Assoc Director, Dev/Social Svc

University of Utah

Salt Lake City, UT

ID: 7070321
Posted: September 25, 2020
Application Deadline: Open Until Filled

Job Description

Job Summary
As a part of the University of Utah, University Advancement is deeply committed to fostering,
cultivating, and preserving a culture of equity, diversity, and inclusion (EDI). We
embrace this commitment to grow and maintain a diverse, safe, and inclusive
workplace culture for all employees in University Advancement. With a
diverse population of alumni and donors, we recognize the most successful
advancement offices employ individuals who can connect with diverse communities
and understand approaches that mirror a broad perspective of
cultures, values, and experiences. The long-term strength and viability of the
University of Utah stem from ongoing EDI practices, and we work intentionally to
ensure these efforts are reflected in all aspects of our fundraising and advancement
work. We highly encourage applications from historically underrepresented minority
groups, persons with disabilities, persons who have served in the military, and others
who would bring additional dimensions of education and experience to our team.

As part of the Donor Relations team, the Associate Director of Gift Agreements and Compliance will draft gift agreements for major and principal gifts to ensure they meet the donor’s and University’s objectives as well as meet programmatic, legal, ethical, and financial standards of the University. The position is also responsible for managing the endowment reporting process.

Responsibilities
Disclaimer
This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job.

Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.

Essential Functions
 Work with advancement professionals across campus to create gift agreements for new major and principal gifts, including endowments, namings, and multi-year funding gifts, as well as amendments of previously established gifts and endowments. Track and manage agreements through signing;
 Ensure gift agreements for multi-year gifts, endowments, and namings meet legal, ethical, and financial standards of the University;
 Establish and implement a system to regularly review all endowment agreements and current multi-year gift agreements to ensure programmatic, legal, ethical, and financial compliance, including reporting;
• Oversee the annual reporting process for endowed funds, including preparing and submitting reports, analyzing and preparing data for areas, responding to donor inquiries, compile report collaterals, and other reporting tasks as identified;
 Serve as Advancement’s primary liaison to the University’s Office of General Counsel on legal matters pertaining to gift agreements;
 Use donor database to track and manage gift agreements and financial database to audit expenditures of gifts and endowments, handling queries and audits of information as needed and ensuring compliance with University policy, state and federal regulations;
 Serve as the primary resource for campus-wide advancement professionals and external interested parties for inquiries on University policies and procedures regarding gift, naming, and endowment agreements, compliance issues, and endowment reporting/stewardship;
 Ensure that development policies reflect current state and federal laws for charitable gifts and endowments and provide training on updates to advancement professionals across campus;

Other duties as assigned.

Minimum Qualifications
Bachelor’s degree in Business or Public Administration, a related area, or equivalency required; plus six years of progressively more responsible management experience; and demonstrated leadership, human relations and effective communication skills also required. Master’s degree in Business Administration or related area preferred. This position is not responsible for providing patient care. Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.

Department Specific qualifications
Written and oral communication skills and human relations skills, especially the ability to communicate complex policies and concepts to campus partners and donors required; demonstrated strong computer skills, including proficiency with word processing and spreadsheets as well as the ability to query, report and analyze databases for information required; demonstrated strong organizational and record-keeping skills required.

Juris Doctor or related degree preferred; two years of experience working with charitable giving preferred

Preferences
Type Benefited Staff
Special Instructions Summary
As a part of the University of Utah, University Advancement is deeply committed to fostering,
cultivating, and preserving a culture of equity, diversity, and inclusion (EDI). We
embrace this commitment to grow and maintain a diverse, safe, and inclusive
workplace culture for all employees in University Advancement. With a
diverse population of alumni and donors, we recognize the most successful
advancement offices employ individuals who can connect with diverse communities
and understand approaches that mirror a broad perspective of
cultures, values, and experiences. The long-term strength and viability of the
University of Utah stem from ongoing EDI practices, and we work intentionally to
ensure these efforts are reflected in all aspects of our fundraising and advancement
work. We highly encourage applications from historically underrepresented minority
groups, persons with disabilities, persons who have served in the military, and others
who would bring additional dimensions of education and experience to our team.



 

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