Charitable Agreement Specialist

Charitable Agreements Specialist

The Charitable Agreement Specialist reports to the Assistant Director, Charitable Agreements at Arizona State University Foundation for A New American University (ASUF). This position serves as a subject matter resource for the review, administration, and processing of gift and grant agreements. The Charitable Agreements Specialist collaborates with development officers, university partners, and ASU Foundation stakeholders to facilitate philanthropic commitments while ensuring compliance with Foundation and University policies and procedures.
What you’ll do
Reviews, analyzes, and processes gift and grant agreements, letters of intent, amendments, and related documentation supporting philanthropic commitments to Arizona State University Foundation (ASUF) for the benefit of Arizona State University (ASU).
Assist development officers with creation, review, and revision of new gift and grant agreements and related documentation by drafting, proofreading, tracking, scanning, preparing for signature, distribution, and other tasks required to finalize agreements
Serves as a subject matter expert to development officers and internal stakeholders regarding agreement requirements, donor documentation, gift administration practices, and agreement processing procedures.
Performs detailed reviews of agreements to identify issues related to donor intent, account administration, compliance requirements, and operational feasibility.
Collaborates with Corporate and Foundation Development by monitoring and managing shared correspondence, responding to inquiries, routing requests, and ensuring timely processing of gift and grant-related documentation.
Partners with representatives throughout the organization – including ASU Knowledge Enterprise (KE), Research Advancement (RA) and ASU Foundation development officers to optimize internal efficiencies, ensuring gift criteria and fiscal management clarity, providing donors with an optimal gift agreement experience
Reviews proposal terms and conditions to identify non-standard provisions and coordinates with appropriate stakeholders to ensure compliance with University and Foundation policies and requirements.
Collaborates with members of the ASU Foundation Office of General Counsel to obtain guidance on processing agreements containing non-standard terms.
Escalates agreement review matters to ASU’s Proposal and Negotiation Team to assess the acceptability of non-standard terms and ensure alignment with ASU requirements.
Ensures alignment with University and Foundation policies and practices in all processes, gift agreements, and grant agreements as they are processed
Controls gift and grant agreement recordkeeping and database maintenance, including the entry, distribution, reporting, and ongoing maintenance of database records, electronic files of all gift and grant agreements
Conducts research and analysis of donor, fund, and account records to resolve complex donor intent questions, account history inquiries, and endowment-related matters.
Prepares and ensures proper execution of a variety of documentation, including administrative documents, gift acceptance records, account establishment materials, agreement summaries, cover sheets, amendment documentation, and other related records.
Responds to complex account and agreement inquiries, including interpretation of donor intent, gift restrictions, account status, fund usage, and historical documentation.
Experience in establishing and maintaining effective working relationships along with the ability to work effectively within a structured team.
Assists with new account requests, opportunity creation, and fund administration processes, as appropriate
Other duties as assigned
What youll need
Excellent drafting, proofreading, and editing skills, with exceptional attention to detail
Strong analytical, critical-thinking, and problem-solving abilities
Ability to work both independently and as part of a team 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 (Word, Excel, PowerPoint, Outlook, and Teams)
Knowledgeable with SharePoint/OneDrive and utilizing document sharing links
Experience using document management, e-signature, and database management systems
Problem solver who can take initiative and set priorities while being flexible
Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies
Ability to represent the institution well, and advocate for the vision of ASU as the New American University
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 while supporting institutional goals and donor stewardship.
Relevant qualifications
Bachelor’s degree in Business, Nonprofit Management, Legal Studies, or a related field
2 years of experience in an administrative or similar capacity
Demonstrated experience reviewing, drafting, processing, and managing complex documentation requiring a high degree of accuracy and attention to detail
Or any equivalent combination of experience commensurate with the responsibilities of the position

Preferred education and experience
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 working with grant agreements in the nonprofit or government sector
Experience in database management using QuickBase, Salesforce, or Workday
Benefits
Hybrid work schedule. We 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 your birthday
Parental leave
Significant tuition reductions
Professional development is highly valued at ASU Foundation, where employees are encouraged to look across the organization and nurture new areas of interest
$30 bi-weekly cell phone reimbursement
About ASU Foundation
The ASU Foundation

fosters partnerships between ASU and like-minded individuals, corporations and foundations who believe in ASU’s mission and provide resources for ASU to manifest its charter into meaningful impact. These partnerships empower ASU to advance student access, serve our community, protect the planet, create equity in higher education and conduct research for the public good.
At the ASU Foundation we value
Character
We prioritize character and integrity in every decision and action, establishing trust as the foundation of all that we do.

Service
We are dedicated to serving our students, donors, communities, and colleagues by fostering support and collaboration to ensure that our efforts are impactful.

Innovation
Innovation drives us to create meaningful opportunities and solutions, helping every member of our global community achieve meaningful outcomes.
The ASU Foundation is an Equal Opportunity Employer
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