Officer II, Compliance and Intent

About CRS

Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. CRS works to save, protect, and transform lives in need in more than 120 countries, without regard to race, religion or nationality. CRS’ relief and development work are accomplished through programs of emergency response, HIV, health, agriculture, education, microfinance and peacebuilding.

Job Summary

The Officer II -Compliance and Intent (C&I Officer) is a detail-oriented, organized, and diligent professional with a demonstrated track record of carefully stewarding Leadership Giving gifts from private donors, managing competing urgent priorities, and ensuring adherence to donor intent. S/he is the focal point within Leadership Giving for monitoring incoming private gifts and designations, tracking multi-year and matching gifts, and coordinating and troubleshooting gift receipts and designation information flows with other units within Charitable Giving.  The C&I Officer works closely with the Sr. Director for Development, Donor Services and the Analytics team to honor donor intent and ensure smooth cooperation across the Charitable Giving division. Working from both a process-oriented compliance perspective and as an essential communication and coordination hub, the incumbent aligns operations with donor intent by documenting, disseminating, checking and troubleshooting Leadership Giving gift records with Charitable Giving archival memory. 

Additionally, the C&I Officer supports the department’s broader stewardship and fundraising strategies and will be expected to be cross trained on critical functions such as gift acknowledgement, development office operations, prospect management, donor recognition and donor communications.

Roles and Key Responsibilities

• Ensure that Leadership Gifts are accurately recorded in Clearview and expended in accordance with donor intent and that this documentation is readily available to staff in Charitable Giving upon request. 
• Coordinate and manage the documentation, review and approval process of all multi-year commitments and Leadership Giving gift agreements of $100,000 or more to ensure that they are compliant with Charitable Giving, or an alternative gift document approved by the Executive Vice President/Charitable Giving or designate. 
• Partner with Donor Services and Analytics to systematically and accurately track all pledge payments, monitor unpaid balances, draft reminders for pledge payments as needed, and circulate monthly updates to Charitable Giving leadership. 
• Conduct semi-annual reviews of existing gift agreement procedures and processes to ensure continuous improvement and compliance with Charitable Giving standards.
• Collaborate with Analytics to access agency financial systems to provide accurate agency-wide and project-specific financial information to Leadership Giving team members for grant applications, proposals, reports and donor visits as needed. Work with the Content Unit to format financial data for proposals/reports as needed. 
• Working in close collaboration with the Sr. Director of Development partner with Analytics, Donor Services and other internal agency stakeholders to uphold donor intent and proper stewardship of private restricted dollars.
• Ensure that documentation of leadership giving gifts and donor intent meet external audit requirements.
• Initiate, monitor, and follow up on all Leadership Giving Ticketing System requests to Donor Services ensuring that they are aligned to Charitable Giving operational standards and processes. 
• Monitor Leadership Giving gifts in the undesignated funds account to ensure their timely and proper fund designation.
• Coordinate with the Content Team the management of mid-year and year-end stewardship reports for all Leadership Giving gifts of $25k and above. 
• Convene monthly budget vs. actual monitoring meetings.
• Working in close collaboration with the Sr. Director of Development and Charitable Giving colleagues, coordinate, track, and report on OverOps speaker tours. 
• Ideate, iterate, and innovate with all Leadership Giving team members to foster collective ownership of a continuous improvement process to improve the accuracy and comprehensiveness of Leadership Giving donor records.

Basic Qualifications 

• Bachelor’s degree in an appropriate area of specialization
• Minimum 5 years fundraising/development experience
• Demonstrated exp