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Gift Compliance, Manager I
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Overview:
The Gift Compliance Manager provides appropriate spending guidelines and the necessary tools to assist departments and programs in accessing the funds and reporting on utilization for proper stewardship. This role requires a commitment to meeting deadlines, independent work, and availability for evenings, weekends, or extended hours as needed.
Responsibilities:
Reporting
Collects financial data from departments to prepare annual stewardship reports for all endowed and restricted funds to be shared with donors.
Other Duties
The Gift Compliance Manager serves as an integral member of the Macon & Joan Brock Virginia Health Sciences at ODU donor relations team. The Manager is the primary expert responsible for gift compliance matters related to philanthropic funds raised through the Brock VHS development team for the EVMS Foundation. The manager is responsible for maintaining up-to-date policies and procedures to ensure the appropriate and timely use and expenditure of all donor funds held by EVMS Foundation. The Manager oversees the auditing process for fund expenditures across all Brock VHS schools and departments who are the beneficiary of EVMS Foundation funds.
The Gift Compliance Manager provides appropriate spending guidelines and the necessary tools to assist departments and programs in accessing the funds and reporting on utilization for proper stewardship. This role requires a commitment to meeting deadlines, independent work, and availability for evenings, weekends, or extended hours as needed.
Fund Management
- Acts as the liaison between Development & Alumni Relations and departments across Brock Virginia Health Sciences regarding progress, goals, and strategy towards reaching spending compliance of donor funds.
- Acts as the primary liaison between the Development & Alumni Relations Office, EVMS Foundation, and Business Management Office regarding all matters related to spending of donor funds.
- Monitors and audits donor funds on an on-going basis for compliance with donor intent and in an appropriate amount of time.
- Make appropriate spending plans for donor funds as needed, based on best practices that comply with donor intent. Should funds no longer be utilized properly, work with the Sr. Director of Operations and Donor Relations on how to have fund documents updated for the fund to be useable.
- Conduct fund audits in Raiser’s Edge to ensure all funds are properly entered into the database, and ensure proper documentation is attached.
- Define and manage a review process for requests of funds from Brock Virginia Health Sciences departments to the EVMS Foundation. This will provide standards and policies for Brock Virginia Health Sciences departments to follow.
- Create and track all EVMS Foundation gift agreements, letter of commitments and future gift documentation.
- Prepares and review all gift agreements in consultation with Development Gift Officers, the Director of Donor Relations, and the Executive Director of the EVMS Foundation and oversees the agreement routing process and obtain signatures of finalized agreements.
Reporting
- In conjunction with the Assistant Director of Donor Relations improve and enhance the system of reporting to donors about endowment financials, scholarship information and fund utilization.
Collects financial data from departments to prepare annual stewardship reports for all endowed and restricted funds to be shared with donors.
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Works with Development Operations and frontline fundraisers to create ad hoc donor and fund reports such as individual giving history reports, fund sheets, and white papers.
- Works with the Office of Financial Aid to support the disbursement of philanthropic scholarships.
Other Duties
- Cultivate favorable working relationships with institutional and external constituencies to provide the highest level of client service.
- Assist with alumni and donor relation events.
- Performs other duties as assigned
Required:
- Proficiency in donor databases (e.g., Blackbaud, Raiser’s Edge) and Microsoft Office Suite.
- Knowledge of best practices in stewardship, donor relations, and philanthropic recognition.
- Ability to develop and maintain effective relationships with public, partners, customers, and co-workers; while working cooperatively and effectively with others to achieve common goals.
- Ability to manage time and resources to ensure assignments are completed accurately and deadlines are met. Meets attendance/punctuality requirements.
- Ability to adapt to changing work environments, work priorities, and organizational needs. Takes independent action to address and resolve problems.
- Ability to expresses ideas effectively and demonstrate sound judgment with regard to decision-making.
- Ability to deal with others in a direct honest manner and comply with all EVMS Foundation policies and procedure.
- Ability to calculate figures and amounts such as discounts, interest, proportions and percentages. Ability to apply concepts of basic algebra and statistical analysis.
Preferred:
- Bachelor’s degree preferred
- 3+ years of experience in donor relations, stewardship, or a related field, preferably within a higher education or healthcare environment.
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