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Director, Complex Gifts

L5

wake forest universityWinston-Salem, NC7 days ago

$125,000 - $140,000 Annual

Occupations

Fundraising ManagersFundraisersSocial and Community Service Managers

Industries

Colleges, Universities, and Professional SchoolsGrantmaking FoundationsOther Grantmaking and Giving Services
Position Title: Director, Complex Gifts
Department: University Advancement
Reports to: Senior Associate Vice President, University AdvancementFLSA Status: ExemptTime Type: Full-Time Employee Type: Regular
Summary: The Director of Complex Gifts provides expert counsel regarding non-cash gifts to University Advancement staff, current and potential donors, and their professional advisors. The Director will lead efforts in identifying, cultivating, and securing non-cash gifts such as real estate, artwork, closely held business interests, restricted securities, and other complex assets.
Essential Functions:
  • Becomes Wake Forest's subject matter expert on complex assets, evaluate potential gifts for feasibility including income potential and risk, and ensure alignment with the University's Gift Acceptance Policy.
  • Working across teams, partners with gift officers to educate potential donors about giving opportunities using non-cash assets.
  • Provides training and ongoing education to development staff on non-cash assets and donor conversations about complex gifts.
  • Develops an internal library of material about charitable giving vehicles, giving trends, and state and federal tax legislative matters.
  • Develops and executes marketing plans to educate Wake Forest constituents about non-cash giving and complex gift opportunities.
  • Facilitates due diligence of potentially viable non-cash gifts.
  • Assists fundraising staff in University Advancement, Athletic Advancement, Reynolda House, and WFDD with non-standard donor inquiries and requests.
  • Participates in joint solicitations and strategy sessions with gift officers for high-capacity donors.
  • Partners with donors and their professional advisors to structure gifts effectively.
  • Proactively provides guidance and technical support to gift officers.
  • Helps gift officers identify complex gift opportunities within their portfolios and develop strategies for solicitation.
  • Serves as a liaison to the Finance and Accounting Services Office and the Office of the General Counsel on issues of complex assets, asset liquidation, and recording and reporting.
  • Ensures complex gift compliance with IRS regulations and the University's Gift Acceptance Policy.
  • Manages relationships with life-income gift donors.
  • Required Education, Knowledge, Skills, Abilities:
  • Bachelor's degree with a minimum of seven years of experience in higher education fundraising, non-profit fundraising, or financial services with a focus on complex, non-cash assets.
  • Strong understanding of tax implications and legal considerations relative to non-cash gifts
  • Strong understanding of complex gift types including, but not limited to, real estate, trusts, bequests, annuities, art, closely held business interests, and restricted stock.
  • Excellent relationship-building skills
  • Ability to work effectively across a variety of teams and functions.
  • Broad understanding of and experience with customer relationship management and project management tools.
  • Strong customer service orientation, experience and follow through.
  • Excellent written and verbal communication skills.
  • Ability to work effectively with a wide variety of people and skill levels.
  • Excellent logical, negotiation, and analytical skills.
  • High degree of self-motivation.
  • Respect for the dignity and abilities of all people.
  • Preferred Education, Knowledge, Skills, Abilities:
  • JD, CPA, or CFP designation
  • Familiarity and facility with PG Calc, Blackbaud CRM, GiveCampus Gift Officer
  • Familiarity with CASE International Reporting Standards.
Accountabilities: Directly supervises the following positions:
  • Complex Gift Administrator
  • Responsible for own work.
  • Physical Requirements and Environmental Conditions:
  • Sedentary work primarily involving sitting/standing; communicating with others to exchange information; repeating motions that may include the wrists, hands, and/or fingers; and assessing the accuracy, neatness, and thoroughness of the work assigned. No adverse environmental conditions expected.
Employment Type: Full TimeYears Experience: 5 - 10 years
Salary: $125,000 - $140,000 Annual
Bonus/Commission: Yes
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Level

SeniorL5

Salary

$125,000 - $140,000 Annual

Location

Winston-Salem, NC

Occupation

Fundraising Managers

Industry

Colleges, Universities, and Professional Schools

Posted

7 days ago

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