Complex Gifts Director

Responsibilities

• Evaluate potential gifts for feasibility, income potential and risk, to ensure alignment with NRDC’s gift acceptance policies.
• Partner with Major Gift and Gift Planning Officers to educate potential donors, as well as staff, of giving opportunities available using non-cash assets.
• Collaborate with legal and finance teams to structure and process gifts efficiently.
• Serve as point person with Dechomai Foundation in its due diligence and evaluation of potentially viable non-cash gifts and manage all gifts given to NRDC through Dechomai.
• Participate in joint solicitations and strategy sessions for high-capacity donors.
• Conduct donor meetings independently and jointly with major gift and planned giving officers to advance planned and blended gift conversations.
• Partner with donors and their professional advisors (attorneys, CPAs, financial advisors) to structure gifts effectively.
• Develop and execute marketing strategies designed to broaden awareness of the opportunities complex assets can have for a donor’s giving portfolio.
• Internal Collaboration:
• Serve as the organization’s complex gift expert proactively providing guidance and technical support to frontline fundraisers.
• Initiate collaboration with major gift officers to identify complex gifts within their portfolios.
• Develop internal tools, talking points and gift illustrations to support fundraising colleagues.
• Provide training and ongoing education to development staff on non-cash assets and donor conversations.
• Serve as a liaison to Finance and Office of the General Counsel on issues of complex assets, asset liquidation and reporting.
• Compliance and Reporting:
• Ensure all complex gifts comply with IRS regulations and NRDC’s Gift Acceptance Policy.
• Maintain accurate records and contribute to financial reporting and audit processes.

Qualifications

• A bachelor’s degree is required.
• Minimum 7 years' experience in nonprofit fundraising, estate planning or financial services with a focus on complex, non-cash assets.
• Strong understanding of tax implications and legal considerations related to non-cash gifts.
• Excellent communication and relationship-building skills.
• Ability to manage multiple projects and stakeholders with discretion and professionalism.
• Familiarity with SalesForce or similar CRM.