Charitable Agreement Specialist

ASU Foundation for A New American University • Tempe, AZ

1d • Hybrid

About The Position

The Charitable Agreements Specialist reports to the Assistant Director, Charitable Agreements at Arizona State University Foundation for A New American University (ASUF). The role serves as a subject matter resource for reviewing, administering, and processing gift and grant agreements. It collaborates with development officers, university partners, and Foundation stakeholders to facilitate philanthropic commitments while ensuring compliance with Foundation and University policies and procedures.

The specialist reviews and processes agreements and related documentation, supports agreement drafting and execution, advises stakeholders on agreement requirements and donor documentation, and identifies issues involving donor intent, account administration, compliance, and operational feasibility. The role coordinates with internal and university partners on non-standard terms, maintains agreement records and databases, researches donor and account histories, and responds to complex inquiries about donor intent, restrictions, fund usage, and account status. It also assists with account requests, opportunity creation, and fund administration.

Requirements

• Bachelor’s degree in Business, Nonprofit Management, Legal Studies, or a related field.
• Two years of experience in an administrative or similar capacity.
• Demonstrated experience reviewing, drafting, processing, and managing complex documentation with a high degree of accuracy and attention to detail.
• Equivalent combinations of experience commensurate with the position’s responsibilities may be considered.
• Excellent drafting, proofreading, and editing skills, with exceptional attention to detail.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Ability to work independently and collaboratively while exercising sound judgment and discretion.
• Ability to interpret and apply policies, procedures, agreement requirements, and donor documentation.
• Ability to communicate effectively and professionally with stakeholders at all organizational levels.
• Proficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, and Teams.
• Knowledge of SharePoint/OneDrive and document-sharing links.
• Experience using document management, e-signature, and database management systems.
• Ability to take initiative, set priorities, and remain flexible.
• Ability to manage complex situations involving numerous and sometimes competing constituencies.
• Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy.
• Ability to maintain confidentiality and handle sensitive donor and institutional information.
• Strong organizational, project management, and time-management skills.
• Ability to represent the Foundation and University professionally and support institutional goals and donor stewardship.

Nice To Haves

• Certification as a Paralegal Professional, such as CP, APC, PP, ALP, PLS/CLP, or LDA.
• Experience writing, reviewing, or working with grant agreements in the nonprofit or government sector.
• Experience with database management using QuickBase, Salesforce, or Workday.

Responsibilities

• Review, analyze, and process gift and grant agreements, letters of intent, amendments, and related documentation supporting philanthropic commitments to ASUF for ASU’s benefit.
• Assist development officers with creating, reviewing, and revising agreements and related documents, including drafting, proofreading, tracking, scanning, preparing documents for signature, and distributing finalized materials.
• Serve as a subject matter expert for development officers and internal stakeholders on agreement requirements, donor documentation, gift administration, and processing procedures.
• Review agreements for issues related to donor intent, account administration, compliance requirements, and operational feasibility.
• Monitor and manage shared correspondence with Corporate and Foundation Development, respond to inquiries, route requests, and support timely processing of gift- and grant-related documents.
• Partner with ASU Knowledge Enterprise, Research Advancement, ASU Foundation development officers, and other organizational representatives to improve internal processes and clarify gift criteria and fiscal management.
• Review proposal terms and conditions for non-standard provisions and coordinate with stakeholders to ensure compliance with University and Foundation policies.
• Work with the ASU Foundation Office of General Counsel for guidance on agreements containing non-standard terms and escalate matters to ASU’s Proposal and Negotiation Team as appropriate.
• Ensure processes and agreements align with University and Foundation policies and practices.
• Maintain gift and grant agreement records and databases, including data entry, distribution, reporting, and maintenance of electronic files.
• Research and analyze donor, fund, and account records to resolve donor intent, account history, and endowment-related questions.
• Prepare and ensure proper execution of administrative documents, gift acceptance records, account establishment materials, agreement summaries, cover sheets, amendments, and related records.
• Respond to complex inquiries about agreements and accounts, including donor intent, gift restrictions, account status, fund usage, and historical documentation.
• Maintain effective working relationships and work effectively within a structured team.
• Assist with new account requests, opportunity creation, and fund administration processes as appropriate.
• Perform other duties as assigned.

Benefits

• Hybrid work schedule with work-from-home two days a week.
• Comprehensive benefits package, including medical, dental, and vision insurance.
• 401(k) plan with matching employer contribution.
• 22 days of vacation time.
• 11 holidays, including the employee’s birthday.
• Parental leave.
• Significant tuition reductions.
• Professional development opportunities and encouragement to explore new areas of interest across the organization.
• $30 bi-weekly cell phone reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level