Charitable Agreement Specialist

asuep; États-Unis; Sur place; USD 70 000 - 95 000; Plein temps

Résumé du poste

Arizona State University Foundation for A New American University (ASUF) seeks a Charitable Agreements Specialist to review, administer, and process gift and grant agreements for the benefit of ASU. You will collaborate with development officers, university partners, and ASU Foundation stakeholders to ensure donor intent is honored while complying with Foundation and University policies.

Your day-to-day includes drafting, proofreading, and tracking agreements, coordinating signatures, and

Qualifications

• Excellent drafting, proofreading, and editing skills with meticulous attention to detail.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Ability to work independently and within a team, applying sound judgment.
• Ability to interpret policies, donor documentation, and agreement requirements.
• Effective communication with stakeholders at all levels.

Responsabilités

• Review and process gift and grant agreements, letters of intent, amendments, and related documentation.
• Assist officers with creation, review, and revision of agreements by drafting, tracking, and preparing for signature.
• Serve as a subject matter expert on agreement requirements and donor documentation.
• Perform detailed reviews to identify donor intent, account administration, and compliance issues.
• Collaborate with departments to ensure timely processing of gift and grant-related documentation.
• Coordinate with various offices to optimize internal efficiency and donor experience.
• Review terms to identify non-standard provisions and ensure policy compliance.
• Escalate matters to the Proposal and Negotiation Team for alignment with requirements.
• Maintain gift and grant agreement records and database integrity.
• Research donor, fund, and account records to resolve complex questions.

Connaissances

Drafting

Proofreading

Analytical thinking

Problem solving

Independent work

Teamwork

Communication

Confidentiality

Prioritization

Outils

MS Office

SharePoint/OneDrive

Document management systems

E-signature tools

Database management systems

Description du poste

Charitable Agreements Specialist

The Charitable Agreement Specialist reports to the Assistant Director, Charitable Agreements at Arizona State University Foundation for A New American University (ASUF). This position serves as a subject matter resource for the review, administration, and processing of gift and grant agreements. The Charitable Agreements Specialist collaborates with development officers, university partners, and ASU Foundation stakeholders to facilitate philanthropic commitments while ensuring compliance with Foundation and University policies and procedures.

What you'll do

• Reviews, analyzes, and processes gift and grant agreements, letters of intent, amendments, and related documentation supporting philanthropic commitments to Arizona State University Foundation (ASUF) for the benefit of Arizona State University (ASU).
• Assist development officers with creation, review, and revision of new gift and grant agreements and related documentation by drafting, proofreading, tracking, scanning, preparing for signature, distribution, and other tasks required to finalize agreements
• Serves as a subject matter expert to development officers and internal stakeholders regarding agreement requirements, donor documentation, gift administration practices, and agreement processing procedures.
• Performs detailed reviews of agreements to identify issues related to donor intent, account administration, compliance requirements, and operational feasibility.
• Collaborates with Corporate and Foundation Development by monitoring and managing shared correspondence, responding to inquiries, routing requests, and ensuring timely processing of gift and grant-related documentation.
• Partners with representatives throughout the organization - including ASU Knowledge Enterprise (KE), Research Advancement (RA) and ASU Foundation development officers to optimize internal efficiencies, ensuring gift criteria and fiscal management clarity, providing donors with an optimal gift agreement experience
• Reviews proposal terms and conditions to identify non-standard provisions and coordinates with appropriate stakeholders to ensure compliance with University and Foundation policies and requirements.
• Collaborates with members of the ASU Foundation Office of General Counsel to obtain guidance on processing agreements containing non-standard terms.
• Escalates agreement review matters to ASU's Proposal and Negotiation Team to assess the acceptability of non-standard terms and ensure alignment with ASU requirements.
• Ensures alignment with University and Foundation policies and practices in all processes, gift agreements, and grant agreements as they are processed
• Controls gift and grant agreement recordkeeping and database maintenance, including the entry, distribution, reporting, and ongoing maintenance of database records, electronic files of all gift and grant agreements
• Conducts research and analysis of donor, fund, and account records to resolve complex donor intent questions, account history inquiries, and endowment-related matters.
• Prepares and ensures proper execution of a variety of documentation, including administrative documents, gift acceptance records, account establishment materials, agreement summaries, cover sheets, amendment documentation, and other related records.
• Responds to complex account and agreement inquiries, including interpretation of donor intent, gift restrictions, account status, fund usage, and historical documentation.
• Experience in establishing and maintaining effective working relationships along with the ability to work effectively within a structured team.
• Assists with new account requests, opportunity creation, and fund administration processes, as appropriate
• Other duties as assigned
• Strong org

What you'll need

• Excellent drafting, proofreading, and editing skills, with exceptional attention to detail
• Strong analytical, critical-thinking, and problem-solving abilities
• Ability to work both independently and as part of a team while exercising sound judgment and discretion
• Ability to interpret and apply policies, procedures, agreement requirements, and donor documentation
• Ability to communicate effectively and professionally with stakeholders at all organizational levels
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and Teams)
• Knowledgeable with SharePoint/OneDrive and utilizing document sharing links
• Experience using document management, e-signature, and database management systems
• Problem solver who can take initiative and set priorities while being flexible
• Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies
• Ability to represent the institution well, and advocate for the vision of ASU as the New American University
• Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy
• Ability to maintain confidentiality and handle sensitive donor and institutional information.