Description

ST.A.R is the strategic and infrastructure team that guides, advises, and executes backline fundraising operations for the USNA Foundation. Our vision as the Strategic Advancement Resources Team is to be drivers and collaborators of strategic fundraising. We set the tone and environment for our team and donor experience to achieve fundraising success, supporting the "margin of excellence" for the Naval Academy and Brigade of Midshipmen.

The position is part of a highly collaborative and energetic team, all driven to advance the USNA Foundation mission and committed to personal and professional development. We are a team driven by collegiality, collaboration, achievement, and personal growth. Our team works closely to think strategically, address opportunities and challenges, and seek ways to improve group and individual performance. This exempt position reports to the Director of Foundation Information Management & Reporting and serves as the gift compliance officer for the Foundation.

The Manager, Gift Agreement & Fund Compliance serves as the primary contact that develops gift agreements in compliance with the Foundation gift acceptance policies manages the gift agreement process and oversees the effective use of incoming funds ensuring they are spent promptly and according to the gift agreement stipulations. In addition, this position manages the designation data in the CRM database, providing all funds and designations information is detailed and accurately recorded in the Foundation CRM. This role oversees the gift acceptance and compliance process of leadership, major, and principal gifts. It works collaboratively with development staff, treasury, and other enterprise members to support the proper stewardship of incoming donations.

This position pays a competitive salary commensurate with experience and is also eligible for an annual performance-based bonus, when applicable. You would also be eligible for a generous benefits plan which includes medical, dental, vision, FSA, HSA, a fully vested 403(b) retirement plan with employer matching, 22 days of accrued paid time off (PTO) per fiscal year, 14 paid holidays per calendar year, group life insurance, short-term and long-term disability, identify theft protection, and annual opportunities for professional development. Although not guaranteed, certain additional benefits may be offered through the Naval Academy, such as use of recreational facilities (including the Brigade Sports Complex gym, marina, and indoor/outdoor pools), as well as category II eligibility for employee children to apply to the Naval Academy Primary School.

This position is based in historic Annapolis at our current offices located overlooking the Severn River on the beautiful grounds of the U.S. Naval Academy. In 2023, the staff of the Alumni Association and Foundation will move into modern offices at the newly constructed Alumni.

Center, which is being built on the banks of College Creek overlooking the Naval Academy and downtown Annapolis.

ABOUT THE UNITED STATES NAVAL ACADEMY (USNA) ALUMNI ASSOCIATION AND FOUNDATION

The United States Naval Academy Alumni Association and the United States Naval Academy Foundation are two independent, not-for-profit corporations sharing a single president and CEO and operating as a fully integrated organization in support of the Naval Academy and its mission. The organization's focus and core competencies are engagement and philanthropy in pursuit of complementary and closely aligned missions.

Our Mission: The course set by Alumni Association founders in 1886 rings true today as our mission is to serve and support the United States, the Naval Service, the Naval Academy, and academy alumni by:

• Furthering the highest standards at the Naval
• Seeking out; informing, encouraging, and assisting outstanding, qualified young men and women to pursue careers as officers through the Naval Academy, and
• Initiating and sponsoring activities that will perpetuate the history, traditions, memories, and growth of the Naval Academy and bind alumni together in support of the highest ideals of command, citizenship, and the government.

Our important mission requires that we hire and retain the best of the best. In order to do that, we offer competitive pay, generous benefits, opportunities for career development, and a positive work experience.

EXPECTATIONS OF THE POSITION
Gift Agreement Workflow Management

The manager will be responsible for planning, developing, and maintaining the gift lifecycle from gift agreement to expenditures.

• Serve as the point of contact for development staff to write gift agreements in compliance with the Foundation gift acceptance policies, IRS regulations, and CASE standards.
• Draft gift agreements according to authorized language in accordance with the gift type and gift restrictions.
• Manage the gift agreement approval process, sharing the agreement with the appropriate parties including, Treasury, STAR Executive Director, VP, and EVP and legal counsel when appropriate.
• Request and monitor the creation of new funds when applicable.
• In coordination with the development staff, manage the execution of the agreement via Hard Copy or DocuSign.
• Disseminate the executed gift agreement to the appropriate parties including, Treasury, USNA Comptroller, Donor Relations, Gift Administration, and development staff.

Fund Development and Management

• In collaboration with the STAR Executive Director and Treasury, develop, document, and enforce the policies and procedures for creating new designations.
• Be familiar and understand the types of funds, purposes, uses and reporting requirements.
• Develop, document, and categorize a coding system for reporting based on type of fund, purpose, are of support etc. Categorize new funds according to the Naval Academy's Strategic Plan 2030, USNA AA&F campaign priorities, VSE, and other data codes to meet standard reports.
• Enter and maintain the Designations inventory in CRM, including:

• Managing whether funds are active or inactive.
• Managing whether funds are available to spend.
• Fund purposes, expenditure caps, availability on the web page and any applicable data codes (Treasury accounts, Related Accounts, Yard Accounts, Fund Balances, etc.)
• Whether funds have gifts or reporting requirements associated with them,
• Maintaining proper paper documentation in CRM including gift agreements, fund requests etc.

• Maintain an update the fund balances monthly in the CRM.
• In collaboration with treasury maintain and updates funds that are recommended to be inactive.
• Communicate with donor relations and stewardship any new funds, fund balances etc.

Fund Review and Compliance

• In coordination with Treasury and collaboration with the Yard comptroller's office. Prepare a monthly report of funds usage, expenditures, new funds, gifts caps etc.
• Coordinate with the STAR director the preparation of reports for the quarterly meeting with the Yard and the Foundation leadership.
• Review pledge balances and cashflows to ensure funds should remain active or need to be inactive, whether funds need more funding or money will stop coming in. Review and communicate the timeliness of pledge payments to ensure moneys come in and support the Yard /Units as they intended.

Fund Reporting

• Prepare and disseminate monthly reports of funds by unit, priority, and sub priority.
• Prepare and disseminate the monthly fund balances report to the different incumbents including partners with the Yard.
• Prepare and maintain a cashflow report and evaluate and address any emerging issues or needs.
  
  

REQUIRED QUALIFICATIONS FOR THE POSITION

• Approaches each day with grit and optimism, works enthusiastically, thinks with intellect, and acts honestly and humbly.
• Strong collaboration, analytical, problem-solving, and critical thinking
• Exceptional written/verbal communication and project management
• Dedication to growth and professional development with an openness to coaching and
• A bachelor's degree from an accredited college or university or equivalent experience.
• Minimum of 5 years of experience in a related field such as gift administration, stewardship, fundraising, and/or non-profit management.
• Excellent organizational and project management skills, including the ability to help set and meet deadlines.
• Proficient with MS Office, Office 365 including Teams, Excel, PowerPoint, Word, and Outlook.
• Experience using fundraising databases, Blackbaud CRM preferred.
• Curiosity and demonstrated ability to learn new skills, and systems.
• Knowledge of IRS and CASE standards is preferred.
• Maintain a high level of confidentiality along with superior customer service skills.
• Ability to take initiative and work independently.
• Excellent attention to details, professionalism, and a strong work ethic.
• Strong problem-solving skills and
• Perform or assist other duties as
  
  

Due to the collaborative nature of the role and the consistent, in-person interaction with the Foundation staff is necessary. This position is based in Annapolis and is not eligible for a full-time remote working arrangement.

To Apply: Please go to https://usna.isolvedhire.com/jobs/ and apply on our website.

The USNA Alumni Association and Foundation is an Equal Opportunity Employer.

Veterans encouraged to apply.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://usna.isolvedhire.com/jobs/891381-51926.html