Director, Complex Gift Planning & Philanthropy

Wake Forest University; Winston-Salem (NC); On-site; USD 120,000 - 190,000; Full time

Job summary

Wake Forest University is seeking a Director of Gift Planning and Complex Assets to serve as the university’s resource for sophisticated charitable planning and complex gift opportunities. The role blends philanthropic strategy with financial and asset expertise to advance Wake Forest’s priorities and donor goals.

The director advises donors and their advisors, partners with frontline fundraisers, and leads the design, due diligence, and completion of complex gifts, including real estate,

Responsibilities

• Serves as a trusted advisor to donors and their professional advisors, helping them explore sophisticated charitable planning strategies that align their objectives.
• Partners with frontline fundraisers to develop individualized strategies for complex and planned gifts, particularly among Wake Forest’s highest-capacity prospects.
• Serves as a strategic philanthropic advisor and technical expert on planned and complex gift scenarios.
• Develops cultivation and solicitation strategies for prospective donors.
• Translates complex financial, legal, and tax considerations into clear, donor-centered recommendations and opportunities.
• Builds and maintains strong relationships with donors, attorneys, CPAs, financial advisors, estate planners, and other professionals.
• Develops and executes a marketing plan to help prospective donors think about how they might achieve their philanthropic goals with a focus on life income gifts and other complex gift arrangements.

Job description

Wake Forest University is seeking a Director of Gift Planning and Complex Assets to serve as the university’s resource for sophisticated charitable planning and complex gift opportunities. The role blends philanthropic strategy with financial and asset expertise to advance Wake Forest’s priorities and donor goals.

The director advises donors and their advisors, partners with frontline fundraisers, and leads the design, due diligence, and completion of complex gifts, including real estate,