Working/Functional Title
Philanthropic Agreement Strategist
Position Summary
Serves as a subject matter expert to University Development staff in the creation, review, and evaluation of documentation for new and revised gift agreements, including the review of donor intent and the legal, financial, and administrative obligations incumbent upon the university. With support from the Office of the General Counsel and university partners, reviews and provides guidance to development directors on specific language to address complicated and unusual circumstances. Supports in the maintenance of the endowment management system and maintains agreement storage across multiple platforms.

Characteristic Duties and Responsibilities

- Creates documents in compliance with approved legal language and boilerplates; Prioritizes, gathers, screens, and relays sensitive information received from University donors, executives, trustees, faculty, and staff; Develops and maintain...