Director, Complex Gifts, University Advancement
Core
Subject matter expert leading the identification, cultivation, and structuring of non-cash gifts (real estate, art, securities, closely held interests) for Wake Forest University.
Role type
Director, Complex Gifts (University Advancement)
Builds
Non-cash gift portfolios and donor relationships for a private research university
Domain
Higher Education / Non-profit Fundraising / Financial Services
Deliverable
client delivery
Required skills
Complex asset structuring, tax implication analysis, legal compliance (IRS), donor education, due diligence, relationship management, strategic planning
Preferred skills
JD, CPA, or CFP designation, PG Calc, Blackbaud CRM, CASE International Reporting Standards
Technologies
Blackbaud CRM, GiveCampus Gift Officer
Responsibilities
Evaluate potential non-cash gifts for feasibility and risk; educate donors and staff on complex giving vehicles; facilitate due diligence and structure gifts with advisors; manage life-income gift donor relationships; ensure compliance with Gift Acceptance Policy and IRS regulations; develop marketing plans for non-cash giving opportunities.
Seniority
Director, supervisory role