Director, Gift Planning and Complex Assets University Advancement

United States·Winston-Salemexecutive

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Key Responsibilities

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job

Requirements Summary

Sedentary work primarily involving sitting/standing; communicating with others to exchange information;repeating motions that may include the wrists, hands, and/or fingers; and assessing the accuracy,

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The Director, Gift Planning and Complex Assets serves as Wake Forest University’s resource for sophisticated charitable planning and complex gift opportunities. This position brings together philanthropic strategy, financial
and asset expertise, and donor relationship management to help achieve charitable goals while advancing Wake Forest’s institutional priorities.
Working closely with donors, professional advisors, and frontline development officers, the Director provides counsel on complex and advanced charitable giving strategies and helps transform sophisticated assets into
meaningful philanthropic opportunities. The Director plays an active role throughout the gift development process—from identifying opportunities and developing donor strategies to structuring gifts, facilitating due
diligence, and successfully completing complex transactions.
The Director will proactively identify opportunities for complex and planned gifts, serving as a partner for development officers across University Advancement. The position will also help strengthen Wake Forest’s
culture and capacity for sophisticated gift planning through education, consultation, market development, and collaboration.
The Director brings expertise across a broad range of assets and charitable vehicles, including real estate, trusts, annuities, bequests, artwork, closely held business interests, restricted securities, and other complex assets. The
position works closely with Finance and Accounting Services, the Office of General Counsel, donors, and their professional advisors to ensure that complex gifts are thoughtfully structured, appropriately evaluated, and aligned
with University policy and applicable regulations.

** This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply.

Donor and Philanthropic Advisory:

Nice to Have

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Requirements

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Full time

Responsibilities

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This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.

In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.

The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status.

If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact AskHR@wfu.edu or (336) 758-4700.