Director Of Gift Planning Administration And Donor Services

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Director of Gift Planning Administration and Donor Services

Duties: Reporting to the Executive Director of Gift Planning, will act as primary coordinator in the administration and ongoing regulatory compliance for the university gift planning program. Serve as the primary liaison among the Office of Gift Planning, life income gift donors, the university custodian bank, finance office, and Office of University Counsel. Prepares gift annuity agreements, tax related documents, and calculations for donors, and actively monitors the administration of estate gifts to the university. supports and coordinates the Gift Planning Office day-to-day functions and coordinates Gift Planning marketing programs. Acts as the liaison university-wide with gift officers on behalf of the Office of Gift Planning.

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