Director, Gift Planning Administration

Location
Williamsburg, Virginia
Salary
Commensurate with experience
Posted
Apr 13, 2018
Ref
Position # FP741W
Institution Type
Four-Year Institution

William & Mary invites highly qualified applicants to apply for the Director of Gift Planning Administration.

Gift Planning is a well-established and very successful program and a key part of the $1B For the Bold Campaign at William & Mary.

POSITION OVERVIEW:
The Director of Gift Planning Administration is a vital player in the gift planning office at William & Mary. As a key administrative contact and resource for advancement colleagues, donors and their advisors, the Director will assist them in drafting complex gift agreements for the benefit of the university and its related programs and foundations. This position is responsible for processing all complex gifts and administering all estate and trust gifts. The Director also leads internal reporting, summaries, and updates as well as state and federal reporting and compliance requirements related to gift planning and planned gifts to the university.

The Director reports to the Executive Director of Gift Planning and supervises the gift planning administrator.

Required Qualifications:

EDUCATION
Bachelor’s degree and JD with substantive experience or specialized expertise directly related to the position.

COMPETENCIES

  • Understanding of complex gifts: 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, gifts in kind, tangible and intangible gifts, and charitable distributions for IRAs.
  • 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.
  • 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 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 skill with the ability to balance competing priorities and complex situations within tight deadlines in a team-oriented environment.
  • Commitment to diversity and inclusion with internal and external partners.
  • Willingness and ability to work outside normal working hours.

EXPERIENCE

  • Demonstrated professional experience in the legal field or as a practicing attorney in trust and estate administration drafting wills and trusts, real estate law, or as a general practitioner.

Preferred Qualifications:

COMPETENCIES

  • Demonstrated skills to work effectively with donors and prospects as well as their legal and financial advisors in a college or university setting.
  • Experience collaborating with campus-wide development professionals.
  • Management skills to educate, lead and inspire fundraising professionals and other team members.
  • Demonstrated communication skills (preparing proposals, gift calculations/illustrations – and other written materials), and skills to be diplomatic with diverse constituencies including professional colleagues; donors’ professional advisors, and donors and their families.

EXPERIENCE

  • Experience assisting donors and their professional advisors to choose the best combination of assets and gift vehicles to accomplish their charitable, financial, and estate planning objectives.
  • Experience in a gift planning office in a university setting or nonprofit world.

EEO Statement:
William & Mary values diversity and invites applications from underrepresented groups who will enrich the research, teaching and service missions of the university. The College is an Equal Opportunity/Affirmative Action employer and encourages applications from women, minorities, protected veterans, and individuals with disabilities.

 

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