Associate Director, Complex Gift Management Development

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Reporting to the Senior Director of Complex Gifts Management (CGM), the Associate Director works among the small, collegial team of CGM, in close partnership with CGM’s sister office the Office of Planned Giving (PG). This individual is an important member of this unit and contributes to the teams’ overall success. Collaborating closely with CGM and PG members, the Associate Director of CGM works to ensure successful administration of the University’s portfolio of charitable gift annuities, charitable remainder trusts, pooled income funds (“Life Income Gifts”), and non‑cash gifts (“Special Assets”).

The Associate Director’s duties include coordinating with internal and external stakeholders, such as Investment Accounting, Gift Accounting, Gift and Records Services, donors, and the University’s custodial bank, on the set‑up, closure, and day‑to‑day maintenance of life income gifts. The Associate Director ensures the accurate accounting/reporting of the values and liabilities of nearly 1,000 charitable gift annuities contracts and two pooled income funds, in total worth over $300 million, as well as the purchase/sale of endowment units, as appropriate.

Examples of specific tasks include preparing and reconciling annual FASB reports covering all activities for charitable gift annuities and pooled income funds; reviewing monthly reporting provided by the custodial bank and coordinating with internal stakeholders to ensure accurate accounting; assisting internal stakeholders in accurately recording and reporting endowment unit purchases and sales for Type 13 entries; reviewing and implementing appropriate action items from weekly reports in connection with life income beneficiary eligibility;

and supporting or implementing accounting, recordkeeping, and other transactional distributions related to special assets. In addition, the Associate Director coordinates with internal and external stakeholders to implement the accurate administration, reporting, and recordkeeping for the Yale Donor Advised Fund program. The Associate Director also has administrative duties for CGM, including monitoring and reconciling balances for monthly and annual CGM expenses, and for the CGM cash holding account.

The Associate Director supports audit projects and performs other duties where appropriate.

• Ability to contribute as part of a team devoted to maintaining a high level of service while also working independently. Ability to prioritize and meet multiple, competing responsibilities. Demonstrated success in managing multiple projects and deadlines with exceptional attention to detail and highest level of accuracy.
• Collaborative, flexible, and solutions‑driven. Possess strong written and verbal communication and interpersonal skills. Ability to communicate complex information clearly.
• High level of comfort with technology and demonstrated ability to learn new systems. Proficiency in Excel, Word, email, and Airtable.
• Ability to handle confidential information with the highest level of discretion. Ability to maintain strict confidentiality. Commitment to an inclusive workplace.
• Commitment to upholding the highest of ethical standards.

Experience with Workday; experience in higher education or non‑profit administration.

• 1. Financial Analysis and Reporting:
  Analyzes and synthesizes information and designs and creates accurate and timely reports that add value to the management of University operations. Advises and applies GAAP to specialized areas to properly report out on financial conditions. Designs financial reporting to meet the compliance needs of internal and external users. Extracts and consolidated data from multiple sources.

  2. Financial methods & systems:
  Contributes to the planning and…