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Bequest and Gift Administrator (Cape Town, ZA) @ University of Cape Town

Cape Town, Western Cape, ZAOnsiteFull-time
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About this role

BEQUEST AND GIFT ADMINISTRATOR (PC09) Development and Alumni Department DEVELOPMENT & ALUMNI DEPARTMENT The University of Cape Town (UCT) invites applications for the position of Bequest & Gift Administrator in the Development and Alumni Department (DAD), within the Philanthropy team. Reporting to the Deputy Head of Philanthropy, this role manages and oversees administration of donations made through bequests and other forms of planned giving. The role carries specific responsibility for ensuring the legal integrity of gift and grant agreements, while supporting fundraisers and ensuring broader regulatory compliance. REQUIREMENTS FOR THE ROLE: NQF Level 6 qualification in a relevant field (e.g. law, commerce, finance, or nonprofit management). At least 5 years' relevant experience (e.g. in legal contracts, donor relations, planned giving, fundraising administration, or a related field). Strong administrative and organisational skills with the ability to prioritise and multi-task. Excellent communication, interpersonal, and customer service skills. Proficiency in MS Office (Word, Excel, PowerPoint, Teams, Outlook, Access). Ability to work under pressure. THE FOLLOWING WILL BE ADVANTAGEOUS: A background in tax law or a working knowledge of South African tax legislation as it applies to charitable giving and nonprofit compliance. Experience in the higher education or nonprofit fundraising environment. Familiarity with estate planning, gift acceptance policies, donor stewardship practices, and CRM systems. RESPONSIBILITIES INCLUDE BUT NOT LIMITED TO: Coordinate estate settlements and liaise with fundraisers, legal advisors, executors, and internal stakeholders to facilitate the transfer to UCT. Develop and implement procedures and tracking systems for accepting, processing, and acknowledging bequests. Prepare and review legally sound gift and grant agreements for major gifts (above ZAR 500,000) in line with UCT policies, including compliance with all applicable legislation. Provide guidance to fundraisers, on bequests, planned giving, and the tax implications of charitable donations. Maintain accurate CRM records of bequests, pledges, gift agreements, and donor information, and prepare reports for leadership. Ensure agreements comply with relevant legislation, regulations, and institutional policies, including the Income Tax Act, POPIA, and sector best practices. Track, analyse, and report on bequest and income from commitments captured in agreements as well as anticipated revenue on a quarterly basis. The annual remuneration package, including benefits, ranges between R531 313 and R625 071. To apply, please visit the UCT Jobs Site (www.jobs.uct.ac.za), to create a candidate profile and to submit your application. Please complete/attach the following to your profile before submitting your application: Motivational letter that speaks to the requirements of the position Curriculum Vitae (CV) Three referee names which must include their title and name, position details, relationship to you, their e-mail address and telephone number Highest qualification ID/Passport An application which does not comply with the above requirements will be regarded as incomplete and might not be considered. Shortlisted candidates will be required to undergo competency assessments. References may be requested by UCT at any stage of the selection process. Any enquiries for the position to be addressed to Mr. Ian Petersen at [email protected] or 021 650 2163. Closing date: 11 September 2026 Website: www.hr.uct.ac.za Reference number: ID 1400 UCT is a designated employer and is committed to the pursuit of excellence, diversity, and redress in achieving its equity targets in accordance with the Employment Equity Plan of the University and its Employment Equity goals and targets. Preference will be given to candidates from the under-represented designated groups. Our Employment Equity Policy is available at www.uct.ac.za/downloads/uct.ac.za/about/policies/eepolicy.pdf . When you apply for a position at UCT, we collect your personal information to assess your application, communicate with you, and coordinate interview logistics. Information such as race, gender, nationality, and disability status is used to support our Employment Equity obligations. We also verify your references, qualifications, conduct criminal and, for certain roles, credit checks. For more information about how the University of Cape Town uses personal information and your rights, please email [email protected] . The University reserves the right to extend the closing date for applications if deemed necessary and reserves the right to make no appointment.

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