Officer, Complex Gift Management

Officer, Complex Gift Management

University Job Title: Associate Director 4, Financial
Bargaining Unit: None – Not included in the union (Yale
Union Group)
Time Type: Full time
Duration Type: Regular
Compensation Grade: Administration & Operations
Wage Ranges: Click here to see our Wage Ranges
Work Location: Central Campus
Worksite Address: 157 Church Street
New Haven, CT 06510
Work Week: Standard (M-F equal number of hours per
day)
Searchable Job Family: Development, Financial
Total # of Hours to be Works: 37.5

Position Focus:
Reporting to the Senior Director of Complex Gift Management, the
Complex Gift Management Officer works in the teams of Yale’s Office
of Planned Giving and Office of Complex Gift Management to apply
expertise in finance and financial advice to philanthropy. This
individual is an important member of this unit and contributes to
the team’s overall success. The Complex Gift Management Officer
shares knowledge and expertise of charitable gift annuities,
charitable remainder trusts, and pooled income funds (“planned
gifts”) and donor-advised funds to work with donors and gift
officers on structuring new gifts; deciding on appropriate asset
allocation and type of charitable remainder trust for donors, as
applicable; preparing custom spreadsheet illustrations and
financial models; coaching outside trustees on the establishment or
transitioning of trusts to Yale as trustee; assisting with the
management of non-cash gifts as applicable; and providing ongoing
support to donors in furtherance of the best possible donor
satisfaction with Yale’s Complex Gifts program.

The Complex Gift Officer also assists with administering complex
gifts by, for example, producing or overseeing the production of
performance, valuation, and liability reports for Yale’s Planned
Gifts and donor-advised funds, as well as the annual tax filings
for charitable remainder trusts, in coordination with custodian
banks and tax preparers. In the course of their duties, the Complex
Gift Officer stays up-to-date on relevant tax, regulatory, and
economic developments; assists with the management of non-cash
gifts; prepares communications to internal and external
stakeholders; coordinates with the custodial bank of Yale’s Planned
Gifts; maintains financial records to support annual financial
reporting; and responds to donor requests as needed. The Complex
Gift Officer assists with documenting, streamlining, and automating
processes relating to complex gift management, and performs other
duties as required or appropriate.

The following principal responsibilities are generic in nature;
applicants will find the information in this Position Focus to be
most relevant to the needs of the position.

Essential Duties:
1. Develops and assist in directing the accounting and financial
reporting systems for assigned unit, department, and/or school
within the University. 2. Manages the financial operations for
assigned areas including monitoring annual operating budget for the
unit, department, or school. 3. Analyzes and recommends investment
policy based on expected return and within guidelines established
for University investment policies and practices. 4. Assists in
directing the management of existing assets including the
negotiation of leases, approval of capital expenditures and
employment of local management firms. 5. Develops standards for the
accounting and financial work of the managerial and professional
staff to ensure that they work efficiently and effectively. 6.
Allocates work assignments and issue deadlines to professional
staff to ensure timely, accurate completion of accounting and
financial reports. 7. Assists in directing and monitoring staff
work to ensure that it is proceeding on schedule and meeting the
established quality standards. 8. Evaluates needs and resources of
departments requesting or requiring ongoing and special accounting
and financial projects, assigns staff, and monitors progress. 9.
Assists in directing the short (1-3 years) and long term (3-5
years) planning and allocation of the resources to drive financial,
operational, and budgetary success in the Finance Department. 10.
Anticipates new and changing financial issues; develops new and/or
improved solutions within guidelines established by the University.
11. Directs a staff of exempt and non-exempt employees. 12. May
perform other duties as assigned.

Required Education and Experience:
Bachelor’s Degree in Finance, Accounting or a related field. A
minimum of six years of related experience or equivalent
combination of education and experience.

Required Skill/Ability 1:

Ability to contribute as part of a team while also working
independently. Demonstrated success in managing multiple projects
and deadlines with exceptional attention to detail and highest
level of accuracy.

Required Skill/Ability 2:

Collaborative, flexible, and solutions-driven. Possess strong
written and verbal communication and interpersonal skills. Ability
to communicate complex information clearly.

Required Skill/Ability 3:

High level of comfort with technology and demonstrated ability to
learn new systems. Proficiency in Excel, Word and email.

Required Skill/Ability 4:

Ability to maintain strict confidentiality when necessary and
appropriate. Commitment to an inclusive workplace. Ability to
engage with diverse audiences (age, gender, nationality,
race/ethnicity, profession, sexual orientation, etc.).

Required Skill/Ability 5:

Commitment to upholding the highest of ethical standards.

Preferred Education, Experience and Skills:
CFA or other financial analyst/financial advisor certification;
experience working with trusts and estates. Legal education or
background a bonus.

Drug Screen: No
Health Screening: No

Background Check Requirements:
All candidates for employment will be subject to pre-employment
background screening for this position, which may include motor
vehicle, DOT certification, drug testing and credit checks based on
the position description and job requirements. All offers are
contingent upon the successful completion of the background check.
For additional information on the background check requirements and
process visit “Learn about background checks” under the Applicant
Support Resources section of Careers on the It’s Your Yale
website.

COVID-19 Vaccine Requirement:
The University maintains policies pertaining to COVID-19. All
faculty, staff, students, and trainees are required to comply with
these policies, which may be found here:
https://covid19.yale.edu/health-guidelines

Posting Disclaimer:
The intent of this job description is to provide a representative
summary of the essential functions that will be required of the
position and should not be construed as a declaration of specific
duties and responsibilities of the particular position. Employees
will be assigned specific job-related duties through their hiring
departments.

To apply, visit https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25053&siteid=5248&PageType=JobDetails&jobid=1583842

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