Charitable Agreement Specialist

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 exercising sound judgment and discretion
• Ability to interpret and apply policies, procedures, agreement requirements, and donor documentation
• Ability to communicate effectively and professionally with stakeholders at all organizational levels
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and Teams)
• Knowledgeable with SharePoint/OneDrive and utilizing document sharing links
• Experience using document management, e-signature, and database management systems
• 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
• Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy
• Ability to maintain confidentiality and handle sensitive donor and institutional information.
• Strong organizational, project management, and time-management skills.

• Ability to represent the Foundation and University professionally while supporting institutional goals and donor stewardship.

Relevant qualifications

• Bachelor’s degree in Business, Nonprofit Management, Legal Studies, or a related field
• 2 years of experience in an administrative or similar capacity
• Demonstrated experience reviewing, drafting, processing, and managing complex documentation requiring a high degree of accuracy and attention to detail

• Or any equivalent combination of experience commensurate with the responsibilities of the position
  

Preferred education and experience

• Bachelor’s Degree in Business, Nonprofit Management, Legal Studies, or a related field
• Certification as a Paralegal Professional, such as CP, APC, PP, ALP, PLS/CLP, or LDA
• Experience writing, reviewing, or working with grant agreements in the nonprofit or government sector

• Experience in database management using QuickBase, Salesforce, or Workday

Benefits

• Hybrid work schedule. We work from home two days a week!
• Comprehensive benefits package, including medical, dental, and vision insurance
• 401(k) plan with matching employer contribution
• 22 days of vacation time
• 11 holidays, including your birthday
• Parental leave
• Significant tuition reductions
• Professional development is highly valued at ASU Foundation, where employees are encouraged to look across the organization and nurture new areas of interest
• $30 bi-weekly cell phone reimbursement

About ASU Foundation

The ASU Foundation fosters partnerships between ASU and like-minded individuals, corporations and foundations who believe in ASU’s mission and provide resources for ASU to manifest its charter into meaningful impact. These partnerships empower ASU to advance student access, serve our community, protect the planet, create equity in higher education and conduct research for the public good.

At the ASU Foundation we value

Character
We prioritize character and integrity in every decision and action, establishing trust as the foundation of all that we do.

Service
We are dedicated to serving our students, donors, communities, and colleagues by fostering support and collaboration to ensure that our efforts are impactful.

Innovation
Innovation drives us to create meaningful opportunities and solutions, helping every member of our global community achieve meaningful outcomes.

The ASU Foundation is an Equal Opportunity Employer

Learn More:

About Us

Arizona State University has developed a new model for the American Research University creating an institution that is committed to excellence, access and impact.

ASU measures itself by those it includes and how they succeed, not by those it excludes. ASU pursues research that contributes to the public good and assumes major responsibility for the economic, social and cultural vitality of the communities that surround it.

The ASU Foundation fosters partnerships between ASU and like-minded individuals, corporations and foundations who believe in ASU’s mission and provide resources for ASU to manifest its charter into meaningful impact. These partnerships empower ASU to advance student access, serve our community, protect the planet, create equity in higher education and conduct research for the public good.

Our Mission:

The ASU Foundation builds partnerships and relationships, uniting ideas, people, philanthropic support and investments to advance ASU’s goals for inclusion, student success, discovery and local and global impact.

Our Vision:

To become nationally recognized as the model for A New American University Foundation.

Our Values:

• Character: We prioritize character and integrity in every decision and action, establishing trust as the foundation of all that we do.

• Service: We are dedicated to serving our students, donors, communities, and colleagues by fostering support and collaboration to ensure that our efforts are impactful.

• Innovation: Innovation drives us to create meaningful opportunities and solutions, helping every member of our global community achieve meaningful outcomes.

Benefits:

Employees and eligible dependents enjoy a comprehensive benefits package, including medical, dental and vision insurance; a 401(k) plan; and significant tuition reductions. Details about our comprehensive benefits are available here.