Agreements and Endowments Specialist

Job Posting Title:

Agreements and Endowments Specialist

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Hiring Department:

University Development Office

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Position Open To:

All Applicants

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Weekly Scheduled Hours:

40

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FLSA Status:

Exempt

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Earliest Start Date:

Mar 04, 2024

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Position Duration:

Expected to Continue

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Location:

AUSTIN, TX

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Job Details:

General Notes
About The University of Texas at Austin

What starts here changes the world.

The University of Texas at Austin, founded in 1883, ranks among the 40 best universities in the world with top national programs across 19 colleges and schools. By creating educational opportunities for all and leading cutting-edge research at scale, the University fosters positive social change, technological advancement, and economic progress showing the world that change really does start here.

Following our 10-year strategic plan, UT will become the world’s highest-impact public research university, unleashing knowledge, opportunity and innovation from the heart of Texas.

Learn more about UT’s mission and values , leadership and Change Starts Here strategic plan .

Why Join Texas Development?

The University of Texas at Austin is on the front lines of the future: sparking the imagination, driving discovery and transforming lives. And it’s only possible because generous supporters believe in the power and promise of our state’s flagship university to change the world.

Together, through one of the largest fundraising efforts in our state’s history, we will support our people, amplify the unmatched potential of our place, and lead innovation through world-changing pursuits. With nearly $5 billion raised over the past six years, Texas Development is quickly becoming one of the best fundraising programs in higher education.

Texas Development is a dynamic community of more than 450 fundraising professionals across the Forty Acres. We strive to reach the highest levels of achievement and success in all that we do by creating meaningful and powerful experiences for our donors.

Join us and change the world .

Purpose

Create, review, route, and track donor gift agreements for the University. Train and advise University staff on gift agreement and endowment related policies and procedures, including related laws and Board of Regents policies. Assist the Endowment Services and Compliance team on tasks and projects outside of gift agreements, such as endowment establishment and amendment, compliance, research projects and endowment reporting.

Responsibilities

• Draft, review, route, and document gift agreements between donors and the University, working primarily from standard University templates. Work on multiple documents in various stages simultaneously and track their status and required actions. Provide edits and recommendations for gift agreements in a timely fashion (generally within one business day). Ensure that gift agreements include all required template language, are in compliance with University and federal regulations, and clearly document donor intent (clarify intent when language is ambiguous).

• Follow up with campus-wide gift officers and support staff to confirm completion and proper documentation of agreements and gifts.

• Utilize Filemaker Pro, VIP, DocuSign, Box, and other UT and UT System resources to document, track, route, and research endowments, donors, and gift information.

• Understand and continue developing knowledge on policies, procedures and unique issues related to endowments and gift agreements. Over time, become a subject matter expert on endowments and agreements. 

• Assist in the review and development of University policies and procedures related to gift agreements. Identify methods for streamlining policies and procedures and enhancing efforts.

• Regularly compose and route correspondence to internal and external constituencies, including memos and letters.

• Advise and train University development staff on processes, procedures, and services related to gift agreements and endowments, and assist with resolving policy or procedure related issues or questions.

• Build strong, collaborative, and friendly relationships with team members and colleagues across campus.

• Participate in meetings related to the development of the new CRM that will replace VIP over the next year.

• Assist the Endowment Services team in various tasks and projects, which may include creating accurate database records and files, entering endowment information into the UT System portal, reviewing gift reports or databases to check on endowment status, research existing endowments for funding or criteria questions, archiving and maintaining documents/files, pulling reports, and additional short- or long-term duties as assigned.

• Assist as back up to temporarily cover tasks while other team members are out on vacation or other leave.

• It is expected that the position will initially involve a higher percentage of non-agreement work as the employee is in the longer training period expected for this position, and that the ratio of non-agreement-to-agreement work will shift as the employee gains the knowledge to take on more complicated agreements. Flexibility will be required during the training period, to meet shifting team needs and to utilize the employee’s particular skills and interests.

Required Qualifications

• Strong attention to detail. Must be able to review and compare text to catch typos, inadmissible terms, and ambiguous language.

• Strong reading comprehension. Excellent writing skills and ability to draft clear and concise language.

• Ability to track and manage multiple documents and projects at various stages simultaneously. 

• Must be flexible and able to prioritize and shift as new work comes in during the day.

• Professional demeanor.

• Strong interpersonal and communication skills and ability to work with staff of varying personalities and positions.

• Must have a service mindset and collaborative, problem-solving demeanor.

• Ability to maintain standards and uphold policies when questions or challenges arise.

• Must be self-motivated while knowing when to request direction or assistance.

Relevant education and experience may be substituted as appropriate.

Preferred Qualifications

• Experience drafting and/or reviewing agreements, contracts, or legal documents.
• Experience working in a fundraising or development environment.
• Familiarity with UT resources such as VIP, DocuSign, and FileMaker Pro.

Salary Range

$62,000+ depending on qualifications

Working Conditions

• Hybrid / flex work environment with the ability to primarily be remote if desired. Standard office business hours.

Required Materials

• Resume/CV

• 3 work references with their contact information; at least one reference should be from a supervisor

• Letter of interest

Important for applicants who are NOT current university employees or contingent workers: You will be prompted to submit your resume the first time you apply, then you will be provided an option to upload a new Resume for subsequent applications. Any additional Required Materials (letter of interest, references, etc.) will be uploaded in the Application Questions section; you will be able to multi-select additional files. Before submitting your online job application, ensure that ALL Required Materials have been uploaded.  Once your job application has been submitted, you cannot make changes.

Important for Current university employees and contingent workers: As a current university employee or contingent worker, you MUST apply within Workday by searching for Find UT Jobs. If you are a current University employee, log-in to Workday, navigate to your Worker Profile, click the Career link in the left hand navigation menu and then update the sections in your Professional Profile before you apply. This information will be pulled in to your application. The application is one page and you will be prompted to upload your resume. In addition, you must respond to the application questions presented to upload any additional Required Materials (letter of interest, references, etc.) that were noted above.

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Employment Eligibility:

Regular staff who have been employed in their current position for the last six continuous months are eligible for openings being recruited for through University-Wide or Open Recruiting, to include both promotional opportunities and lateral transfers. Staff who are promotion/transfer eligible may apply for positions without supervisor approval.

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Retirement Plan Eligibility:

The retirement plan for this position is Teacher Retirement System of Texas (TRS), subject to the position being at least 20 hours per week and at least 135 days in length.

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Background Checks:

A criminal history background check will be required for finalist(s) under consideration for this position.

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Equal Opportunity Employer:

The University of Texas at Austin, as an equal opportunity/affirmative action employer , complies with all applicable federal and state laws regarding nondiscrimination and affirmative action. The University is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender identity, gender expression, disability, religion, or veteran status in employment, educational programs and activities, and admissions.

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Pay Transparency:

The University of Texas at Austin will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

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Employment Eligibility Verification:

If hired, you will be required to complete the federal Employment Eligibility Verification I-9 form.  You will be required to present acceptable and original documents to prove your identity and authorization to work in the United States.  Documents need to be presented no later than the third day of employment.  Failure to do so will result in loss of employment at the university.

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E-Verify:

The University of Texas at Austin use E-Verify to check the work authorization of all new hires effective May 2015. The university’s company ID number for purposes of E-Verify is 854197. For more information about E-Verify, please see the following:

• E-Verify Poster (English) [PDF]
• E-Verify Poster (Spanish) [PDF]
• Right To Work Poster (English) [PDF]
• Right To Work Poster (Spanish) [PDF]

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Compliance:

Employees may be required to report violations of law under Title IX and the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act (Clery Act). If this position is identified a Campus Security Authority (Clery Act), you will be notified and provided resources for reporting. Responsible employees under Title IX are defined and outlined in HOP-3031 .

The Clery Act requires all prospective employees be notified of the availability of the Annual Security and Fire Safety report. You may access the most recent report here or obtain a copy at University Compliance Services, 1616 Guadalupe Street, UTA 2.206, Austin, Texas 78701.