Director Gift Planning Administration

## Director Gift Planning Administration Apply remote type:
Remote Type
- Hybrid locations:
Posting Location
- William & Marytime type:
Full time posted on:
Posted Todayjob requisition :
JR101861
** Job

Requisition :
** JR101861 Director Gift Planning Administration (Open)
** Job Posting

Title:

** Director Gift Planning Administration
** Department:
** CC00292 WM001 | WMUA | Gift Planning
** Job Family:
** Staff - Giving:
Annual, Major Gifts, & Planned
** Worker Sub-Type:
** Regular (benefited)
** Job

Requisition Primary

Location:

** Discovery 1
** Primary Job Posting

Location:

** Posting Location - William & Mary
** Job Description

Summary:

** University Advancement creates the conditions for opportunity – human, financial, and experiential – by garnering and stewarding the resources that advance William & Mary.
The William & Mary Foundation advances the university’s highest aspirations by securing private support, guiding a multi-asset investment portfolio and offering strategic leadership. In this work, we propel the university toward national preeminence and help shape a future worthy of its history.
Consistent with the university’s shared services agreement with the William & Mary Foundation (WMF), this position is assigned 50% effort to support Foundation Services, LLC, a subsidiary of the WMF, with the responsibilities outlined below.
The Director of Gift Planning Administration is a key position in the gift planning office in the Office of University Advancement at William & Mary.
As a primary administrative contact and resource for donors, colleagues, and professional advisors, the Director will assist in the administration of planned gifts for the benefit of the university and its related foundations. This position is responsible for administering all gifts from wills, trusts, retirement plans, and life income vehicles, and meeting reporting and auditing needs in addition to overseeing the management of life insurance policies and tangible gifts donated to the university.

The Director also leads internal reporting, summaries, and updates as well as state and federal reporting and compliance requirements related to planned gifts to the university.
The Director reports to the Executive Director of Gift Planning and supervises the Gift Planning Administrator. The Director will help foster a culture of belonging that provides opportunity for all people and perspectives. This is a hybrid position based in Williamsburg, VA, that offers a flexible work environment.
This position is classified as professional, meaning it is salaried and exempt from overtime. For benefits and leave purposes, this role falls under the "12‐month Professionals & Faculty" classification on the HR website.
Review and download the full position description for this job under the “Featured Job Opportunities” on the University Advancement recruitment website: (Use the "Apply for this Job" box below)..php
*
* Job Description:

**** Salary: $95,000 to $110,000 commensurate with experience and internal alignment.
**** For full consideration, submit application materials by Friday, August 21, 2026. Applications received after the review date will be considered if needed. A resume and cover letter are required for this position.
***
* Required Qualifications:

*** Bachelor’s degree and JD with substantive experience or specialized expertise directly related to the position.
* Demonstrated professional experience in gift planning administration or in the legal field as a practicing attorney in trust and estate administration.
* Skills to present planned giving information to both lay and professional audiences in a way that will inspire philanthropy.
* Understanding of complex charitable gifts and gifting strategies: estates and trusts, charitable gift annuities, charitable remainder trusts, charitable lead trusts, gifts of real estate, gifts of closely held securities, gifts of life insurance, tangible and intangible gifts, bargain sales and gifts from retirement plans.
* Ability to review estate and trust documentation and to serve as the William & Mary liaison to coordinate with Trustees and Administrators in order to facilitate charitable…