Human Resources

outdoor class 2

Planned Giving and Finance Administrator


Primary Role

Administrator of investment and financial activities with a special emphasis on planned giving and estate administration.


Typical Duties and Responsibilities

  1. Oversees tax compliance matters, including state regulation reporting for the Gift Annuity Fun
  2. Along with the Controller, prepares the College’s Tax Form 990.  Serves as liaison to the College’s external auditing firms.
  3. Serves as administrative liaison with the Committee on Business Affairs, Committee on Investments, Committee on Audit, the Board of Trustees,  the Executive Committee, the Budget Team and 403(b) committee.  Prepares & reports deferred giving & estate activity to Committee on Investments on a regular basis.
  4. Administers all deferred giving contracts & handles related accounting, including monthly valuations, quarterly payments, maturities and new gifts, and annual tax reporting.
  5. Conducts stewardship as needed with donors and estate contacts, continuing to foster the environment for cultivation of relationships.
  6. Identifies and performs risk assessments of planned giving fund accounts and makes recommendations for improvements or adjustments to the program.
  7. Acts as liaison for Development Department in running gift models and comparisons and prepares necessary paperwork for life income gifts. 
  8. Works with attorneys on the administration of estates and collaborates with Development Department to identify and administer gift restrictions.
  9. Manages the Special Funding request process & administration of those budgets.
  10. Develops and manages the Business Services office budget, the Legal and the Auditing budgets.
  11. Maintains familiarity with applicable external regulations.
  12. Performs related duties as assigned.


Supervision Required/Given

Works with considerable independence.  Must be able to make administrative judgments using established guidelines and protocols.

Position Qualifications

  1. Knowledge and skills normally acquired through a Bachelor's Degree in areas of business and management or an equivalent combination of experience and/or education.
  2. Competency and technical knowledge of charitable gift program administration and gift law preferred.
  3. Demonstrated competency and capability with:  MS Office applications at the advanced level; budget planning and management; experience in project planning and data gathering skills; expertise in oral and written communications; general accounting background.