Assistant Director of Gift Documentation & Compliance

The Pennsylvania State University; Ferguson Township (PA); On-site; USD 66,000 - 122,000; Full time

Job summary

Penn State is seeking an Assistant Director of Gift Acceptance to join the Office of Gift Acceptance within the Division of Development and Alumni Relations. The role focuses on drafting and revising gift-related documents and ensuring compliance with university policies across units.

The successful candidate will manage complex documentation, coordinate with campus partners, and promote consistent procedures while communicating Penn State’s needs and values.

Qualifications

• Bachelor's Degree 3+ years of relevant experience; or an equivalent combination of education and experience accepted
• Bachelor's Degree 1+ years of relevant experience; or an equivalent combination of education and experience accepted
• No required certifications listed in the posting

Responsibilities

• Serve as the primary drafter of new and revised Guideline Agreements and Statements of Donor Intent, establishing terms for donor-restricted funds and future gifts
• Collaborate with DDAR staff across Units to document donor commitments, identify issues with proposed donor terms, and ensure compliance with university policies and legal requirements
• Work with the Director of Gift Acceptance on complex gift documentation involving donor intent and university policies
• Coordinate with the Office of Student Aid, Endowment Accounting, Donor Relations, and other university partners to ensure documentation meets university requirements
• Serve as a resource to DDAR staff regarding gift documentation, donor restrictions, funding requirements, and administration of donor-restricted funds
• Collaborate with the Gift Acceptance team to document and record future pledges and planned gifts
• Coordinate the execution process of all final gift documentation to maintain accurate records and request fund creation
• Develop and maintain procedures, templates, training materials, and resources to promote accuracy and efficiency in gift documentation
• Articulate Penn State’s needs, ambitions, and values through excellent informal and formal communications

Skills

Paralegal experience

Legal contract drafting

Gift documentation familiarity

Interpersonal communication

Education

Bachelor's Degree

Equivalent education/experience

Job description

Penn State is seeking an Assistant Director of Gift Acceptance to join the Office of Gift Acceptance within the Division of Development and Alumni Relations. The role focuses on drafting and revising gift-related documents and ensuring compliance with university policies across units.

The successful candidate will manage complex documentation, coordinate with campus partners, and promote consistent procedures while communicating Penn State’s needs and values.