Summary
Description
Job Summary
The Coordinator, Gift Administration & Compliance will coordinate various Gift Administration & Compliance Department initiatives with a keen focus on processes and procedures related to philanthropic contributions received and processed by the University of Colorado Foundation for the benefit of the University of Colorado. The Coordinator, Gift Administration & Compliance serves as a key liaison among University Advancement, University campus partners, and Foundation Finance & Accounting to ensure requests related to the lifecycle of all gifts to the Foundation successfully complete the gift process workflow in a timely manner. They will also assist in compliance-related projects.
Essential Duties
• Support the mission, vision, values, and goals of the CU Foundation’s strategic plan
• Deliver exceptional customer service
• Embrace the Foundation’s mission and a culture of belonging and collaboration with each other and our colleagues
• Ensure a high level of customer service by communicating regularly and efficiently with internal and external customers and, always striving to represent the Foundation and University in a positive and professional manner
• Triage the department’s compliance email inbox and project management tool in a timely and efficient manner, including pro-actively doing research, finding answers and possible solutions, ensuring the right teams are assigned, and keeping the workflow moving forward
• Assist with all facets of the Gift Fund Setup workflow such as monitoring the queue, answering questions, and training campus partners in submitting requests, with a keen focus on maintaining gift compliance for all change/inactivation requests and fund attributes/purpose language for new requests, applying/updating compliance codes
• Assist with gift agreement workflow including composing donor letters/emails, coordinating DocuSign, and initiating related GFS new fund set-up requests
• Assist with Compliance coding workflow including moving requests from the GFS to the coding boards in our project management tool and performing data uploads into the Financial Edge database
• Serve as a resource for donors, Foundation, Advancement, and other University staff on commitment and gift processing questions
Other Duties
• Participate on committees and/or task forces as requested
Competencies:
• Demonstrated ability to work within a diverse team and actively seek out opportunities to promote and cultivate diversity across the organization
• Solid customer service skills with the ability to build relationships and follow-through
• Ability to communicate effectively verbally and in writing as well as using good judgment in situations requiring initiative and tact
• Ability to quickly acquire and apply new skills and knowledge for one or more processes or areas
• Effective interpersonal skills including the ability to maintain confidentiality
• Goal-oriented with an ability to take initiative both in a team environment as well as independently
Education and Experience
Required
• Associate’s degree and/or equivalent life, military and/or professional experience
• One year of experience in a professional office environment
• Proficient user of technology, particularly Microsoft Office Products, Microsoft Teams, Zoom, and Adobe Acrobat
Preferred
• Advancement/fundraising experience desired
• Minimum of one year of directly related experience
Software and Equipment Utilized
• Microsoft Office Products; Adobe Acrobat; Monday.com; Zoom; Salesforce/CU Ascend
Working Environment
• Hybrid schedule
• Work in an office environment requiring light physical effort by handling objects up to 20 pounds occasionally and/or up to 10 pounds frequently with or without accommodations
• Overtime may be required as well as PTO may not be approved at fiscal and calendar year end
• Stationary at a desk for most of day, working with standard office equipment
