Foundation Operations and Compliance Manager

Foundation Operations and Compliance Manager

Agency:
Texas A&M University - San Antonio

Department:
Office Of University Advancement and External Relations

Proposed Minimum Salary:
Commensurate

Job Location:

San Antonio, Texas

Job Type: Staff

The Foundation Operations and Compliance Manager will serve as a critical link between Texas A&M University-San Antonio and the A&M-San Antonio Foundation, ensuring the effective use, management, oversight, and stewardship of endowed and restricted funds. This new position is responsible for maintaining compliance with donor intent, facilitating accurate gift and endowment reporting, and supporting the operational infrastructure of the foundation. While not a frontline donor relations or stewardship role, this position plays a vital behind-the-scenes role in maintaining donor trust and institutional accountability.

• Monitor and review the use of endowed and restricted current-use funds to ensure alignment with donor intent as outlined in gift agreements.
• Maintain accurate records of gift agreements, amendments, and appointment letters/terms for academic holder appointments (e.g., endowed professorships), and fund restrictions.
• Ensure all gift agreements reflect appropriate and compliant language aligned with donor expectations, and System and university policies.
• Work collaboratively with Academic Affairs, Athletics, Student Affairs, Enrollment Management, Finance and Administration, and the Financial Aid office to verify appropriate fund disbursement.
• Generate attractive, customized, annual, and on-demand endowment and restricted fund use reports to complement financial reports for internal stakeholders and external donors.
• Support the Division of Finance and Accounting with audit and financial review processes related to the foundation, endowed funds, and restricted gift activity.
• Identify and address underutilized or misaligned fund usage, recommending corrective actions or alternative strategies as needed to support transparent communications with donors.
• Collaborate with Financial Aid and Scholarships to ensure student awards from donor-supported scholarships comply with criteria outlined in agreement.

• Assist in the development, review, and implementation of operational policies and procedures that promote transparency and stewardship of philanthropic assets.
• Coordinate gift reconciliation processes between the university and foundation, ensuring accurate and timely recording of gifts.
• Partner with accounting and finance teams to ensure accurate financial reporting of philanthropic assets and compliance with GAAP and GASB standards.
• Provide operational support for foundation board meetings, including preparing reports and presenting on fund activity and compliance matters as needed.

• Serve as the primary liaison between the university and foundation for issues related to endowment fund use, gift agreements, and fund stewardship.
• Facilitate effective communication and alignment between academic units, administrative departments, and the foundation regarding fund usage and compliance.
• Support training and outreach efforts to campus stakeholders to increase understanding of fund restrictions and compliance requirements.

• Bachelor’s degree in applicable field or equivalent combination of education and experience.
• Five (5) years of related experience.

• Bachelor’s degree in accounting, finance, nonprofit management, or a related field.
• Five (5) years of experience in higher education, foundation, nonprofit finance, or related compliance roles.
• Experience working in a university-affiliated foundation or advancement team.

• Demonstrated understanding of endowment management, donor stewardship principles, and fund compliance.
• Strong analytical, problem-solving, and diplomatic communication skills.
• Ability to navigate complex organizational structures and work collaboratively across divisions and departments.
• Familiarity with donor database systems (e.g., Raiser’s Edge, Salesforce, Advance, or similar).
• Knowl…