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As a member of the Office of Gift Policy Administration, Donor and Fund Stewardship team within Advancement Services, the Associate Director Gift and Policy Compliance is a new position. The Associate Director is responsible for working with Development officers and leadership across all areas and campus units to review philanthropic gift proposals and solicitations, with a primary role to compose, edit, and review such proposals, gift agreements and gift intentions, and will serve as an initial point of approval for said documentation. These gift agreements and intentions (and the questions necessary prior to the drafting) need to adhere to UC policy, IRS regulations, and legal and ethical requirements.
The Associate Director will liaise with Development leadership and officers, campus leadership, faculty and department representatives, donors, and donor representatives including their counsel, campus and UCOP counsel, and University of California Office of the President personnel regarding gift policies, and gift documentation. In addition, this position will have responsibility for managing the processes for allocation and reallocation of testamentary gifts, and campus funds per UC San Diego and UC system-wide policy and protocols and vetting such allocations across all levels of the organization as noted above.
The Associate will also work with Managers and Research Administrators in the Office of Contract and Grants Administration for gifts that have terms and conditions that may cause them to become a grant or a contract. The incumbent must possess high level skill and knowledge in business writing and contract law as well as negotiation to understand and interpret legal terms, and to assist in creating successful outcomes for the University regardless of the final award classification. This position will require significant analytical skills, including a high level of financial acumen, and work as a seasoned, experienced professional with a full understanding of analytical practices, policies and procedures; and with policies and proposals which are complex in nature and diverse in scope.
A Bachelor's Degree in business administration, management science, or a field related to law or the humanities, or an equivalent education and experience.
Five (5) years of prior experience in related field of gift, grant or contract development and negotiation or fields of law. Experience in charitable giving writing and negotiations preferred.
Advanced analytical and problem-solving skills. Advanced and proven skills in analyzing, researching and synthesizing diverse information including program purposes, outcome intentions, data, and financial sources, for preparing sound and relevant proposals and gift agreements.
Advanced knowledge of common organizational- or research-specific and other computer application programs. Expert level of experience using MS Office applications especially Word, Excel, and PowerPoint. Ability to learn new and upgraded software and apply skills to current workload/project work.
Advanced knowledge of applicable policy analysis techniques. Ability to analyze information, situations, problems, policies and procedures, and financial information; ask critical questions to gather all required information; separate problems from symptoms; identify potential solutions; apply solutions and formulate logical and objective conclusions from data and observations; and communicate conclusions to a variety of personnel at various levels.
Thorough knowledge of organizational or initiative processes, protocols and procedures. Skilled at developing, writing and implementing operational and procedural and administrative policies, procedures, and practices. Ability to assess procedures and define requirements to streamline business process and result in productivity improvement.
Strong communication and interpersonal skills to communicate effectively with all staff and influence, verbally and in writing. Excellent interpersonal skills including tact, diplomacy, flexibility and skills in dealing with politically sensitive situations.
Outstanding verbal and written communication skills and experience to compose required agreements and related analysis, presentations, discussions or negotiations.
Ability to learn quickly, apply creativity, understand complex processes and procedures and provide appropriate advice to achieve outcomes.
- Job offer is contingent upon a satisfactory clearance based on background check results.
The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity or sexual orientation. For the complete University of California nondiscrimination and affirmative action policy see: http://www-hr.ucsd.edu/saa/nondiscr.html
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