The Assistant Director of Gift Acceptance & Fund Management provides operational services for client teams that assist in building relationships and maximizing the University's engagement and fundraising abilities. Partners with teams, formulates strategies and plans and executes projects. Ensures that all operational functions are completed in compliance with University policy, state and federal laws and regulations.
The Assistant Director of Gift Acceptance & Fund Management will serve as a key member of the team responsible for creating, reviewing, and negotiating gift agreements, for ensuring new and existing endowments are monitored and tracked in accordance with donor intent, and for advising on questions about fund purpose In this role, the Assistant Director will work collaboratively with development and University colleagues to ensure that solicited gifts are successful and compliant with internal policies and applicable laws and regulations. The position will maintain deep technical and business knowledge on a wide range of topics, including, but not limited to: the administration of gifts, federal laws and financial and tax regulations surrounding gift agreements, University policies and procedures, and related topics.
Administer and maintain existing strategic plans.
Recommend changes and improvements to gift agreement services strategies to better meet client needs and objectives.
Collaborate with internal department partners and University partners in implementing and expanding existing relationships to accomplish strategic goals.
Key partnerships include:
School/Unit Finance and Budget Teams
Prospects & Gifts
Provide customer service oriented, client team centered guidance and counsel for gift agreement assignments, endowment administration functions, and fund review services, including but not limited to...
Management and support of a portfolio of gift agreement requests over $500K+ by balancing the interests and needs of the University and donor constituents.
Liaise with appropriate schools, providing educations opportunities for gift agreement and fund management best practices.
Research, analyze, and understand both endowed and non-endowed funds as assigned.
Complete research and analyses in regard to existing funds and provide business intelligence to colleagues to ensure funds are spent as expected per agreement terms .
Maintain and update information in the appropriate databases to ensure an accurate and ongoing record of funds.
Partner with various office to ensure data received is accurate and up-to-date.
Run a variety of reports to provide to high-level leadership.
Ensure timely and accurate reporting of endowed funds and identification of when spending accounts should be opened.
Provide regular reports and updates to senior team members regarding progress on productivity and timeliness of various programs
Meet regularly with teams to evaluate needs, consult on strategy and provide updates.
Participate with area/unit senior staff in the conceptualization, development and presentation of materials used in gift consultation services.
Review gift consultation services and interact with clients for purpose of gaining insight, growing and strengthening service, and optimizing client satisfaction.
Coordinate the collection, analysis and reporting of required information for surveys, review documents, etc.
Analyze evaluation data from clients, donors, etc. to assist in gift agreement services project development and updates.
Implement corrective actions required as a result of surveys or other indicators.
Coordinate training and educational workshops related to gift agreement writing, including contacting speakers, preparing agendas, creating invites, tracking replies, etc.
Develop plans and arranges meetings and workshops, etc. designed to exchange information, promote client objectives, and to build internal and external relationships within the University.
Ensure that event details including communication, venues, presenters, travel arrangements, materials, refreshments and technology are arranged and completed in an appropriate and timely manner.
Complete day-to-day oversight, maintenance, continuity and consistency of business processes related gift consultation services.
Implement ongoing gift consultation services data integrity initiatives including participating in review, testing and quality assurance of processes, software, hardware, etc.
Compile and analyze data; prepare reports; share results and recommendations with management.
Review processes and systems and recommends changes to incorporate state-of-the-art processes and technology as appropriate into gift consultation services; streamlining the delivery and/or accessibility of information.
Identify service improvement opportunities that will better enable gift consultation services to achieve its goals and objectives.
Create and maintain documentation, procedures, standards, and policies related to gift consultation services.
Research best practices, market/economic conditions and government rules and regulations and recommend changes and enhancements to improve administrative effectiveness, services and/or resources.
Other responsibilities as assigned.
Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree; OR appropriate combination of education and experience.
2 years operations, administration, development or the equivalent experience is required.
Minimum Competencies: (Skills, knowledge, and abilities.)
Meticulous attention to detail.
Curiosity and analytical thinking.
Complex problem solving.
Ability to work in fast-paced environment.
Strong writer and be able to write multiple different purposes and audiences.
Superior organizational skills, verbal and written communication skills.
Ability to maintain confidentiality.
Experience or graduate-level coursework in any of the following fields: law, tax, accounting, English, professional writing, nonprofit administration, finance, and/or financial planning.
Proven ability to interact and build positive relationships with clients, donors, staff at all levels, and manage multiple deadlines.
Ability to organize ideas and concepts in writing, especially in a legal context.
Strong negotiation skills.
Knowledge, or interest in gaining knowledge, of charitable gift planning and federal regulations that impact the process of charitable gift planning.
Excellent communication skills, including the ability to write and speak with precision and clarity about legal and financial matters and the ability to adjust language and tone to fit the audience.
Excellent analytical skills with the capacity to apply knowledge in new ways to unique situations.
Capacity to master complex subject matter.
Computer skills including a general ability to work with personal computers and proficiency with one or more of the following types of software: Word Processing, Spreadsheets, Power Point Presentation.
Preferred Competencies: (Skills, knowledge, and abilities)
Ability to work independently to implement initiatives.
Ability to collaborate appropriately and respectfully.
Commitment to the highest ethical standards.
Ability to handle multiple projects and manage, set, and adjust priorities.
Northwestern University is an Equal Opportunity, Affirmative Action Employer of all protected classes, including veterans and individuals with disabilities. Women, racial and ethnic minorities, individuals with disabilities, and veterans are encouraged to apply. Hiring is contingent upon eligibility to work in the United States.
Internal Number: 35423
About Northwestern University
Northwestern University is a major private research university with 12 academic divisions located on three campuses in Evanston, Chicago, and Education City in Doha, Qatar. We have approximately 2,500 full-time faculty members, 17,000 graduate and undergraduate students, and over 5,700 full and part-time staff. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth.