Director of Advancement Services, #9622
Case Western Reserve University

Job Info

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POSITION OBJECTIVE

The Director of Advancement Services is a key position within the Office of Advancement Services providing administrative leadership and operational expertise for the workflow related to donor gifts and reporting. This will include taking primary responsibility to process donor stock gifts and donor wire transfers. The Director of Advancement Services will also assist the Assistant Director of Database Records with other workflow during stock and wire transfer gift processing downtime. This individual will primarily function as the front-facing representative of the Office of Advancement Services as it pertains to all stock gifts and wire transfers to the university. This individual will also produce and distribute all monthly reports related to charitable attainment to the university. This includes commitment and cash reporting as well as capital projects reporting.

ESSENTIAL FUNCTIONS

1. Receive, analyze, and input stock gifts, bequests, and occasional charitable gift annuities into university brokerage accounts. Upon receipt, sell stock gifts through the online brokerage or via phone at the next available market window. After selling the stock gifts, produce gift memo with customized information pertaining to the donor and the gift. If the gift donor information is not available, conduct a review with the brokerage house to determine donor information. (45%)
2. Oversee the management of the Associate Director of Advancement Services. Direct, manage, and coordinate the accurate processing of charitable gifts and grants within the Gifts Processing unit to ensure data integrity guidelines and procedures are followed. Oversee the monitoring and evaluation of Ellucian Advance end users' needs in the areas of training, documentation, access and use of the various modules to identify and outline opportunities for optimizing the platform. Direct the creation and management of policies and procedures related to end user training and use of the Ellucian Advance software and business processes. Assist with any other types of donor gifts as needed, including pledges, cash, or online donations. (25%)
3. Act as the liaison between the Office of Investments, the central development office, advancement services, the management centers, the general counsel's office, controller's office, and various brokerage houses. Exercise independent review and judgement about issues encountered and recommend options for issue resolution to be reviewed and agreed upon with the senior director of advancement services. (10%)
4. Produce and distribute all the monthly reports to the Chief Development Offices, Deans, and Vice Presidents. These reports include total commitments, total cash, monthly comparisons, capital projects, and major donations to the university. (10%)

NONESSENTIAL FUNCITONS

1. Work with the senior director of advancement services to develop and institute procedures to ensure the smooth flow of gift information and data between departments and brokerage houses. (5%)
2. Assist donors and schools with regards to all gifts by providing gift instructions. (5%)
3. Perform other duties as assigned (1%)

CONTACTS

Department: Daily contact with senior director of advancement services related to gift workflow, end user training and documentation, and other projects as assigned.

University: Regular contact with staff within the central development office, advancement services, the management centers, the general counsel's office, controller's office, and with employees at various schools as it pertains to gift memo information.

External: Regular contact with brokerage staff and donors as it pertains to gift memo information and liquidation of stock gifts.

Students: Occasional contact with students.

SUPERVISORY RESPONSIBILITY

Direct supervision of associate director of advancement services and coordinator of advancement services. Supervision of temporary staff or students assigned to special projects.

QUALIFICATIONS

Experience: 7 or more years working in a development or gift role at a not-for-profit organization.

Education/Licensing: Bachelor's degree required.

REQUIRED SKILLS

1. Solid work ethic, highly motivated, attention to detail, intellectual curiosity, well-organized, and the ability to manage and prioritize multiple assignments and meet deadlines.
2. Ability to work well independently and in teams.
3. Strong written and verbal communication skills; as well as excellent interpersonal skills. Ability to interact with colleagues, supervisors, and customers face to face.
4. Ability to operate a personal computer efficiently.
5. Proficiency in MS Office (including Word, Excel, and PowerPoint) and the ability to learn new programs. Proficiency in navigating a web browser.
6. Ability to meet consistent attendance.

WORKING CONDITIONS

General office working environment. The employee will perform repetitive motion using computer mouse and keyboard to type.

This job has expired.