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    Officer, Complex Gift Management - New Haven, United States - Access Philanthropy

    Access Philanthropy
    Access Philanthropy New Haven, United States

    1 week ago

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    Description
    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:

    • 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.

    • 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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