Charitable Agreement Coordinator

Posted 18 Days Ago
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Tempe, AZ, USA
In-Office
Junior
Edtech • Professional Services • Real Estate • Social Impact
The Role
Coordinates the preparation, review, execution, distribution, and tracking of charitable gift and grant agreements. Maintains agreement databases and electronic records, researches donor and financial histories, supports account requests, and responds to agreement inquiries. Collaborates with university, foundation, research, and development stakeholders to ensure documentation complies with policies and accurately reflects donor intent. Performs drafting, proofreading, document management, signature facilitation, reporting, and process-improvement activities.
Summary Generated by Built In
Charitable Agreement Coordinator

The Charitable Agreement Coordinator reports to the Charitable Agreement Manager at ASU Foundation (ASUF). Responsible for receiving, processing, distributing, and tracking gift and grant agreements. The Charitable Agreement Coordinator will work as an integral member of the Charitable Agreements team to support the review, research and database management of gift and grant agreements.  

What you’ll do 

  • Provides support to the Charitable Agreements team in preparing and reviewing documents used for accepting and closing new gifts, grants, and philanthropic commitments to ASU Foundation (ASUF) for the benefit of Arizona State University (ASU)
  • Assists development officers with creation, review, and revision of new gift and grant agreements and related documentation by drafting, proofreading, tracking, scanning, preparing for signature, distribution, and other tasks required to finalize agreements
  • Works directly with stakeholders of ASU and the ASUF to process new gift and grant agreements, letters of intent, amendments/modifications, and other related documentation
  • Supports development and implementation of best practices for the processing of gift and grant documentation
  • Partners with representatives throughout the organization – including ASU Knowledge Enterprise (KE), Research Advancement (RA) and ASU Foundation development officers to optimize internal efficiencies, ensuring gift criteria and fiscal management clarity, providing donors with an optimal gift agreement experience
  • Ensures alignment with University and Foundation policies and practices in all processes, gift agreements, and grant agreements as they are processed
  • Controls gift and grant agreement recordkeeping and database maintenance, including the entry, distribution, reporting, and ongoing maintenance of database records, electronic files of all gift and grant agreements
  • Conducts research on finance and donor records for account history and endowment clean-up accounts
  • Prepares and ensures proper execution of a variety of documentation, including administration documents, advisement of donations received without documentation, miscellaneous forms and summaries, agreement cover pages, gift agreement processing for final signatures, and other relevant documentation as needed
  • Responds to ad hoc account/agreement requests from unit, which included providing clarity on donor intent, status of gifts, validation of gifts and usage, and other requests
  • Assists with new account requests and opportunity numbers, as appropriate
  • Other duties as assigned

​


What you'll need

  • Excellent drafting, proofreading, and editing skills, with precise attention to detail
  • Ability to work both independently and as part of a team
  • Adept at navigating complex environments with evolving priorities and communication plans
  • Knowledgeable with Microsoft Office Suite (Word, Excel, Access, Power Point), comfortable with various database applications and MS teams 
  • Knowledgeable with SharePoint/OneDrive and utilizing document sharing links
  • Knowledgeable with DocuSign and facilitating signatures
  • Ability to communicate effectively in person, in writing, by phone, and in virtual meetings
  • Strong time management and prioritization skills, with the ability to multitask
  • Problem solver who can take initiative and set priorities while being flexible 
  • Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies
  • Ability to represent the institution well, and advocate for the vision of ASU as the New American University
  • Highly organized and able to handle multiple projects

Relevant qualifications 

  • Associate’s degree in Business, Nonprofit Management, Law Studies or a related field; or a combination of education and experience commensurate with such
  • 2 years of experience in an administrative capacity, particularly in contract management, document development, and/or technical writing
  • OR any combination of education and experience commensurate with such duties

Preferred Education and Experience

  • Bachelor’s Degree in Business, Nonprofit Management, Legal Studies, or a related field
  • Certification as a Paralegal Professional, such as CP, APC, PP, ALP, PLS/CLP, or LDA
  • Experience writing, reviewing, or serving as a granter in the nonprofit or government sector
  • Experience in database management using QuickBase, Salesforce, or Workday

Benefits

  • Comprehensive benefits package, including medical, dental, and vision insurance
  • 401(k) plan with matching employer contribution
  • 22 days of vacation time
  • 11 holidays, including your birthday
  • Parental leave
  • Significant tuition reductions
  • Professional development is highly valued at ASU Foundation, where employees are encouraged to look across the organization and nurture new areas of interest
  • $30 bi-weekly cell phone reimbursement

About ASU Foundation


The ASU Foundation fosters partnerships between ASU and like-minded individuals, corporations and foundations who believe in ASU’s mission and provide resources for ASU to manifest its charter into meaningful impact. These partnerships empower ASU to advance student access, serve our community, protect the planet, create equity in higher education and conduct research for the public good.

At the ASU Foundation we value


Character
We prioritize character and integrity in every decision and action, establishing trust as the foundation of all that we do.
 

Service
We are dedicated to serving our students, donors, communities, and colleagues by fostering support and collaboration to ensure that our efforts are impactful.
 

Innovation
Innovation drives us to create meaningful opportunities and solutions, helping every member of our global community achieve meaningful outcomes.

The ASU Foundation is an Equal Opportunity Employer

Learn More:

Skills Required

  • Associate degree in Business, Nonprofit Management, Legal Studies, or a related field, or equivalent combination of education and experience
  • Two years of administrative experience, particularly in contract management, document development, and/or technical writing
  • Excellent drafting, proofreading, and editing skills with strong attention to detail
  • Ability to work independently and collaboratively while managing competing priorities
  • Knowledge of Microsoft Office, database applications, Microsoft Teams, SharePoint, OneDrive, and document-sharing tools
  • Knowledge of DocuSign and electronic signature facilitation
  • Strong written, verbal, interpersonal, organizational, time management, and prioritization skills
  • Bachelor's degree in Business, Nonprofit Management, Legal Studies, or a related field
  • Paralegal professional certification such as CP, APC, PP, ALP, PLS/CLP, or LDA
  • Experience writing, reviewing, or serving as a granter in the nonprofit or government sector
  • Database management experience using QuickBase, Salesforce, or Workday
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The Company
HQ: Tempe, AZ
Year Founded: 2016

What We Do

ASU Enterprise Partners is a nonprofit organization based in Tempe, Arizona. Its mission is to provide an ecosystem of services to create solutions and generate resources that extend Arizona State University’s reach and advance its charter. It supports several affiliates, including the ASU Foundation for a New American University, ASU Outreach Hub, ASURE, NEWSWELL, Skysong Innovations, and University Realty.

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