University of Utah Gift Agreements and Compliance Officer in Salt Lake City, Utah
Open Date 03/24/2021
Requisition Number PRN25632B
Job Title Advanced Legal Consultant
Working Title Gift Agreements and Compliance Officer
Job Grade F
FLSA Code Professional
Patient Sensitive Job Code? No
Standard Hours per Week 40
Full Time or Part Time? Full Time
Work Schedule Summary
Monday – Friday, 8-5
VP Area President
Department 00289 - Development
City Salt Lake City, UT
Type of Recruitment External Posting
Pay Rate Range $65,000 - $80,000
Open Until Filled Yes
The Gift Agreement & Compliance Officer 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.
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.
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;
Serve as Advancement’s primary liaison to the University’s Office of General Counsel on legal matters pertaining to gift agreements. This position is a member of the Donor Relations Team within University Advancement, and is not a legal representative for 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;
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;
Show initiative when resolving issues, with consideration given to improving existing procedures and best practices;
Develop project management systems and manage multiple projects simultaneously;
Other duties as assigned.
Juris Doctorate or related degree required; plus six years of related experience; and demonstrated leadership, human relations and effective communication skills also required. 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:
Juris Doctorate or related legal degree, or a Masters in Compliance or Accounting required; plus, six years of related experience; and knowledge of principles, practices, and ethics of fundraising.
Higher education advancement or charitable giving experience;
Exceptional human relations and effective communication skills;
Knowledge of principles, practices, and ethics of fundraising;
Demonstrated effective written and oral communication skills and human relations skills, especially the ability to communicate complex policies and concepts to campus partners and donors;
Strong computer skills, including Microsoft Office, with the capability to master new software applications and technologies, including database management;
Type Benefited Staff
Special Instructions Summary
As a part of the University of Utah, the University Advancement division 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 an increasingly diverse population of alumni and donors, we recognize that nationally the most successful advancement offices employ individuals who can connect with these 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 the 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.
The University of Utah is an Affirmative Action/Equal Opportunity employer and is committed to diversity in its workforce. In compliance with applicable federal and state laws, University of Utah policy of equal employment opportunity prohibits discrimination on the basis of race or ethnicity, religion, color, national origin, sex, age, sexual orientation, gender identity/expression, veteran’s status, status as a qualified person with a disability, or genetic information. Individuals from historically underrepresented groups, such as minorities, women, qualified persons with disabilities, and protected veterans are strongly encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law.
To inquire about this posting, email: firstname.lastname@example.org or call 801-581-2300. Reasonable accommodations in the application process will be provided to qualified individuals with disabilities. To request an accommodation or for further information about University AA/EO policies, please contact the Office of Equal Opportunity and Affirmative Action, 201 S. Presidents Cr., Rm 135, (801) 581-8365 (V/ TDD ), email: email@example.com .
The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.