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Executive Director of Endowment And Restricted Funds
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Full-time
- The Executive Director of Endowment and Restricted Funds is responsible for all custodial, record keeping, investment review, stewardship, reporting and management of board-designated, endowment, and other restricted funds.
- Advise the president, provost, chief financial officer, and deans on use of funds and educate fund directors on obligations and responsibilities of stewardship and usage of endowments and other restricted funds.
- Establish and maintain the authentic central file of documentation related to each fund including wills, probate documents, gift agreements, gift receipt, donor correspondence, etc.
- Coordinate with the development office the receipt of donor funds and the movement of funds to the "Pool" or to an external trustee.
- Department: Contact as needed with the chief financial officer, controller, treasurer, chief investment officer, vice president for financial planning to maintain workflow.
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