HRTMS Job Description Management
| Assistant Director, Stewardship - UCLA Law ALUMNI EXTERNAL REL SPEC 3 (006299) UCPath Position ID: 41083486 | | |
Position Description History/Status | Approved Date: | 1/10/2025 7:29:59 PM | Date Last Edited: | 1/10/2025 7:29:57 PM | Last Action Effective Date: | | Organization Details | Business Unit (Location): | LACMP | Organization Code: | 6300O | Organization: | EXTERNAL AFFAIRS | Division Code: | 6310D | Division: | EXTERNAL AFFAIRS DIV | Department: | 404500 - DEVELOPMENT | Position Details | UCPath Position Number: | 41083486 | Position Description ID | 172262 | UC Payroll Title: | ALUMNI EXTERNAL REL SPEC 3 (006299) | Business Title: | Assistant Director, Stewardship - UCLA Law | Personnel Program | Professional and Support Staff (PSS) | Salary Grade: | Grade 21 | Job Code FLSA: | Exempt | Union Code (Collective Bargaining Unit): | 99: Non-Represented (PPSM) | Employee Relations Code: | E: All Others - Not Confidential | Employee Class (Appt Type): | 2 - Staff: Career | Full-Time Equivalent (FTE) | 1 | SUPERVISION | UCPath Reports to Position Number: | 40041521 | Reports to Payroll Title: | Alumni and External Relations Specialist 4 | UCPath Department Head Position Number: | 40056719 | Department Head Payroll Title: | Fundraising Manager 2 | | | |
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. |
POSITION SUMMARY | At UCLA School of Law, we are committed to delivering the highest level of stewardship to all of our donors. When you join us as an Assistant Director of Stewardship, you will work with our highly collaborative and constituent-driven team focused on effectively recognizing, informing and engaging our donors. As the youngest of the nation's top law schools, UCLA Law's elite faculty, innovative curriculum, inclusive community and endless opportunity pave the way for engaged, diverse and committed students to pursue their passion for a life in law. Our multiple centers, programs and institutes allow students to tackle some of the most challenging and urgent issues of our time. Philanthropic support, along with the engagement and recognition of our donors, ensures UCLA Law develops lawyers and leaders. This is an excellent opportunity to bring your ability to create compelling communications, manage and track vital donor information, and develop and expand stewardship strategies to this role. Under the general supervision of the Director of Stewardship for UCLA Law, the Assistant Director of Stewardship will play a key role in overseeing day-to-day activities that ensure timely, smooth and accurate implementation of our stewardship program. You will develop and manage the production of meaningful narrative and video impact reports for UCLA Law's donors at all giving levels. As a skilled writer, you will work with our Director to develop a wide range of compelling donor-driven materials and write about a variety of UCLA Law's research and topics in a style that is understandable and exciting to a lay audience. As our Assistant Director, you will be deadline-driven and produce accurate and engaging materials quickly. You will collaborate with a diverse group of internal constituents, which may include faculty, executive staff, directors, financial aid, admissions, student affairs, business and finance staff, to facilitate the appropriate stewardship activities with an emphasis on stewarding scholarship and fellowship donors. In addition, you will serve as a UCLA Law contact for donors that require help to resolve problems, answer questions and address concerns. You will be a valued member of our highly driven and dedicated team in a supportive environment provided with the inspiration and resources to succeed. We offer staff many professional growth opportunities at UCLA. **Please note, this is a hybrid position.** | | | |
Key Responsibilities and Essential Functions | Function | Responsibilities | % Time | Donor Communications and Stewardship Reporting | 1. With Director, write/prepare stewardship reports and donor materials for principal and major gift donors. Collaborate on materials as appropriate. 2. Manage stewardship reporting; track all gifts with reporting requirements; work with fundraisers/faculty to ensure donors receive reports on time. 3. Manage requests from colleagues to assist with narrative reports, including faculty/law student interviews, drafting, editing and other collaboration as needed. 4. Partner with Director/event staff/fundraisers to conceive/manage stewardship events as appropriate. 5. Maintain familiarity with relevant UCLA Law news, breakthroughs and stories to develop stewardship content. | 40% | | 6. Participate in reporting strategy sessions with faculty/colleagues; interview faculty/law students to gather data for narrative reports. Discuss reporting requirements/content with donors as needed. 7. Serve as lead writer for annual Endowment in Action Report project, writing narrative fund updates for donors. 8. Maintain a working knowledge of UCLA and UCLA Law’s stylistic preferences and strategic priorities. 9. Maintain a working knowledge of fund management and endowed fund policies and practices at UCLA to ensure donor intent is met. 10. Develop and implement fund reporting procedures to ensure appropriate and timely stewardship of gifts. 11. Draft memos and other material for leadership review. Demonstrate political acumen in dealing with complex and sensitive issues. | 0% | Stewardship Program Planning, Tracking and Coordination | 1. Assist in managing a broad donor acknowledgment program. 2. With Director, design, implement and enhance infrastructure to increase program effectiveness. 3. Conduct in-depth research for donor info for endowed, non-endowed, building, etc. gift funds. 4. Collaborate on development/execution of stewardship strategies. Create agendas/goals/timelines for individual stewardship activities; meet deadlines. 5. Partner with colleagues to identify/support program needs. 6. Monitor progress; provide updates for team stewardship goals. 7. Partner to ensure consistency of donor relations/stewardship efforts. 8. Develop, monitor/review data tracking processes of past/current donors to enhance relationships/gift propensity. 9. Ensure accuracy/tracking of gift/donor data in database. | 25% | Program Analysis | 1. Work with Director to routinely analyze effectiveness of stewardship efforts, identifying opportunities for improvement and implementing best practices. 2. Identify long-term and annual program objectives and outcomes. Provide support to meet stewardship program objectives. | 20% | Donor Relations | 1. Partner with fundraisers to provide expert consultation to academic leadership and faculty on donor relations issues and excellence in customer service by resolving donor issues and answering questions to strengthen donor confidence, advance the donor experience and increase donor satisfaction and retention. 2. Work collaboratively with colleagues to create and deliver events and activities that promote meaningful stewardship practices. 3. Participate in the coordination and implementation of appropriate publicity of major gifts and donors within UCLA Law and University publications and in the external print media. | 15% | | | | | |
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 | | Preferred | | | | | | | | |
Experience Requirements | Experience | Experience Details | Required/ Preferred | And/Or | A minimum of two years of donor relations, stewardship or development experience | including strong knowledge of the donor cycle and/or prior experience working with constituents in a related field such as sales, marketing or business development. | Required | | | Experience with Blackbaud CRM or equivalent database and the use of databases to generate reports. | Preferred | | | Experience in writing legal, constituent or donor/client-centric materials. | Preferred | | | Experience with Adobe suite, Canva, graphic design and/or video editing. | Preferred | | | | | | | | |
Knowledge, Skills and Abilities | KSAs | Required/ Preferred | Engaged, focused and goal oriented with a high level of initiative, energy, intellectual curiosity and interest in the field of development. | Required | Excellent verbal communication and interpersonal skills to interact effectively with a wide variety of internal and external constituents. | Required | Strong writing and editing skills with a high level of attention to details, facts and deadlines. | Required | Tactical and innovative thinker who works well both independently and collaboratively with others as a team. | Required | Outstanding project management and organizational skills with ability to independently manage several projects simultaneously in a large, complex, dynamic and ever changing environment. | Required | Ability to think strategically about donor engagement and generate creative solutions for stewarding donors in order to maintain and strengthen high-quality relationships with donors. | Required | Ability to interpret financial data for fund tracking, donor stewardship practices and drafting customized stewardship related reports. | Required | Ability to maintain confidentiality and to use discretion when responding to inquiries and handling sensitive information and situations. | Required | Ability to research, analyze and gather data sufficient to prepare summaries and reports. Intuitive and inquisitive in conducting research to provide additional information when needed. | Required | Proficiency with Microsoft suite of applications as well as other applications, programs and databases with willingness to learn new technologies. | Required | | | |
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. |
Travel Requirements | Estimated Amount | Description | | Some travel required. | | | |
Other Special Conditions of Employment | List the other special conditions of employment for this position. | Description | Required/ Preferred | Ability to work some evenings and/or weekends as needed. | Required | | | |
LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS | Environment and Work Location Information | Environment Type: | Non-Clinical Setting | Location Setting: | Campus | Location: | Law School | | | |
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 | | | | | Bending/Stooping | X | | | | | Squatting/Kneeling | X | | | | | Climbing | X | | | | | Lifting/Carrying/Push/Pull 0-25 lbs | 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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