Gift and Compliance Associate

The Gift and Endowment Associate supports the Foundation in fulfilling its responsibility for ensuring private gifts received for the benefit of the University of Louisville and UofL Health are distributed and expended as required by the terms of the donor gift agreement.   This position will support the activities of the gift compliance and finance teams.

Duties and Responsibilities

Gift Revenue     

• Process checks received in the Foundation office through depositonsite.
• Assist gift team with researching and recording gifts in the donor database (Blackbaud CRM).  
• Assist with reconciliation and posting of gift cash received to the general ledger (Microsoft GP).
• Provide backup support for production of tax receipts and pledge reminders.

Gift and Endowment Compliance Accounting and Reporting

• Provide coordination assistance related to creation of new gift and endowment accounts.
• Assist with review of monthly funding requests from the University and UofL Health.
• Assist with comprehensive review of a subset of all gift and endowment accounts on a continuous basis.
• Assist with creation and maintenance of gift and endowment account documentation.
• Maintain logs of gift and endowment accounts reviewed identified issues and resolution.

Additional Duties

• Manage workflow for creation of new gift agreements through gift documentation platform (Givzey) and assist with updating templates and available designations.
• Participate in updating and maintaining Foundation policies related to gifts and endowments.
• Crosstrain with Compliance and Gift Processing staff to provide backup support as needed.
• Complete other duties as assigned.

Qualifications :

Education

Bachelors Degree from an accredited institution or the equivalent combination of education and experience

Experience

Two years or more of relevant experience in one of the following or closely related fields: gift or grant processing or administration accounting finance data processing nonprofit higher education or similar which includes use of electronic spreadsheets databases and webbased financial tools.  Experience with Blackbaud Workday Fundriver Balance or Microsoft GP a plus.

Skills and Abilities

• Works effectively as an individual and as part of a team exchanging ideas and contributing skills that complement those of the other team members.
• Takes responsibility for assignments completing them timely with a high degree of quality and attention to detail; fulfills commitments to the team.
• Demonstrates project management skills with the ability to prioritize tasks while remaining flexible and adaptable to changing needs of the organization.
• Possesses strong interpersonal and communication skills. Builds trust with a variety of constituents. Listens well and effectively expresses thoughts and ideas.  Demonstrates selfawareness and respect for all colleagues even in situations where there are differing thought and opinions.
• Works smart and constantly seeks to improve and streamline.
• Remains open to and accepts feedback/coaching and adapts appropriately.
• Acts with integrity maintaining a high level of character and professional attitude. Accepts responsibility for and is proactive in reporting own problems or errors.  Takes care in handling sensitive information in strictest confidence.
• Intermediate level of proficiency with Microsoft Office products.

Working conditions

The Gift and Compliance Associate is a 40hour/week position in a typical office environment. 

Physical requirements

The Gift and Compliance Associate position has no physical requirements beyond those required for working in a typical office environment.

Additional Information :

Employment in this position is contingent upon consent to a preemployment background check which may include a criminal background check reference checks credit check verification of work history and verification of any required academic credentials licenses and/or certifications with results acceptable to the University of Louisville Foundation. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential nondiscriminatory manner consistent with state and federal law.

No relocation provided.  Local applicants preferred.

All your information will be kept confidential according to EEO guidelines.

Remote Work :

No

Employment Type :

Fulltime