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Officer, Complex Gift Management

Yale University
New Haven, Connecticut (US)
Closing date
Mar 21, 2024

View more

Job Function
Industry Sector
Academic Institution, Test Prep
Employment Type
Full Time

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 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:

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

Yale is a tobacco-free campus.

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