Director, Gift Planning and Complex Assets University Advancement

External Applicants:  Please ensure all required documents are ready to upload before beginning your application, including your resume, cover letter, and any additional materials specified in the job description. Cover Letter and Supporting Documents: Navigate to the "My Experience" application page. Locate the "Resume/CV" document upload section at the bottom of the page. Use the "Select Files" button to upload your cover letter, resume, and any other required supporting documents. You can select multiple files. Important Note: The "My Experience" page is the only opportunity to attach your cover letter, resume, and supporting documents. You will not be able to modify your application or add attachments after submission. Current Employees: Apply from your existing Workday account in the Jobs Hub. Do not apply from this website.  A cover letter is required for all positions; optional for facilities, campus services, and hospitality roles unless otherwise specified. Job Description Summary The Director, Gift Planning and Complex Assets serves as Wake Forest University’s resource for sophisticated charitable planning and complex gift opportunities. This position brings together philanthropic strategy, financial and asset expertise, and donor relationship management to help achieve charitable goals while advancing Wake Forest’s institutional priorities. Working closely with donors, professional advisors, and frontline development officers, the Director provides counsel on complex and advanced charitable giving strategies and helps transform sophisticated assets into meaningful philanthropic opportunities. The Director plays an active role throughout the gift development process—from identifying opportunities and developing donor strategies to structuring gifts, facilitating due diligence, and successfully completing complex transactions. The Director will proactively identify opportunities for complex and planned gifts, serving as a partner for development officers across University Advancement. The position will also help strengthen Wake Forest’s culture and capacity for sophisticated gift planning through education, consultation, market development, and collaboration. The Director brings expertise across a broad range of assets and charitable vehicles, including real estate, trusts, annuities, bequests, artwork, closely held business interests, restricted securities, and other complex assets. The position works closely with Finance and Accounting Services, the Office of General Counsel, donors, and their professional advisors to ensure that complex gifts are thoughtfully structured, appropriately evaluated, and aligned with University policy and applicable regulations. ** This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply. Job Description Essential Functions: Donor and Philanthropic…