Key Responsibilities

Gift Agreement Drafting & Review

• Draft, edit, and finalize gift agreements, amendments, memoranda of understanding, and related documents that articulate donor intent.
• Ensure agreements comply with university policies, IRS regulations, CASE standards, and applicable state and federal laws.
• Translate complex donor conversations into precise, actionable agreement language.
• Maintain consistency in agreement structure, terminology, and formatting across all units.

Collaboration & Stakeholder Support

• Partner with frontline fundraisers to understand donor commitments and provide guidance on appropriate agreement structures.
• Consult with university legal counsel on agreements requiring specialized review.
• Coordinate with finance, scholarship administration, academic units, and stewardship teams to ensure feasibility and clarity of agreement terms.
• Serve as a subject-matter expert on gift documentation best practices.
• Assist other campus partners with endowment and gift agreement questions and reporting.
• Assist with annual donor reporting.

Compliance & Policy Management

• Monitor and interpret institutional policies related to gift acceptance, fund creation, and endowment management.
• Ensure agreements align with university naming policies, spending guidelines, and fund minimums.
• Identify potential compliance risks and recommend solutions to mitigate them.
• Support periodic policy updates and training for Advancement staff.
• Stay current on industry trends and emerging best practices in gift documentation.
• Assist in auditing existing agreements to confirm alignment with current policies and donor intent.

Shift: M-F 8am-5pm with some occasional events