Director, Leadership Engagement

PROJECT POLICY ANL 4 (007399)

UCPath Position ID: 41154580

Position Description History/Status

Approved Date:

2/27/2025 8:52:06 PM

Date Last Edited:

2/27/2025 8:52:02 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:

41154580

Position Description ID

236579

UC Payroll Title:

PROJECT POLICY ANL 4 (007399)

Business Title:

Director, Leadership Engagement

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

Grade 23

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:

40055626

Reports to Payroll Title:

Fundraising Manager 1

UCPath Department Head Position Number:

40036987

Department Head Payroll Title:

Fundraising Manager 4

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

As one of the most respected institutions in the nation, UCLA's fundraising goals span the entire campus and entail creativity, resourcefulness, diplomacy and impeccable credibility. The magnitude and impact of engagement is broad and deep and requires a highly collaborative and purposeful team of professionals to build and sustain an extremely effective development program. As the Director, Leadership Engagement for UCLA Development, you will analyze existing programs, projects and initiatives, establish new programs/ projects, policies and procedures and resolve issues in support of donor outreach, engagement and communications for university leaders. With a high degree of autonomy, you will manage projects that include providing high-level mission and programmatic-related guidance to the Office of Principal Giving & Donor Experience as it support efforts of the Chancellor, Executive Vice Chancellor and Provost and External Affairs leadership. You will interpret, monitor and analyze information regarding engagement and philanthropic initiatives to assist leadership in making consistent decisions based on historical precedent and emerging information, and provide consultative services.

As the Director, you will engage with donors at all levels, prepare complex and thorough briefing materials for academic leadership's high-level development visits and events, collaborate with colleagues campus-wide and provide high-level follow up and concierge-like services to donors and prospects. You will identify, assess and formulate strategies for campus leaders to participate in donor visits, development events and special communications to build relationships on behalf of UCLA Development. You will be responsible for developing and sharing best practices and protocols for UCLA Development, recommending and implementing policies for leadership engagement initiatives and conducting meetings with campus-wide colleagues as part of managing Development's Leadership Engagement program's overall outreach and engagement efforts. Additional responsibilities include strategic development and execution of small high-level curated events, such as donor salons and development-related campus visits, as well as partnering with the central Donor Engagement team on events at the principal gift level. As the Director, you will serve as a liaison for special projects and requests and act as an advisor and partner to the Executive Director (ED) on approaches that will enhance donors' experiences with UCLA. You will receive the guidance, inspiration and resources to excel as part of the many growth opportunities we offer to staff at UCLA.

**Please note, this is a hybrid position.**

Leadership Engagement Program Management

1. Manage UCLA Development’s Leadership Engagement program, lead efforts to conduct highly complex analyses of programs, projects and initiatives in support of high-level donor outreach, engagement and development-related communications for campus leaders; establish and implement program policies and procedures.

2. Identify and recommend priority activities and communicate them to leadership; work directly with high-level donors and their representatives; prepare thorough briefings and ensure post-engagement activities are appropriately completed.

3. Provide consultative services to make strategic and complex decisions about donor engagement at the highest levels. Formulate strategies for education and advisement for colleagues across campus.

70%

4. Regularly assess program needs, goals/objectives, flag issues and recommend improvements and advocate solutions to Development leadership as needed.

5. Regularly share departmental protocols for Leadership Engagement, including thorough trainings for development staff; ensure activity is well coordinated across campus and with known major societal events and donor milestones.

6. Proactively recommend engagement opportunities and prepare regular summaries for ED and Associate Vice Chancellor, Development (AVC) that reflect the full scope of activity.

0%

7. Lead bi-weekly strategy/planning meetings with colleagues campus-wide to coordinate the development, implementation and monitoring of Leadership Engagement initiatives/activities; ensure smooth flow of information and discussion of key issues.

8. Develop recommendations to guide/support broader strategic direction for increasing support through Leadership Engagement.

9. Recommend/facilitate special correspondences from high-level campus leaders to donors as appropriate.

0%

High-level Donor Events

1. Curate and execute small, high-level events and development-related campus visits for the university’s top donors and prospects to further philanthropic engagement and giving propensity.

2. Strategically develop guest lists and customize attendance reports for university leadership and donors.

3. Ensure post-event next steps are carried out in a timely manner. Regularly analyze event outcomes with the goal of most efficiently providing an elevated experience to top donors and prospects.

4. Partner with Donor Engagement team on larger scale principal gift-level events.

20%

Operations/ Administrative

1. Manage, analyze and track important issues for the AVC, Development and PGDE office; provide high-level project/ops support and execution to PGDE team to manage/improve a cohesive/efficient office operations.

2. Manage ad hoc assignments/handle special development-related projects for academic leadership as assigned.

3. Work with ED on analysis of program budget, data, systems and resources working directly with internal/external constituents as appropriate.

4. Research/recommend best practices in relation to other UC, Big Ten, and peer institution principal giving/leadership engagement programs.

5. Maintain accurate records of engagement activity in campus CRM database.

10%

•

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.

QUALIFICATIONS

Bachelor's Degree

Preferred

Five or more years of progressively responsible experience in a highly constituent-driven environment,

preferable in donor engagement, or related field such as sales, events, marketing or business development.

Required

Extensive experience with highly customized event planning, marketing, budgeting and related skills, ideally within a public institution setting.

Required

Experience responding to constituent inquiries/concerns in a customer service-oriented environment;

exhibits a strong customer service approach/well-developed interpersonal skills to build/ sustain collaborative and lasting relationships with a wide variety of internal/ external constituents.

Required

Experience establishing, overseeing and evaluating collaborations and projects, and in developing support among internal campus constituents and external partners.

Required

Advanced project management skills, including identifying and setting priorities, performing detailed needs analyses, identifying stakeholders, developing action plans, segmenting projects into their component parts, and managing the process from inception to completion.

Required

Excellent oral and written communication skills.

Required

Demonstrated ability to strategically partner with executive management, volunteers, and faculty and work effectively with individuals at all levels within the organization.

Required

Ability to analyze information, problems, situations, practices or procedures to define problems or objectives, identify relevant concerns or issues, formulate logical objective conclusions, and recognize alternatives and their implications.

Required

Demonstrated ability to work equally well independently and within a team, to multi-task and effectively manage changing priorities and deadlines under minimal supervision.

Required

Skill in using sound judgment in situations requiring independent initiative and tact.

Required

Strong sense of professional ethics with demonstrated high-level of personal integrity, discretion and diplomacy; ability to handle confidential information/matters in a sensitive and discreet manner.

Required

Skill in making prudent and strategic decisions and taking appropriate action in situations where there may not be clearly established criteria or standards.

Required

Proficiency in Microsoft Suite of applications to include Outlook, Word, Excel, PowerPoint, etc.; ability to learn new technologies in a prompt and efficient manner.

Required

Creative and resourceful with a successful record of accomplishment of navigating and working effectively in a large, complex organization.

Required

Detail-oriented, goal-oriented, well organized and focused with a high level of initiative and energy.

Required

Working knowledge of External Affairs, Development, University, and UC/campus procedures.

Preferred

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Ability to travel as needed.

Ability to work occasional 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:

Non-University Setting(s)

Location:

Wilshire Glendon offices

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

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

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

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.