Position Title:            Director, Gift Administration and Compliance

Reports To:                SVP, General Counsel

Hiring Salary Range: $101,300-119,200

FLSA Status:             Exempt

Position Status:        Full Time in a Hybrid Workplace

Posting Dates:           November 18 – December 6

JOB SUMMARY

The Director, Gift Administration and Compliance, will be responsible for:  managing the review of all gift and grant agreements, establishment of philanthropic funds, the development and management of compliance projects, compliance coding, reporting and audits, handling of special projects, as well as assisting in the data management and reporting that impact data as it relates to gift administration and compliance.  

The position serves as a liaison and partner with CU Gift Administration, University advancement and finance staff, Foundation Finance & Accounting, as well as University and Foundation legal teams, to support University advancement staff in the establishment and utilization of philanthropic funds by the University.

ESSENTIAL DUTIES

• Deliver exceptional customer service
• Embrace the Foundation’s mission and a culture of belonging and collaboration with each other and our colleagues
• Serve as the central resource and expert for all gift and grant agreements on behalf of the Foundation, in close collaboration with System Gift Administration and the General Counsel. This includes the drafting, reviewing, revising and executing gift and grant agreements, including facilitating the collaborative review of complex documents by necessary Foundation and University staff.
• Develop and enhance processes and materials related to gift and grant agreements.
• Work in close collaboration with System Advancement’s Director of Gift Administration on the day-to-day functionality of the departments, as well as overseeing and/or facilitating the training, mentoring, and evaluation of the applicable Advancement and departmental staff.
• Develop and manage Foundation’s compliance program, including processes related to the pre-and post-administration of donor gifts, with a strong focus on systems to monitor the use of charitable gifts in accordance with donor-designated terms and purposes.
• Review gift funds on a continuous basis to ensure they are coded and captured in the system correctly and being utilized appropriately and in-line with the fund’s purpose.  Special focus is given to underutilized, underfunded funds, funds with exceptions and special handling requirements as well as funds in suspense.
• Develop and execute training and communication materials for Foundation and University staff related to key Foundation compliance policies and procedures as well as compliance codes and purpose reports.
• Manage compliance tasks/projects in Ascend and Monday.com.
• Develop and manage compliance related projects, such as proactive clean-up of data sets and fund maintenance.
• Participate on committees and/or task forces as requested
• Assist with special projects as requested
• Perform other duties as assigned

COMPETENCIES

• Demonstrated ability to work within a diverse team and actively seek out opportunities to promote and cultivate diversity across the organization

• Expert ability to communicate verbally and in writing
• Expert ability to develop and maintain interpersonal business relationships
• Proven track record for taking initiative and exercising good judgment

•     Proven ability to analyze information / situations, provide solutions and find alternatives to issues in a professional and organizationally beneficial manner

• Strong project management skills, including ability to work independently and collaboratively; adapting to changing priorities; organizing and managing multiple projects/tasks simultaneously
• Strong knowledge of fundraising practices or related customer service practices in a customer-centric environment
• Understanding of basic accounting procedures, data collection, and complex relational databases desired

  EDUCATION/EXPERIENCE

 Required

• Bachelor’s degree and/or equivalent life, military and/or professional experience
• A minimum of five (5) years’ experience working in a related field
• Proficient user of technology, particularly Microsoft Office Products, Microsoft Teams, Zoom, and Adobe Acrobat

• Knowledge of gift administration and compliance for gift agreements, gift acceptance, financial controls and accounting
• Experience in project and data management

Preferred

• Background in non-profit management, fundraising, donor relations, stewardship or other relevant nonprofit experience
• Minimum two years management and supervisory experience
• Two years of experience in a directly related field
• Degree in non-profit management or library science

SOFTWARE AND EQUIPMENT UTILIZED

•  Microsoft Office Products; Adobe Acrobat; Monday.com; Zoom
• Salesforce/CU Ascend; FinancialEdge; Fundraising database

 WORKING ENVIRONMENT

• Hybrid schedule
• Overtime may be required as well as PTO may not be approved at fiscal and calendar year end
• Work in an office environment requiring light physical effort by handling objects up to 20 pounds occasionally and/or up to 10 pounds frequently with or without accommodations

• Stationary at a desk for most of the day, working with standard office equipment (such as phone, copier/scanner, and personal computer) with or without accommodations.

COMPENSATION PACKAGE

 The hiring salary range for this position is: $101,300-119,200. Starting salary is based on education, experience, skills, and other job-related factors.

This position is eligible for an incentive bonus, a full and competitive benefits package, which includes:

• Incentive pay: up to 10% bonus
• Medical: Three plan options
• Dental:  One plan option, 100% employer paid
• Vision: One plan option, 100% employer paid
• Health Savings Account: Employer contributes up to $2,00 annually
• Additional benefits: Disability, Life, Dependent/Health Flexible Spending Accounts
• Retirement 401(k) Plan: Employer contributes up to 6% of your annual compensation, per plan terms
• Paid Time Off: 
• Lifestyle Spending Account: Up to $1200 per year for reimbursements towards wellness programs
• Free underground garage parking
• Public Service Loan Forgiveness plan support
• Tuition reimbursement, 529 Savings Plan, Employee Assistance Program
• Professional Development Opportunities

• Paid Time Off: 25 (first two years)
• Holidays: 12 days

 WORKPLACE

 Across our team, we value exceptional customer service, integrity, innovation, embracing our fiduciary responsibilities, and a welcoming and inclusive environment. Ideal candidates will operate well in a collaborative team environment while also completing work independently. 

 We work in an office environment in a secured building with a mini on-site gym, secure indoor garage parking, with convenient access to uptown and downtown Denver and operate on a hybrid model where staff have the option to work in-office and remotely several days per week.

TO APPLY:

For best consideration, applications must be received no later than 5:00 p.m. on Friday, December 6th.

Please note that while the position description details both minimum requirements as well as desired skills and experience, we want to remind applicants that you do not need to have all the desired skills and experience to be considered for this role. If you have the passion for the work, along with experience in a related field, you are encouraged to apply. We can provide on-the-job training for the rest.

ANTI-DISCRIMINATION POLICY:

 The University of Colorado Foundation is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion (creed), sex, national origin, disability status, marital status, sexual orientation, military status, gender, gender expression, age, protected status, or any other characteristic protected by law.

 The University of Colorado Foundation is committed to recruiting and supporting a diverse workforce. The Foundation practices and champions inclusiveness in our community. We honor the diverse strengths, needs, voices, and backgrounds of all members of our community. Black, Indigenous, People of Color, others who identify as nonwhite, people with disabilities, veteran status, members of the LGBTQIA+ community, and those from traditionally marginalized communities are especially encouraged to apply for this role.

 ABOUT THE UNIVERSITY OF COLORADO FOUNDATION:

 For over 55 years, the University of Colorado Foundation has partnered with the University of Colorado to enhance philanthropic support for CU. Private support for the University, given through the philanthropic portal of the Foundation, enables the University to transform lives through education, research, clinical care, and community engagement. The Foundation focuses its efforts on donor stewardship through customer service and assurance in gift acceptance, processing, and administration. The Foundation invests and allocates gift funds in a manner consistent with the purposes established by donors and distributes dollars from its managed funds to support a wide variety of programs and activities throughout the University system and on its four campuses.

 The Foundation has just under $3 billion in assets under management, including more than 3,000 endowment funds. 

 The Foundation is a 501(3)c public charity governed by an independent Board of Directors.  The Foundation’s day-to-day operations are carried out by an administrative staff of approximately 22 individuals overseen by the Foundation’s President and CEO.