Location: Houston,TX, USA
Position Summary:
UTHealth Houston is looking for a Senior Gift Assurance Officer to work in our Office of Development (within our fundraising operations team). This person will be responsible for ensuring that gifts, both endowed and non-endowed, are used according to the contributors' wishes. They will also be responsible for ensuring the University complies with philanthropic funding instructions, requests, and legislative regulations. You will assist in establishing new philanthropic accounts. You will also analyze philanthropic accounts and generate reports (or review reports) on how they are being used. The Senior Gift Assurance Officer must be able to collaborate effectively with faculty and administrators across the University.
Working with Development Officers to draft gift agreements will be a typical role in this job. You will also regularly review and analyze financial information, identify/correct issues, and create spending plans with faculty and administrators when needed. You will use Excel and other IT systems (such as PeopleSoft and fundraising databases) on a daily basis. Having a background in either philanthropy, research administration, or education administration is desirable, with at least three years of related experience. Any experience with donor stewardship is a plus.
This role will work primarily remotely with special, periodic projects in Texas Medical Center. The position is eligible for all UTHealth Houston benefits, including medical coverage and a pension run by the State of Texas.
What we do here changes the world. UTHealth Houston is Texas' resource for healthcare education, innovation, scientific discovery, and excellence in patient care. That's where you come in.
Once you join us, you won't want to leave. It's because we reward our team for the excellent service they provide. Our total rewards package includes the benefits you'd expect from a top healthcare organization (benefits, insurance, etc.), plus:
* 100% paid medical premiums for our full-time employees
* Generous time off (holidays, preventative leave days, both vacation and sick time - all of which equates to around 37-38 days per year)
* The longer you stay, the more vacation you'll accrue!
* Longevity Pay (Monthly payments after two years of service)
* Build your future with our awesome retirement/pension plan!
We take care of our employees! As a world-renowned institution, our employees' well-being is important to us. We offer work/life services such as...
* Free financial and legal counseling
* Free mental health counseling services
* Gym membership discounts and access to wellness programs
* Other employee discounts include entertainment, car rentals, cell phones, etc.
* Resources for child and elder care
* Plus, many more!
Position Key Accountabilities:
1. Serves as lead gift assurance officer in matters related to daily operations of the gift assurance functions
2. Develops, reviews, and edits contributor gift instruments, including endowment agreements
3. Develop and implement a training program for faculty and staff to ensure that they understand their responsibilities in following the rules and regulations applicable to gift funds, both endowed and non-endowed
4. Communicates gift restrictions to the account signatories and others responsible for spending gift funds
5. Monitors adherence to gift restrictions and brings concerns to the attention of the Vice President for Institutional Advancement, the Managing Director of Advancement Operations, and, as appropriate, the Endowment Compliance Committee
6. Reviews and reports to executive management irregularities in gift fund expenditures, per UTHSC-H policy and procedures
7. Coordinates with the Post-Award Finance team to review expenditures against endowments to ensure the appropriate use of endowed funds
8. Ensures accurate and timely investment of endowment gift funds
9. Works with gift administration staff to ensure accurate recordkeeping of gifts
10. Respond to inquiries from contributors, faculty and staff
11. Mediates endowment compliance issues
12. Develop and implement controls to minimize risks in the use of gift funds. Participates in risk assessment of issues related to gift funds.
13. Prepares and reviews University and UT System reports related to endowments, with particular attention to accuracy and timeliness of submissions
14. Prepares annual reports to be sent to endowment contributors
15. Works with stewardship staff in the Office of Institutional Advancement to ensure that gifts are stewarded according to the university's stewardship plan
16. Serves as lead liaison between the university and the UT System Office of External Relations
17. Identifies, recommends and implements process and procedure improvement opportunities as well as database modifications to enhance gift assurance operations
18. Responsible for ensuring confidentiality and integrity of contributor information
19. Other duties as assigned
Certification/Skills:
Excellent communication skills, both oral and in writing. Proficiency in Microsoft Office suite, particularly Outlook, Word and Excel. Skills with relational databases. Exceptional critical thinking skills and attention to detail.
Minimum Education:
Bachelor's degree required. Master's degree preferred.
Minimum Experience:
Three (3) years of related experience, preferably in compliance and/or quality assurance, and preferably in a higher education fundraising environment.
Physical Requirements:
Exerts up to 20 pounds of force occasionally and/or up to 10 pounds frequently and/or a negligible amount constantly to move objects.
Security Sensitive:
This job class may contain positions that are security sensitive and thereby subject to the provisions of Texas Education Code 51.215
Residency Requirement:
Employees must permanently reside and work in the State of Texas.