The primary duties for the Director of Donor Compliance and Gift Administration (“Director”) are as follows:
Manage the gift proposal and gift agreement processes and ensure that provisions are structurally sound and meet all requirements for administration and donor intent.
Ensure new, non-standard, and amended gift agreements comply with foundation gift acceptance policies and procedures
Conduct periodic and ad hoc reviews of accounts to examine compliance with donor intent and appropriate and active use of funds, and notify AVP and Foundation leadership of suspect accounts.
Assist the Associate Vice President for Advancement Services (AVP), In-House Counsel, and Director of Gift Processing in monitoring gift agreements and major gifts for adherence to the Foundation’s Gift Acceptance Policy, IRS regulations, and CASE guidelines.
Coordinate and support the naming opportunities process to ensure due diligence in the benchmarking and calculation of named campus spaces, and drafting and routing of associated approval memorandums.
Coordinate hardcopy document retention, filing, and archiving for executed gift agreements, amendments, and memorandums.
Assist the AVP in the pursuit of operational efficiency and effectiveness, as well as the timely dissemination of accurate information to respective University of Hawai‘i Foundation (UHF, “Foundation”) and University of Hawai‘i (UH, “University”) stakeholders.
ESSENTIAL DUTIES AND FUNCTIONS
Donor and Account Compliance
Perform reviews of accounts, including transaction history and respective balances, periodically and upon request to examine compliance with donor intent, and appropriateness in the use of funds and applicable administrative procedures. Notify AVP and Foundation leadership of suspect accounts.
Work with the Fiscal Office to review account establishment forms for approval; review account transfer forms when necessary; and provide related training as needed.
Work with the Fiscal Office and Annual Giving to ensure online giving account descriptions are consistent with the descriptions for accounts as established and when modified.
Assist the AVP in the ongoing maintenance of the Foundation’s Gift Acceptance Policy and associated operational procedures.
Conduct effective training and education to UHF staff, UH employees, and affiliated groups in the areas of donor compliance, regulations and guidelines surrounding charitable giving, credit card security and terminal usage, and other associated processes.
Stay abreast of security standards to assist the AVP and Director of Data & Technology Services in implementing solutions to comply with standards.
Assist in the dissemination of Foundation giving policies to Foundation staff and respond to associated questions and concerns as needed.
Gift Agreement Origination and Administration
Support the AVP, Foundation leadership, In-House Counsel, and donors in managing the overall gift proposal and gift agreement processes.
Assist in the development and review of non-standard gift agreements to ensure adherence to the Foundation’s Gift Acceptance Policy, and to limit Foundation exposure to liability and harm.
Assemble and categorize available University system-wide naming opportunities.
Coordinate the naming opportunities process to ensure due diligence in the benchmarking and calculation of named campus spaces, drafting of memos, and routing to Chancellors, Regents, and other appropriate stakeholders as necessary.
Assist the AVP, In-House Counsel, and Director of Gift Processing in monitoring gift agreements and major gifts for compliance with the Foundation’s Gift Acceptance Policy, IRS regulations, and CASE guidelines.
Other Administrative Duties and Projects
Coordinate and assist with hardcopy document retention, filing, and archiving for executed gift agreements, amendments, and naming memos.
Assist the AVP in benchmarking against peer institutions and steward the implementation of industry guidelines and best practices as appropriate to improve operational efficiency and effectiveness.
Serve as a liaison between Advancement Services and external departments.
Perform other duties as assigned
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
Five years professional experience in a large organization working within either: non-profit, compliance and administration, banking and finance, or a fiscal/financial/business offices
Knowledge of fundraising practices, gift recording, IRS regulations as they pertain to charitable giving, CASE or AHP guidelines preferred
Working knowledge of fundraising Customer Relationship Management (CRM) software and relational database functionality preferred
Strong working knowledge of Microsoft Word, Excel, and PowerPoint
Highly developed organizational and interpersonal relations skills
Strong communication skills with the ability to tactfully and effectively articulate policy rationale, describe complex challenges, and clarify sophisticated solutions to management and various staff
Ability to work efficiently and competently in a large, complex and dynamic organization, effectively interacting with several staff from multiple departments while balancing multiple priorities and various channels of communication
Excellent analytical and reporting skills
Self-motivated with the understanding of when to switch tasks
Ability to work responsibly and judiciously with confidential and sensitive information at all times
Ability to work effectively alone and as part of a team
Must be able to apply sound and appropriate judgment as needed
Must possess strong planning and time management skills
Ability to consistently execute projects and tasks efficiently, effectively, and on time
Ability to type 60 wpm
Willing to exemplify and live the values of the UH Foundation (accountability, excellence, integrity, service, teamwork, and trust)
The Director of Donor Compliance and Gift Administration will meet annually with his/her supervisor to put in place a plan for the year. This plan will include specific goals for each of the basic responsibility categories, as well as program and professional development goals. At the end of each year, the Director and his/her supervisor will review progress toward the annual goals.
The Director will work primarily in an office environment and will need to sit or stand for extended periods while either working at a computer, attending a meeting, or performing desk work for extended periods. Currently based at the University of Hawai‘i at M?noa campus (but subject to change within Honolulu), the Director may need to visit areas of the University campus, as well as locations in and around O‘ahu. Must have a valid driver’s license and acceptable driving record. The Director may need to work weekends or evenings or exceed a 40 hour work week to fulfill the demands of the position. The Director must be able and willing to travel interisland or nationally upon request.
Applicants should submit a letter of interest that provides evidence of the qualifications, a resume, and the names, addresses and telephone numbers of at least three professional references to: University of Hawai‘i Foundation, Human Resources Department, P.O. Box 11270, Honolulu, HI 96828-0270. FAX: (808) 956-9786.
The University of Hawaii Foundation, a nonprofit organization, raises private funds to support the University of Hawaii System. Our mission is to unite our donors’ passions with the University of Hawaii's aspirations to benefit the people of Hawaii and beyond. We do this by raising private philanthropic support, managing private investments and nurturing donor and alumni relationships.