Position Information
Position Information
Position Number | 01173W |
---|---|
Position Title | Gift Planning Administrator |
Employment Category | Full Time Operational |
Location | William & Mary |
Department | 610000 University Advancement |
Unit Mission Statement | University Advancement creates the conditions for opportunity – human, financial & experiential – by garnering and stewarding the resources that advance William & Mary. William & Mary Foundation’s defining and essential mission is to support the university’s people and programs. By seeking private support, and then diligently managing those funds, the W&M Foundation advances and furthers the work of William & Mary’s students and faculty —providing vital resources for scholarships, professorships, research and program funding. Consistent with the University’s shared services agreement with the William & Mary Foundation, this position is dual hat assigned 25% effort to support Foundation Services, LLC, a subsidiary of the William & Mary Foundation with the responsibilities outlined below. |
Position Summary | The Office of Gift Planning handles complex testamentary gifts (bequests), outright gifts to William & Mary including real estate, charitable distributions from IRAs, closely held stock, and deferred gifts of trusts and charitable gift annuities. The Office of Gift Planning ensures that donors, gift officers, other university employees, executors, trustees, donors’ professional advisors and others who request assistance from the Office of Gift Planning obtain prompt, knowledgeable, thoughtful, thorough and exceptionally helpful assistance. The Gift Planning Administrator reports to the Director of Gift Planning Administration and processes and tracks bequests, life income gifts, gifts of real property, tangible gifts and the administration of life insurance policies in accordance with established guidelines and procedures. Data management and reporting is a key component of this position. The Gift Planning Administrator will also be responsible for establishing workflow processes and tracking systems, maintaining a procedural manual and developing a check and balances system to maintain compliance. Specific responsibilities include (but are not limited to):
Resourcefulness, multitasking, meeting deadlines, and working with a team are essential for success in this role. |
Conditions of Employment |
|
Essential Designation | No |
FLSA | Non-Exempt |
Position Restricted? | No, this is a continuing E&G funded position |
Position Term | 12 month - Continuing |
Position Months | |
Required Qualifications |
|
Preferred Qualifications |
|
Is the position remote work eligible? | Hybrid (works remotely at least 1 day per week but not full-time) |
Remote Work Disclaimer | Remote work eligibility is not guaranteed and is subject to approval. Employee eligibility depends on the likelihood of the employee succeeding in a remote work arrangement and the supervisor’s ability to manage remote workers. Departments and/or Human Resources may amend, alter, change, delete, or modify eligibility. |
Advertised Pay Range | Up to $50,000, commensurate with experience |
Advertised Pay Range Statement | All hiring rates are commensurate with relevant experience up to the advertised amount considering internal alignment. |
University Salary Range | U07 |
Benefits Summary Statement | William & Mary offers our employees a full array of benefits including retirement, health insurance with options for expanded dental and vision along with group and optional life insurance with coverage for spouse and children, flexible spending accounts, and an EAP (Employee Assistance Program). Our employees enjoy additional university benefits such as educational assistance, professional development, wellness benefits, and a robust holiday schedule. All employees have access to fitness facilities on campus. Staff members also have access to the university libraries, and much more. To learn more, go to: https://www.wm.edu/offices/uhr/benefits/index.php?type=none |
Job Open Date | 03/11/2024 |
Review Begin Date | 04/01/2024 |
Job Close Date | |
Open Until Filled | Yes |
Special Application Instructions | |
Background Check Statement | William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check. |
EEO Statement | William & Mary values diversity and invites applications from underrepresented groups who will enrich the research, teaching and service missions of the university. The university is an Equal Opportunity/Affirmative Action employer and encourages applications from women, minorities, protected veterans, and individuals with disabilities. |
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