Stewardship & Donor Compliance Manager - Office of Advancement

Location
Washington D.C.
Posted
Dec 07, 2016
Closes
Apr 07, 2017
Function
Management
Industry
Education
Hours
Full Time
Located in a historic neighborhood in the nation's capital, Georgetown offers rigorous academic programs, a global perspective, exciting ways to take advantage of Washington, D.C., and a commitment to social justice. Our community is a tight knit group of remarkable individuals interested in intellectual inquiry and making a difference in the world.

Requirements

Stewardship & Donor Compliance Manager - Office of Advancement

The Stewardship & Donor Compliance Manager provides expertise and analytics for gift administration and compliance, as well as direct and consultative support to donors and Advancement and university staff in all aspects of gift administration. Through a range of activities including annual compliance reviews of named funds (endowed and restricted current use), and the preparation of monthly reports of gifts received and their purposes, s/he ensures that 1) funds are spent in accordance with donor intent, and 2) the university is able to report on the use and impact of donor funds, providing excellent baselines of stewardship to all donors. The Stewardship & Donor Compliance Manager maintains the various types of pledges to the university, including but not limited to gift agreements, statements of intent, recurring pledges, and annual fund pledges. Reporting to the Director, Gift Administration and Recording Secretary, the Manager has duties include but are not limited to:

Gifts Processing

  • Serves as the primary contact in the Gift Processing unit for inquiries from donors and internal staff regarding the recording of gifts, donor histories.
  • Performs detailed research as necessary. 
  • Initiates gift adjustments and corrections as appropriate. 
  • Resolves transaction related issues that arise from a variety of sources, including donors and Advancement staff.
  • Monitors and responds to corrections requests, including providing/issuing revised tax receipts and performing gift record adjustments. 
  • Provides donor giving histories as requested.

Gifts Monitoring

Monitors various gifts across the University to monitor account balances and ensures they are spent according to the donors' intent in a timely and appropriate manner - to include informing and reminding the departments of the gift funding availability and of the accounting requirement to spend the restricted gifts first before unrestricted funds.

Pledge Management

  • Monitors pledge payments and communicates with University departments when terms of a donor agreement have been met and the funds are available to spend either in full or as income is generated from endowment. 
  • Develops and runs reports to review the data integrity of pledges, such as those without schedules, and ensures that the necessary corrections are made on an ongoing and regular basis.
  • Administers the pledge statement reminder process and the recurring pledge process. 
  • Performs analysis for pledge write off and works closely with the Senior Director to procure write-off approval.
  • Works with all fundraising programs where appropriate to ensure that pledge collection is integrated with each source and that all automated systems, such as the telemarketing program.

Gifts-in-Holding

Monitors gifts-in-holding accounts and works with Staff Accountant and development officers and departments, as appropriate, to credit the gifts to appropriate Gift worktags so they are available to ensure timely and appropriate spending

Requirements

  • Bachelor's degree or equivalent related experience 
  • 3 - 5 years of experience with  University or not-for-profit advancement
  • Exceptional organizational, management, accounting, analytical, and problem-solving skills
  • Demonstrated ability to think flexibly and possession of high level of energy, creativity, and initiative
  • Ability to work effectively and collaboratively with faculty, staff, administrators, and donors
  • Ability to work independently and meet deadlines
  • Demonstrated knowledge and skills in computerized financial software
  • Demonstrated understanding of gift accounting and administration
  • Strong verbal and written skills, with ability to explain complex accounting concepts to non-accountants and non-financial audience

Submission Guidelines:

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Need Assistance:

If you are a qualified individual with a disability and need a reasonable accommodation for any part of the application and hiring process, please click here for more information, or contact the Office of Institutional Diversity, Equity, and Affirmative Action (IDEAA) at 202-687-4798 or ideaa@georgetown.edu.

Need some assistance with the application process? Please call 202-687-2500

EEO Statement:

Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff.  All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex, disability status, protected veteran status, or any other characteristic protected by law.