Purdue for Life Foundation · 17 hours ago
Endowment and Gift Agreements Analyst
West Lafayette, IN
Full-time
Hybrid
Mid Level
3+ years expPurdue for Life Foundation is dedicated to empowering Purdue University alumni and fostering a lifelong connection to the institution. The role involves creating and managing endowment and gift agreements, ensuring effective communication with stakeholders, and maintaining historical records.
Non ProfitEducationAssociation
Responsibilities
Respond to requests to create endowment and gift agreements
Research and draft agreements in light of complex policies; establish and maintain contacts for the collection and exchange of agreements for review and execution
Coordinate the signing of agreements and the distribution of executed documents
Work closely with fundraising staff, donors and stakeholders within the Foundation and University to ensure agreements are effective and protect each party’s interest
Maintain historical endowment records and respond to requests for information
Under guidance of supervisor, periodically review request management system, and perform ad hoc, analyses on a wide variety of policies, programs and issues which are complex in nature as they relate to endowments and gift agreements
Under guidance of supervisor, coordinate implementation of changes to document management policies and procedures with cross-organizational departments related to the creation, execution, and tracking of gift agreements
Under guidance of supervisor, conduct post-implementation analysis to determine the need for further enhancements, finer distinctions and/or additional process/policy components for agreement workflows
Assist with other work-related tasks as assigned
Qualification
Required
Ability to effectively communicate policies and procedures
Excellent office management skills including word processing, composing correspondence, and maintaining request management system
Exceptional attention to detail, content and context editing, and superior proofreading skills
Good judgment, effective communication, teamwork, customer service, diplomacy, persuasive ability, public relations, ability to maintain confidentiality, and the ability to inspire confidence and cooperation
Ability to work under pressure, prioritize work, meet deadlines and produce high quality work
Ability to interface effectively with a variety of audiences
Must exhibit creativity and initiative
Must be able to work occasional weekends and evenings
Ability to work a hybrid schedule with up to 3 days per week in the office
Associates degree is preferred; relevant experience may substitute for a degree
Three years of experience as paralegal/legal secretary with an emphasis on the creation of contracts and agreements is preferred
Experience in probate, estate planning or transactional practice is helpful
Benefits
10 paid holidays per year.
Accrue up to 22 vacation days a year.
Traditional pre-tax 403(b) and Roth retirement plans available.
10% employer contribution to your retirement plan and immediate vesting.
Health Savings Account- earn up to $700 annually towards medical expenses.
Employer funded Preventative Dental and Vision insurance.
Tuition discounts on eligible programs at Purdue University and Purdue Global for qualified employees, spouses, and dependents.
Company
Purdue for Life Foundation
Purdue for Life Foundation fosters alumni engagement, philanthropy, events, and career resources for the Purdue community.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dan Bolsen
Executive Director of Development & Chief Development Officer
Ernie Avellana
Chief Development Officer (CDO) at the Purdue Polytechnic Institute
Recent News
Company data provided by crunchbase