Senior Director of Stewardship and ComplianceCompany: LSU Foundation
Date Posted: March 22, 2017
ESSENTIAL DUTIES AND RESPONSIBILITIES*
Administrative and Management Duties
- Manages a growing team of stewardship and compliance professionals,
- Collaborates heavily with and develops trusting relationships with other donor relations staff within the colleges, units, and campuses,
- Collaborates strategically with other central Foundations departments to ensure development staff are adequately supported and donors are served to the very best of the Foundation’s ability; and
- Collaborates with Corporate and Foundation Relations to ensure their often separate and significant needs are met.
- Responsible for the research, design, and implementation of a comprehensive, strategic, endowed and expendable fund reporting program including scholarships, chairs, professorships, special programming funds and other funds as appropriate,
- Develops, implements, and manages an annual scholarship stewardship program designed to connect and engage donors and recipients, providing additional support to colleges, units and campuses as appropriate and necessary; and
- Develops, implements, and manages an annual faculty stewardship education and support program intended to facilitate the development and communication of impact information between donors and recipients.
- Responsible for the research, design, and implementation of a comprehensive fund-use compliance program with an aim to ensure all charitable gifts to the Foundation and the University are crafted in agreement with state and federal guidelines and that funds are being spent appropriately and in accordance with donors’ specific intent, and where necessary, assists University leadership with identifying and addressing impediments hampering the fund awarding process,
- Develops, implements, and manages a staff stewardship education and support program intended to facilitate the collection and communication of financial information between the Foundation, the colleges and units, the campuses and other fund-raising and fund-stewarding arms of the University at large,
- Serves as an advocate for donors past and present, living and deceased, ensuring that endowed and expendable funds established in the care of the LSU Foundation are protected and managed with care; and partners with the General Counsel’s Office to develop, support and execute gift agreements; and
- Partners with Foundation Leadership to address the compliance expectations of the Board of Regents.
- Responsible for the design, implementation, and oversight of a comprehensive acknowledgement process with attention to leadership acknowledgements and special impact correspondence,
- Develops, implements and manages special donor communications initiatives including pledge reminding and reporting, first-time donor communication, year-end receipt reporting, honorary/memorial/tribute giving program; and manages and maintains addressing standards; and
- Organizes, designs and implements a strategic impact reporting program, with particular attention to individual and constituency-specific areas of need.
- Develops, implements, and manages a University-Wide Named Space and Architectural Recognition Program; and serves as a University and system-wide resource when it comes to policies, guidelines and best practices.
MARGINAL DUTIES AND RESPONSIBILITIES
- Serves as the Advance Endowment and Stewardship Module Lead,
- Participates in and contributes to the University-wide Donor Relations Council; and
- Participates as appropriate with the Advance Development Council.
REQUIRED KNOWLEDGE AND SKILL QUALIFICATIONS
- Bachelor’s degree from an accredited college or university,
- For the exceptional candidate (as demonstrated by a record of extraordinary performance and advancement) five to seven years’ experience in higher education development, and donor relations,
- Professional demeanor, good interpersonal skills, strong initiative, organizational skills, discipline, diplomatic; and the ability to relate to a wide range of groups,
- Ability to work well independently, as a member of a group or committee, and as a leader of a group or committee,
- Leadership, flexibility, efficiency, attention to detail, and the ability to prioritize tasks and meet deadlines for a wide variety of assignments; and
- Proficient in Microsoft Office applications.
- Seven – 10 years’ experience in higher education development, donor relations or stewardship and compliance,
- Master’s degree and/or CFRE; and
- Prior experience with large-scale CRM.
- Manages one individual with expectation of growing team to five individuals by 2020.
- May be required to occasionally work extended workdays, evenings or weekends.