Director of Gift Planning & Development — Hybrid

William & Mary; United States; Hybrid; USD 95,000 - 110,000; Full time

Job summary

The Director, Gift Planning Development at William & Mary leads gift planning and donor engagement, focusing on gifts from wills, trusts, and life income vehicles to advance University priorities. The role requires collaboration with professionals, crafting complex gift illustrations, and ensuring accurate reporting and pipeline development.

The position reports to the Executive Director of Gift Planning, supervises the Associate Director, and operates on a hybrid basis in Williamsburg, VA.

Qualifications

• Bachelor's degree and substantive experience or specialized expertise in gift planning at a university or large nonprofit organization.
• Experience assisting donors and their professional advisors choose the best combination of assets and gift vehicles.
• Demonstrated professional experience in gift planning development and advancement in higher education or a large nonprofit organization.
• Understanding of complex charitable gift vehicles and giving strategies: estates and trusts, charitable gift annuities, charitable remainder trusts, charitable lead trusts, gifts of real estate, gifts of closely held securities, gifts of life insurance, bargain sales, tangible and intangible gifts, and charitable distributions from retirement plans.
• Ability to prepare and present customized gift illustrations of deferred or complex gifts, customized suggested testamentary language, and complex legal language for specific endowment agreements or letters of designation.
• Ability to review estate and trust documentation to confirm future commitments conform with gift acceptance policies and best practices for counting gifts to campaign and fundraising totals.
• Skills to present planned giving information to both lay and professional audiences in a way that will inspire philanthropy.
• Excellent interpersonal and communication skills, with the ability to work effectively with a diverse constituency and collaboratively with colleagues from across the institution.
• Strong project coordination and organizational skills with the ability to balance competing priorities and complex situations within tight deadlines in a team-oriented environment.
• Willingness and ability to work outside normal working hours when necessary.

Responsibilities

• Draft complex gift agreements, suggested language, and gift illustrations for university and related programs.
• Develop and cultivate gifts from wills, trusts, retirement plans, and life income vehicles; manage reporting and pipeline development.
• Oversee the management of tangible gifts donated to the university and related foundations.
• Lead internal reporting, summaries, and updates related to planned gifts to the university.
• Supervise and mentor staff; collaborate across departments to ensure compliance with gift acceptance policies.

Skills

Gift planning experience

Donor relations

Communication skills

Project coordination

Team collaboration

Education

Bachelor's degree or higher

Juris Doctor (JD) (preferred)

Job description

The Director, Gift Planning Development at William & Mary leads gift planning and donor engagement, focusing on gifts from wills, trusts, and life income vehicles to advance University priorities. The role requires collaboration with professionals, crafting complex gift illustrations, and ensuring accurate reporting and pipeline development.

The position reports to the Executive Director of Gift Planning, supervises the Associate Director, and operates on a hybrid basis in Williamsburg, VA.