HRTMS Job Description Management
| Senior Director, Leadership and Annual Giving FUNDRAISER 4 (000462) UCPath Position ID: 40835004 | | |
Position Description History/Status | For Reference ONLY - PeopleAdmin JA Number: | 603132 | Approved Date: | 6/11/2025 1:36:21 PM | Date Last Edited: | 6/11/2025 1:36:19 PM | Last Action Effective Date: | 5/19/2020 | Organization Details | Business Unit (Location): | LACMP | Organization Code: | 1160O | Organization: | ANDERSON SCHOOL OF MANAGEMENT | Division Code: | 1161D | Division: | MANAGEMENT DIV | Department: | 030000 - ANDERSON GRAD SCH OF MANAGEMENT | Position Details | UCPath Position Number: | 40835004 | Position Description ID | 171536 | UC Payroll Title: | FUNDRAISER 4 (000462) | Business Title: | Senior Director, Leadership and Annual Giving | Personnel Program | Management and Senior Professional (MSP) | Salary Grade: | Grade 25 | Job Code FLSA: | Exempt | Union Code (Collective Bargaining Unit): | 99: Non-Represented (PPSM) | Employee Relations Code: | C: Supervisor - Not Confidential | Employee Class (Appt Type): | 2 - Staff: Career | Full-Time Equivalent (FTE) | 1 | SUPERVISION | UCPath Reports to Position Number: | 40038948 | Reports to Payroll Title: | FUNDRAISING MGR 1 | UCPath Department Head Position Number: | 40038948 | Department Head Payroll Title: | FUNDRAISING MGR 1 | | | |
Level of Supervision Received | DIRECTION - Indicates that the incumbent establishes procedures for attaining specific goals and objectives in a broad area of work. Only the final results of work done are typically reviewed. Incumbent typically develops procedures within the limits of established policy guidelines. |
Positions Directly Supervised | Job Code | Job Code Description | Total FTEs | 007547 | FUNDRAISER 3 | 3 | | | | | | | | | | | |
POSITION SUMMARY | Do you want to make a difference by creating opportunity for students, enabling outstanding faculty research, and supporting programs that benefit UCLA and the broader community? As Senior Director, Leadership and Annual Giving, you will be a key partner in the fundraising and success of the Anderson School of Management. Reporting to the Sr. Executive Director, Development, you are responsible for the design and management of the school's annual giving program. You will lead a dedicated team of annual giving staff and student worker(s). You will have the resources to excel in a supportive environment that offers long-term opportunities for personal and professional development as part of a robust External Affairs enterprise serving UCLA. UCLA Anderson's robust annual giving program includes mass solicitations, reunion fundraising, leadership annual giving and Dean's Society, student giving, and a variety of giving strategies such as Giving Day(s). As Senior Director, you will coordinate the creation and deployment of all appeals across channels and audiences, ensuring alignment with broader fundraising goals. You will recruit, train, and manage volunteer ambassadors to amplify outreach efforts for various campaigns as needed. As a member of our management and fundraising team, you will be responsible for raising annual fund gifts from alumni and friends of UCLA Anderson. You will manage a portfolio and directly raise gifts with individual donors, and you will develop and manage process to upgrade donor giving levels, including moving donors into the major gift category. You will guide and grow the leadership giving society and partner with the Sr. Director, Stewardship and Development Operations to ensure appropriate acknowledgement and communication for Dean's Society members and annual giving donors overall. You will also partner with the Anderson Alumni Network Board of Directors and Centers to enhance philanthropic support. Reports to the Sr. Executive Director, Development. Must be able to work with minimal supervision. | | | |
Department Summary | Do you want to make a difference by creating opportunity for students, enabling outstanding faculty research, and supporting programs that benefit UCLA and the broader community? As Senior Director, Leadership and Annual Giving, you will be a key partner in the fundraising and success of the Anderson School of Management. Reporting to the Sr. Executive Director, Development, you are responsible for the design and management of the school's annual giving program. You will lead a dedicated team of annual giving staff and student worker(s). You will have the resources to excel in a supportive environment that offers long-term opportunities for personal and professional development as part of a robust External Affairs enterprise serving UCLA. |
Key Responsibilities and Essential Functions | Function | Responsibilities | % Time | Annual and Reunion Giving | 1. Design and implement appropriate strategies for strengthening and maximizing all Anderson Fund giving levels and participation. Work closely with the annual giving team to develop strategies for long-term growth of the Anderson Fund, Affiliates and Reunion programs; prepare an annual operating plan, monthly reports, and budget to achieve specific goals. 2. Manage all mass solicitations, including direct mail and email appeals. Coordinate school appeals with UCLA Central Development office to guarantee effectiveness and appropriate application of materials. 3. Collaborate with Central Annual Giving to develop and implement strategies and solicitations for Giving Day(s). Coordinate the creation and deployment of all appeals across channels and audiences, ensuring alignment with broader fundraising goals. Recruit, train, and manage volunteer ambassadors to amplify outreach efforts. Oversee timelines, content development, and performance tracking to optimize engagement and donor participation. 4. Oversee the identification, recruitment and management of annual giving volunteers. 5. Manage annual giving team to ensure coordination and efficiency of annual giving efforts. 6. Work closely with the Assistant Director, Student & Affinity Giving to design, implement, and monitor the Anderson Affiliates campaign (a giving program for members of the graduating full-time MBA, FEMBA, and EMBA classes), and develop strategies for deepening affinity-based alumni engagement and giving, with a focus on graduates of the last five years. 7. Work closely with the Assistant Director, Reunion Giving to maximize participation and giving among relevant reunion classes and achieve reunion goals. 8. Work with Director of Stewardship to provide proper and timely stewardship, acknowledgement and recognition of annual giving donors, and to ensure accuracy of giving records. 9. Oversee the annual giving websites and online giving. Promote annual giving via Anderson articles, University publications and website. Coordinate with relevant campaign communications. 10. Working with the major gifts team, ensure that major donor prospects who contribute to the Anderson Fund are appropriately solicited for their annual gifts. | 55% | Leadership Annual Giving Officer | 1. Personally identify, cultivate, and solicit leadership giving prospects. Interact with prospects through visits, phone calls, or written correspondence. 2. Meet or exceed UCLA Metrics for contacts, visits, solicitations, and closed gifts on an annual basis. 3. Accompany Dean, select faculty members, and volunteer leaders on donor visits or solicitations as needed. 4. Grow leadership giving pool and identify major gift donors. | 30% | Manage the Dean's Society | 1. Design, implement, and coordinate the Anderson Fund Dean's Society campaign (gifts of $2,500 and above). 2. Work closely with Associate Director, Leadership Annual Giving to meet and exceed Dean’s Society-related metrics and ensure its growth and value among our donors. 3. In partnership with Associate Director, Leadership Annual Giving, design and implement appropriate strategies for re-enlisting lapsed members, maximizing the level of their annual contributions. 4. Prepare all marketing materials needed for the cultivation and solicitation of Dean's Society prospects, partnering with Anderson’s Marketing Communications staff as needed. Prepare all written material needed for donor acquisition and renewal campaigns. Coordinate with UCLA Chancellor’s Society staff as needed. 5. Work with stewardship staff to design donor and volunteer cultivation events to attract and retain interest in UCLA Anderson activities. Coordinate with stewardship staff for Dean’s Society communications and events. | 10% | Other Duties and Responsibilities | 1. Participate in prospect and pipeline meetings to identify and coordinate development efforts within the school. 2. Participate in Development Team Leader meetings. 3. Perform other duties and responsibilities as assigned by the Sr. Executive Director, Development. | 5% | | | | | |
Other Requirements - Applies to all Positions | • | Performs other duties as assigned. | • | Complies with all policies and standards. | • | Complies with the University of California, Los Angeles (UCLA) Principles of Community. | • | This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization. | | | |
Educational Requirements | Education Level | Education Details | Required/ Preferred | And/Or | Bachelor's Degree | | Required | | Other Type of Degree | MBA, or other graduate degree. | Preferred | | | | | | | | |
Experience Requirements | Experience | Experience Details | Required/ Preferred | And/Or | | Minimum of five years of demonstrated experience and progressive responsibility as a professional development officer with strong knowledge of the principles and practices of development within a complex research university setting. | Required | | | Prior experience in capital campaign setting. | Preferred | | | | | | | | |
Knowledge, Skills and Abilities | KSAs | Required/ Preferred | Proven ability to cultivate and solicit individuals, particularly at the leadership gift level. | Required | Solid experience enlisting and managing volunteers. | Required | Outstanding organizational skills and proficiency in prioritizing assignments to complete work in a timely manner and on deadline. | Required | Ability to supervise and manage annual giving development staff, volunteers, administrative assistants and student workers. | Required | Excellent interpersonal skills to develop and enhance relationships with alumni, students, volunteers, faculty, staff, senior university officials and the general public. | Required | Working knowledge of computer software applications and complex databases; working knowledge of electronic mail distribution to maximize outreach to school constituencies. | Required | Sound analytical skills for calculating budgetary figures, ability to use mathematical ratios, percentages and rates to prepare and analyze development reports. | Required | Excellent oral communication skills to collect and relay information with accuracy and diplomacy. | Required | Experience in supervising, training, and managing staff, volunteers and students to set expectations and maximize effectiveness. | Required | Absolute discretion in the handling and maintenance of confidential donor files. | Required | Ability to work under pressure and with frequently changing deadlines; ability to work evenings and weekends upon request; ability to travel as required. Demonstrated knowledge of fundraising, public relations and/or principles of marketing. | Preferred | Demonstrated knowledge of issues facing public universities and issues and interests of business school students, faculty and alumni. | Preferred | | | |
SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT |
Reporting and Background Check Requirements | Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation. | Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired. |
LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS | Environment and Work Location Information | Environment Type: | Non-Clinical Setting | Location Setting: | Campus | Location: | UCLA Anderson - Development | | | |
Physical Requirements | The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. | Physical Requirements | Never 0 Hours | Occasional Up to 3 Hours | Frequent 3 to 6 Hours | Continuous 6 to 8+ Hours | Is Essential | Standing/Walking | | X | | | | Sitting | | | X | | X | Bending/Stooping | | X | | | | Squatting/Kneeling | X | | | | | Climbing | X | | | | | Lifting/Carrying/Push/Pull 0-25 lbs | | | X | | X | Lifting/Carrying/Push/Pull 26-50 lbs | X | | | | | Lifting/Carrying/Push/Pull over 50 lbs | X | | | | | Physical requirements other | X | | | | | | | | | | | | | | | |
Environmental Requirements | The environmental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. | Exposures | Never 0 Hours | Occasional Up to 3 Hours | Frequent 3 to 6 Hours | Continuous 6 to 8+ Hours | Is Essential | Chemicals, dust, gases, or fumes | X | | | | | Loud noise levels | X | | | | | Marked changes in humidity or temperature | X | | | | | Microwave/Radiation | X | | | | | Operating motor vehicles and/or equipment | X | | | | | Exposures other | X | | | | | | | | | | | | | | | |
Mental Requirements | The mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. | Exposures | Never 0 Hours | Occasional Up to 3 Hours | Frequent 3 to 6 Hours | Continuous 6 to 8+ Hours | Is Essential | Sustained attention and concentration | | | X | | X | Complex problem solving/reasoning | | X | | | X | Ability to organize & prioritize | | | X | | X | Communication skills | | X | | | X | Numerical skills | | X | | | X | Mental demands other | X | | | | | | | | | | | | | | | |
Blood/Fluid Exposure Risk | The exposure described here is what can be expected of an employee in performing the essential functions of this position. | X | Classification 3: Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution. | | | |
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