University of Rochester - Director of Gift and Project Management Email

AFP Member?: Yes
Name of Organization: University of Rochester 
Title of Position: Director of Gift and Project Management
Salary Information: University of Rochester Advancement is a values-driven organization that believes in Inclusion. Prior to applying, if you would like an accurate salary range based on your professional experience please send your resume and a brief note to UR Advancement Talent Management.
Organization Website:

Description of Responsibilities: The Director of Gift and Project Management is responsible for the management and strategic oversight of all facets of philanthropic gift management for University Advancement. This role serves as primary advisor to Advancement leadership and fundraising officers, as well as a resource to University leadership and staff, on developing gift strategies and implementing formal agreements to ensure that donors’ intentions are met, while maintaining University policies and procedures, as well as legal standards. In addition, this position is responsible for developing high visibility reporting and impact information, within the stewardship framework, for the highest level of donors, including the Board of Trustees. This position is responsible for directing the creation of new endowments and working closely with Gift Accounting and Endowment Accounting to ensure endowments are established and structured correctly based on the financial configuration of the University. The position also develops and reviews integral stewardship and advancement policies and procedures and works on high level special projects at the request of Advancement leadership.

GIFT AGREEMENT MANAGEMENT – developing new strategies and recommendations for philanthropic gift agreements. Advise fundraisers and University Leadership on the structure and creation of gift agreements, including extraordinary, one-of-a-kind gift scenarios and fundraising projects. Develop and conduct gift management training and provide one-to-one consultations. Requires significant level of knowledge of legal, compliance and University issues pertaining to gift acceptance, and the ability to gather and analyze benchmarking and best practices from peer institutions.

POLICY AND PROCEDURE MANAGEMENT – develop, review and maintain Advancement policies, procedures and practices within the stewardship framework. Includes, but is not limited to, governance documents related to gift management and acceptance, capital projects, impact reporting, acknowledgments, professorships, and scholarships. Works closely with the Office of SVP Advancement, other Advancement leadership, and legal counsel to ensure effective, efficient and compliant procedural documentation.

CUSTOMIZED REPORTING AND ANALYTICS – Oversee donor reporting for Board of Trustees, leadership volunteers and select donors through financial reporting including annual Trustee Reports and Personal Giving Reports. Research, coordinate and prepare memos and resolutions to go before Board of Trustees on topics related to endowments, professorships and other stewardship issues. Leverage data and analytics to uncover opportunities to enhance and improve stewardship and cultivation reports and activities.

SPECIAL PROJECTS – at the request of Executive Director of Donor Relations, AVP of Marketing Communications and Donor Engagement or SVP Advancement’s office, lead special projects related to process improvement and efficiency, benchmarking, policy development and research.

ENDOWMENT ACCOUNTING – manage and direct the creation of new endowments based on University financial standards and regulations; assist in select financial activities, including quarterly endowment holding account reconciliation and the monthly wire to the University’s endowment; collaborate regularly with Gift Accounting, Endowment Accounting, the Office of Budgets and Planning, and other finance leadership.

SUPERVISION - provide supervision, mentoring and coaching to Assistant Director of Gift and Project Management on responsibilities including acknowledgement of donors and other supporters via customized thank you letters from key university representation, development of customized recognition programs and materials. Reviews and tracks Assistant Director’s goals, writes performance reviews, and handles other HR issues and requirements.

Professional membership dues in AFP paid by organization
Performance Review Policy
Vacation and Holiday Policy
Medical, Dental, Health Insurance
Life Insurance
Retirement Plan 

Education: Bachelor's Degree required plus 7 years of experience preferably in advancement, experience in higher education, stewardship or fundraising, or equivalent combination of education and experience.

Experience/Personal Qualifications: Strong working knowledge of University gift management and stewardship policies, procedures and guidelines. Robust knowledge of University programs and offices and higher education governance in general. High level of proficiency in Access, Word, Excel and other Microsoft Office products, as well as Oasis or current CRM product.

Position Reports to: Leslie Zornow

Send Correspondence to:
Beth poland
University of Rochester
300 E River Rd
Rochester, New York 14623
[email protected]

On-Line Application Link (if Applicable): Job ID 237840

Include with Correspondence:
Cover Letter