Associate Director, Gift Acceptance and Fund Management

Department

ADV Gift Management 1

About the Department

The Advancement Office engages alumni (~220k), current students, parents, and friends of the University through intellectual, professional and social activities on campus, around the world and online. Advancement raises $600 Million annually to support faculty and researchers, practitioners and patients, and students and programs across the University. Our work supports priorities in every division, school, department, and institute.

The Gift Management Group (GMG) advances the University's fundraising efforts through its partnership with colleagues across the University to enhance a donor's experience throughout the life cycle of their giving. In furtherance of Advancement goals and with a focus on operational excellence, GMG provides counsel and strategic advice to senior staff, develops and enforces University-wide gift acceptance principles and policy; accurately documents, processes, and records donor gifts and commitments;

monitors and reports on the status of complex giving; supports pledge fulfillment through the development and delivery of pledge reminders; oversees gift compliance, effectively resolving issues that surface; and works with a broad group of internal and external stakeholders, including high-level donors and senior University administration.

Job Summary

The Associate Director will support Advancement's gift and fund documentation generation process. More specifically, this role will (i) write clear and concise gift agreements, in accordance with gift acceptance policies and procedures, in order to memorialize the mutual commitments, intentions, and obligations by which the University will accept a donor's gift and (ii) coordinate and manage the gift agreement tracking and workflow process.

Additionally, this position will promote and propel the University's gift fund management and gift compliance efforts by (i) ensuring University partners with gift administration and/or spending responsibilities have a clear understanding of gift and fund terms, (ii) identifying and addressing gift funds that are going unused, and (iii) working with relevant University partners to address such issues. This work requires strong relationships with multiple stakeholders across campus, including front-line fundraisers and directors of development, donor relations professionals, fund administrators, attorneys, and finance and budget partners.

The position will promote and integrate operational excellence in all aspects of job responsibilities.

This role uses best practices and knowledge of activities related to gift processing, including receiving, trouble shooting, processing, and other gift-giving related records matters. Uses knowledge of analytical methods and database tools to analyze, investigate and monitor highly sensitive and confidential donor data.

Responsibilities

* Develops, executes, and supports policies and processes to improve fund management and fund compliance results.

* Works collaboratively and proactively to research and resolve questions about fund use.

* Works with campus partners to identify and address unused gift funds to ensure that funds are spent according to terms and donor intent is honored.

* Identifies, develops, and actively manages reporting and data resources to support fund management and gift compliance.

* Coordinates and tracks the timely flow of agreements for approval, signature, and distribution.

* Produces, reviews, negotiates, proofs, and approves clear and concise gift agreements and fund documents in a timely and consistent manner, ensuring that such terms accurately memorialize the University's obligations and the donor's intention.

* Ensures gift and fund documentation are accepted in compliance with University gift acceptance policy and other applicable policies.

* Advises Advancement staff and University partners on potential administrative, financial, and/or legal issues that may arise with proposed gift terms.

* Liaise with Advancement and University partners, including the Office of Legal Counsel, the Office of the Provost, Donor Relations, University Research Administration, Gift Planning, and the various academic and administrative units.

* Identifies resource needs and subsequently creates resources to support gift acceptance and fund management functions, and educates and trains Advancement and University colleagues.

* Implements and makes use of technology such as Docusign, Salesforce, Fundriver, and other cutting-edge technology to evolve and manage workflow processes, including ticketing system, and enhances donor and campus partner experience.

* Seeks opportunities for professional development that will enhance job performance including attending webinars, seminars, building networks within the University and with colleagues at peer institutions.

* Provides professional oversight to maintain and secure highly sensitive and confidential donor, alumni, and student contact and relationship data. Uses database…