Job Title
Assistant Director of Restricted Funds
Agency
East Texas A&M University
Department
Vice President of Philanthropy & Engagement
Proposed Minimum Salary
Commensurate
Job Location
Commerce Texas
Job Type
Staff
Job Description
INSTRUCTIONS TO APPLICANT:
During the application process the My Experience page has a section provided Attachments (Resume/CV References Cover letter etc. to upload required documents.
- Use the Upload button to add each document.
- You will be able to upload up to 5 documents. Be aware that the maximum size allowed for any one document is 5MB.
- All documents must be electronically submitted through the Texas A&M Online Employment Services website to be considered.
- Incomplete or improperly submitted applications may be excluded from consideration.
Please provide the following documents:
- Cover Letter
- Resume/CV
- Three professional references with complete contact information (Unsolicited letters of recommendation will not be considered).
- Transcripts (Unofficial will be accepted with application. Official transcripts are required at time of verbal offer).
If transcripts are from an international institution it is the responsibility of the applicant to have the transcripts translated and evaluated by an approved credential evaluator.
Please do not withdraw your application in an attempt to upload a missing document. If you need assistance with this or any other matter please contact us at .
SUMMARY:
In support of the Philanthropy and Engagement Division this position manages the full lifecycle of restricted funds enabling development and supporting stewardship functions within the division.
DUTIES & RESPONSIBILITIES:
Restricted Funds: Effectively implement and administer information tracking via Raisers Edge and document management processes for restricted funds management; enabling the cultivation solicitation stewarding and recognition of the universitys generous benefactors.
- Processes all gift agreements and other documents supporting new gifts to the Foundation or the Alumni Association.
- Drafts and implements clear and concise gift agreements that strategically balance the donors wishes with the universitys needs.
- Effectively provides guidance regarding fund criteria to ensure compliance with IRS Title IX of The Civil Rights Act of 1964 Title IX of The Education Amendments Act of 1972 and TX SB 17.
- Researches best practices peer institutions and government regulations and recommends changes and enhancements to improve administrative effectiveness.
- Manages the full lifecycle of policies and procedures related to gift acceptance and funds management. Drafts implements and maintains straightforward and effective policies and procedures ensuring that all stakeholders are involved and informed.
- Manages the full lifecycle of Foundation and Alumni Association restricted funds including gift agreement creation of fund donations to fund and supporting stewardship of donors.
- Proactively maintains an ongoing health check of all funds ensuring that necessary updates and transfers are applied involving development personnel when communication is needed with the fund point of contact.
- Partners with Financial Aid & Scholarships to ensure scholarship opportunities are current and complete.
- Maintains an open line of communication with scholarship committees to ensure scholarship awards comply with donor restrictions.
- Coordinates the timely receipt of information from Financial Services to fulfill status and reporting requirements.
- Provides data as needed to stewardship personnel to support donor stewardship and recognition. Develops processes to support these functions.
MINIMUM REQUIREMENTS:
- Education: Bachelors degree in applicable field or equivalent combination of education and experience.
- Experience / Knowledge / Skills: Three 3 years of related experience. Proven track record of successful project management. Outstanding organization and timemanagement skills to function efficiently in a fastpaced and deadlineoriented environment. Superior attention to detail and commitment to high standards of service excellence. Excellent communication skills to effectively interact with all levels of management staff and departments across campus. Clear and concise business writing skills. Effective consensus builder. Proficiency with MS Excel MS Word MS Teams and Blackbauds Raisers Edge.
- Ability to: Multitask and work cooperatively with others. Ability to quickly learn and utilize department specific information systems.
- Licensing/Professional Certifications: Certification in Blackbauds Raisers Edge Preferred
- Physical Requirements: None
- Other Requirements: None
PREFERRED EDUCATION / SKILLS/ EXPERIENCE:
Masters degree preferred. Working knowledge of university procurement policies. Experience with Raisers Edge including query export and gift processing. Experience with FRS module within the TAMUS Canopy system and TAMUS Endowment reporting system is preferred.
SUPERVISION OF OTHERS:
None
All positions are securitysensitive. Applicants are subject to a criminal history investigation and employment is contingent upon the institutions verification of credentials and/or other information required by the institutions procedures including the completion of the criminal history check.
Equal Opportunity/Affirmative Action/Veterans/Disability Employer.
Required Experience:
Director