The Assistant Director Operations Provides operational services for client teams that assist in building relationships and maximizing the University's engagement and fundraising abilities. Partners with teams, formulates strategies and plans and executes projects. Ensures that all operational functions are completed in compliance with University policy, state and federal laws and regulations.
The Assistant Director of Gift Acceptance and Fund Management works collaboratively across development and operational functions in Alumni Relations and Development (ARD) to successfully negotiate, draft, and implement clear and concise gift agreements that thoughtfully and strategically balance the donor’s wishes and needs with interests of Northwestern University. Serves as a consultant for development officers on gift structure, technique, and strategies to ensure solicited gifts are successful and compliant with internal policies and applicable laws and regulations. Establishes new endowed funds and directly supports the implementation of negotiated gifts, if endowed, by coordinating with schools and units on periodic projects to ensure effective utilization. Partners with the ARD community and with finance partners across the University to implement strategies and plans and execute projects specifically related to gift agreement negotiation and drafting, as well as the endowment administration processes.
- Administers & maintains existing strategic plans.
- Recommends changes & improvements to strategies to better meet client needs & objectives.
- Involves high level of collaboration with internal department partners and medium level of collaboration with University partners in implementing and expanding existing relationships to accomplish strategic goals.
- Please bullet examples of key partnerships and work involved below:
- Fundraisers for Schools/Units and Central Teams.
- Donor Relations.
- Gift and Record Services.
- Office of General Counsel.
- Accounting Services.
- Financial Aid.
- Finance and Administration.
Prospects & Gifts
- Provides customer service oriented, client team centered, guidance and counsel in regard to gift agreement writing, endowment administration, and fund review services.
- Completes research and analyses in regard to gift agreement and endowed fund establishment services.
- Meets regularly with client teams to evaluate needs, consult on strategy and provide updates.
- Participates with area/unit senior staff in the conceptualization, development and presentation of materials used in gift consultation services.
- Researches and examines historical gift documents and files to evaluate donor intent and advise key stakeholders on the viability of proposed alternate or expanded uses, and associated risk factors.
- Reviews gift agreement and fund management services and interacts with clients for purpose of gaining insight, growing and strengthening service, and optimizing client satisfaction.
- Coordinates the collection, analysis & reporting of required information for surveys, review documents, etc.
- Maintains, analyzes, and evaluates data from colleagues, donors, etc. with a goal to understand internal progress with respect to practice areas.
- Coordinates training and educational workshops related to gift agreement writing, meetings, etc. including contacting speakers, preparing agendas, etc.
- Develops plans and arranges meetings and workshops, etc. designed to exchange information, promote client objectives, and to build internal and external relationships within NU.
- Completes day-to-day oversight, maintenance, continuity and consistency of business processes related gift consultation services.
- Compiles & analyzes data; prepares reports; shares results and recommendations with clients.
- Generates ideas for how to story tell about complex and technical information in a way that resonates with key audiences.
- Reviews processes and systems and recommends changes to incorporate state-of-the-art processes and technology as appropriate into gift consultation services; streamlining the delivery and/or accessibility of information.
- Identifies service improvement opportunities that will better enable the team to achieve its goals and objectives.
- Creates and maintains documentation, procedures, standards, and policies related to gift agreement and endowment services.
- Researches best practices, peer institutions, market/economic conditions and government rules and regulations and recommends changes and enhancements to improve administrative effectiveness, services and/or resources.
- Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree; OR appropriate combination of education and experience.
- 2 years operations, administration, development or the equivalent experience is required.
Minimum Competencies: (Skills, knowledge, and abilities.)
- Team leadership; curiosity and analytical thinking; global/organizational perspective; complex problem solving; ability to work in fast-paced environment); attention to detail; initiative; commitment to excellence
- Experience or graduate-level coursework in any of the following fields: law, tax, accounting, English, professional writing, nonprofit administration, finance, and/or financial planning.
- Proven ability to interact and build positive relationships with team members, clients, donors, staff at all levels.
- Capacity to figure out how to do something rather than be told the answer.
- Knowledge, or interest in gaining knowledge, of charitable giving techniques and vehicles.
- Excellent communication skills, including the ability to write and speak with precision and clarity about legal and financial matters and the ability to adjust language and tone to fit the audience.
- Superior analytical skills with the capacity to apply knowledge in new ways to unique situations.
- Strong computer skills including proficiency with one or more of the following types of software: Word Processing, Spreadsheets, Power Point Presentation.
Preferred Competencies: (Skills, knowledge, and abilities)
- Ability to work independently to implement initiatives
- Ability to collaborate appropriately and respectfully
- Commitment to the highest ethical standards
- Attention to details.
- Comfortable with shifting priorities and switching gears frequently
- Deep technical and business knowledge on a wide range of topics, including, but not limited to: the administration of gifts and endowments, federal laws and financial and tax regulations impacting gift agreements (e.g., Title VI, Title IV, UPMIFA, FASB), University policies and procedures, and related topics.
- Inner commitment to learning new things and an unquenchable curiosity about why do we things, how we do them, as the reach of the GAFM team continually shifts and adjusts to meet the needs of our key clients both within ARD and University-wide.
- Strong reporting and modeling skills to analyze statistical data to identify and report on trends and operating metrics central to the gift agreement and endowment processes.
As per Northwestern University policy, this position requires a criminal background check. Successful applicants will need to submit to a criminal background check prior to employment.
Northwestern University is an Equal Opportunity, Affirmative Action Employer of all protected classes, including veterans and individuals with disabilities. Women, racial and ethnic minorities, individuals with disabilities, and veterans are encouraged to apply. Hiring is contingent upon eligibility to work in the United States.