Assistant Manager for Constituent and Gift Information
Colorado State University in Colorado
|Deadline||August 10, 2014|
|Date Posted||July 23, 2014|
Colorado State University (CSU) is a University on the rise. CSU has a commitment to excellence, its land grant heritage, and its position as a Carnegie Research University. The Division of University Advancement is an appreciated campus partner in achieving institutional excellence by employing an entrepreneurial approach to its fundraising efforts. The Division of University Advancement is committed to the growth of its people and accomplishing the mission of Colorado State University. University Advancement has one of the leading development teams in the country. CSUs standing among universities is increasingly recognized in numerous national rankings and for many years CSU has been the school of choice for Colorado students, with a long-standing legacy of attracting the best and brightest nationally and internationally.
We are seeking a successful and energetic individual who has a proven track record with a collaborative approach to facilitate the acceptance, review and processing of charitable donations to the university. This full-time professional position within the Constituent & Gift Information (CGI) team works directly with fundraising professionals and faculty/staff throughout campus including the CSU Foundation, CSU Research Foundation, Business & Financial Services and Office of Sponsored Programs. The ideal candidate will be an excellent problem solver and communicator, demonstrate a strong work ethic, and thrive in a fast-paced and results-driven environment.
Reporting to the Manager of Constituent & Gift Information, this person participates as an essential member of the team and provides critical oversight to the day-to-day flow of private support into the university. The fundraising program at CSU has experienced great success and anticipates even more growth in the coming years. This position will play a critical role in allowing the CGI team to accommodate the dramatic increase in gift volume and complexity. This role will provide expert guidance to development officers, business & financial officers and other staff across the university regarding policies, procedures and best practices to assure donations are handled accurately with attention to both the donors intent and the universitys interests and mission. He/she will be responsible for expertise in and facilitation of a wide breadth of complex gifts including securities, IRA qualified charitable distributions, matching gifts, non-cash assets (including gifts of service and use of property), trusts, life insurance policies, sponsored programs grants and contracts, and conditional pledges.
· Facilitate Gift Review Assure incoming transactions are handled in a timely manner with a donor-centric viewpoint and in accordance with established policies and regulations.
- Work closely with development staff, foundation staff, business & financial officers and faculty/staff and units across the university to assist and educate as needed, in order to bring effective and expedient closure to issues. Interpret and explain pertinent policies and procedures as needed.
- Review incoming transactions, determine disposition and appropriate processing identify and resolve potential charitable status issues (both in terms of applicable IRS regulations as well as university and CSU Foundation policies.)
- Identify quid-pro-quo situations, make decisions as to appropriate handling of such, working closely with development officers and other resources, and bring consensus in a timely manner.
- Identify, research, and take action as needed to assure donors intent is followed in all matters including allocation of funds.
- Identify and resolve missing documentation and/or signatures. Work in a proactive manner to assist development directors and other fundraising staff with effective means to resolve deficiencies.
- Assists with the documentation of gift policies and procedures.
- Assure all appropriate parties are informed and/or consulted on contributions as needed, using judgment for each specific gift situation.
- Oversee the processing stage of gifts by assigning priority and monitoring to assure optimal efficiencies are realized.
- Provide useful and timely analysis of the gift processing workflow; make recommendations for improvements and adjust procedures as needed.
- Provide Data Management & Research - Manage complex data in internal systems in accordance with established policies and regulations to ensure a seamless experience for donors and internal constituents.
- Manage the creation and update of funds for a variety of agencies. (Currently over 6,000 gift funds are facilitated by the CGI team.)
- Facilitate the entry and proofing of donative transactions, including sponsored programs, gifts-in-kind, real estate, conditional pledges, planned gifts, etc.
- Research and resolve data issues, working effectively to recommend and direct solutions requiring participation and sometimes agreement of multiple offices across the university.
- Recommend and facilitate improvements to data procedures.
- Provide reporting and analysis as needed to keep manager informed of data abnormalities and recommend solutions.
- Other duties as required.
- Bachelors degree
- Experience in advancement services and/or acceptance, processing and receipting of charitable donations
- Experience in a higher-education fundraising environment
- Working knowledge of fundraising software, such as Ellucian Advance
- Ability to take initiative, exercise good judgment, work independently and keep work confidential while using discretion in all areas
- Working knowledge of document imaging systems such as Hyland OnBase
- Understanding of IRS regulations, CASE standards and advancement services best practices
- Demonstrated knowledge of and relevant ability with, culturally diverse communities among potential target and constituent populations
- Excellent written and verbal communication skills
- Ability to prioritize multiple assignments and schedules
- Excellent problem-solving skills with ability to anticipate and address needs as they arise; anticipating problems and resolving with minimal supervision or making recommendations for resolution
- Skills to effectively use personal computer and a variety of computer software programs at a power user level; ability to learn and effectively utilize a variety of software tools
Salary range will be $45,000 $55,000, commensurate with experience.
Application: Applications will be accepted until the position is filled, but for full consideration all materials must be received by midnight, August 10, 2014. Prospective candidates should submit electronically, in Word or PDF format, materials consisting of (1) a letter of interest responding to each of the qualifications; (2) resume; and (3) addresses and telephone numbers of three individuals, one of whom is/was an immediate supervisor, who have firsthand knowledge of applicants professional abilities. References will not be contacted without prior notification of candidates. Electronic submissions please; upload application materials (Word or PDF format only) on the application website located at: https://advancing.colostate.edu/UA/EMPLOYMENT
For inquiries about the position, contact the Search Chair, Angie Curtis at email@example.com. For additional information about Colorado State University, consult the Universitys website at: http://www.colostate.edu/.
Colorado State University does not discriminate on the basis of race, age, color, religion, national-origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, or gender identity or expression. Colorado State University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and Colorado State laws, regulations, and executive orders regarding non-discrimination and affirmative action. The Office of Equal Opportunity is located in 101 Student Services.
Colorado State University is committed to providing a safe and productive learning and living community. To achieve that goal, we conduct background investigations for all final candidates being considered for employment. Background checks may include, but are not limited to, criminal history, national sex offender search and motor vehicle history.
How To Apply
You can apply for this position online at https://advancing.colostate.edu/UA/EMPLOYMENT