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EVMS Gift Compliance, Manager I in Norfolk, VA 23510, Virginia

The Manager of Gift Compliance is a key member of the Office of Development and Alumni Relations staff and is responsible for creating and maintaining compliance policies and procedures for the spending of philanthropic dollars from the EVMS Foundation. This individual manages and directs the development auditing process regarding spending of funds in all departments and levels at EVMS. The Manager of Gift Compliance provides appropriate spending guidelines and plans to assist departments and programs in complying with set standards, and assists Development leadership in developing and updating EVMS Foundation policies and procedures to assist in spending. Work schedule will require weekends, evenings, and extended hours as needed. Ability to meet deadlines and work independently required.

  • Recommend and define guidelines for donor funds spending compliance.

  • Monitor and audit donor funds on an on-going basis for compliance with donor intent and in an appropriate amount of time.

  • Make appropriate spending plans for donor funds as needed, based on best practices that comply with donor intent. Should funds no longer be utilized properly, work with the Executive Director of Alumni & Donor Relations on how to have fund documents updated for the fund to be useable.

  • Acts as the liaison between Development and Alumni Relations and departments across EVMS regarding progress, goals, and strategy towards reaching spending compliance of donor funds.

  • Acts as the primary liaison between the Development and Alumni Relations Office and the EVMS Foundation regarding all matters related to spending of donor funds.

  • Conduct fund audits in Raiser’s Edge to ensure all funds are properly entered into the database, and ensure proper documentation is attached.

  • Define and manage a review process for requests of funds from EVMS departments to the EVMS Foundation. This will provide standards and policies for EVMS departments to follow.

  • Improves and enhances the system of reporting to donors about endowment financials and fund utilization.

  • Collects data from departments to prepare annual stewardship reports for all endowed and restricted funds to be shared with donors.

  • Prepares and provides regular gifts received and spending reports to department heads to update them on their compliance with spending policies.

  • Prepares and provides regular reports to the Executive Director of Alumni and Donor Relations and the Senior Associate Vice President of Development and Alumni Relations on the state of donor fund spending; and makes recommendations as to goals and strategy for reaching compliance.

  • Collect department reports on their recent utilization of funds.

  • Create ad hoc donor and fund reports as needed such as individual giving history reports, fund sheets, and white papers.

  • Prepares and review all gift agreements in consultation with Development Gift Officers, the Executive Director of Alumni and Donor Relations, and the Office of General Counsel and oversees the agreement routing process and obtain signatures of finalized agreements.

  • Keep records of pending fund agreements up-to-date and on time.

  • Oversees class gift funds are received into the correct fund prior to fiscal year end.

  • Assist with alumni and donor relation events.

  • Performs other duties as assigned.

Bachelor’s Degree or equivalent, plus three (3) years’ of related experience is required.

Previous development, donor relations and/or accounts compliance experience and/or a background in a non-profit, higher educational institution, or medical environment are preferred. Documented customer service experience; strong organizational skills including record keeping; detail oriented; proficiency in Microsoft Office including Microsoft Word, Excel, Outlook, and PowerPoint. Experience with fundraising databases; Raiser’s Edge database a plus.

US-VA-Norfolk, VA 23510

Position Number: 4151401

Grade: 17

External Company Name: Eastern Virginia Medical School

External Company URL: www.evms.edu

Street: 301 Riverview Avenue

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