Gift Compliance Associate

2 weeks ago


Montréal, Canada McGill University Full time

Please refer to the

job aid for instructions on how to apply.
- University Advancement (UA) promotes McGill to its global community and to the public, engaging alumni, volunteers and friends of the University, and building on McGill’s record of fundraising success in support of University priorities.
- By joining UA, you can be part of a dynamic, exciting and growing team of professionals that is making an extraordinary impact on the world by advancing the philanthropic and engagement ambitions of McGill University.
- To find out more about UA, please visit us at


Position summary:
Under the general direction of the Associate Director, Donation and Compliance, the Gift Compliance Associate is responsible for supporting the Gift Compliance Officer and Gift Agreement Officers, administrating approval processes related to philanthropic agreements, monitoring the stewardship of legal obligations, and drafting standard Memorandums of Agreement.

Primary Responsibilities:
- Record and monitor legal obligations including review of documentation and creation and updating of stewardship tasks on the CRM system.Work with stakeholders across University Advancement and the rest of the University to ensure appropriate follow-through on tasks that fall outside the direct scope of the Gift Compliance unit.- Administer process to obtain required approvals related to philanthropic agreements (naming, matching, student awards terms, etc.).- Assist with the management of the annual endowment reporting process.- Draft standard documentation for new philanthropic gifts to the University as well as amendments of student awards’ terms.- Liaise with various internal clients involved in approving and formalizing gifts, including Legal Services, University Advancement colleagues, Office of the Provost and Vice-Principal (Academic), Office of the Vice-Principal (Administration and Finance), Office of the Associate Dean, Student Life and Learning.- Assist internal clients in finding information documents related to the University’s and/or development’s guidelines, policies and procedures, and in filling forms related to gift agreements.- Keep the units’ reference documents up-to-date and ensure proper safekeeping of documentation and records.- Undertake special projects and perform related duties as required.
- Other Qualifying Skills And/Or Abilities:
- Degree in a legal or business administration field preferred.-
- A minimum of three years of proven experience, preferably in higher education setting, in fields such as contract management, procurement, purchasing or paralegal work.-
- Excellent interpersonal skills with strong communication skills.-
- Ability to communicate clearly in writing what is needed in order to finalize a gift or other mandate/project.-
- Ability to act with diplomacy, tact when proposing, and negotiating gift documentation with internal clients.-
- Demonstrated ability to manage competing priorities when high demand for documentation, reports or other information.-
- Ability to work autonomously and as part of a team in a complex, changing, fast-paced environment.-
- High attention to details and organization skills.-
- Client-focused with problem solving, priority setting, analytical and organizational skills.-
- Demonstrated knowledge of the McGill environment is an asset.-
- Demonstrated ability to work in a PC environment, using MS Office, and client-server database software.-
- English, spoken and written; French, spoken and written.- Additional Information:

- Testing may be administered.
- Minimum Education and Experience:

- DEC III 3 Years Related Experience /

Hourly Salary:



(MUNACA Level G) $30.28 - $37.52
- Hours per Week:

- 33.75 (Full time)
Supervisor:

Assoc Dir Donation and Cmpl
Position End Date (If applicable):

2024-04-30
- Deadline to Apply:

- 2023-01-19
- ._



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