Develop and execute annual operating plans for the effective delivery of data, gifting and constituent research/stewardship services;
Develop and maintain sector policies and procedures in conjunction with existing university policies and procedures;
Supervise the execution of the prospect management system;
Supervise the effective delivery of prospect/constituent research;
Supervise and/or execute the generation and delivery of appropriate standard and custom reports with respect to advancement financials, mailing bases, and prospect research composite reports and profiles;
Oversee the quality control of all information and communication that is conveyed from Advancement Services including financial reports, receipts, letters and lists;
Develop and maintain policies and procedures for gift receipt, posting and acknowledging that comply with CASE Management Standards; Standards for Annual Giving and Campaigns in Educational Fundraising and FASB Standards 116 and 117 as they relate to development operations;
Supervise the positions of gift accountant, director of prospect research, and stewardship coordinator, setting individual performance targets and objectives and conducting performance reviews in accordance with university timelines and procedures;
Oversee the donor relations function in the sector including the generation of donor reports, donor recognition activities and the stewardship function.
Run, maintain and develop reports and queries to monitor the integrity of data stored;
Provide oversight for endowments including: working with donors, drafting and developing the endowment document, working with the office of Financial Aid, periodically review all endowment status’ and provide an annual endowment report to all donors;
Provide system administration and be the liaison for the entire sector for all information technology. This includes a working knowledge and training on all systems so that they can be administered and perform appropriately;
Interact with major gifts, alumni engagement, planned giving and university events administration regarding data maintenance activities ;
Work collaboratively with other advancement staff areas to meet established advancement objectives;
Maintain technical and professional competence;
Review and apply all policies and procedures outlined in the university Affirmative Action Plan;
Faculty and staff are expected to maintain the confidentiality of all confidential and proprietary information (including but not limited to: student personal information, student grades, employee personal information, etc.), both during and after their employment with the University. If a faculty or staff member has a question about the confidentiality of a particular matter, they should consult their supervisor. Any violation of this rule shall subject the employee to disciplinary action, up to and including termination of employment.
Perform other duties as assigned.