Advancement Coordinator, Stewardship and Compliance

Job Summary/Basic Function

Job Summary/Basic Function: The Advancement Coordinator, Stewardship and Compliance plays a critical role in protecting the University and Foundation’s 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 Foundation’s financial/accounting systems.

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

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

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.

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 donor’s wishes with the university’s 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…