Assistant Director, Gift Acceptance & Compliance

Penn State University; University Park (TX); On-site; USD 66,000 - 122,000; Full time

Benefits offered by this job

75% tuition discount

Job summary

Penn State University is seeking an Assistant Director of Gift Acceptance to support the Office of Gift Acceptance within the Division of Development and Alumni Relations. The role focuses on drafting and revising gift documents, ensuring donor intent is properly recorded, and coordinating with campus units to meet university requirements.

The ideal candidate will have a paralegal or similar background, strong communication skills, and familiarity with planned gifts and related laws.

Qualifications

• Bachelor's Degree and 3+ years relevant experience; or an equivalent combination of education and experience accepted.
• Experience drafting or reviewing gift documentation or legal contracts and agreements.
• Familiarity with planned gifts, estate/trust administration, and related laws.

Responsibilities

• Draft or revise Guideline Agreements and Statements of Donor Intent establishing terms for donor-restricted funds.
• Collaborate with university partners to document donor commitments and address issues with donor terms.
• Coordinate with Gift Acceptance Director on complex gift documentation and ensure compliance with policies and laws.
• Coordinate the gift documentation process with offices such as Student Aid, Endowment Accounting, and Donor Relations.
• Serve as a resource on gift documentation, donor restrictions, funding requirements, and administration of donor-restricted funds.
• Record and document future pledges and planned gifts with the Gift Acceptance team; ensure proper fund creation.

Skills

Gift documentation drafting

Interpersonal skills

Legal terminology

Donor relations

Education

Bachelor's Degree

Job description

Penn State University is seeking an Assistant Director of Gift Acceptance to support the Office of Gift Acceptance within the Division of Development and Alumni Relations. The role focuses on drafting and revising gift documents, ensuring donor intent is properly recorded, and coordinating with campus units to meet university requirements.

The ideal candidate will have a paralegal or similar background, strong communication skills, and familiarity with planned gifts and related laws.