Bequest and Gift Administrator

University of Cape Town · Cape Town, Western Cape

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The annual remuneration package, including benefits, ranges between R531 313 and R625 071.

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.

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.

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.

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

Closing date: 11 September 2026