Advancement Specialist (Fund Stewardship Coordinator)

Southern Methodist University
June 30, 2021
Dallas, TX
Job Type


Job Summary:

The Fund Stewardship Coordinator reports to the Director of Donor Relations and Stewardship. This position is responsible for assisting in the execution of a compliance program for all donor-established funds across the SMU campus for the purposes of donor reporting and other stewardship efforts. Specifically, this position will be tasked with completing research on fund spending and scholarship reporting, maintaining and monitoring a database with complex information, and collaborating with other stakeholders to ensure donors' intent is being fulfilled. This position also serves on the core team tasked with annual endowment reporting and assists in the administration of all data and communications related to that process.


Essential Functions:

  • Compliance Program Activities: Review gift agreements for appropriate language; keep accurate records of new funds established by donors in multiple databases; identify and code donor spending requirements; assist in analysis of financial accounting reports and compliance activity of donor-established funds.
  • Endowment Reporting: Assist in the collection, review, preparation and assembly of endowment reports for delivery, including back-end administration, troubleshooting for the cloud-based reporting platform, and tracking of project deadlines and milestones; edit reports for content and formatting with attention to detail; quality control of final reports.
  • Other Stewardship Activities: As requested by the Donor Relations team, collect spending data related to donor-established funds for impact reports and internal/external inquiries; assist in the execution of student thank you letter projects; document processes; assist with scholarship committee meetings; execute special stewardship as required by endowment agreements.
  • Other Responsibilities: Contribute to Donor Relations team activities/responsibilities; interact with DEA colleagues as needed on special projects; act as a trusted advisor and inspire confidence; model integrity in decisions, communication and treatment of individuals internal/external to the University; cultivate alliances across internal units in order to build/maintain strong relationships.
  • Occasional evening and weekend work for events.

Education and Experience:

Bachelor’s degree is required.

A minimum of one year of work experience in a position requiring strong, systematic knowledge and approach to data management is required, preferably in a fundraising environment.

Work experience in higher education and/or in a nonprofit is a plus. Experience with or knowledge of basic financial accounting or investment practices a plus.

Knowledge, Skills and Abilities:

Candidate must demonstrate strong interpersonal and verbal communication skills with the ability to work with a wide range of constituencies in a diverse community. Must also demonstrate highly developed writing, editing and proofreading skills. The ability to gather, organize and disseminate information into precise and effective written communications is essential.
Candidate must possess strong organizational and time management skills to effectively multi-task in a fast-paced environment. Must also be a self-starter with the ability to work independently and collaboratively within a team environment. A strong focus on attention to detail for writing, editing, and record-keeping purposes is essential.
Candidate must demonstrate a high degree of professionalism. A proven track record of resourcefulness, good judgment, and creativity is desired
Candidate must demonstrate a strong proficiency MS Excel (advanced level), as well as proofreading, spelling and grammar. A strong working knowledge of MS Word and Power Point is essential. 
Experience using Microsoft Office Access is highly desired. Must have the ability to learn new applications quickly. Database experience, especially with a CRM database is required, Blackbaud preferred.

Physical/Environmental Demands:

- Bend

- Reach above shoulders

- Carry/lift 25 lbs

- Handle objects (dexterity)

- Sit for long periods of time

Deadline to Apply:

July 12, 2021


EEO Statement:

SMU will not discriminate in any program or activity on the basis of race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression. The Executive Director for Access and Equity/Title IX Coordinator is designated to handle inquiries regarding nondiscrimination policies and may be reached at the Perkins Administration Building, Room 204, 6425 Boaz Lane, Dallas, TX 75205, 214-768-3601,  

Application Instructions

Please apply using the following link:


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