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Associate Director, Annual Giving

Basic Position Information

Job Code: 2839

Title: Associate Director, Annual Giving

Department: Advancement & University Relations

Essential Personnel: N

Job Family: External Relations

Job Sub-Family: University Advancement

FLSA Classification: E

Job Grade: 17

Grade Min: $72,265

Grade Mid: $88,524

UHD Succession Plan: N/A

Criticality of Position: N/A

Career Ladder: In-Range

Campus Security Authority: Y

Screening Committee: N

Motor Vehicle Record Check: N

Job Summary

The Associate Director, Annual Giving is responsible for developing a data/metrics-driven program to identify, engage and solicit alumni via multi-channel strategies and lay an engagement/giving foundation for milestone events and beyond. The Associate Director leverages partnerships from across the university to garner philanthropy of all types in support of the university. The incumbent implements best practices for giving/engagement, creates compelling messaging pertaining to university priorities, and helps build university spirit/pride through intentional collaboration with stakeholders.


  • Creates and manages solicitation campaigns which increase donor participation and identify donors to migrate into the leadership giving pipeline.
  • Utilizes the EngageUHS CRM and other internal and external data sources to determine most effective tactics and strategies for donor engagement.
  • Maintains accurate and timely donor and giving information in the EngageUHS CRM, and reports to division and university leadership.
  • Collaborates with University Relations' marketing and communication units to develop giving campaigns for alumni, friends, faculty and staff.
  • Collaborates in the establishment and achievement of college and university advancement plans, integrating the annual giving program with the entire development effort.
  • Serve as unit subject matter expert on annual giving trends and strategies including social media and other digital fundraising tactics.
  • Develops an annual strategic plan for the university's comprehensive individual fundraising for all gifts under $5,000.
  • Develops and stewards giving clubs.

Marginal Duties

  • Performs all other duties as assigned

Supervisory Responsibilities

Direct Reports:

  • None

Delegation of Work:

  • N/A

Supervision Given:

  • N/A


Required Education:

  • Bachelor's degree

Required Experience:

  • Minimum of three (3) years experience in fundraising or related job experience


  • None required

Preferred Qualifications

  • Experience working with digital technology and databases to build, sustain, and track relationships with managed prospects
  • Higher Education Annual Fund Experience
  • Experience working with complex university systems
  • Actively engaged in annual giving learning activities

Knowledge, Skills and Abilities


  • Knowledge of marketing principles and market segmentation
  • Knowledge of direct mail, personal solicitation, and online giving
  • Knowledge of principles and practices of annual giving campaigns
  • Microsoft Office and digital solicitation channels and other similar advancement platforms (CRMs)
  • Knowledge of trends in annual giving and working knowledge of contemporary donor retention strategies


  • Strong analytical and fundraising skills
  • Strong written and oral communication skills
  • Attention to detail and organization skills
  • Excellent decision making skills and goal
    • oriented with a high level of initiative


  • Ability to implement data driven decision
    • making in gift planning
  • Ability to recognize opportunities, identify high
    • return activities and priorities to attain goals
  • Ability to manage multi
    • phase projects from inception to completion
  • Ability to build consensus among team members and balance multiple competing priorities

Work Location and Physical Demands

Primary Work Location:

  • Works in an office environment

Physical Demands:

  • Work is performed in a typical, comfortable interior work environment which does not subject the employee to any unpleasant elements. Individual has discretion in relation to walking, standing etc., and has minimal exposure to physical risks.

Position Specific Competencies

Commitment to Excellence - UHD

  • Demonstrates a commitment to competently perform his/her job duties and responsibilities within established time frames.
  • Continuously strives to improve work performance.
  • Accepts responsibility for his/her commitments to the university.
  • Contributes to the success of the university by consistently providing quality results in the performance of his/her job duties and responsibilities.


  • Demonstrates high ethical standards of conduct in the performance of his/her job duties and responsibilities.
  • Accepts responsibility for his/her actions.
  • Respects and complies with department and university policies, procedures, and work rules.

Respect and Cooperation

  • Treats others with courtesy, respect, and dignity in the workplace.
  • Promotes cooperation through open and honest communications and consideration of others ideas, thoughts, and opinions.


  • Possesses required job skills and knowledge.
  • Demonstrates the ability to apply those skills and knowledge to competently perform his/her job duties and assignments.


  • Takes responsibility to accomplish job assignments within reasonable deadlines.
  • Willing to accept new projects and/or commitments.
  • Does due diligence to complete projects within specified timeframes and/or fulfill commitments.
  • Arrives to work on time prepared and ready to contribute.


  • Willingly adjusts to changing work assignments or conditions.
  • Open to changes in operational procedures, technology, and/or organizational structure.
  • Views changes as opportunities for learning and professional development.
  • Displays a positive attitude to encourage others.
  • Promptly responds to changes in work priorities and/or unexpected circumstances or situations.

Focus on Customer Service

  • Focuses on customer's needs and expectations. (Customers can be students, external constituents, employees, or university guests.)
  • Respectfully ascertains customer's needs and determines appropriate response.
  • Promptly responds by providing requested information, takes appropriate action, or refers customer to appropriate individual or department.
  • If further actions need to be taken, advises customers of realistic timeframes for a response to their request.
  • Follows up with customers on outstanding requests in a timely manner.
  • Tactfully explains to customers why their needs and/or expectations cannot be met if the university does not provide the requested information or services.

Project Management

  • Manages project stages from proposal to completion ensuring project objectives are met within project budget and projected time frames.
  • Clearly defines roles and responsibilities of project team; ascertains and secures necessary resources; and monitors project performance.
  • Keeps management apprised of project status.

Research and Analysis

  • Applies knowledge and skills to collect and analyze relevant data and information.
  • Assesses benefits and risks, and prepares comprehensive reports of findings.
  • Submits recommendations for management's review and evaluation.

Building External Relationships

  • Demonstrates the ability to build rapport and develop relationships with external constituents.
  • Displays a genuine interest in constituents' ideas and concerns, and pursues mutual interests and aspirations between the university and external constituents.
  • Builds trust and forms alliances through shared respect and cooperation.

Computer/Automated System Proficiency

  • Proficient in the use of university applications or automated systems to perform job duties.
  • Complies with related policies, procedures, and work rules to maintain system security and data integrity.

Student Success Indirect Support

  • Contributes to student success by assisting students with anything that supports their student experience, whether directly or indirectly.
  • Helps students navigate their way through the different offices, programs, and services at the university and/or connects students with the appropriate party(ies).
  • Connects students with services or resources that can help them with career exploration, goal selection, and ongoing academic assistance.
  • Helps students build peer support networks.
  • Encourages student participation in out-of-class activities.
  • Provides encouragement and guidance to foster student success.
  • Treats students with respect
  • Maintains the learning environment to ensure quality and/or sound pedagogy.

This job description may not encompass all duties and responsibilities associated with the position.