Position Summary University Development’s purpose is to support the mission of the university by raising private resources from alumni, friends and other constituents to enhance financial support for students, faculty, programs and facilities. University Development provides leadership and centralized services to the 30+ development offices throughout the University, serving as a focal point for annual giving; application development and support; campaign management; constituent programs; corporate and foundation relations; development operations; donor relations; gift planning; gift services; industry relations; marketing/communications; parents giving; principal gifts; prospect management, research and analytics; regional programs; scholarships and student aid; talent management; university events; and volunteer engagement.
Reporting to the Executive Director of Gift Planning, the Life Income and Tax Administrator is responsible for managing the day to day matters related to new and existing life income gifts; preparing all tax receipts; reporting; recording all new planned gifts for the entire University fundraising program.
Principal Functions: Life Income Administration: Work with TIAA Kaspick and Company and UNC accounting on all day to day matters related to new and existing life income gifts. Duties include but not limited to: setting up new accounts for gift annuities and charitable trusts; assisting Executive Director with annual tax reports and beneficiary letters; ensuring that tax forms signed by Vice Chancellor for Development and mailed in a timely manner; responding to life income beneficiaries’ questions; providing reports as requested by executive Director and beneficiaries; preparing all tax receipt packages for Executive Director, Director or Associate Directors’ review; preparing the annual audit reports for all supporting foundations (a large summer project); updating all beneficiary information including banking, change of address, etc. Work directly with beneficiaries’ tax advisers and internal departments on campus.
DAVIE (database) subject matter expert: Record all new planned gifts for the entire University fundraising program; work with Gifts Services team to close all steps; prepare 8283 for Executive Director’s review and Vice Chancellor’s signature; build queries for events, marketing, stewardship, and gift planning team members’ prospecting; complete Gift In Kind forms (GIK); keeping data clean and up to date; respond to fundraiser questions regarding data interpretation.
Prepare all Gift Planning Program Reports: Duties include but not limited to: History of Gift Planning; Weekly Executive Director’s Program Report; Monthly Gift Planning Report to all fundraisers; year-end report to all supporting foundations and departments; will be asked to create new planned reports.
Other Duties: Other duties as assigned by the Executive Director of Gift Planning. Help gift planning team with marketing pieces, proposals, presentations, maintaining digital donor files, serves as backup for some duties assigned to Estates Administrator and Executive Assistant.
Educational Requirements Bachelor’s degree
Qualifications and Experience Minimum of 2 – 3 years professional experience in related fields. Excellent verbal and written communication skills; strong interpersonal skills and the ability to work in a diverse environment. Understanding and awareness of program services, policies, office protocols, professional practices and applicable laws/regulations. Professionalism, attention to detail, and the ability to maintain confidentiality; strong organizational skills and time management skills. Ability to prioritize work amidst multiple demands and meet deadlines. Flexible, collaborative, yet able to work effectively with a high degree of independence. Demonstrated knowledge of such software/programs as Word, Excel, PowerPoint, and Outlook. Experience with planned giving software, Blackbaud or other donor management software a must.
Application Types Accepted Applications must be received in the Department of Human Resources by the closing date to be considered. Please submit an online application for position ID 20025828 at http://unc.peopleadmin.com/postings/176936
The University of North Carolina at Chapel Hill is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or status as a protected veteran.