Gift Policy & Compliance Specialist

Title: Gift Policy & Compliance Specialist

Employee Classification: Program Project Specialist

Campus: University of North Texas

Division: UNT-Advancement

SubDivision-Department: UNT-Donor Relations & Advanc Servi

Department: UNT-Donor Relat & Advanc Serv-Gen-172500

Job Location: Denton

Salary: $47,500 - $53,000

FTE: 1.000000

Retirement Eligibility: TRS Eligible

About Us - Values Overview

Department Summary

The Division of University Advancement strives to transform lives and unlock potential through the power of philanthropy and engagement by awakening and stewarding pride and loyalty for the University of North Texas.

Established in 1890, the University of North Texas is a place where students transform their lives through education and opportunity. With more than 46,000 students from across the state, nation, and world, UNT offers 240 academic programs — many nationally and internationally recognized. A Tier One research university and designated a Hispanic- and Minority-Serving Institution, UNT has a legacy of excellence in education, music, the arts, business and social sciences, with growing strengths in science and engineering. Last year, students earned nearly 13,000 degrees and joined UNT's network of 480,000 alumni, fueling progress and innovation.

Position Overview

Under general supervision, performs program and project coordination in support of institutional gift policy, gift agreement administration, and compliance activities within University Advancement. The position manages intake and routing of proposed gifts and gift agreements; conducts first-line policy and compliance reviews; coordinates with Gift Administration, Donor Relations, Office of General Counsel, UNT Foundation, Compliance and Financial Aid; and maintains organized records and reports. Work involves exercising independent judgment within established policies and procedures to support timely, compliant, and donor-intent–aligned gift administration. May serve as an information resource to campus partners and may provide functional guidance to student staff or temporary personnel.

Minimum Qualifications

Bachelor's degree in related field and one year of related experience or any equivalent combination of education, training and experience.

Knowledge, Skills and Abilities

* Excellent customer service skills.
* Ability to provide leadership for student employees and volunteers.
* Experience in networking across departments and programs.
* Ability to communicate and work with a wide range population.
* Strong organizational skills and ability to simultaneously execute multiple projects.
* Excellent verbal and written communication, and computer skills.

Preferred Qualifications

* Three (3)–five (5) years of experience supporting gift policy, gift agreements, or advancement compliance in higher education.
* Hands-on experience drafting/redlining gift agreements and amendments; familiarity with endowment terms and spending policies.
* Foundational knowledge of endowment governance and restricted-fund modifications.
* Exposure to foreign gift/contract reporting processes and to sanctions/restricted-party screening workflows.
* Experience with complex gift types (e.g., donor-advised funds, planned gifts, gifts-in-kind, real property) and routing to appropriate review bodies.

Job Duties

• Gift and Agreement Intake, Review, and Routing * Manages intake queue for proposed gifts and gift agreements; conducts first-line policy checks; coordinates reviews; documents determinations and maintains workflow trackers. 
• Endowment and Donor-Intent Compliance Support * Supports review of endowment terms and spending alignment; identifies underwater funds or impracticable restrictions for escalation; prepares materials for modification requests as directed.
• Drafting, Redlining, and Documentation Control * Prepares and edits agreements and amendments using approved templates; applies standard clauses; tracks versions and ensures archiving of fully executed documents.
• Grant Stewardship Reporting * Coordinates grant reporting with Corporate and Foundation Relations and Presidential Initiatives. 
• Foreign Gift Due Diligence & Reporting Support * Assists with information gathering and documentation related to foreign gifts/contracts reporting (e.g., source classification, restrictions, aggregation, timelines) as well as other annual Advancement reporting such as CASE. Initiates or coordinates restricted-party screening for gifts in alignment with institutional protocols; records outcomes and follow-up actions. 
• Policy Maintenance, Training, and Job Aids * Maintains checklists, decision trees, and reference guides; assists with short trainings and refreshers; captures lessons learned to update tools.

Physical Requirements

• Communicating with others to exchange information.
• Sedentary work that primarily involves sitting/standing.
• Repeating motions that may include the wrists, hands and/or fingers.

Environmental Hazards

• No adverse environmental conditions expected.

Work Schedule

Monday through Friday 8 am to 5 pm; typical 40-hour work week with possible flex and hybrid work opportunities.

Driving University Vehicle

Yes

Security Sensitive

This is a Security Sensitive Position.

Special Instructions

Applicants must submit a minimum of two professional references as part of their application. If needed, additional references can be added after the application has been submitted. 

Benefits

For information regarding our Benefits, click here.

EEO Statement

The University of North Texas System is firmly committed to equal opportunity and does not permit –and takes actions to prevent – discrimination, harassment (including sexual violence, domestic violence, dating violence and stalking), and retaliation on the basis of race, color, religion, national origin, sex, age, disability, genetic information, or veteran status in its application, employment practices, and facilities; nor permits race, color, national origin, religion, age, disability, veteran status, or sex discrimination and harassment in its admissions processes, and educational programs and activities. UNT System Administration promptly investigates complaints of discrimination, harassment, and related retaliation and takes remedial action when appropriate. System Administration also takes actions to prevent retaliation against individuals who oppose any form of harassment or discriminatory practice, file a charge or report, or testify, assist, or participate in a related investigation or proceeding.