What are the responsibilities and job description for the Gift Policy & Compliance Specialist position at University of North Texas?
Title: Gift Policy & Compliance Specialist
Employee Classification: Program Project Specialist
Campus: University of North Texas
Division: UNT-Advancement
SubDivision-Department: UNT-Donor Relations & Advanc Servi
Department: UNT-Donor Relat & Advanc Serv-Gen-172500
Job Location: Denton
Salary: $47,500 - $53,000
FTE: 1.000000
Retirement Eligibility: TRS Eligible
About Us - Values Overview
Welcome to the University of North Texas System. The UNT System includes the University of North Texas in Denton and Frisco, the University of North Texas at Dallas and UNT Dallas College of Law, and University of North Texas Health at Fort Worth. We are the only university system based exclusively in the robust Dallas-Fort Worth region. We are growing with the North Texas region, employing more than 14,000 employees, educating a record 49,000 students across our system, and awarding nearly 12,000 degrees each year.
We are one team comprised of individuals who are committed to excellence, curiosity and innovation. We are transforming lives and creating economic opportunity through education. We champion a people-first values-based culture where We Care about each other and those we serve. We believe that we are Better Together because we foster an environment of respect, belonging, and access for all. We demonstrate Courageous Integrity through setting exceptional standards and acting in the best interest of our communities. We are encouraged to Be Curious about opportunities for learning, creating, discovering, and innovating, and are encouraged to learn from failure. Show Your Fire by joining our team and exhibiting your passion and pride in your work as part of our UNT System team.
Learn more about the UNT System and how we live our values at www.UNTSystem.edu.
Department Summary
The Division of University Advancement strives to transform lives and unlock potential through the power of philanthropy and engagement by awakening and stewarding pride and loyalty for the University of North Texas.
Established in 1890, the University of North Texas is a place where students transform their lives through education and opportunity. With more than 46,000 students from across the state, nation, and world, UNT offers 240 academic programs — many nationally and internationally recognized. A Tier One research university and designated a Hispanic- and Minority-Serving Institution, UNT has a legacy of excellence in education, music, the arts, business and social sciences, with growing strengths in science and engineering. Last year, students earned nearly 13,000 degrees and joined UNT's network of 480,000 alumni, fueling progress and innovation.
Position Overview
Under general supervision, performs program and project coordination in support of institutional gift policy, gift agreement administration, and compliance activities within University Advancement. The position manages intake and routing of proposed gifts and gift agreements; conducts first-line policy and compliance reviews; coordinates with Gift Administration, Donor Relations, Office of General Counsel, UNT Foundation, Compliance and Financial Aid; and maintains organized records and reports. Work involves exercising independent judgment within established policies and procedures to support timely, compliant, and donor-intent–aligned gift administration. May serve as an information resource to campus partners and may provide functional guidance to student staff or temporary personnel.
Minimum Qualifications
Bachelor's degree in related field and one year of related experience or any equivalent combination of education, training and experience.
Knowledge, Skills And Abilities
Monday through Friday 8 am to 5 pm; typical 40-hour work week with possible flex and hybrid work opportunities.
Driving University Vehicle
Yes
Security Sensitive
This is a Security Sensitive Position.
Special Instructions
Applicants must submit a minimum of two professional references as part of their application. If needed, additional references can be added after the application has been submitted.
Benefits
For information regarding our Benefits, click here.
EEO Statement
The University of North Texas System is firmly committed to equal opportunity and does not permit –and takes actions to prevent – discrimination, harassment (including sexual violence, domestic violence, dating violence and stalking), and retaliation on the basis of race, color, religion, national origin, sex, age, disability, genetic information, or veteran status in its application, employment practices, and facilities; nor permits race, color, national origin, religion, age, disability, veteran status, or sex discrimination and harassment in its admissions processes, and educational programs and activities. UNT System Administration promptly investigates complaints of discrimination, harassment, and related retaliation and takes remedial action when appropriate. System Administration also takes actions to prevent retaliation against individuals who oppose any form of harassment or discriminatory practice, file a charge or report, or testify, assist, or participate in a related investigation or proceeding.
Employee Classification: Program Project Specialist
Campus: University of North Texas
Division: UNT-Advancement
SubDivision-Department: UNT-Donor Relations & Advanc Servi
Department: UNT-Donor Relat & Advanc Serv-Gen-172500
Job Location: Denton
Salary: $47,500 - $53,000
FTE: 1.000000
Retirement Eligibility: TRS Eligible
About Us - Values Overview
Welcome to the University of North Texas System. The UNT System includes the University of North Texas in Denton and Frisco, the University of North Texas at Dallas and UNT Dallas College of Law, and University of North Texas Health at Fort Worth. We are the only university system based exclusively in the robust Dallas-Fort Worth region. We are growing with the North Texas region, employing more than 14,000 employees, educating a record 49,000 students across our system, and awarding nearly 12,000 degrees each year.
We are one team comprised of individuals who are committed to excellence, curiosity and innovation. We are transforming lives and creating economic opportunity through education. We champion a people-first values-based culture where We Care about each other and those we serve. We believe that we are Better Together because we foster an environment of respect, belonging, and access for all. We demonstrate Courageous Integrity through setting exceptional standards and acting in the best interest of our communities. We are encouraged to Be Curious about opportunities for learning, creating, discovering, and innovating, and are encouraged to learn from failure. Show Your Fire by joining our team and exhibiting your passion and pride in your work as part of our UNT System team.
Learn more about the UNT System and how we live our values at www.UNTSystem.edu.
Department Summary
The Division of University Advancement strives to transform lives and unlock potential through the power of philanthropy and engagement by awakening and stewarding pride and loyalty for the University of North Texas.
Established in 1890, the University of North Texas is a place where students transform their lives through education and opportunity. With more than 46,000 students from across the state, nation, and world, UNT offers 240 academic programs — many nationally and internationally recognized. A Tier One research university and designated a Hispanic- and Minority-Serving Institution, UNT has a legacy of excellence in education, music, the arts, business and social sciences, with growing strengths in science and engineering. Last year, students earned nearly 13,000 degrees and joined UNT's network of 480,000 alumni, fueling progress and innovation.
Position Overview
Under general supervision, performs program and project coordination in support of institutional gift policy, gift agreement administration, and compliance activities within University Advancement. The position manages intake and routing of proposed gifts and gift agreements; conducts first-line policy and compliance reviews; coordinates with Gift Administration, Donor Relations, Office of General Counsel, UNT Foundation, Compliance and Financial Aid; and maintains organized records and reports. Work involves exercising independent judgment within established policies and procedures to support timely, compliant, and donor-intent–aligned gift administration. May serve as an information resource to campus partners and may provide functional guidance to student staff or temporary personnel.
Minimum Qualifications
Bachelor's degree in related field and one year of related experience or any equivalent combination of education, training and experience.
Knowledge, Skills And Abilities
- Excellent customer service skills.
- Ability to provide leadership for student employees and volunteers.
- Experience in networking across departments and programs.
- Ability to communicate and work with a wide range population.
- Strong organizational skills and ability to simultaneously execute multiple projects.
- Excellent verbal and written communication, and computer skills.
- Three (3)–five (5) years of experience supporting gift policy, gift agreements, or advancement compliance in higher education.
- Hands-on experience drafting/redlining gift agreements and amendments; familiarity with endowment terms and spending policies.
- Foundational knowledge of endowment governance and restricted-fund modifications.
- Exposure to foreign gift/contract reporting processes and to sanctions/restricted-party screening workflows.
- Experience with complex gift types (e.g., donor-advised funds, planned gifts, gifts-in-kind, real property) and routing to appropriate review bodies.
- Gift and Agreement Intake, Review, and Routing * Manages intake queue for proposed gifts and gift agreements; conducts first-line policy checks; coordinates reviews; documents determinations and maintains workflow trackers.
- Endowment and Donor-Intent Compliance Support * Supports review of endowment terms and spending alignment; identifies underwater funds or impracticable restrictions for escalation; prepares materials for modification requests as directed.
- Drafting, Redlining, and Documentation Control * Prepares and edits agreements and amendments using approved templates; applies standard clauses; tracks versions and ensures archiving of fully executed documents.
- Grant Stewardship Reporting * Coordinates grant reporting with Corporate and Foundation Relations and Presidential Initiatives.
- Foreign Gift Due Diligence & Reporting Support * Assists with information gathering and documentation related to foreign gifts/contracts reporting (e.g., source classification, restrictions, aggregation, timelines) as well as other annual Advancement reporting such as CASE. Initiates or coordinates restricted-party screening for gifts in alignment with institutional protocols; records outcomes and follow-up actions.
- Policy Maintenance, Training, and Job Aids * Maintains checklists, decision trees, and reference guides; assists with short trainings and refreshers; captures lessons learned to update tools.
- Communicating with others to exchange information.
- Sedentary work that primarily involves sitting/standing.
- Repeating motions that may include the wrists, hands and/or fingers.
- No adverse environmental conditions expected.
Monday through Friday 8 am to 5 pm; typical 40-hour work week with possible flex and hybrid work opportunities.
Driving University Vehicle
Yes
Security Sensitive
This is a Security Sensitive Position.
Special Instructions
Applicants must submit a minimum of two professional references as part of their application. If needed, additional references can be added after the application has been submitted.
Benefits
For information regarding our Benefits, click here.
EEO Statement
The University of North Texas System is firmly committed to equal opportunity and does not permit –and takes actions to prevent – discrimination, harassment (including sexual violence, domestic violence, dating violence and stalking), and retaliation on the basis of race, color, religion, national origin, sex, age, disability, genetic information, or veteran status in its application, employment practices, and facilities; nor permits race, color, national origin, religion, age, disability, veteran status, or sex discrimination and harassment in its admissions processes, and educational programs and activities. UNT System Administration promptly investigates complaints of discrimination, harassment, and related retaliation and takes remedial action when appropriate. System Administration also takes actions to prevent retaliation against individuals who oppose any form of harassment or discriminatory practice, file a charge or report, or testify, assist, or participate in a related investigation or proceeding.
Salary : $47,500 - $53,000