Officer, Complex Gift Management

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.

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.

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.

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.

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.