Use your skills as an experienced data, project and program manager to take your career to the next level as the Manager of Donor Advised Funds and Gift Planning Data for UCLA's Office of Gift Planning. This is a great opportunity to make an impact as you work with our donors and serve as a strong analytical partner to our Director of Planned Gift Administration on Donor Advised Funds (DAF) and the data management of our Gift Planning efforts and initiatives. UCLA's Office of Gift Planning strives to ensure that our donor's philanthropy not only maximizes tax benefits and income for life, but also creates a legacy that will make a difference in areas important to them. In managing our DAF program and the data of our Office of Gift Planning, your work will help to ensure the charitable interests of our donors is fulfilled. You will become part of a dedicated, creative and resourceful team that offers long-term opportunities for personal and professional development as part of our robust External Affairs enterprise serving UCLA.
Under the direction of the Director of Planned Gift Administration, you will oversee the UCLA DAF program and will provide database and information management in support of all planned gifts and planned gift marketing and communication at UCLA. As our Manager of Donor Advised Funds and Gift Planning Data, you will work with Director on overall DAF policy and program planning, development, administration, management and implementation. You will oversee information regarding DAF policies and procedures, provide customer and consultative services to development staff, leadership and other stakeholders on donor advised fund program and will oversee the acceptance, administration, distribution and processing of gifts from DAFs. As our Manager, you will provide DAF and planned gift data analysis, reporting and quality assurance to ensure accuracy of data and develop new processes for tracking to assist in effective and efficient data management and smooth operations of the DAF program. You will also explore and implement new processes and procedures as well as develop and produce a variety of custom reports for Development constituents. In addition, you will develop expertise in the Blackbaud CRM system to serve as a chief resource for all planned giving data, providing consultation and information to colleagues, both proactively and as requested.
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** Please note, this is a hybrid position.** **UCLA External Affairs is unable to offer visa sponsorship.**
Percentage of Time:
100
Shift Start:
8:00 am
Shift End:
5:00 pm
Qualifications for Position
16
Records
Qualifications
Required/Preferred
1. Minimum of three to five years' experience in a highly constituent-driven environment analyzing, managing, manipulating and tracking data to include prior experience with relational databases.
Required
2. Ability to accurately and thoroughly prepare and evaluate prospect/donor information, transactions and activities and report on trends and other related tendencies.
Required
3. Creative and resourceful with strong analytical and critical thinking skills to comprehensively evaluate a wide variety of information, transactions and activities, identify and resolve problems.
Required
4. Experience providing a high level of customer service and responding to inquiries in a prompt and efficient manner; ability to deliver exemplary service to a wide variety and level of constituents.
Required
5. High proficiency in Excel including ability to work with data with a high degree of accuracy and to create and maintain databases and complex spreadsheets; strong proficiency in other applications of Microsoft suite with ability to learn other software/applications in a prompt and efficient manner.
Required
6. Knowledge of CRM or other equivalent fundraising and/or client driven sales, marketing or business development database systems.
Required
7. Highly detail-oriented with superb time management and organizational skills to independently plan, prioritize and manage multiple projects and assignments and to consistently meet deadlines and department goals under minimal supervision.
Required
8. Strong verbal communication skills to effectively obtain and convey information; ability to be persuasive, influential and authoritative while maintaining a professional and composed demeanor.
Required
9. Strong written communication skills to prepare, proofread and edit a variety of correspondence and reports in a prompt and accurate manner.
Required
10. Well-developed interpersonal skills to establish and maintain collaborative working relationships with a wide variety of internal and external constituents.
Required
11. Political acumen, tact and mature judgment; skill in handling sensitive materials and situations with discretion while maintaining confidentiality.
Required
12. Engaged, focused and goal-oriented with a high level of initiative and energy.
Required
13. Demonstrated mathematical skills to perform duties of position and ensure accuracy and completeness of financial figures related to gift information and documentation.
Required
14. Ability to work evenings and/or weekends as needed.
Required
15. Knowledge of Planned Giving is preferred.
Preferred
16. Bachelor's degree preferred.
Preferred
Additional Posting Information
Bargaining Unit:
99-Policy Covered
Application Deadline:
07-17-2023
External Posting Date:
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