Senior Gift Acceptance & Compliance Lead

Penn State; State College (Centre County); Hybrid; USD 66.000 - 122.000; Vollzeit

Zusammenfassung

Penn State is seeking an Assistant Director of Gift Acceptance to support the Office of Gift Acceptance within the Division of Development and Alumni Relations. You will help draft and revise gift agreements, document donor intent, and ensure compliance with university policies and applicable laws.

The role emphasizes collaboration with DDAR staff and campus partners on complex gift documentation. The position requires a background in paralegal or similar roles, excellent communication, and the

Qualifikationen

• Paralegal, Legal Assistant or similar with experience in drafting or reviewing gift documentation or legal contracts and agreements.
• Exemplary interpersonal and communication skills.
• Ability to create and maintain an inclusive and respectful environment for all students and colleagues.
• Familiarity with planned gifts, life income gifts, and estate/trust administration.
• Knowledge of federal and state charitable giving and estate laws.
• Ability to communicate complex gift and financial details to a variety of audiences including internal and external constituents.
• Ability to meet tight deadlines and to handle multiple projects simultaneously.
• Ability to interact effectively and efficiently with donors, development officers, and members of the legal & advisory communities.
• Self-motivate and work both independently and as part of a team.
• Commitment to professional development, learning, and being mentored.

Aufgaben

• Serve as the primary drafter of new and revised Guideline Agreements and Statements of Donor Intent, establishing terms for donor-restricted funds.
• Collaborate with DDAR staff to document donor commitments and resolve issues with proposed terms.
• Work with the Director of Gift Acceptance on complex gift documentation and related legal requirements.
• Coordinate with Office of Student Aid, Endowment Accounting, Donor Relations, and other partners to ensure documentation meets university requirements.
• Serve as a resource on gift documentation, restrictions, funding requirements, and administration of donor-restricted funds.
• Collaborate to document and record future pledges and planned gifts.
• Coordinate execution of final gift documentation to maintain accurate records and fund creation.
• Develop procedures, templates, and training materials to promote consistency and efficiency.

Kenntnisse

Paralegal/Legal Assistant experience

Interpersonal communication

Inclusive environment

Planned gifts familiarity

Estate/trust administration

Charitable giving knowledge

Communication of complex gift details

Deadline management

Donor relations

Self-motivation

Ausbildung

Bachelor's Degree + 3+ years experience

Equivalent education/experience

Jobbeschreibung

Penn State is seeking an Assistant Director of Gift Acceptance to support the Office of Gift Acceptance within the Division of Development and Alumni Relations. You will help draft and revise gift agreements, document donor intent, and ensure compliance with university policies and applicable laws.

The role emphasizes collaboration with DDAR staff and campus partners on complex gift documentation. The position requires a background in paralegal or similar roles, excellent communication, and the