Advancement Coordinator, Stewardship and Compliance

Job Summary/Basic Function:

The Advancement Coordinator Stewardship and Compliance plays a critical role in protecting the University and Foundations fiduciary responsibilities by managing the complete lifecycle of all gift agreements. This position ensures legal compliance proper documentation of donor intent and the accurate administration and reconciliation of gift funds across the donor database and the Foundations financial/accounting systems.

This is an internal opportunity open only to current benefit-eligible employees of Boise State University.

Department Overview:

A nonprofit Idaho organization the Boise State University Foundation was established in 1964 for the benefit of Boise State University. We work to secure philanthropic support for the university by developing and nurturing relationships with our alumni and friends and stewarding gifts made to support Boise State. The Foundation works closely with university leadership the Boise State University Alumni Association and the Bronco Athletic Association.

Mission: To build a greater Boise State University we provide fundraising leadership and service across the university and partner with donors and alumni to inspire private support.

Core Values:

• Purpose Driven
• Relentless Excellence
• Responsible
• Collaborative

Level Scope:

Fully competent and productive professional contributor who applies acquired job skills policies and procedures to complete substantive assignments/projects/tasks of moderate scope and complexity. Works independently with general supervision; exercises judgment within defined guidelines and practices to determine appropriate action. May provide guidance and assistance to entry level professionals and/or support employees.

Essential Functions:

75% of the time the Advancement Coordinator must:

Create gift agreements and manage the review process

• Serve as the initial and primary point of contact to successfully create new gift agreements administrative documents memoranda of understanding and other documents supporting new gifts to the university ensuring compliance with internal policies and applicable laws and regulations.
• Understand different gift vehicles and types to successfully structure gift agreements that best align with the gift logistics and intent.
• Create clear and concise gift agreements that thoughtfully and strategically balance the donors wishes with the universitys needs and which comply with federal state and university guidelines.
• Assist development directors with the creation review and revisions of gift agreements and related documentation by drafting proofreading tracking preparing for signature distributing and coordinating legal and financial signoffs required to finalize agreements.
• Serve as the institutional expert on the standard terms and conditions for gift documentation ensuring consistency across all colleges and units.
• Manage and coordinate responses to inquiries regarding gift agreements from donors and prospect managers.
• Research best practices peer institutions market/economic conditions and government rules and regulation and recommend changes and enhancements to improve administrative effectiveness services and/or resources.
• Ensure that all gift agreements include language consistent with current laws as well as university policies and practices.

Maintain gift agreement procedures and administration

• Maintain gift agreement tracking sheets for the Stewardship and Compliance and Office of the Associate Vice President for Advancement Services staff to monitor the status of agreements in progress.
• Design manage and continuously audit a centralized repository for all executed gift agreements and associated documentation.
• Perform regular review of existing accounts and work with gift officers to produce new gift agreements or amendments for changes in donor intent lapsed term agreements or required fund modifications.
• Upon signed agreements being returned from donor coordinator is responsible for meticulously entering all required stewardship compliance and financial fund data in archival platforms and the donor database.
• Perform detailed research on wide-ranging ad hoc requests for information regarding gifts and endowments including but not limited to providing clarity on donor intent status of gifts and validation of gifts and usage for Boise State college units and management.
• Play a key role in establishing the fund in appropriate systems. Accurate management of stewardship fund data for each new fund is essential for fiscal accountability and fund management across the university.
• Research and resolve stewardship compliance issues.

15% of the time the Advancement Coordinator must:

• Ensure that data is managed responsibly that donor privacy is protected and that activity and gifts are recorded accurately and efficiently.
• Evaluate the gift agreement and fund creation process on an ongoing basis recommending and implementing process improvements to enhance efficiency and reduce institutional risk.
• Stay current with trends best practices and other regulations related to gift agreements and compliance.

10% of the time the Advancement Coordinator must:

• Perform other duties as assigned.

Knowledge Skills Abilities:

• Demonstrates confidence when engaging senior university leadership high-level donors and prominent alumni with professionalism and tact.
• Demonstrate the Boise State University Foundations core values: Purpose Driven Responsible Relentless Excellence and Collaborative.
• Excellent written and oral communication skills.
• Excellent grammar composition and proofreading skills.
• Interact professionally with a wide spectrum of internal and external individuals.
• Strong organizational skills and superior attention to detail.
• Proficient computer skills including Microsoft Office and Excel.
• Database experience.
• Ability to complete multiple assignments within provided time constraints with minimal supervision.
• Self-starter who works well independently but who also thrives in a team environment sharing ideas and working collaboratively.
• Sound judgment in pressure situations.
• Must be able to handle confidential material responsibly.

MinimumQualifications:

Bachelors Degree or equivalent plus 2 years experience.

Preferred Qualifications:

Preferred: Experience in higher education or a development office.

Salary and Benefits:

The starting salary range for this position is $50065.60 to $62587.20 annually commensurate with State University provides a best-in-classbenefits package including (but not limited to):

• 12paid holidaysAND the University is closed between Christmas and New Years (requires use of 3 vacation days)
• Between 12-24annual paid vacation daysfor full-time Professional and Classified staff depending on position type and years of service
• 10.76% University contribution to yourORP retirement fund(Professional and Faculty employees)
• 11.96% University contribution to yourPERSI retirement fund(Classified employees)
• Excellent medical dental and otherhealth-related insurancecoverages
• Tuition fee waiverbenefits for employees spouses and their dependents
• See ourfull benefits pagefor more information!

Required Application Materials:

Please submit a cover letter indicating your interest and qualifications for the position. Attach a resume that includes employment history (including dates of employment).

About Us:

Nestled along the Boise River and steps from the state capitol Boise State University fosters a vibrant and welcoming academic environment that fuels student and employee success. Were a trailblazing institution nationally recognized for our innovative spirit and commitment to positive impact on Idaho and beyond.

Boise State is proud to be recognized by Forbes as the only Idaho employer listed in the top 100 of all national midsize and large employers. Were building a thriving community of faculty and staff whose unique skills experiences and perspectives come together to create a rich and rewarding academic experience. Applications from all backgrounds are welcomed.

Learn more about Boise State and living in Idahos Treasure Valley at Experience:

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