Assistant Director of Donor Reporting, Stewardship and Engagement Programs

Position Number: 40030868

Payroll Title: PROJECT POLICY ANL 3 RP (005257)

Job Code: 005257

Job Open Date: 7/27/26

Application Review Begins: 8/11/26

Department Code (Name): DEVL (DEVELOPMENT)

Percentage of Time: 100

Union Code (Name): RP - Research and Public Service Professionals

Employee Class (Appointment Type): Staff: Career

FLSA Status: Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: STEPS

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $75,180 to $84,000/year. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $75,180 to $133,770/year.

Work Location: Phelps Hall - 1121

Working Days and Hours: Monday - Friday; 8am - 5pm

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement, if applicable: N/A

Special Instructions:

For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

The UC Santa Barbara Office of Development blends the strengths of both a centralized and a decentralized operation. Although all development officers report to the Associate Vice Chancellor for Development or his/her designee, some are dedicated to specific schools and units, working hand-in-hand with Deans, Directors and faculty to secure private support. Additional development officers focus on specific regions of the country and/or are dedicated to increasing involvement by alumni, Job Standards and friends. A strong central core initiates programs, or provides guidance and expertise, in foundation relations, planned giving, capital projects, donor stewardship, The UCSB Foundation and other areas of specialization. An integrated tracking and coordination system ensures a collaborative and smooth working environment, all aimed at enhancing UC Santa Barbara's attractiveness to, and involvement with, the private sector.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties:

Reporting in to the Senior Director for Donor Relations and Gift Services (DRS), the Assistant Director of Donor Reporting, Stewardship and Engagement Programs ["Assistant Director"] oversees the development of centralized stewardship planning & reporting, including the creation of highly customized reports, as well as manages the interpretation and application of complex data for the entire unit. The Assistant Director provides expert analytical, strategic planning, project management and proactive department support for DRS. S/he maintains a substantial knowledge of University and divisional policies and procedures related to the acquisition and use of data, and the use and application of Advance in a major capital fund raising environment. The Assistant Director will exercise strong and effective leadership to influence and support stewardship planning in partnership with Senior Development staff and college and unit development officers. DRS is a complex and multifaceted unit covering the intersection between Donors, Development Officers, and Gifts Administration. S/he will work closely with the Senior Director, implementing strategic approaches to donor reporting and stewardship. This involves the development and enhancement of stewardship programs, including year-long reporting plans and tracking of metrics, integrated timelines, design layouts and content management. This position will also involve overseeing reporting cycles such as endowed fund reports, fellowship and scholarship stewardship, impact reports, as well as providing recommendations for reporting integration in order to provide best-in-class stewardship. The Assistant Director will be required to meet with campus colleagues regularly, collaborating with them on a host of donor stewardship and engagement projects and providing a strong Donor Relations point of view. S/he will correspond with the Development Communications team, UCSB faculty and staff, business officers, and others to ensure comprehensive and tailored donor stewardship. This position must be staffed by an individual who demonstrates strong analytical, project management and influence skills. In partnership with the Senior Director, s/he will develop a robust central donor reporting and stewardship program. S/he will derive key donor stewardship and engagement metrics, compile sophisticated reports and make strategic decisions and recommendations based on data.

Required Qualifications:

• Bachelor's Degree in related area
• 1-3 years of experience demonstrating strong analytic and project management skills, as well as excellent interpersonal skills.
• 1-3 years of experience in communicating exceptionally well through verbal and written mediums, paying close attention to detail, ensuring accuracy in reporting as well as management of key processes.
• 1-3 years of demonstrated expertise in writing, including excellent grammar, composition and proof-reading skills.
• Ability to analyze problems/issues of diverse scope and determine solutions.
• Ability to multi-task successfully in a fast-paced and evolving environment with demanding timeframes.
• Must think critically, make informed decisions and demonstrate sound judgement.

Preferred Qualifications:

• 1-3 years of demonstrated expertise in analysis, problem solving, working with detail while applying and understanding broader contexts as they affect a diverse customer base: faculty, staff, students and donors.
• Experienced professional with an in-depth understanding of Development, prospect management, development research and donor relations practices, policies and procedures.
• Knowledge of common organization- or research-specific and other computer application programs.

Special Conditions of Employment:

• Occasional evenings and weekends at various Development Office, Institutional Advancement or campus-wide events.
• Satisfactory criminal history background check
• UCSB is a Tobacco-Free environment

Misconduct Disclosure Requirement:

As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer.

"Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace

Job Functions and Percentages of Time:

• 40% Strategic Planning & Project Management - STRATEGIC PLANNING: * Develops stewardship strategies for key donors and gifts to the University, working collaboratively with Senior Development Leadership on their respective area program plans. Partners closely with the Senior Director. * Develops a central, comprehensive stewardship plan for key donor constituencies, including, but not limited to Gold Circle Society, Trustees, and Lancaster Society. * Performs regular analyses to assess the effectiveness of overall strategies. * Develops innovative, unique and personalized donor relations/stewardship communications and engagement experiences for major donors. * Stays abreast of current and emerging trends in donor stewardship, philanthropy, fundraising, and higher education in order to make recommendations for DRS. PROJECT MANAGEMENT: * Manages the endowed fund reporting cycles using sophisticated knowledge of donor audience and financial data for endowed funds. * Manages annual stewardship portfolios and cycles, including impact reports, and fellowship, scholarship and programmatic stewardship.. * Develops and drives stewardship reporting cycles by proactive collaboration, follow-up and seeing projects through to their completion. * Takes on management of new projects under the direction of the Senior Director.
• 40% Complex Analysis & Reporting - REPORTING: * Produces reports for unit-based and central fundraising programs, reviewing current and past stewardship trends; makes recommendations for future stewardship programs accordingly. * Takes the lead on researching endowed and current-use funds, probing for fund expenditures, market values, etc. in order to enhance our endowed fund reporting process and communication. * Partners with Development Officers to obtain stewardship letters from faculty, deans, students and campus administrators for the purposes of impact reporting. * Develops, reviews, evaluates and modifies reports and reporting procedures to enhance donor relations and stewardship functions. * Provides expert internal consultation for development staff related to stewardship reporting and donor experiences. * Performs complex and high-level data analysis to inform and support data-driven decision making within the development community. DATA ANALYTICS: * Develops & analyzes key donor metrics and provides insight and recommendations to inform and expand donor stewardship and engagement programs. * Reviews data for the purposes of developing strategic donor stewardship, evaluating a combination of quantitative and qualitative data. * Generates and analyzes broad data sets, searches for explanations and underlying causes, draws conclusions and develops actionable recommendations. * Frequently collaborates with the Offices of Prospect Management and Research (PMATS) and Advancement Services, including Gift Administration, to trouble-shoot and resolve data-related issues and policies.
• 20% Supervisory Responsibility & Operations Support - * Trains and supervises support staff and/or student assistants, as and when needed, to support major DRS processes around stewardship reporting and analysis. * Serves as liaison between DRS and key administrators, faculty and staff with regard to donor stewardship, including the management of monthly meetings for a DRS liaison group. * Implements policies around donor stewardship and reporting protocols.

UC Vaccination Programs Policy:

As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs.

As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more information, please visit University of California Policy on Vaccinations - https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy

*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Equal Employment Opportunity:

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

Reasonable Accommodations:

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