Charitable Agreement Coordinator

ASU Foundation for a New American University•Tempe, AZ

About The Position

The Charitable Agreement Coordinator reports to the Charitable Agreement Manager at ASU Foundation (ASUF). This role receives, processes, distributes, and tracks gift and grant agreements, and supports the Charitable Agreements team with review, research, and database management of gift and grant agreements. The coordinator supports the preparation and review of documents used to accept and close gifts, grants, and philanthropic commitments benefiting Arizona State University. The role works with ASU and ASUF stakeholders, including development officers and representatives of ASU Knowledge Enterprise and Research Advancement, to process agreements and related documentation, improve internal efficiencies, and ensure alignment with University and Foundation policies and practices. Responsibilities also include maintaining agreement records and database entries, conducting research on finance and donor records, preparing documentation for execution, and responding to account and agreement requests.

Requirements

  • Excellent drafting, proofreading, and editing skills, with precise attention to detail.
  • Ability to work independently and as part of a team.
  • Ability to navigate complex environments with evolving priorities and communication plans.
  • Knowledge of Microsoft Office Suite, including Word, Excel, Access, and PowerPoint; comfort with database applications and Microsoft Teams.
  • Knowledge of SharePoint and OneDrive, including use of document-sharing links.
  • Knowledge of 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-solving ability, initiative, and flexibility in setting priorities.
  • Team-oriented approach and ability to manage complex situations involving numerous and sometimes competing constituencies.
  • Ability to represent the institution well and advocate for ASU's vision as the New American University.
  • Strong organizational skills and ability to handle multiple projects.
  • Associate's degree in Business, Nonprofit Management, Law Studies, or a related field, or a combination of education and experience commensurate with the role.
  • Two years of experience in an administrative capacity, particularly in contract management, document development, and/or technical writing; alternatively, a combination of education and experience commensurate with the duties.

Nice To Haves

  • 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.

Responsibilities

  • Support the Charitable Agreements team in preparing and reviewing documents used to accept and close new gifts, grants, and philanthropic commitments to ASU Foundation for the benefit of Arizona State University.
  • Assist development officers with creating, reviewing, and revising gift and grant agreements and related documentation, including drafting, proofreading, tracking, scanning, preparing documents for signature, and distributing finalized agreements.
  • Work directly with ASU and ASUF stakeholders to process gift and grant agreements, letters of intent, amendments, modifications, and related documentation.
  • Support the development and implementation of best practices for processing gift and grant documentation.
  • Partner with representatives across the organization, including ASU Knowledge Enterprise, Research Advancement, and ASU Foundation development officers, to improve internal efficiencies, clarify gift criteria and fiscal management, and provide donors with an optimal agreement experience.
  • Ensure processes and gift and grant agreements align with University and Foundation policies and practices.
  • Manage gift and grant agreement recordkeeping and database maintenance, including entering, distributing, and reporting records and maintaining electronic agreement files.
  • Research finance and donor records for account history and endowment clean-up accounts.
  • Prepare and ensure proper execution of administration documents, advisements of donations received without documentation, miscellaneous forms and summaries, agreement cover pages, and gift agreements for final signatures, along with other relevant documentation.
  • Respond to ad hoc account and agreement requests, including requests for clarification on donor intent, gift status, gift validation and usage, and related matters.
  • Assist with new account requests and opportunity numbers, as appropriate.
  • Perform other duties as assigned.

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 opportunities; employees are encouraged to explore interests across the organization.
  • $30 bi-weekly cell phone reimbursement.
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