Planned Giving and Finance Administrator
Administrator of investment and financial activities with a special emphasis on planned giving and estate administration.
Typical Duties and Responsibilities
- Oversees tax compliance matters, including state regulation reporting for the Gift Annuity Fun
- Along with the Controller, prepares the College’s Tax Form 990. Serves as liaison to the College’s external auditing firms.
- Serves as administrative liaison with the Committee on Business Affairs, Committee on Investments, Committee on Audit, the Board of Trustees, the Executive Committee, the Budget Team and 403(b) committee. Prepares & reports deferred giving & estate activity to Committee on Investments on a regular basis.
- Administers all deferred giving contracts & handles related accounting, including monthly valuations, quarterly payments, maturities and new gifts, and annual tax reporting.
- Conducts stewardship as needed with donors and estate contacts, continuing to foster the environment for cultivation of relationships.
- Identifies and performs risk assessments of planned giving fund accounts and makes recommendations for improvements or adjustments to the program.
- Acts as liaison for Development Department in running gift models and comparisons and prepares necessary paperwork for life income gifts.
- Works with attorneys on the administration of estates and collaborates with Development Department to identify and administer gift restrictions.
- Manages the Special Funding request process & administration of those budgets.
- Develops and manages the Business Services office budget, the Legal and the Auditing budgets.
- Maintains familiarity with applicable external regulations.
- Performs related duties as assigned.
Works with considerable independence. Must be able to make administrative judgments using established guidelines and protocols.
- Knowledge and skills normally acquired through a Bachelor's Degree in areas of business and management or an equivalent combination of experience and/or education.
- Competency and technical knowledge of charitable gift program administration and gift law preferred.
- Demonstrated competency and capability with: MS Office applications at the advanced level; budget planning and management; experience in project planning and data gathering skills; expertise in oral and written communications; general accounting background.