Estate And Gift Planning Associate

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Estate And Gift Planning Associate
The candidate will be responsible for: Reviews statements of support, wills, trusts, beneficiary designation gifts and other gift documentation to ascertain the University’s interest; communicates and works with attorneys, trust officers, trustees, personal representatives, life insurance agents and IRA administrators, among others, to ensure the gift is received by the University; works with OEGP gift officers and other internal stakeholders including the General Counsel’s Office and Business and Finance to review and process estate and planned gifts. Processes planned gifts by preparing and sending out routing forms and inputting gift information into constituent relationship management system. Works with DAR’s gift processing department to manage planned gifts. Organizes and manages all the files related to gift administration and donors; maintains estate and trust logs for pending matters; prepares all types of reports related to gift administration; and manages inquiries and projects related to gift administration from DAR, Business and Finance, and other internal and external constituents and donors. Oversees and manages all administrative aspects of the University’s gift annuity, charitable remainder trust, and life insurance programs and donor-advised fund. Works with OEGP gift officers, internal stakeholders, and outside legal and financial professionals in drafting gift agreements, gift annuity agreements, sample bequest language, and planned gift proposals. Provides such assistance as may be needed in the preparation and provision of educational and marketing materials and sessions by OEGP. Performs such other responsibilities and special projects as needed or assigned to support OEGP, DAR and University initiatives. Adheres to University and unit-level policies and procedures and safeguards University assets.

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