Assistant Director, Stewardship and Compliance Full Time

Position Summary

The Assistant Director of Stewardship and Compliance supports the administration of donor‑funded scholarships, ensuring awards are processed accurately and in alignment with legal, ethical, and donor‑specified criteria. The position contributes to a comprehensive donor relations and stewardship program, including endowment reporting and donor communication support. It also assists with the planning and execution of scholarships and donor‑related events, helping to create experiences that demonstrate appreciation and reinforce donor confidence.

Key Responsibilities

Scholarship Administration

• Coordinate the full lifecycle of donor-funded scholarships, from application through award disbursement in collaboration with Financial Aid.
• Maintain accurate and up-to-date records of scholarship criteria and eligibility requirements.
• Ensure donor-restricted funds are used in accordance with donor intent, working closely with philanthropy officers to interpret and manage gift agreements.
• Monitor compliance with federal, state, and institutional regulations governing scholarship administration.
• Collaborating with Financial Aid to ensure timely, accurate and compliant fund distribution.
• Prepare, validate and send annual scholarship disbursement information to Financial Aid to support student awarding.
• Monitor scholarship fund balances and usage to ensure responsible stewardship and avoid over or under expenditure.

Donor Stewardship

• Prepare endowment reports for donor stewardship.
• Assist with the collection and organization of thank-you letters from scholarship recipients.
• Support the planning and execution of scholarship recognition events and donor engagement activities.
• Ensure donor intent is honored in all scholarship processes, documentation and communications.

Compliance

• Track and analyze scholarship metrics related to fund usage, student impact and student success outcomes.
• Ensure compliance with FERPA, IRS regulations, and university and foundation policies.
• Identify opportunities to streamline scholarship processes and improve operational efficiency.

Collaboration and Communication

• Liaise with Financial Aid Office to verify student eligibility, enrollment and academic standing.
• Partner with communications to highlight scholarship impact stories and donor support.
• Participate in cross-functional initiatives that support donor relations and student success.

Knowledge, Skills, And Abilities

• Detail-oriented with a high level of accuracy
• Ability to manage multiple priorities and deadlines
• Collaborative mindset with cross-functional teams
• Discretion – A strong commitment to the ethical handling and management of highly confidential financial and personal information
• Excellent written, verbal, interpersonal, and organizational communication skills.

Minimum Qualifications

• Bachelor’s degree
• Minimum of one (1) year of experience creating precise, detailed, and analytical reports from a large volume of research.

Physical Requirements

Light Work, lifting up to 10 pounds