Executive Director for Development Endowment Services and Gift Operations

Executive Director for Development for Endowment Services and Gift Operations

To manage and oversee the daily operations of the Endowment Services and Gift Compliance team.

Responsibilities

• Supervise Endowment Services and Gift Compliance staff; plan, oversee, and approve their various duties and projects; and provide training and expertise as needed. Working with the team directors (as their direct supervisor), review overall team responsibilities, staffing, and staff performance over time, to assure continued effective team operations.
• Advise Deans, CSU finance teams, and gift officers on endowment compliance and usage, providing strategies and best practices for efficient and effective use of endowed funds.
• Participate in the ongoing implementation and further development of new SPUR CRM, as needed for various work streams, including Endowments and Prospect Management, and the ongoing change management after full CRM implementation.
• Identify, analyze and implement technological tools to increase scalability, deepen analysis, and increase administrative workflows and automations.
• Maintain policies and procedures related to naming facilities and programs and review requests prepared by the Director for approval by the Assistant Vice President, Vice President, President, UT System and Board of Regents, as appropriate; oversee further development and maintenance of naming sections of SPUR CRM. Manage the review of all naming requests from across campus, and guide them through review, routing, approval, notification, and documentation.
• Maintain policies and procedures related to the establishment, compliance and stewardship of endowed funds and oversee information on endowed policies and procedures provided in Dev Connect.
• Maintain policies and procedures related to certain non-endowed gift agreements and, working with the Assistant VP of Advancement Operations, develop a program for non-endowed gift compliance. Look for opportunities to utilize SPUR or AI tools to aid in non-endowed gift compliance.
• Oversee the development of training materials and activities for staff regarding endowments, including use of SPUR endowment database; oversee improvements to SPUR endowment database and assist in developing features for use in compliance monitoring and reporting projects.
• Oversee endowment establishment process as a whole, acting as liaison with UT Austin Offices of Accounting, Provost, Academic Affairs, Legal Affairs and UT System External Relations and General Counsel.
• Oversee endowment amendment, cy pres, and equitable deviation processes for endowed and non-endowed gifts as a whole, acting as liaison with UT Austin Offices of Accounting, Provost, Academic Affairs, Legal Affairs and UT System External Relations and General Counsel.
• Oversee the preparation of various scheduled reports to endowment donors, i.e. faculty endowment holder letters, UTIMCO financial mailing, customized reports to specified donors and additional reports/projects as needed.
• Prepare and oversee endowed gift agreements, naming agreements, and non-endowed gift agreements that meet a determined threshold. Act as primary University contact and resource related to gift agreements. Advise and assist CSUs in drafting and review of complex gift agreements, utilizing knowledge of related laws and policies. Work with VP Legal Affairs as needed to finalize agreements.
• Participate in donor calls when complex endowment questions or negotiations exceed gift officer knowledge.
• Prepare and oversee the preparation of the President's recommendations to UT System on endowments, estates, trusts, and major gifts in coordination with colleagues in the University Development Office, colleges/schools/units, President's Office, UT System External Relations, and VP Legal Affairs.
  
  Under guidance of the UT System, UTIMCO, University Compliance Services, Office of Accounting, Gift Processing, Chief Development Officers, financial officers, scholarship officers and Deans to enhance campus endowment compliance and usage.
• Additional duties as assigned.

Salary

OPEN

Required Qualifications

• Bachelor's degree or equivalent work experience.
• Successful leadership and supervisory experience, including responsibility for developing staff, managing performance, allocating resources, and leading through organizational change.
• Collaborative leadership style that reinforces and further develops the skills and autonomy of reporting team members.
• At least seven years of progressively responsible experience in…