Associate Development Director
University of Utah, Campus, IL, United States
Working Title Associate Director of Fund Compliance – Donor Relations
Location: Salt Lake City, UT, Campus
Job Summary The Associate Director of Fund Compliance in University Advancement plays a critical role in supporting the effective use of philanthropic resources that drive the University’s mission. This position helps steward the impact of more than 2,000 donor‑established funds across education, research, healthcare, and community service.
As the lead for philanthropic fund operational execution and monitoring, the Associate Director ensures donor intent is honored and institutional accountability is upheld through fund auditing and reporting aligned with institutional policy, GAAP, IRS regulations, UPMIFA, and national standards for philanthropic fund management.
The Associate Director of Fund Compliance is a key member of the Donor Relations team and will work closely with the Gift Agreement & Compliance Officer and Senior Director of Stewardship to identify and appropriately elevate compliance matters. The position leads and supports core functions including fund auditing, gift agreement auditing, reporting, project coordination, and accurate data collection and management. The role is responsible for establishing effective processes and systems for fund reconciliation, tracking, analysis, and document management to ensure donor funds are managed and utilized appropriately.
This position reports to the Senior Director of Stewardship and may provide additional support to Donor Relations colleagues as needed.
Responsibilities
Develop, oversee, and coordinate processes for audits and ongoing monitoring of donor fund use to ensure compliance with donor intent, University policies, and state and federal regulations.
Champion best practices, ensure access to timely and accurate information, and continuously improve fund‑management policies and procedures to promote consistency and reduce institutional risk.
Conduct initial reviews of existing gift agreements and other documentation for potential compliance issues related to fund management, investment, and purpose implementation considering donor expectations, System Guidelines, and University policies.
Support training and outreach to campus stakeholders to increase understanding of fund restrictions and compliance requirements.
Maintain current working knowledge of policies, procedures, systems, reporting standards, applicable laws and regulations, and industry trends.
Benchmark aspirational and peer institutions and participate in relevant professional associations.
Protect donor intent and promote the University’s stewardship of philanthropic funds by providing strategic input for documentation, reporting, and process improvements through cross‑team collaboration and workgroup participation.
Accurately capture, enter, and compile compliance‑ and donor‑related data in the University’s Advancement CRM.
Oversee project timelines, deliverables, and team collaboration using tools such as Microsoft Outlook, Teams, Box, and Asana. Projects may include principal‑donor reporting plans, mass communications, and system or process enhancements.
Serve as an expert resource in operational fund compliance of philanthropic funds, tracking issue resolution, and providing excellent customer service by triaging, addressing, resolving, or escalating compliance or interpretation questions as appropriate.
Lead ongoing philanthropic fund compliance monitoring, including tracking and documenting compliance‑related issues. Collaborate with the Gift Agreements & Compliance Officer to ensure institutional adherence and coordinated compliance guidance.
Minimum Qualifications
Bachelor’s degree or equivalent experience (one year of education is equivalent to two years of experience).
5–8 years of professional experience. Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description. Demonstrated effective communication skills are also required.
Preferred Qualifications
Experience conducting audits, policy reviews, or internal compliance investigations.
Experience using digital tools such as Asana, Salesforce, and/or Airtable.
Experience working in higher education, nonprofit development, or a complex, highly regulated environment.
Experience in advancement roles such as fundraising, alumni relations, donor stewardship, fund management, fund compliance, or related areas that promote institutional growth and engagement.
Additional Information The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post‑retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366‑7770 or (800) 695‑4877 or University Human Resource Management at (801) 581‑7447 if you have questions regarding the post‑retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
The University of Utah values candidates who have experience working in settings with students and patients from all backgrounds and possess a strong commitment to improving access to higher education and quality healthcare for historically underrepresented students and patients.
All qualified individuals are strongly encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
The University of Utah is an affirmative action/equal opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy‑related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and affirmative action (OEO/AA). More information including the office address and contact information can be found at https://www.utah.edu/nondiscrimination/. Online reports may be submitted at oeo.utah.edu. Safety report: https://safety.utah.edu/safetyreport. This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security‑related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.
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Location: Salt Lake City, UT, Campus
Job Summary The Associate Director of Fund Compliance in University Advancement plays a critical role in supporting the effective use of philanthropic resources that drive the University’s mission. This position helps steward the impact of more than 2,000 donor‑established funds across education, research, healthcare, and community service.
As the lead for philanthropic fund operational execution and monitoring, the Associate Director ensures donor intent is honored and institutional accountability is upheld through fund auditing and reporting aligned with institutional policy, GAAP, IRS regulations, UPMIFA, and national standards for philanthropic fund management.
The Associate Director of Fund Compliance is a key member of the Donor Relations team and will work closely with the Gift Agreement & Compliance Officer and Senior Director of Stewardship to identify and appropriately elevate compliance matters. The position leads and supports core functions including fund auditing, gift agreement auditing, reporting, project coordination, and accurate data collection and management. The role is responsible for establishing effective processes and systems for fund reconciliation, tracking, analysis, and document management to ensure donor funds are managed and utilized appropriately.
This position reports to the Senior Director of Stewardship and may provide additional support to Donor Relations colleagues as needed.
Responsibilities
Develop, oversee, and coordinate processes for audits and ongoing monitoring of donor fund use to ensure compliance with donor intent, University policies, and state and federal regulations.
Champion best practices, ensure access to timely and accurate information, and continuously improve fund‑management policies and procedures to promote consistency and reduce institutional risk.
Conduct initial reviews of existing gift agreements and other documentation for potential compliance issues related to fund management, investment, and purpose implementation considering donor expectations, System Guidelines, and University policies.
Support training and outreach to campus stakeholders to increase understanding of fund restrictions and compliance requirements.
Maintain current working knowledge of policies, procedures, systems, reporting standards, applicable laws and regulations, and industry trends.
Benchmark aspirational and peer institutions and participate in relevant professional associations.
Protect donor intent and promote the University’s stewardship of philanthropic funds by providing strategic input for documentation, reporting, and process improvements through cross‑team collaboration and workgroup participation.
Accurately capture, enter, and compile compliance‑ and donor‑related data in the University’s Advancement CRM.
Oversee project timelines, deliverables, and team collaboration using tools such as Microsoft Outlook, Teams, Box, and Asana. Projects may include principal‑donor reporting plans, mass communications, and system or process enhancements.
Serve as an expert resource in operational fund compliance of philanthropic funds, tracking issue resolution, and providing excellent customer service by triaging, addressing, resolving, or escalating compliance or interpretation questions as appropriate.
Lead ongoing philanthropic fund compliance monitoring, including tracking and documenting compliance‑related issues. Collaborate with the Gift Agreements & Compliance Officer to ensure institutional adherence and coordinated compliance guidance.
Minimum Qualifications
Bachelor’s degree or equivalent experience (one year of education is equivalent to two years of experience).
5–8 years of professional experience. Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description. Demonstrated effective communication skills are also required.
Preferred Qualifications
Experience conducting audits, policy reviews, or internal compliance investigations.
Experience using digital tools such as Asana, Salesforce, and/or Airtable.
Experience working in higher education, nonprofit development, or a complex, highly regulated environment.
Experience in advancement roles such as fundraising, alumni relations, donor stewardship, fund management, fund compliance, or related areas that promote institutional growth and engagement.
Additional Information The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post‑retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366‑7770 or (800) 695‑4877 or University Human Resource Management at (801) 581‑7447 if you have questions regarding the post‑retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
The University of Utah values candidates who have experience working in settings with students and patients from all backgrounds and possess a strong commitment to improving access to higher education and quality healthcare for historically underrepresented students and patients.
All qualified individuals are strongly encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
The University of Utah is an affirmative action/equal opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy‑related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and affirmative action (OEO/AA). More information including the office address and contact information can be found at https://www.utah.edu/nondiscrimination/. Online reports may be submitted at oeo.utah.edu. Safety report: https://safety.utah.edu/safetyreport. This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security‑related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.
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