Assistant Director of Stewardship and Endowment Management
University of North Carolina - Chapel Hill, Elkins Hills, NC, United States
Primary Purpose of Organizational Unit
Gillings Advancement offers a variety of services to facilitate the School's research, teaching and service mission, promoting the development of public health policy, publicizing School activities and public health issues, and generating financial support from alumni, foundations, corporations and the NC Legislature. The office also coordinates special events. Position Summary
The Assistant Director of Stewardship and Endowment Management is responsible for managing the stewardship efforts for gifts received by the SPH Advancement Office in the Gillings School of Global Public Health, including detailed gift reporting, processing, analysis, and creative strategy. Reporting to the Senior Director of Annual Giving and Alumni Engagement, this position is responsible for several key functions: endowed fund stewardship, donor recognition and engagement, stewardship plans, and gift processing. This position develops stewardship strategies and policies to ensure that donors receive substantive and impactful stewardship relative to their gift level, area of impact, and relationship to the School. The Assistant Director of Stewardship and Endowment Management will be a liaison with the University Development Office, the School's finance office, and departments to monitor, gather, and manage fund‑use information to be able to report use and impact information to donors of endowed funds. This includes leading a recurring six‑month project that produces more than 175 personalized reports, representing over $25 million in endowment funding, ensuring donors receive clear, detailed updates on the impact of their gifts. Additionally, this role is responsible for facilitating meetings with donors and recipients of scholarships and professorships, ranging from casual coffee discussions to full‑day visits on campus. The Assistant Director of Stewardship and Endowment Management will manage a portfolio of specialized stewardship plans on select high‑level donors and will oversee membership, communications, and stewardship for the School's Rosenau Society (a leadership giving society with an average of 475 members annually). Additionally, this position will be responsible for understanding current and future Federal and state regulations as well as University policies as they relate to scholarships, financial aid, and student information, including how and when information can be shared with third parties (i.e., donors of scholarships). This position will serve as a subject matter expert to development officers and donors, helping them understand these regulations and their impact on the information shared during the stewardship process. Minimum Education and Experience Requirements
Bachelor's degree and one year of experience related to the area of assignment; or an equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions. Management Preferences
Excellent and advanced knowledge and skills with Microsoft Office programs. Excellent verbal and written communication skills. Demonstrated ability to manage multiple, ongoing projects. Blackbaud CRM, Salesforce, or other database management experience is strongly preferred. Experience with gift processing, stewardship, and donor relations is preferred. Equal Opportunity Employer Statement
The University is an equal opportunity employer and welcomes all to apply without regard to age, color, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, or sexual orientation. We encourage all qualified applicants to apply, including protected veterans and individuals with disabilities.
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Gillings Advancement offers a variety of services to facilitate the School's research, teaching and service mission, promoting the development of public health policy, publicizing School activities and public health issues, and generating financial support from alumni, foundations, corporations and the NC Legislature. The office also coordinates special events. Position Summary
The Assistant Director of Stewardship and Endowment Management is responsible for managing the stewardship efforts for gifts received by the SPH Advancement Office in the Gillings School of Global Public Health, including detailed gift reporting, processing, analysis, and creative strategy. Reporting to the Senior Director of Annual Giving and Alumni Engagement, this position is responsible for several key functions: endowed fund stewardship, donor recognition and engagement, stewardship plans, and gift processing. This position develops stewardship strategies and policies to ensure that donors receive substantive and impactful stewardship relative to their gift level, area of impact, and relationship to the School. The Assistant Director of Stewardship and Endowment Management will be a liaison with the University Development Office, the School's finance office, and departments to monitor, gather, and manage fund‑use information to be able to report use and impact information to donors of endowed funds. This includes leading a recurring six‑month project that produces more than 175 personalized reports, representing over $25 million in endowment funding, ensuring donors receive clear, detailed updates on the impact of their gifts. Additionally, this role is responsible for facilitating meetings with donors and recipients of scholarships and professorships, ranging from casual coffee discussions to full‑day visits on campus. The Assistant Director of Stewardship and Endowment Management will manage a portfolio of specialized stewardship plans on select high‑level donors and will oversee membership, communications, and stewardship for the School's Rosenau Society (a leadership giving society with an average of 475 members annually). Additionally, this position will be responsible for understanding current and future Federal and state regulations as well as University policies as they relate to scholarships, financial aid, and student information, including how and when information can be shared with third parties (i.e., donors of scholarships). This position will serve as a subject matter expert to development officers and donors, helping them understand these regulations and their impact on the information shared during the stewardship process. Minimum Education and Experience Requirements
Bachelor's degree and one year of experience related to the area of assignment; or an equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions. Management Preferences
Excellent and advanced knowledge and skills with Microsoft Office programs. Excellent verbal and written communication skills. Demonstrated ability to manage multiple, ongoing projects. Blackbaud CRM, Salesforce, or other database management experience is strongly preferred. Experience with gift processing, stewardship, and donor relations is preferred. Equal Opportunity Employer Statement
The University is an equal opportunity employer and welcomes all to apply without regard to age, color, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, or sexual orientation. We encourage all qualified applicants to apply, including protected veterans and individuals with disabilities.
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