Gifts Specialist (FINANCIAL SVC ANL 2 CX)

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Gifts Specialist (FINANCIAL SVC ANL 2 CX)

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Job ID

86740

Location

Davis

Full/Part Time

Full Time

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Job Summary

Under the supervision of the Director of Annual Programs, this role entails efficiently handling gift reporting; and acting as a liaison between various entities, including campus departments, Weill School of Veterinary Medicine (WSVM) departments, the Office of the Treasurer of The Regents, and UC Davis Foundation. Manages and oversees gift processing activities for WSVM, ensuring gifts and donor records are accurate, compliant, and processed in a timely manner while coordinating with internal departments, Advancement Services, and external donors. Responsible for data integrity entered into multiple processing platforms and providing timely stewardship correspondence for gifts received. Provides donor stewardship and customer service by responding to inquiries, preparing reports and acknowledgments, tracking pledges, and ensuring donor intent is properly applied to designated funds. Independently analyzes financial and gift-related information, resolves discrepancies, maintains operational procedures, coordinates tasks with student assistants, and serves as a liaison to support effective gift administration and stewardship activities. Manage heavy workloads, frequent interactions with the public and internal stakeholders, maintaining confidentiality, and ensuring all activities align with Office of University Development policies and standards. Execute cultivation and stewardship communication strategies that target estate donors/prospects. In this role, you are expected to be present at the office during regular business hours. This position offers stability, in-person interaction, and a structured work environment.

Apply By Date: June 22, 2026

Qualifications

Minimum Qualifications - For full consideration, applicants are encouraged to upload license and/or certification if required of the position

• Bachelor's Degree in related area and/or equivalent experience and training.
• No Minimum Work Experience required.
• Skill to perform accurate accounting functions for gift reporting and cashiering/depositing processes.
• Proficiency with computers including e-mail, calendaring, database applications sufficient to query data; spreadsheet skills, advanced skill in word processing and mail merge.
• Excellent interpersonal, oral and written communication skills to convey information to the public; draft and edit error-free correspondence and reports; demonstrated knowledge of business practices in the production of documents.
• Skills to take appropriate initiative, function independently and prioritize working under multiple deadlines, heavy workload and overlapping activities of a complex and demanding unit.
• Skills to communicate w/ individual and corporate donors, legal counsel or other donor representatives, veterinarians or clinic staff by telephone, mail and at SVM events.
• Familiarity with UC system or higher education, campus and school administrative organization, policies and procedures.

Preferred Qualifications

• Experience of SVM-wide, campus-wide, and system-wide administrative policies and gift processing procedures and practices.
• Experience using Advance Web, PowerBI, GREAT, and Aggie Enterprise is preferred.
• Experience in Microsoft Excel with pivot tables, formulas, and Power Queries.
• Basic knowledge of the university and/or School of Veterinary Medicine, its mission, vision, goals, and achievements.

Key Responsibilities

• 70% - Donor Relations - Gift Stewardship
• 20% - Heritage Society For Animals Stewardship
• 10% - Other Duties As Assigned

Department Overview

The top-ranked Weill School of Veterinary Medicine's mission is to advance the health of animals, people, and the environment. The Weill School of Veterinary Medicine (WSVM) serves the people of California and beyond by providing educational, research, clinical service, and public service programs of the highest quality to advance the health and care of animals, the health of the environment, and public health, and to contribute to the economy. The Office of Advancement supports the school by generating philanthropic support in order to meet the school's mission and goals through activities associated with reaching, serving, and engaging constituencies through programs, events, products, and services related to fundraising. Constituencies include faculty, staff, alumni, friends, clients, parents, students, the local community, government, and the general public. Work is performed independently under general supervision. Typically, completed work and decisions made are not reviewed when performed within the established guidelines of the unit. Work and decisions are subject to review when guidelines require extension and/or interpretation, and when proposed solutions affect the coordination of work within the unit or within other units. Guidelines include policies, procedures, and precedents of the unit and department, UC Davis policies and procedures as well as professional and technical manuals.

POSITION INFORMATION

• Salary or Pay Range: $34.65 - $47.58/hour (Department budgeted salary range: $34.65 - $38.26/hr. Commensurate with experience.)
• Salary Frequency: Hourly
• Salary Grade: STEPS
• UC Job Title: FINANCIAL SVC ANL 2 CX
• UC Job Code: 004754
• Number of Positions: 1
• Appointment Type: Career
• Percentage of Time: 100%
• Shift (Work Schedule): M-F 8am - 5pm
• Location: Davis, CA
• Union Representation: Yes - CX-Clerical/Admin
• Benefits Eligible: Yes
• This position is 100% on-site

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility rules by visiting either our handy Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees and our Benefits Page.

If you are represented by a union, benefits are negotiated between the University of California (UC) and your union and finalized in a contract. Read your bargaining unit's employment contract, stay abreast of current negotiations and learn about collective bargaining at UC: https://ucnet.universityofcalifornia.edu/labor/bargaining-units/index.html

• High quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for Dental and Vision insurance premiums for you and your family
• Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave
• Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Paid Time Off/Vacation/Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Access to free professional development courses and learning opportunities for personal and professional growth
• WorkLife and Wellness programs and resources
• On-site Employee Assistance Program including access to free mental health services
• Supplemental insurance offered including additional life, short/long term disability, pet insurance and legal coverage
• Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles
• Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans. More information on our retirement benefits can be found here

Physical Demands

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Frequent 3 to 6 Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Lifting/Carrying 26-50 lbs - Never 0 Hours
• Lifting/Carrying over 50 lbs - Never 0 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 26-50 lbs - Never 0 Hours
• Pushing/Pulling over 50 lbs - Never 0 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Climbing (e.g., stairs or ladders) - Never 0 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Frequent 3 to 6 Hours

Environmental Demands

• Chemicals, dust, gases, or fumes - Never 0 Hours
• Loud noise levels - Never 0 Hours
• Marked changes in humidity or temperature - Never 0 Hours
• Microwave/Radiation - Never 0 Hours
• Operating motor vehicles and/or equipment - Never 0 Hours
• Extreme Temperatures - Never 0 Hours
• Uneven Surfaces or Elevations - Never 0 Hours

Mental Demands

• Sustained attention and concentration - Frequent 3 to 6 Hours
• Complex problem solving/reasoning - Occasional Up to 3 Hours
• Ability to organize & prioritize - Frequent 3 to 6 Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Frequent 3 to 6 Hours
• Customer/Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment

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.

Work a varied schedule and various weekends. Own reliable transportation required. Restricted vacation schedule due to peak season workload.

Special Requirements - Please contact your recruiter with questions regarding which activities apply by position

• This is a critical position, as defined by UC Policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation clearance and functional capacity assessment
• This position is designated as a mandated reporter under CANRA and UC policy, and employment is contingent on compliance with applicable policies, procedures and training requirements

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

A Culture of Opportunity and Belonging

At UC Davis, we're committed to solving life's most urgent challenges and building a healthier, more resilient world. We believe in growing through every challenge, continually striving to improve, and welcoming new perspectives that strengthen our community. We recognize that a vibrant and innovative organization values both individual strengths and shared purpose. The best ideas often emerge when people with different experiences come together.

As you consider joining UC Davis, we invite you to explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education. We believe you belong here. The University of California, Davis is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

To view the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination

Because we want you to feel seen and valued, our recruitment process at UC Davis supports openness and authenticity. Research shows that some individuals hesitate to apply unless they meet every qualification. You may be an excellent fit for this role-or the next one. We encourage you to apply even if your experience doesn't match every listed requirement. #YouBelongHere

To learn more about our background check program, please visit: https://hr.ucdavis.edu/departments/recruitment/ucd/selection/background-checks

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