University Temporary Services Gift Planning Program Associate

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University Temporary Services Gift Planning Program Associate

Duties: Serve as the point of contact regarding Gift Planning for the College of Agriculture and Life Sciences (CALS) Office of College Advancement (CA) and provide support to the Senior Director of Major and Leadership Gifts and the Director of Development for Individual Giving/Executive Director of Development, Horticultural Science and JC Raulston Arboretum. Prepare, process, and review the necessary documentation for: charitable gift annuity contracts, charitable remainder trusts, charitable lead trusts, compliance with IRS gift receipt and valuation laws, retained Life Estates, and issues related to tax law, charitable law, and related areas. Collaborate with the University Gift Planning Office on the coordination and preparation of gift transmittal for planned gifts, and will consult closely with planned giving donors to assist with the preparation and gathering of necessary documentation to finalize gifts. Lead fundraising projects and track project progress, logistics, and next steps. This position will also be responsible for coordinating with and overseeing the department’s administrative specialists on gift planning initiatives. Serve as the point of contact regarding Gift Planning for the College of Agriculture and Life Sciences Office of College Advancement. Assist with projects related to administration of estates.

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