Foundation Fund Lead

Job description

This position is responsible for the USF Foundation’s Fund Management processes. Review and process fund setup and maintenance, signer approvals, purpose changes, annual Code of Ethics process and Advancement requests. This position will also represent Fund Management in various meetings within the department and across colleges and in Training Sessions provided by the USF Foundation. Foundation Fund Management – New Funds – Review all gift agreements, grants, Scholarship criteria worksheets, and Fund Data Forms to make sure complete and accurate and ready tot be processed. Works closely with Central Records for fund setup and gift moves where necessary. Work with Development Officers and other Foundation staff to be certain donor intent is fully captured. Once fund is established review for complete for completeness and accuracy. Foundation Fund Management – Existing Funds – Assure excellent customer service by handling inquiries by USF Faculty,, staff, administration, Development Officers and other Foundation staff quickly and completely. Interpret and enforce Foundation policy, including grant exceptions when appropriate. Resolve issues with other Foundation staff when circumsta...