Association TRENDS
Associate Director, Gift Acceptance and Fund Management
Association TRENDS, Chicago, Illinois, United States, 60290
Location: Chicago, ILJob Description: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 gifts 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 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 cutting-edge technology to evolve and manage workflow processes, including ticketing system, and enhance 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 tools to analyze, investigate and monitor data.Initiates, plans, and executes projects for proactive monitoring of gift data and clean up. Analyzes information in the database and looks for inconsistencies and problems with gift data.Monitors, and manages gift and grant account information within appropriate databases and includes important account/allocation attributes. Oversees daily report and document distribution.Performs other related work as needed.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, or similar professional work experience.Technical Skills or Knowledge:Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to the Office of Alumni Relations and Development, including the University's donor relationship management system and the Microsoft Office Suite.Superior analytical skills with the capacity to apply knowledge in new ways to unique situations.Preferred CompetenciesOutstanding 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, prioritizing work appropriately, and adapting swiftly to changing priorities. Comfortable working with minimal oversight on multiple tasks and deal effectively with conflicting responsibilities and tight and/or competing deadlines.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 and formulate innovative solutions.Exhibit a curiosity for streamlining processes using technology to improve outcomes and accuracy.Working ConditionsThis 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 DocumentsResume/CV (required)Cover Letter, addressed to Hiring Committee (preferred)The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, status as an individual with a disability, protected veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via the Applicant Inquiry Form.The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.
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