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University of Kentucky

Philanthropy Financial Specialist Lead

🇺🇸 Lexington, KY

🕑 Full-Time

💰 $47K - $78K

💻 Development & Advancement

🗓️ April 22nd, 2025

Edtech.com's Summary

University of Kentucky is hiring a Philanthropy Financial Specialist Lead. The role involves being the expert on gift fund creation, managing donor gifts, and ensuring compliance with reporting standards and policies. Responsibilities include detailed tracking and reporting of financial data, managing gift accounts, and collaborating with stakeholders. Strong analytical, organizational, and communication skills are essential.

Highlights

  • Serve as Philanthropy Fund Creation Specialist.
  • Manage and report on donor gifts and related financial data.
  • Ensure compliance with CASE reporting standards and university policies.
  • Requires knowledge of SAP, Master Data, and Microsoft Office Suite.
  • Salary range: $47,278-78,000/year.
  • Requires a BA and 4 years of relevant experience.

Philanthropy Financial Specialist Lead Full Description


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Philanthropy Financial Specialist Lead
Posting Details
 Posting Details 
Job Title  | Philanthropy Financial Specialist Lead
Requisition Number  | RE50041
Working Title  |
Department Name  | 14000:Office Of Philanthropy
Work Location  | Lexington, KY
Grade Level  | 45
Salary Range  | $47,278-78,000/year
Type of Position  | Staff
Position Time Status  | Full-Time
Required Education  | BA
Click here for more information about equivalencies:  | https://hr.uky.edu/employment/working-uk/equivalencies
Required Related Experience  | 4 yrs
Required License/Registration/Certification  | None.
Physical Requirements  | Sitting/standing/working at a workstation for extended periods of time; and performing repetitive motion tasks.


Shift  | Monday – Friday; 8:00 am – 5:00 pm (40 hours/week).
Job Summary  | UK Philanthropy & Alumni Engagement (UKPAE) is seeking a skilled and detail-oriented individual to fill our Philanthropy Financial Analyst Lead position. This position will serve as the Philanthropy Fund Creation Specialist and will report to the Director of Gift Receiving. This role is crucial for ensuring accurate and timely tracking, reporting, and management of donor gifts, gift accounts, and related financial data. The incumbent will serve as the subject matter expert on gift fund creation while maintaining compliance with the Council for Advancement and Support for Education (CASE) reporting standards and adhering to policies and procedures of the University of Kentucky, IRS guidelines for charitable contributions, and UKPAE policies and procedures. The successful candidate must have exceptional analytical, organizational, and communication (written, verbal and interpersonal) skills to manage gift accounting, provide reports, and collaborate effectively with key stakeholders. The culture within the Office of Philanthropy and Alumni Engagement (PAE) is built on our shared core values CoMMIT– Collaboration, Communication, Mission Driven, Mutual Respect, Innovation and Transparency.

By applying for a position within UK PAE, you are indicating your commitment and expressing your agreement to our six values. It is important you share these values in order to be part of our committed team!

Click Here to find out more about how UK provides exceptional benefits in its commitment to taking care of you.
Skills / Knowledge / Abilities  | Knowledge of UK Gift policies and Chart of Accounts, SAP, Master Data, and Microsoft Office Suite.
Does this position have supervisory responsibilities?  | No
Preferred Education/Experience  |
Deadline to Apply  | 05/05/2025
Our University Community  | We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.


As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.


Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.
Posting Specific Questions
Required fields are indicated with an asterisk (*).
  1. * Describe your experience with managing workflows and creating gift accounts in SAP. How do you ensure data accuracy and resolve discrepancies? 
    (Open Ended Question)
  2. * When creating a new gift fund, how do you ensure that the fund is appropriately classified according to the intended purpose (e.g., scholarship, general donation, program-specific fund)? 
    (Open Ended Question)
  3. * Have you ever worked with donor-designated funds or gifts that were intended for a specific purpose or project?" 
    • Yes
    • No
  4. * Have you been responsible for creating or setting up gift funds for specific projects or donations? 
    • Yes
    • No
  5. * Do you have experience working with financial master data? 
    • Yes
    • No
  6. * The Office of Philanthropy and Alumni Engagement (PAE) recognizes a set of values that guide us in our daily interactions. These values are collaboration, communication, mission driven, mutual respect, innovation and transparency. Please choose one of the PAE values and give a specific example when you exhibited this quality in your professional experience. 
    (Open Ended Question)
Applicant Documents
Required Documents
  1. Resume
  2. Cover Letter
Optional Documents

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