The University Of Chicago
Associate Director, Gift Acceptance and Fund Management
The University Of Chicago, Chicago, Illinois, United States, 60290
Associate Director, Gift Acceptance and Fund ManagementDepartmentARD 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, 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. 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, fund administrators, attorneys, and finance and budget partners. The position will promote and integrate operational excellence in all aspects of job responsibilities.
This position uses best practices and knowledge of activities related to gift processing, including receiving, troubleshooting, 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 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.
Minimum Qualifications
Education:
Minimum requirements include a college or university degree in related field.
Work Experience:
Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.
Preferred Qualifications
Education:
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 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, 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 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)
When applying, the document(s)
MUST
be uploaded via the
My Experience
page, in the section titled
Application Documents
of the application.
Job FamilyAlumni Relations & Development
Role ImpactIndividual Contributor
FLSA StatusExempt
Pay FrequencyMonthly
Scheduled Weekly Hours37.5
Benefits EligibleYes
Drug Test RequiredNo
Health Screen RequiredNo
Motor Vehicle Record Inquiry RequiredNo
Posting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law.
Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.
We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.
All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.
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: http://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.
About UsThe University of Chicago is an urban research university that has driven new ways of thinking since 1890. Our commitment to free and open inquiry draws inspired scholars to our global campuses, where ideas are born that challenge and change the world.
We empower individuals to challenge conventional thinking in pursuit of original ideas. Students in the College develop critical, analytic, and writing skills in our rigorous, interdisciplinary core curriculum. Through graduate programs, students test their ideas with UChicago scholars, and become the next generation of leaders in academia, industry, nonprofits, and government.
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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, 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. 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, fund administrators, attorneys, and finance and budget partners. The position will promote and integrate operational excellence in all aspects of job responsibilities.
This position uses best practices and knowledge of activities related to gift processing, including receiving, troubleshooting, 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 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.
Minimum Qualifications
Education:
Minimum requirements include a college or university degree in related field.
Work Experience:
Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.
Preferred Qualifications
Education:
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 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, 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 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)
When applying, the document(s)
MUST
be uploaded via the
My Experience
page, in the section titled
Application Documents
of the application.
Job FamilyAlumni Relations & Development
Role ImpactIndividual Contributor
FLSA StatusExempt
Pay FrequencyMonthly
Scheduled Weekly Hours37.5
Benefits EligibleYes
Drug Test RequiredNo
Health Screen RequiredNo
Motor Vehicle Record Inquiry RequiredNo
Posting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law.
Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.
We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.
All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.
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: http://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.
About UsThe University of Chicago is an urban research university that has driven new ways of thinking since 1890. Our commitment to free and open inquiry draws inspired scholars to our global campuses, where ideas are born that challenge and change the world.
We empower individuals to challenge conventional thinking in pursuit of original ideas. Students in the College develop critical, analytic, and writing skills in our rigorous, interdisciplinary core curriculum. Through graduate programs, students test their ideas with UChicago scholars, and become the next generation of leaders in academia, industry, nonprofits, and government.
#J-18808-Ljbffr