
  • Work with Advancement Services and Finance & Accounting to create (and make available through Advancement HUB) user-friendly guidelines and forms related to endowments and named funds.
  • Seek to enhance current processes and implement new technology for added efficiency, improved donor experience, and benefit to unit partners; collaborate with Business Process Management department as needed.
  • Represent our donors’ best interests by providing strategic input for process improvements through cross-team collaboration and workgroup participation.
  • Applications must be submitted by January 29, 2023 11:55PM EST.

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