Associate Director of Gift Documentation and Compliance

Who We Are

Founded in 1926, the Colonial Williamsburg Foundation is a private, not-for-profit educational, historic, and cultural institution that owns and operates one of the largest and best-known museum complexes in the world. Our mission is “that the future may learn from the past” through preserving and restoring 18th-century Williamsburg, Virginia’s colonial capital. We engage, inform, and inspire people to learn about this historic capital, the events that occurred here, and the diverse peoples who helped shape a new nation.

Today, Colonial Williamsburg is the largest living history museum in the U.S. The Historic Area is the 301-acre restored colonial capital with 89 original buildings and 525 buildings reconstructed to how they appeared in the 18th century through extensive archaeological, architectural, and documentary research. The Historic Area is staffed by highly trained, historically dressed interpreters and expert tradespeople who bring the 18th century to life.

The Foundation also owns and operates two world-class museums, the DeWitt Wallace Decorative Arts Museum, and the Abby Aldrich Rockefeller Folk Art Museum, The Bob and Marion Wilson Teacher Institute, and a renowned research library, the John D Rockefeller Jr Library.

Additionally, Colonial Williamsburg is home to five world class accommodations at the Williamsburg Inn, Williamsburg Lodge Autograph Collection, the Griffin Hotel, the Williamsburg Woodlands Hotels and Suites and the unique Colonial Houses in the Historical Area. Visitors may also indulge in food and drink at our many on site restaurants and taverns that blend a historically inspired dining experience with today’s evolved tastes.

Each year over 5 million people visit Williamsburg and another 20 million engage with us digitally.

The Associate Director of Gift Documentation & Compliance serves as the primary operational expert responsible for the accurate and compliant creation, review, finalization, and distribution of restricted charitable gift commitment documentation for Colonial Williamsburg Foundation. Reporting directly to the Associate Vice President of Development Services, with a dotted reporting line to the Senior Philanthropic Advisor, this tactical role ensures strict adherence to institutional Gift Acceptance Policy, Council for Advancement and Support of Education (CASE) standards, Virginia’s Uniform Prudent Management of Institutional Funds Act (UPMIFA), and Internal Revenue Service (IRS) regulations.

The Associate Director’s scope includes management of all restricted Gift Agreements, including endowment Memoranda of Agreement (MOA), Letters of Intent (LOI), Pledge Forms, Gift Abstracts, and other related gift documentation, ensuring every step of the documentation lifecycle is executed accurately and in compliance with relevant institutional policies and procedures, made with the supervision of General Counsel.

• Serve as the primary operational point of contact for receiving, evaluating, creating, processing, and distributing all new restricted gift documentation and gift abstracts.
• Work directly with Gift Officers and fundraising staff to review draft gift documentation (Pledge Forms, Gift Agreements, MOAs, and LOIs) to ensure that the terms and language fulfill the donor's wishes and stated intent.
• Manage and maintain the master inventory of all official naming opportunities established by gift documentation (agreements, MOAs, etc.).
• Manage and maintain the master list of all official approved institutional restricted purpose language for endowment and expendable gifts.
• Serve as the operational compliance check, verifying that executed gift documentation aligns with established institutional naming policies and procedures.
• Provide timely reports to Donor Relations and Development teams on active, pending, and fulfilled naming opportunities to support effective donor recognition and fulfillment.
• Verify, in consultation with appropriate departmental and financial leaders, that the institution has the capacity, resources, and programmatic viability to fulfill the gift’s stated purpose and restrictions of the gift before…