Gifts and Compliance Lead
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Job Summary
The Gifts and Compliance Lead will manage various Gift Administration & Compliance Department initiatives with a keen focus on ensuring processes and procedures related to charitable contributions received and processed by the Foundation for the benefit of the University of Colorado honor donor intent. The Gifts and Compliance Lead serves as a liaison among University advancement, University partners, and Foundation Finance & Accounting to ensure gift documentation received through the gift agreement workflow as well as other channels are reviewed in a timely manner, adhere to established Foundation policies, follow IRS rules and regulations, CASE guidelines, as well as other industry standards. This position assists in the administration of gift compliance coding, and audits as well as projects and assignments that are complex in nature, require judgment, analysis, and initiative to resolve problems.
Essential Duties
Required
Hybrid schedule
The hiring salary range for this position is: $71,100-83,700. Starting salary is based on education, experience, skills, and other job-related factors.
This position is eligible for an incentive bonus, a full and competitive benefits package, which includes:
Across our team, we value exceptional customer service, integrity, innovation, embracing our fiduciary responsibilities, and a welcoming and inclusive environment. Ideal candidates will operate well in a collaborative team environment while also completing work independently.
We work in an office environment in a secured building with a mini on-site gym, secure indoor garage parking, with convenient access to uptown and downtown Denver and operate on a hybrid model where staff have the option to work in-office and remotely several days per week.
All applications must be received no later than 4:00 p.m. on Wednesday, September 25, 2024, to be considered.
Please note that while the position description details both minimum requirements as well as desired skills and experience, we want to remind applicants that you do not need to have all the desired skills and experience to be considered for this role. If you have the passion for the work, along with experience in a related field, you are encouraged to apply. We can provide on-the-job training for the rest.
ANTI-DISCRIMINATION POLICY:
The University of Colorado Foundation is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion (creed), sex, national origin, disability status, marital status, sexual orientation, military status, gender, gender expression, age, protected status, or any other characteristic protected by law.
The University of Colorado Foundation is committed to recruiting and supporting a diverse workforce. The Foundation practices and champions inclusiveness in our community. We honor the diverse strengths, needs, voices, and backgrounds of all members of our community. Black, Indigenous, People of Color, others who identify as nonwhite, people with disabilities, veteran status, members of the LGBTQIA+ community, and those from traditionally marginalized communities are especially encouraged to apply for this role.
ABOUT THE UNIVERSITY OF COLORADO FOUNDATION:
For over 55 years, the University of Colorado Foundation has partnered with the University of Colorado to enhance philanthropic support for CU. Private support for the University, given through the philanthropic portal of the Foundation, enables the University to transform lives through education, research, clinical care, and community engagement. The Foundation focuses its efforts on donor stewardship through customer service and assurance in gift acceptance, processing, and administration. The Foundation invests and allocates gift funds in a manner consistent with the purposes established by donors and distributes dollars from its managed funds to support a wide variety of programs and activities throughout the University system and on its four campuses.
The Foundation has just under $3 billion in assets under management, including more than 3,000 endowment funds. The Foundation is a 501(3)c public charity governed by an independent Board of Directors. The Foundation’s day-to-day operations are carried out by an administrative staff of approximately 22 individuals overseen by the Foundation’s President and CEO.
The Gifts and Compliance Lead will manage various Gift Administration & Compliance Department initiatives with a keen focus on ensuring processes and procedures related to charitable contributions received and processed by the Foundation for the benefit of the University of Colorado honor donor intent. The Gifts and Compliance Lead serves as a liaison among University advancement, University partners, and Foundation Finance & Accounting to ensure gift documentation received through the gift agreement workflow as well as other channels are reviewed in a timely manner, adhere to established Foundation policies, follow IRS rules and regulations, CASE guidelines, as well as other industry standards. This position assists in the administration of gift compliance coding, and audits as well as projects and assignments that are complex in nature, require judgment, analysis, and initiative to resolve problems.
Essential Duties
- Deliver exceptional customer service
- Embrace the Foundation’s mission and a culture of belonging and collaboration with each other and our colleagues
- Ensure a high level of customer service by communicating regularly and efficiently with internal and external customers and helping to develop strategies to meet their needs and/or better support them, always striving to represent the Foundation and University in a positive and professional manner
- Responsible for the timely and efficient management of multiple areas of the daily gift administration and compliance department workflow, including overseeing the coordination of activities, investigating, resolving problems, and handling special projects
- Serve as central resource and expert for all gift agreements on behalf of the Foundation, in close collaboration with System Gift Administration. This includes the review, revising and editing of gift agreements, including facilitating the collaborative review of complex documents by necessary Foundation and University staff
- Manage the gift agreement workflow which includes reviewing agreements, answering questions, and serving as a liaison for external partners
- Work in close collaboration with System Advancement’s Director of Gift Administration on the day-to-day functionality of the Gift Administration and Compliance departments
- Facilitate gift administration and compliance department focused campus outreach and training
- Participate on committees and/or task forces as requested
- Assist with special projects as requested
- Performs other duties as assigned
- Solid customer service skills with the ability to build relationships and follow-through
- Independent critical thinking
- Ability to effectively communicate verbally and in writing as well as using good judgment in situations requiring initiative and tact
- Ability to quickly acquire and apply new skills and knowledge for one or more processes or areas
- Ability to work on assignments that are detailed in nature where considerable judgment, analysis, and initiative are required in resolving problems and making recommendations
- Solid organizational and project management skills, including the ability to prioritize and meet frequently changing needs as well as the ability to maintain a high level of accuracy while meeting deadlines
- Effective interpersonal skills including the ability to maintain confidentiality
- Goal-oriented with an ability to take initiative both in a team environment as well as independently
- Contributes to the development of the department by recognizing, initiating, and leading improvement activities
- Comfortable to change or challenge decisions to meet performance goals or commitment
- Related field knowledge (legal, compliance, gift/grant administration)
Required
- Associates Degree and/or equivalent life, military and/or professional experience.
- Minimum of two (2) years experience in a related field and in a professional office environment
- Proficient user of technology, particularly Microsoft Office Products, Microsoft Teams, Zoom, and Adobe Acrobat
- Advancement/fundraising experience
- Bachelor’s Degree OR equivalent combination of education and experience
- Microsoft Office Products; Adobe Acrobat; Monday.com; Zoom; Salesforce/CU Ascend
Hybrid schedule
- Overtime may be required as well as PTO may not be approved at fiscal and calendar year end
- Work in an office environment requiring light physical effort by handling objects up to 20 pounds occasionally and/or up to 10 pounds frequently with or without accommodations
- Stationary at a desk for most of the day, working with standard office equipment (such as phone, copier/scanner, and personal computer) with or without accommodations.
The hiring salary range for this position is: $71,100-83,700. Starting salary is based on education, experience, skills, and other job-related factors.
This position is eligible for an incentive bonus, a full and competitive benefits package, which includes:
- Incentive pay: up to 10% bonus
- Medical: Three plan options
- Dental: One plan option, 100% employer paid
- Vision: One plan option, 100% employer paid
- Health Savings Account: Employer contributes up to $2,000 annually
- Additional benefits: Disability, Life, Dependent/Health Flexible Spending Accounts
- Retirement 401(k) Plan: Employer contributes up to 6% of your annual compensation, per plan terms
- Paid Time Off: 25 days (first two years) and 12 holidays
- Lifestyle Spending Account: Up to $1200 per year for reimbursements towards wellness programs
- Free underground garage parking
- Public Service Loan Forgiveness plan support
- Tuition reimbursement, 529 Savings Plan, Employee Assistance Program
- Professional Development Opportunities
Across our team, we value exceptional customer service, integrity, innovation, embracing our fiduciary responsibilities, and a welcoming and inclusive environment. Ideal candidates will operate well in a collaborative team environment while also completing work independently.
We work in an office environment in a secured building with a mini on-site gym, secure indoor garage parking, with convenient access to uptown and downtown Denver and operate on a hybrid model where staff have the option to work in-office and remotely several days per week.
All applications must be received no later than 4:00 p.m. on Wednesday, September 25, 2024, to be considered.
Please note that while the position description details both minimum requirements as well as desired skills and experience, we want to remind applicants that you do not need to have all the desired skills and experience to be considered for this role. If you have the passion for the work, along with experience in a related field, you are encouraged to apply. We can provide on-the-job training for the rest.
ANTI-DISCRIMINATION POLICY:
The University of Colorado Foundation is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion (creed), sex, national origin, disability status, marital status, sexual orientation, military status, gender, gender expression, age, protected status, or any other characteristic protected by law.
The University of Colorado Foundation is committed to recruiting and supporting a diverse workforce. The Foundation practices and champions inclusiveness in our community. We honor the diverse strengths, needs, voices, and backgrounds of all members of our community. Black, Indigenous, People of Color, others who identify as nonwhite, people with disabilities, veteran status, members of the LGBTQIA+ community, and those from traditionally marginalized communities are especially encouraged to apply for this role.
ABOUT THE UNIVERSITY OF COLORADO FOUNDATION:
For over 55 years, the University of Colorado Foundation has partnered with the University of Colorado to enhance philanthropic support for CU. Private support for the University, given through the philanthropic portal of the Foundation, enables the University to transform lives through education, research, clinical care, and community engagement. The Foundation focuses its efforts on donor stewardship through customer service and assurance in gift acceptance, processing, and administration. The Foundation invests and allocates gift funds in a manner consistent with the purposes established by donors and distributes dollars from its managed funds to support a wide variety of programs and activities throughout the University system and on its four campuses.
The Foundation has just under $3 billion in assets under management, including more than 3,000 endowment funds. The Foundation is a 501(3)c public charity governed by an independent Board of Directors. The Foundation’s day-to-day operations are carried out by an administrative staff of approximately 22 individuals overseen by the Foundation’s President and CEO.
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