Eastern Virginia Medical School
Gift Compliance, Manager I
Eastern Virginia Medical School, Norfolk, Virginia, United States, 23500
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Gift Compliance, Manager I
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Eastern Virginia Medical School The Gift Compliance Manager serves as an integral member of the Macon & Joan Brock Virginia Health Sciences donor relations team. The Manager is the primary expert responsible for gift compliance matters related to philanthropic funds raised through the Brock VHS development team for the EVMS Foundation. The manager is responsible for maintaining up-to-date policies and procedures to ensure the appropriate and timely use and expenditure of all donor funds held by EVMS Foundation. The Manager oversees the auditing process for fund expenditures across all Brock VHS schools and departments who are the beneficiary of EVMS Foundation funds. Fund Management Acts as the liaison between Development & Alumni Relations and Brock Virginia Health Sciences departments to progress spending compliance of donor funds. Primary liaison between Development & Alumni Relations Office, EVMS Foundation, and Business Management Office regarding all matters related to spending donor funds. Monitors and audits donor funds on an on‑going basis for compliance with donor intent and in an appropriate amount of time. Creates appropriate spending plans for donor funds as needed, based on best practices that comply with donor intent. Conducts fund audits in Raiser’s Edge to ensure all funds are properly entered into the database and proper documentation is attached. Defines and manages a review process for requests of funds from Brock Virginia Health Sciences departments to the EVMS Foundation, providing standards and policies for departments to follow. Creates and tracks all EVMS Foundation gift agreements, letter of commitments and future gift documentation. Prepares and reviews all gift agreements in consultation with Development Gift Officers, the Director of Donor Relations, the Executive Director of the EVMS Foundation and oversees the agreement routing process to obtain signatures of finalized agreements. Reporting In conjunction with the Assistant Director of Donor Relations enhances the system of reporting to donors about endowment financials, scholarship information and fund utilization. Collects financial data from departments to prepare annual stewardship reports for all endowed and restricted funds to be shared with donors. Works with Development Operations and frontline fundraisers to create ad hoc donor and fund reports such as individual giving history reports, fund sheets and white papers. Works with the Office of Financial Aid to support the disbursement of philanthropic scholarships. Other Duties Cultivates favorable working relationships with institutional and external constituencies to provide the highest level of client service. Assists with alumni and donor relation events. Performs other duties as assigned. Required Proficiency in donor databases (e.g., Blackbaud, Raiser’s Edge) and Microsoft Office Suite. Knowledge of best practices in stewardship, donor relations, and philanthropic recognition. Ability to develop and maintain effective relationships with public, partners, customers, and co‑workers; while working cooperatively and effectively with others to achieve common goals. Ability to manage time and resources to ensure assignments are completed accurately and deadlines are met. Meets attendance/punctuality requirements. Ability to adapt to changing work environments, work priorities, and organizational needs. Takes independent action to address and resolve problems. Ability to express ideas effectively and demonstrate sound judgment with regard to decision making. Ability to deal with others in a direct honest manner and comply with all EVMS Foundation policies and procedures. Ability to calculate figures and amounts such as discounts, interest, proportions and percentages. Ability to apply concepts of basic algebra and statistical analysis. Preferred Bachelor’s degree preferred. 3+ years of experience in donor relations, stewardship, or a related field, preferably within a higher education or healthcare environment.
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Gift Compliance, Manager I
role at
Eastern Virginia Medical School The Gift Compliance Manager serves as an integral member of the Macon & Joan Brock Virginia Health Sciences donor relations team. The Manager is the primary expert responsible for gift compliance matters related to philanthropic funds raised through the Brock VHS development team for the EVMS Foundation. The manager is responsible for maintaining up-to-date policies and procedures to ensure the appropriate and timely use and expenditure of all donor funds held by EVMS Foundation. The Manager oversees the auditing process for fund expenditures across all Brock VHS schools and departments who are the beneficiary of EVMS Foundation funds. Fund Management Acts as the liaison between Development & Alumni Relations and Brock Virginia Health Sciences departments to progress spending compliance of donor funds. Primary liaison between Development & Alumni Relations Office, EVMS Foundation, and Business Management Office regarding all matters related to spending donor funds. Monitors and audits donor funds on an on‑going basis for compliance with donor intent and in an appropriate amount of time. Creates appropriate spending plans for donor funds as needed, based on best practices that comply with donor intent. Conducts fund audits in Raiser’s Edge to ensure all funds are properly entered into the database and proper documentation is attached. Defines and manages a review process for requests of funds from Brock Virginia Health Sciences departments to the EVMS Foundation, providing standards and policies for departments to follow. Creates and tracks all EVMS Foundation gift agreements, letter of commitments and future gift documentation. Prepares and reviews all gift agreements in consultation with Development Gift Officers, the Director of Donor Relations, the Executive Director of the EVMS Foundation and oversees the agreement routing process to obtain signatures of finalized agreements. Reporting In conjunction with the Assistant Director of Donor Relations enhances the system of reporting to donors about endowment financials, scholarship information and fund utilization. Collects financial data from departments to prepare annual stewardship reports for all endowed and restricted funds to be shared with donors. Works with Development Operations and frontline fundraisers to create ad hoc donor and fund reports such as individual giving history reports, fund sheets and white papers. Works with the Office of Financial Aid to support the disbursement of philanthropic scholarships. Other Duties Cultivates favorable working relationships with institutional and external constituencies to provide the highest level of client service. Assists with alumni and donor relation events. Performs other duties as assigned. Required Proficiency in donor databases (e.g., Blackbaud, Raiser’s Edge) and Microsoft Office Suite. Knowledge of best practices in stewardship, donor relations, and philanthropic recognition. Ability to develop and maintain effective relationships with public, partners, customers, and co‑workers; while working cooperatively and effectively with others to achieve common goals. Ability to manage time and resources to ensure assignments are completed accurately and deadlines are met. Meets attendance/punctuality requirements. Ability to adapt to changing work environments, work priorities, and organizational needs. Takes independent action to address and resolve problems. Ability to express ideas effectively and demonstrate sound judgment with regard to decision making. Ability to deal with others in a direct honest manner and comply with all EVMS Foundation policies and procedures. Ability to calculate figures and amounts such as discounts, interest, proportions and percentages. Ability to apply concepts of basic algebra and statistical analysis. Preferred Bachelor’s degree preferred. 3+ years of experience in donor relations, stewardship, or a related field, preferably within a higher education or healthcare environment.
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