About Us:

At the University of Minnesota Foundation (UMF), our mission is to connect passion with possibility, inspire generosity, and support greatness at the University of Minnesota by placing donors at the heart of everything we do and every decision we make. UMF is a nonprofit organization responsible for raising and managing gifts to the University of Minnesota.  

For more information about UMF, please visit https://give.umn.edu/about/about-umf.

About the role:

This position will lead and provide expertise in a wide range of fund compliance and administration activities for University of Minnesota Foundation funds established to accept and manage donations and related agreements.  This position is responsible for the knowledge and application of state and federal laws, IRS rules and regulations, and the University and Foundation policies and procedures.  This position executes and guides others in the creation of and changes to fund accounts; working with development staff to prepare contracts documenting donor intent and administrative directives while providing excellent customer service.  

Works independently with moderate supervision on complex, high volume college liaison assignments, donor fund issues and University policy and regulatory gray areas.

What you’ll do:

Executes and leads others in the review, analysis and execution of documentation summarizing specific gift designations by donors known as Memorandum of Agreements (MOAs) (40%)

• Ensures MOAs are created from a standardized template agreement that meets donor intent, University standards including applicable state and federal laws, IRS rules and regulations, and the University and Foundation policies and procedures
• Identifies concerns with agreements and consults with the Fund Administration Supervisor to recommend revisions to meet donor intent 

Executes and leads others in the establishment and maintenance of fund accounts (30%)

• Executes and guides others in the analysis and processing of various requests in coordination with the gift administration and accounting teams as appropriate (fund establishment, fund revision requests, authorized signer maintenance, fund closures, and other related requests)

Demonstrates proficiency of policies and compliance aspects of Fund Administration and is able to help others understand, interpret and apply to role (10%)

• Understands IRS rules and regulations specific to charitable donations
• Understands University and Foundation policies and procedures
• Understands state and federal laws applicable to our work

Serves as liaison for development staff, University accounting staff and others within the Finance department (10%)

• Supports development staff working to secure donations and complete required paperwork and processes
• Guides others in assisting customers with navigating the donor management systems and fund database 

Demonstrate commitment to valuing diversity and contributing to an equitable and inclusive working and learning environment (exhibit 100% of the time).

We take care of you:

• Comprehensive and competitive benefits package that includes medical, vision, dental, and pharmacy coverage; life insurance; retirement; long-term care insurance; and disability coverage.

• Come. Work. Stay. Play. The U of M is conveniently accessible by light rail, bus, and bike. And we offer discounted bus transportation through our “U-Pass” program.
• The University of Minnesota embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Qualifications:

• Bachelor’s degree with an emphasis in Business or related field; OR a combination of related education and experience in charitable gift administration, grant administration, contract review, paralegal, or project coordination to equal six years.
• Demonstrated ability to problem solve, analyze alternative solutions, and recognize opportunities for improvement.
• Advanced user of Microsoft Word. Intermediate user of Microsoft Excel

Diversity:

The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission.  The University is committed to attracting and retaining employees with varying identities and backgrounds.

The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression.  To learn more about diversity at the U:  http://diversity.umn.edu.

Employment Requirements

Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment.

Please note: All employees at the University of Minnesota are required to report complete vaccination against COVID-19 or submit documentation requesting a medical or religious exemption on their first day of employment. To learn more, please visit the University’s COVID-19 Response webpage.

How to Apply:

Applications must be submitted online through the U of M Careers site.  To submit your application, please follow this link: https://hr.myu.umn.edu/jobs/ext/351177. If you have any difficulties or questions while applying feel free to contact Andrew Hanson, HR Generalist at adhanson@umn.edu.