Charitable Agreements Specialist
The Charitable Agreement Specialist reports to the Assistant Director, Charitable Agreements at Arizona State University Foundation for A New American University (ASUF). This position serves as a subject matter resource for the review, administration, and processing of gift and grant agreements. The Charitable Agreements Specialist collaborates with development officers, university partners, and ASU Foundation stakeholders to facilitate philanthropic commitments while ensuring compliance with Foundation and University policies and procedures.
What you’ll do
Reviews, analyzes, and processes gift and grant agreements, letters of intent, amendments, and related documentation supporting philanthropic commitments to Arizona State University Foundation (ASUF) for the benefit of Arizona State University (ASU).
Assist 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
Serves as a subject matter expert to development officers and internal stakeholders regarding agreement requirements, donor documentation, gift administration practices, and agreement processing procedures.
Performs detailed reviews of agreements to identify issues related to donor intent, account administration, compliance requirements, and operational feasibility.
Collaborates with Corporate and Foundation Development by monitoring and managing shared correspondence, responding to inquiries, routing requests, and ensuring timely processing of gift and grant-related 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
Reviews proposal terms and conditions to identify non-standard provisions and coordinates with appropriate stakeholders to ensure compliance with University and Foundation policies and requirements.
Collaborates with members of the ASU Foundation Office of General Counsel to obtain guidance on processing agreements containing non-standard terms.
Escalates agreement review matters to ASU’s Proposal and Negotiation Team to assess the acceptability of non-standard terms and ensure alignment with ASU requirements.
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 and analysis of donor, fund, and account records to resolve complex donor intent questions, account history inquiries, and endowment-related matters.
Prepares and ensures proper execution of a variety of documentation, including administrative documents, gift acceptance records, account establishment materials, agreement summaries, cover sheets, amendment documentation, and other related records.
Responds to complex account and agreement inquiries, including interpretation of donor intent, gift restrictions, account status, fund usage, and historical documentation.
Experience in establishing and maintaining effective working relationships along with the ability to work effectively within a structured team.
Assists with new account requests, opportunity creation, and fund administration processes, as appropriate
Other duties as assigned
What you'll need
Excellent drafting, proofreading, and editing skills, with exceptional attention to detail
Strong analytical, critical-thinking, and problem-solving abilities
Ability to work both independently and as part of a team while…