Director, Planned Giving & Compliance (Hybrid)

William & Mary; United States; Ibrido; USD 95.000 - 110.000; Tempo pieno

Descrizione del lavoro

William & Mary invites applications for Director Gift Planning Administration. The role serves as a primary administrative contact for donors and colleagues, overseeing planned gifts, reporting, and compliance while coordinating with Trustees and Administrators.

It is a 50% Foundation Services assignment with a hybrid schedule in Williamsburg, VA. The Director leads gift planning administration, reports to the Executive Director of Gift Planning, and supervises the Gift Planning Administrator.

Competenze

• Bachelor's degree and JD with substantive experience or specialized expertise directly related to the position.
• Demonstrated professional experience in gift planning administration or in the legal field as a practicing attorney in trust and estate administration.
• Skills to present planned giving information to both lay and professional audiences in a way that will inspire philanthropy.
• Understanding of complex charitable gifts and gifting 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, tangible and intangible gifts, bargain sales and gifts from retirement plans.
• Ability to review estate and trust documentation and to serve as the William & Mary liaison to coordinate with Trustees and Administrators in order to facilitate charitable distributions.
• Ability to navigate complex legal designations and relationships between separate legal entities to achieve donor intent and record gifts accurately.
• Excellent interpersonal and communication skills, with the proven ability to work effectively with a diverse constituency and collaboratively with colleagues from across the institution, while exercising discretion and diplomacy in all interactions.
• 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.

Mansioni

• Administer all gifts from wills, trusts, retirement plans, and life income vehicles.
• Oversee the management of life insurance policies and tangible gifts donated to the university.
• Lead internal reporting, summaries, and updates as well as state and federal reporting and compliance requirements related to planned gifts.
• Supervise the Gift Planning Administrator.
• Foster a culture of belonging that provides opportunity for all people and perspectives.
• Hybrid position based in Williamsburg, VA, that offers a flexible work environment.

Conoscenze

Gift planning administration

Trusts and estates knowledge

Communication and presentation

Project coordination

Diversity and diplomacy

Willingness to work outside hours

Interpersonal skills

Formazione

Bachelor's degree and JD

Descrizione del lavoro

William & Mary invites applications for Director Gift Planning Administration. The role serves as a primary administrative contact for donors and colleagues, overseeing planned gifts, reporting, and compliance while coordinating with Trustees and Administrators.

It is a 50% Foundation Services assignment with a hybrid schedule in Williamsburg, VA. The Director leads gift planning administration, reports to the Executive Director of Gift Planning, and supervises the Gift Planning Administrator.