Director, Gift Annuity Compliance

Foundation Source Philanthropic Services•Cambridge, MA

31d•$120,000 - $140,000•Hybrid

About The Position

Our Director of Gift Annuity Compliance is the recognized authority behind our state registration and annual filing services for charitable gift annuity programs. In this role you will lead a team of three compliance professionals and personally own the precise, accurate annual filings for a portfolio of 80+ for-profit and nonprofit clients. You will also stay at the forefront of the evolving landscape of state laws, policies, and procedures governing charitable gift annuities, so that PG Calc and our clients can rely on your expertise.

Requirements

5 years experience in gift planning/planned giving, law or regulatory compliance
2+ years managing in a hybrid environment
Love of detail, data driven work
Bachelor’s degree
Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.
Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.
Hybrid Work Commitment: Must be able to reliably commute to the office 2 days per week (Monday/Wednesday) and meet in-person collaboration requirements as needed.

Nice To Haves

Attorney, paralegal, accountant, actuary, or compliance officer
Confident and effective public speaker/trainer

Responsibilities

Guide and strengthen the CGA state regulatory compliance line of business (30%)
Lead and develop a team of three compliance professionals
Contribute your expertise to support Sales of the line of business
Maintain accurate client contracts and communication records in Salesforce
Refine processes and implement operational efficiencies
Flag clients at risk of leaving
Own a portfolio of annual filing clients (50%)
Communicate with clients and gather the information needed to complete each regulatory filing
Complete filings accurately and on time
Verify that invoicing is correct
Request reimbursement of filing fees
Build and share knowledge (10%)
Train new staff and help them build their expertise
Keep internal training materials current as regulations change
Provide intradepartmental training to PG Calc colleagues
Share your expertise with clients through at least one webinar annually on state registration and annual filing compliance
Serve as CGA subject matter expert (10%)
Act as the internal authority on CGA compliance, supporting other lines of business, including audits, planned giving program startups, and specific gift situations
Contribute to annual updates of the CGA Manual