The University of Chicago
Associate Director, Gift Acceptance and Fund Management
The University of Chicago, Chicago, Illinois, United States, 60290
DepartmentARD Gift Acceptance
About the DepartmentAlumni Relations and Development (ARD) engages alumni (~220k), current students, parents, and friends of the University through intellectual, professional, and social activities on campus, around the world, and online. Annually, ARD raises $600 Million 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 Acceptance and Agreements team (GAA) advances the University of Chicago’s fundraising efforts through its partnership with colleagues across the University to enhance a donor’s experience throughout the life cycle of their giving. GAA develops and executes gift agreements that memorialize the terms of donor commitments to the University, develops and enforces gift acceptance policy to ensure gift terms meet University gift acceptance principles and standards, leads University fund management and gift compliance efforts, and supports pledge fulfillment.
Job SummaryReporting to GAA’s senior associate director, the associate director will support ARD’s gift and fund documentation generation process. This role will (i) write clear and concise gift agreements in accordance with gift acceptance policies and procedures, (ii) coordinate and manage the gift agreement tracking and workflow process, and (iii) promote the University’s gift fund management and gift compliance efforts.
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.
Ensures gift and fund documentation are accepted in compliance with University gift acceptance policy and other applicable policies.
Advises ARD staff and University partners on potential administrative, financial, and/or legal issues that may arise with proposed gift terms.
Liaise with ARD 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 ARD and University colleagues.
Implements and makes use of technology such as DocuSign, Salesforce, Fundriver, and other technology to evolve and manage workflow processes.
Seeks opportunities for professional development that will enhance job performance.
Provides professional oversight to maintain and secure highly sensitive and confidential donor, alumni, and student contact and relationship data.
Initiates, plans, and executes projects for proactive monitoring of gift data and clean up.
Monitors and manages gift and grant account information within appropriate databases.
Performs other related work as needed.
Minimum QualificationsEducation:Minimum requirements include a college or university degree in a related field.
Work Experience:Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.
Preferred QualificationsEducation:
Master’s degree and/or additional post-undergraduate level coursework in tax/accounting, business, finance, professional or legal writing, gift operations or non-profit management, or paralegal coursework.
Experience:
Minimum five years of professional experience in fields such as nonprofit management, donor relations, development, alumni relations, communications, legal or professional writing, or as a paralegal.
Technical Skills or Knowledge:
Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University.
Superior analytical skills with the capacity to apply knowledge in new ways to unique situations.
Preferred Competencies:
Outstanding interpersonal and communications skills characterized by the ability to listen, speak, and write effectively.
Capacity to work in a fast-paced environment involving high-level stakeholders.
Organized and lead projects independently, with high attention to detail.
Manage confidential information with discretion and tact.
Act with integrity, professionalism, kindness, and confidentiality.
Work collegially and collaboratively in a team setting.
Self-motivated and take initiative.
Think strategically and holistically to solve complex problems.
Exhibit a curiosity for streamlining processes using technology.
Working Conditions
This position has a hybrid work schedule which includes weekly in-office presence.
Standard office environment.
Travel to campus and/or non-campus locations for University business.
Work evenings and weekends as needed.
This position is located in Hyde Park at 5235 South Harper Court.
Application Documents
Resume/CV (required)
Cover Letter, addressed to Hiring Committee (preferred)
Job FamilyAlumni Relations & Development
Role ImpactIndividual Contributor
FLSA StatusExempt
Pay FrequencyMonthly
Scheduled Weekly Hours37.5
Benefits EligibleYes
Posting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans employer.
#J-18808-Ljbffr
About the DepartmentAlumni Relations and Development (ARD) engages alumni (~220k), current students, parents, and friends of the University through intellectual, professional, and social activities on campus, around the world, and online. Annually, ARD raises $600 Million 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 Acceptance and Agreements team (GAA) advances the University of Chicago’s fundraising efforts through its partnership with colleagues across the University to enhance a donor’s experience throughout the life cycle of their giving. GAA develops and executes gift agreements that memorialize the terms of donor commitments to the University, develops and enforces gift acceptance policy to ensure gift terms meet University gift acceptance principles and standards, leads University fund management and gift compliance efforts, and supports pledge fulfillment.
Job SummaryReporting to GAA’s senior associate director, the associate director will support ARD’s gift and fund documentation generation process. This role will (i) write clear and concise gift agreements in accordance with gift acceptance policies and procedures, (ii) coordinate and manage the gift agreement tracking and workflow process, and (iii) promote the University’s gift fund management and gift compliance efforts.
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.
Ensures gift and fund documentation are accepted in compliance with University gift acceptance policy and other applicable policies.
Advises ARD staff and University partners on potential administrative, financial, and/or legal issues that may arise with proposed gift terms.
Liaise with ARD 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 ARD and University colleagues.
Implements and makes use of technology such as DocuSign, Salesforce, Fundriver, and other technology to evolve and manage workflow processes.
Seeks opportunities for professional development that will enhance job performance.
Provides professional oversight to maintain and secure highly sensitive and confidential donor, alumni, and student contact and relationship data.
Initiates, plans, and executes projects for proactive monitoring of gift data and clean up.
Monitors and manages gift and grant account information within appropriate databases.
Performs other related work as needed.
Minimum QualificationsEducation:Minimum requirements include a college or university degree in a related field.
Work Experience:Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.
Preferred QualificationsEducation:
Master’s degree and/or additional post-undergraduate level coursework in tax/accounting, business, finance, professional or legal writing, gift operations or non-profit management, or paralegal coursework.
Experience:
Minimum five years of professional experience in fields such as nonprofit management, donor relations, development, alumni relations, communications, legal or professional writing, or as a paralegal.
Technical Skills or Knowledge:
Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University.
Superior analytical skills with the capacity to apply knowledge in new ways to unique situations.
Preferred Competencies:
Outstanding interpersonal and communications skills characterized by the ability to listen, speak, and write effectively.
Capacity to work in a fast-paced environment involving high-level stakeholders.
Organized and lead projects independently, with high attention to detail.
Manage confidential information with discretion and tact.
Act with integrity, professionalism, kindness, and confidentiality.
Work collegially and collaboratively in a team setting.
Self-motivated and take initiative.
Think strategically and holistically to solve complex problems.
Exhibit a curiosity for streamlining processes using technology.
Working Conditions
This position has a hybrid work schedule which includes weekly in-office presence.
Standard office environment.
Travel to campus and/or non-campus locations for University business.
Work evenings and weekends as needed.
This position is located in Hyde Park at 5235 South Harper Court.
Application Documents
Resume/CV (required)
Cover Letter, addressed to Hiring Committee (preferred)
Job FamilyAlumni Relations & Development
Role ImpactIndividual Contributor
FLSA StatusExempt
Pay FrequencyMonthly
Scheduled Weekly Hours37.5
Benefits EligibleYes
Posting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans employer.
#J-18808-Ljbffr