Charitable Agreement Coordinator
The Charitable Agreement Coordinator reports to the Charitable Agreement Manager at ASU Foundation (ASUF). Responsible for receiving, processing, distributing, and tracking gift and grant agreements. The Charitable Agreement Coordinator will work as an integral member of the Charitable Agreements team to support the review, research and database management of gift and grant agreements.
What you’ll do
Provides support to the Charitable Agreements team in preparing and reviewing documents used for accepting and closing new gifts, grants, and philanthropic commitments to ASU Foundation (ASUF) for the benefit of Arizona State University (ASU)
Assists development officers with creation, review, and revision of new gift and grant agreements and related documentation by drafting, proofreading, tracking, scanning, preparing for signature, distribution, and other tasks required to finalize agreements
Works directly with stakeholders of ASU and the ASUF to process new gift and grant agreements, letters of intent, amendments/modifications, and other related documentation
Supports development and implementation of best practices for the processing of gift and grant documentation
Partners with representatives throughout the organization – including ASU Knowledge Enterprise (KE), Research Advancement (RA) and ASU Foundation development officers to optimize internal efficiencies, ensuring gift criteria and fiscal management clarity, providing donors with an optimal gift agreement experience
Ensures alignment with University and Foundation policies and practices in all processes, gift agreements, and grant agreements as they are processed
Controls gift and grant agreement recordkeeping and database maintenance, including the entry, distribution, reporting, and ongoing maintenance of database records, electronic files of all gift and grant agreements
Conducts research on finance and donor records for account history and endowment clean-up accounts
Prepares and ensures proper execution of a variety of documentation, including administration documents, advisement of donations received without documentation, miscellaneous forms and summaries, agreement cover pages, gift agreement processing for final signatures, and other relevant documentation as needed
Responds to ad hoc account/agreement requests from unit, which included providing clarity on donor intent, status of gifts, validation of gifts and usage, and other requests
Assists with new account requests and opportunity numbers, as appropriate
Other duties as assigned
What you'll need
Excellent drafting, proofreading, and editing skills, with precise attention to detail
Ability to work both independently and as part of a team
Adept at navigating complex environments with evolving priorities and communication plans
Knowledgeable with Microsoft Office Suite (Word, Excel, Access, Power Point), comfortable with various database applications and MS teams
Knowledgeable with SharePoint/OneDrive and utilizing document sharing links
Knowledgeable with DocuSign and facilitating signatures
Ability to communicate effectively in person, in writing, by phone, and in virtual meetings
Strong time management and prioritization skills, with the ability to multitask
Problem solver who can take initiative and set priorities while being flexible
Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies
Ability to represent the institution well, and advocate for the vision of ASU as the New American University
Highly organized and able to handle multiple projects
Relevant qualifications
Associate’s degree in Business, Nonprofit Management, Law Studies or a related field; or a combination of education and experience commensurate with such
2 years of experience in an administrative capacity, particularly in contract management, document development, and/or technical writing
OR any combination of education and…