As a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around the world. UW employees offer their boundless energy, creative problem solving skills and dedication to build stronger minds and a healthier world.
UW faculty and staff also enjoy outstanding benefits, professional growth opportunities and unique resources in an environment noted for diversity, intellectual excitement, artistic pursuits and natural beauty. All of which has allowed the UW to be nationally recognized as a “Great College to Work For” for six consecutive years.
University Advancement has an outstanding opportunity for a Gift Fund Analyst (Assistant Director, Gift Documentation & Fiscal Stewardship).
Position Purpose As the University of Washington nears the end of the most successful and comprehensive campaign in its history, UW Donor Relations (DR) seeks a detail-oriented and highly skilled professional to serve as a Gift Fund Analyst. The UW is fortunate to benefit from over 5,000 individual endowments and 4,000 current-use funds; numbers that grow each year thanks to continued philanthropic investment.
This position is a major contributor in our ongoing efforts to steward new and existing funds and donors, thereby contributing to a positive donor experience that inspires future giving. The Gift Fund Analyst, reporting to the Associate Director for Donor Relations, will join a team that provides end-to-end service extending from the strategic development/execution of gift agreements and fund management, through the facilitation of impact reporting. As an active advocate for donor interests, this position is responsible for helping ensure that donor gifts are properly documented, appropriately managed, and can be utilized in a manner consistent with donor intent.
DUTIES AND RESPONSIBLITIES Gift Documentation review, workflow, and fund management An essential duty of this position will be to manage a high volume of activity related to the creation and investment of new endowed gifts, in coordination with the Associate Director of Donor Relations. The position will provide timely service to development staff, finance partners, and unit colleagues as it pertains to agreement development and the status of gifts. Duties and responsibilities include data collection and data entry, analysis, review and guidance, customer service, and reporting.
In partnership with the Associate Director for Donor Relations, manage processes related to the creation of new endowment documentation, multi-year current-use fund agreements, and amendments to previously established funds for an assigned set of units.
Negotiate, draft and implement clear and concise donor gift agreements that thoughtfully and strategically balance donors’ wishes with the university’s needs, while adhering to all relevant polices, guidelines and regulations set in place by the Board of Regents and state and federal government.
Become and serve as an “expert” to provide guidance and interpretation of policies and procedures to encourage gift terms that adhere to permissible criteria and funds that can be expended on a regular basis. As needed, liaise with legal counsel concerning gift agreements and naming opportunities that may require legal review and approval.
As needed, work with financial service partners to prepare reports for the Treasury office related to the investment of new endowments and matching funds into individual endowed funds.
Help facilitate and track internal UW matching programs, in partnership with Reporting and Gift Services.
Use relevant Advancement systems and databases to record, track and maintain documentation and related data; perform ad hoc queries and audits of information as needed.
Strategic Endowment Review and Gift Usage Guidance The Analyst will work collaboratively with the Associate Director and advancement leaders to develop and communicate policies and procedures that promote effective gift usage. Duties may include gift fund auditing, conducting in-depth research regarding large gifts, and providing strategic endowment review to identify funds for which gift terms make expenditures challenging. Working with unit partners and legal counsel as necessary, the Analyst will create custom action plans for endowments under review, and see plans through to completion. This position will directly impact the mission of the University by helping provide additional flexibility in funding through strategic endowment review.
Collaborate with the Associate Director in conducting a review of gift agreements for clear understanding of gift terms, expenditures guidelines, and alternate use options. Record additional metadata about gift agreements in relevant data systems.
Work with campus colleagues in various units to understand funding needs, why specific fund expenditures may be problematic, and preferred changes to endowment terms.
Conduct periodic reviews of the University’s compliance with the terms of executed gift agreements, identifying funds for which the terms may be overly restrictive. In coordination with unit partners, analyze endowment terms as they relate to state, federal and University policies, and follow through on customized action plans for endowments under review. Action plans may include amendments to agreements, regent actions, or changes authorized under the Uniform Prudent Management of Institutional Funds Act (UPMIFA).
Coordinate with partners across the University to educate on appropriate fund usage and available resources. This may also include foundational training to staff across campus who need to understand gift funds for their own work.
Participate in the analysis and planning for new services or operational systems that will have critical campus-wide impact.
Provide data for internal and external reports upon request.
Continuous Improvement of the Donor Experience Work with team members and associated staff to evaluate and assist in developing new institutional policies and procedures that ensure gift accountability and impact reporting that leads to a positive donor experience.
Seek to enhance current processes and implement new technology for added efficiency.
Core Effective communications: Expresses oneself clearly and empathetically in interactions with others in all forms of communication, i.e., verbal and written, one-on-one and group, etc.
Interpersonal Awareness: Builds and maintains positive relationships and actively contributes as a member of working teams to achieve results.
Professional Credibility: Takes responsibility for meeting goals, objectives, obligations, and solving problems while representing the mission, vision and values of the organization.
Critical Thinking: Obtains, analyzes and evaluates information effectively in the face of ambiguity. Makes appropriate decisions based on relevant information and experience.
Ethics and Trust: Models and upholds the values of candor, openness, inclusiveness and honesty despite internal and external pressures. Acts consistently with Washington State ethical guidelines and organizational core values and beliefs.
Valuing Diversity & Inclusiveness: Respects, values and contributes to the UW’s commitment to inclusiveness and diversity.
Strategic Thinking: Demonstrated ability to develop long-term plans that align with organizational objectives and fit within resource constraints.
REQUIREMENTS Bachelor's degree and a minimum of three years of professional experience, preferably in fundraising, communications, donor relations, finance or a comparable role with transferable skills including project management, writing, and/or data analysis. Equivalent combination of education and experience from which comparable knowledge and skills have been acquired may substitute for degree
Strong interpersonal skills and customer service: poised, professional manner with the ability to express oneself clearly and empathetically in all interactions; ability to communicate in a direct and professional manner that engages dialog in a manner that resolves differences
Knowledge of financial or accounting concepts, policies, and procedures
Comfortable with handling and auditing financial information
Strong attention to detail and thoroughness in completing assigned duties
Commitment and ability to maintain excellent records
Strong writing skills; ability to synthesize information correctly and concisely in written form
Demonstrated strong computer skills, including proficiency with Microsoft Word, Excel, Access and PowerPoint for correspondence, special reports, spreadsheets, databases, forms, etc.
Demonstrated ability to accurately query, report and analyze complex data sets utilizing enterprise-level relational databases (MS Access or SQL Server)
Ability to come up with creative solutions to complex issues and requests
Ability to make decisions in ambiguous situations, exercise good judgment based on information and analysis in an organized and professional manner
Ability to manage multiple projects efficiently and effectively in a dynamic, deadline-driven environment
Ability to solve problems by working independently, take initiative, and set or follow priorities
Demonstrated ability to build and maintain positive relationships and actively contributes as a member of working teams to achieve results
Demonstrated ability to maintain confidences and protect confidential information; acts in a selfless manner and models ethical values of the UW
Desired Knowledge of fundraising databases (Advance) or other non-profit donor databases
Knowledge of alumni relations/development/advancement principles
Familiarity with higher education institutions and working in a complex organizational environment
Knowledge of document management principles and systems
Conditions of Employment Cubical/Open workspace environment, which may result in additional or higher levels of noise and visual distractions.
Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.
BENEFITS As a UW employee, you will enjoy generous benefits and work/life programs. For detailed information on Benefits for this position, click here.
Application Process: The application process for UW positions may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Workforce Authorization, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select “Apply to this position”. Once you begin an assessment, it must be completed at that time; if you do not complete the assessment you will be prompted to do so the next time you access your “My Jobs” page. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready.
Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed
Founded in 1861, the University of Washington is one of the oldest public institutions in the west coast and one of the preeminent research universities in the world. The University of Washington is a multi-campus university comprised of three different campuses: Seattle, Tacoma, and Bothell. The Seattle campus is made up of sixteen schools and colleges that serve students ranging from an undergraduate level to a doctoral level. The university is home to world-class libraries, arts, music, drama, and sports, as well as the highest quality medical care in Washington State and a world-class academic medical center. The teaching and research of the University’s many professional schools provide undergraduate and graduate students the education necessary toward achieving an excellence that will serve the state, the region, and the nation. As part of a large and diverse community, the University of Washington serves more students than any other institution in the Northwest.