Digital Engagement Officer (Fundraiser 3) "Sacramento Campus"

DEPARTMENT DESCRIPTION

The Health Sciences Development and Alumni Relations is charged with building philanthropic support for UC Davis Health's patient care, research and education programs. The HSDA leadership team provides leadership, coordination, and support services to help the university meet its mission, strengthens Health's philanthropic support and focuses efforts on the university's highest priorities and initiatives, including the current comprehensive campaign. The Giving Programs team oversees the comprehensive multi-channel annual giving efforts of the organization, including direct mail, email, social media, Give Day, crowdfunding and the patient calling program.

The Giving Programs team embraces and values diversity, equity, and inclusion (DEI). We are committed to employing and retaining a diverse workforce and have programs and policies in place to ensure all employees can succeed regardless of race, color, national origin, religion, sex, gender expression, gender identity, gender transition status, pregnancy, physical or mental disability, medical condition, genetic information, ancestry, marital status, age, sexual orientation, citizenship or service in the uniformed services, including protected veterans. In acknowledgment of historical and current injustices faced by marginalized members of our global UC Davis community, we are firmly committed to supporting our Principles of Community and applying tenets of diversity, equity, and inclusion into every aspect of our everyday work and organizational culture.

JOB SUMMARY

Under the direction of the Director of Giving Programs, the Digital Engagement Officer will identify, qualify, cultivate, solicit and steward individual prospects capable of making leadership annual gifts of $1000+ annually. This is an early career fundraising position focused on the strategic identification, qualification and cultivation of current donors and highly-rated non-donors with a goal of building and upgrading a new pipeline of prospects for the entire Health system including the UC Davis Medical Center and School of Medicine. As a generalist position, the role will focus on prospect qualification, cold calling skills and portfolio management, while working collaboratively with gift officers who are specialists staffing faculty, researchers and clinical leadership teams.

The position will solicit philanthropic support from grateful patients of UC Davis Health with a strategic emphasis on selected populations and clinical care programs with higher gratitude and high volume of care. This fundraiser must meet specific number goals in three key areas: upgrading current donors, generating gifts from new prospects, and appropriately stewarding leadership annual donors:

• Face-to-face visits: 150 (adjusted based on % of frontline fundraising). *
• Portfolio Management Goals for portfolio size, penetration and composition will be set in your Annual Business Plan.
• Number of Proposals/Asks up to $50K: 50-75% of Face-to-Face Visits
• Number of Proposals/Asks of Major Gifts $50K+ (at least 30% of proposals are comprehensive asks): will be based on portfolio and Annual Business Plan
• Dollars Raised Targets: $500K - $1M annually

To identify the top annual giving prospects, this individual will utilize the UC Davis Prospect Management system, custom patient activity reports and the new grateful patient scoring system, to organize and segment a large portfolio of 1000+ potential new donor prospects who will then be visited either virtually or in person and either qualified face-to-face for continued cultivation/stewardship or disqualified as an annual giving prospect. They will also work closely with the Associate Director, Grateful Patient Programs to follow up with donors related to stewardship, multi-year pledges and to build a pipeline from the patient calling program.

Success as a fundraiser at UC Davis requires the incumbent to also be a collaborative team player who adheres to the university's Principles of Community and complies with UC Davis Development policies. This Development role is a part of the larger development organization and will report to an experienced and dedicated team manager who provides support, training and guidance.

With a commitment to employee development and talent retention, additional training, professional development, career and mentoring opportunities are offered as we elevate UC Davis to one of the nation's top development and alumni relations organizations.

POSITION INFORMATION

Position to remain open until filled. The initial application review date is 12/16/2022.

This position may be eligible for flexible work arrangements, including a hybrid schedule.

PHYSICAL DEMANDS

• Remain Stationary for extended periods of time during events.
• Maneuver items weighing up to 25 lbs.

WORK ENVIRONMENT

• Valid California driver's license to attend meetings, conferences and other special events.
• Work flexible schedule including evenings and weekends to meet operational needs.
• UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space.
• The division of Development and Alumni Relations (DEVAR) and Health Sciences Development and Alumni Relations embraces and values diversity, equity, and inclusion (DEI). We are committed to employing and retaining a diverse workforce and have programs and policies in place to ensure all employees can succeed regardless of race, color, national origin, religion, sex, gender expression, gender identity, gender transition status, pregnancy, physical or mental disability, medical condition, genetic information, ancestry, marital status, age, sexual orientation, citizenship or service in the uniformed services, including protected veterans. In acknowledgment of historical and current injustices faced by marginalized members of our global UC Davis community, we are firmly committed to supporting our Principles of Community and applying tenets of diversity, equity, and inclusion into every aspect of our everyday work and organizational culture.

QUALIFICATIONS

Minimum:

• Bachelor's degree or an equivalent combination of education and professional experience.
• Experience with a sales enablement platform such as Salesforce or donor (moves management) database such as Raiser's Edge
• Minimum of 2 years of professional or volunteer fundraising experience; or equivalent transferrable professional experience including strategic relationship development and portfolio management, preferably in higher education.
• Demonstrated knowledge of proven identification, qualification, cultivation and solicitation strategies; ability to interface effectively with prospects, donors, faculty and clinical leaders.
• Demonstrated experience in developing strategic relationships with incumbent donors and prospective donors, building and managing a portfolio of donors and prospects with a goal of raising philanthropic support.
• Strong self-motivation, initiative in follow up, problem solving skills, a drive to meet set goals, and the ability to function at a high-level in a detail-oriented environment.

Preferred:

• Experience using Microsoft Powerpoint, Adobe and video platforms such as ThankView to create donor solicitation and stewardship materials
• Understanding of the healthcare landscape overall, and the UC Davis Health campus, including its vision, mission, goals, objectives, achievements and infrastructure.
• Awareness, knowledge, and skill in applying diversity, equity and inclusion to one's work. A profound belief in the value of a diverse and safe workforce and a commitment to achieve this goal through collaboration and team building, working cooperatively with a diverse group of department and campus constituencies.
• Familiar with HIPAA guidelines, privacy practices and use of privacy and discretion when speaking with patient populations about their care

SPECIAL REQUIREMENTS

Background Check

• This position is a critical position and subject to a background check. Employment is contingent upon successful completion of background investigation including criminal history and identity check.

Principles of Community

UC Davis is a diverse community comprised of individuals having many perspectives and identities. We come from a multitude of backgrounds and experiences, with distinct needs and goals. We recognize that to create an inclusive and intellectually vibrant community, we must understand and value both our individual differences and our common ground. The UC Davis Principles of Community is an aspirational statement that embodies this commitment, and reflects the ideals we seek to uphold.