Development Program Manager, Gift Documentation

The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for the UW-Madison, is hiring a Development Program Manager, Gift Documentation.  In this role, you will be responsible for drafting, reviewing and managing the approval process of gift and fund documentation in accordance with Wisconsin Foundation and Alumni Association (WFAA) legal guidelines and business policies and processes. This individual works closely with the Development Division, WFAA Legal team, and WFAA Fund Administration and Compliance (FACT) team to ensure that all agreements adhere to relevant regulations, policies and best practices. This position is a hybrid role and will require work in the office at least two days weekly. 

Who is WFAA?
The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW–Madison. We provide important engagement opportunities to link UW–Madison alumni to each other and to their alma mater, building a strong community of Badgers.

Diversity and Inclusion:

Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive.  

Primary Responsibilities

Responsible for drafting gift and fund documentation in accordance with established WFAA legal guidelines and business processes. Partner with Development colleagues to intake fund operational details, prepare documents, route for signatures, and distribute final versions to all parties:

  • Memoranda of Agreement (MOA)
  • Memoranda of Naming Agreement (MONA)
  • Fund Operation Agreements (FOA)
  • Charitable Gift Commitments (CGC), pledges, and/or statements of deferred gift provisions (SDGP) connected to new gifts for which an MOA is created

Execute fund initiation request process:

  • Ensure terms of gift or fund agreements are in alignment with business practices and policies
  • Initiate fund creation request, and track progress through to completion
  • Maintain communication with involved parties on fund status and next steps

Establish best practices and efficient processes:

  • Continuously evaluate and improve processes related to drafting and reviewing gift and fund agreements
  • Work with WFAA Legal to develop language banks and templates that can be deployed in various gift scenarios and agreements.

Provide relevant training and guidance to Development colleagues:

  • Collaborate with Development leaders, Legal, and FACT teams to effectively communicate policies, procedures and guidelines to Development teams and support training efforts
  • Engage with peer institutions on industry best practices; actively participate in Gift Agreement Writers Association (GAWA) events and communications.
  • Provide consultation and guidance to Directors of Development on appropriate expectations and language to be used in donor conversations and gift proposals.
  • Partner with Development Division colleagues to provide best-in-class donor experience related to gift documentation. 

Requirements and Qualifications

 Required Qualifications:

  • Bachelor’s degree is preferred or equivalent combination of education and work experience.
  • 5 + years of relevant professional work experience in higher education, non-profit or fund-raising environment

Other Qualifications:

  • High degree of proficiency in Microsoft office (Word, Excel, Outlook, and PowerPoint); previous experience with database reporting and constituent relationship management software preferred.
  • Excellent verbal and written communication skills and strong attention to detail.
  • Ability to judge the relative importance of issues and act independently to address them, applying the appropriate level of urgency to achieve results.
  • Self-motivation, a proactive nature, persistence, flexibility and dependability.
  • Ability to work effectively with a team in an entrepreneurial environment and interact well with all internal and external constituents.
  • Ability to manage multiple and sometimes competing tasks, and maintain a high degree of discretion, tact, poise, professionalism, and diplomacy.

WFAA is committed to providing our employees with an environment that is inspiring, creative and respectful.  We offer competitive pay and an excellent benefits program, which includes a 10% 401k contribution after 1 year of service!

The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer *The Wisconsin Foundation and Alumni Association (advanceuw.org) is the “doing business as” name of the merged organization comprising the University of Wisconsin Foundation (supportuw.org) and the Wisconsin Alumni Association (uwalumni.com). Its legal corporate name is registered as the University of Wisconsin Foundation. 

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