Director of Gifts and Records
Summary
This position serves as an essential member of the Advancement team responsible for ensuring the processing for over 200,000 gifts per fiscal year on behalf of the University of Florida. Responsible for leading a high-performance team in gift and membership processing, including VSE dollars and total commitment counting, data integrity, records management, training, and compliance.
Examples of Work
Job functions are specific duties that would be included in the essential functions of the job description. These functions are not all-inclusive nor do they cover the full extent of the duties performed.
- Direct and oversee daily operations to receive and record gifts, and maintain and secure highly sensitive donor data.
- Responsible for managing employees including, but not limited to recruitment and hiring; training; certifying time and attendance; performance management including performance appraisals, goal setting and performance action plans.
- Establish operational goals and objectives that align with the overall strategic plan.
- Lead partnerships with other units to handle large projects related to the improvement of internal processing efficiencies.
- Oversees gift administration data quality and transaction accuracy and prioritizes customer service related to the university’s charitable contributions.
- Research and respond to inquiries from internal and external stakeholders regarding products, applications, best practices and guidelines related to gift processing.
- Serve as subject matter expert in the areas of memberships, gift processing, data integrity, records management, training, and compliance.
- Oversee annual strategic business plan and budget for the unit.
- Design gift and data processing workflows.
- Propose and ensure adherence to policies and procedures for gift processing, donor records and IRS tax guidelines.
- Ensure staff is compliant with policies and procedures and that standards are met.
Education and Experience
Master’s degree in an appropriate area and three years of appropriate experience in gift processing or related field; or a bachelor’s degree in an appropriate area of specialization and five years of appropriate experience in gift processing or related field.
Licensure and Certification
N/A
Supervision
This position may have supervisory responsibility.
Competencies
- Collaboration**
- Stakeholder Focus**
- Manages Execution**
- Accountability**
- Adaptability/Innovation**
- Effective Communication**
- Critical Thinking**
- Organizational Acumen**
To see common career pathways for each position at the University of Florida please visit the Career Paths section of the UFHR website.