What are the responsibilities and job description for the Trusts and Estates Associate position at International Fellowship of Christians and Jews?
Job Description
Job Description
Chicago-Hybrid) The purpose of the Philanthropy Associate, Trust and Estates is to administer probate and trust related matters to generate timely estate distributions and according to The Fellowships standard operation procedures. This position will oversee the life-income gifts program and the Gift Planning Department monthly reporting. The Philanthropy Associate reports to the Director of Gift Planning and will foster cross-department partnerships with colleagues in Transformational Giving, Leadership Giving, Finance and Analytics. This position is based in our headquarters located in downtown Chicago.
We are seeking an individual with a Bachelor’s degree or equivalent work experience. Legal experience with experience in wills, estates, and trusts is required. Specifically legal secretary experience is preferred. Minimum of 3 years’ experience working with planned gifts vehicles including wills, trusts, charitable gift annuities, estate and trust administration is preferred.
Essential Job Responsibilities Include :
Documentation Management :
- Monitor the flow of legal documents related to post-mortem gifts and determine the proper sequence and prioritization of next actions.
- Execute next actions in a timely manner, or determine which matters require legal intervention and make appropriate recommendations to colleagues.
- Ensure IFCJ receives all legal paperwork required in post-mortem administration in a timely manner as may be required under respective state and local laws.
- Monitor and handle all matters relating to split-interest gifts and perpetual trusts, including drafting contracts. Review account statements received on bequests, perpetual trusts and split interest trusts.
Partnership Management :
Reporting :
Standard Operating Procedures and Administration :
Technical Skills & Abilities :
The Fellowship is an organization of bridge builders whose vision is that Jews and Christians will reverse their 2,000-year history of discord and replace it with a relationship marked by dialogue, understanding, respect and cooperation. Together we are able to help more than a million Jews in need each year. Our success is built on a culture that celebrates the differences in who we are, what we have experienced, and how we think.
Experience all The Fellowship has to offer and make an impact in a global nonprofit. We offer medical, vision and dental, retirement saving, paid time off and many other benefits. We are located on Wacker Drive, across from the Chicago Riverwalk. Please submit your resume and salary requirements.
Key words : Probate, Estates, Reporting
We are an equal opportunity employer (EOE).
Company Description
About us
The International Fellowship of Christians and Jews is the leading non-profit building bridges between Christians and Jews, blessing Israel and the Jewish people around the world with humanitarian care and life-saving aid.
A History of Helping
The International Fellowship of Christians and Jews (The Fellowship) was founded in 1983 by Rabbi Yechiel Eckstein.
Over the years, we have been leaders in Jewish-Christian relations, building bridges of goodwill that have led to greater understanding and cooperation between members of these two great faiths. We have helped hundreds of thousands of Jews escape poverty and anti-Semitism and return to their biblical homeland, funded humanitarian assistance that has touched the lives of millions of Jews in Israel and around the world, provided life-giving aid to Israel’s victims of war and terror, and much more.
Company Description
About us The International Fellowship of Christians and Jews is the leading non-profit building bridges between Christians and Jews, blessing Israel and the Jewish people around the world with humanitarian care and life-saving aid. A History of Helping The International Fellowship of Christians and Jews (The Fellowship) was founded in 1983 by Rabbi Yechiel Eckstein. Over the years, we have been leaders in Jewish-Christian relations, building bridges of goodwill that have led to greater understanding and cooperation between members of these two great faiths. We have helped hundreds of thousands of Jews escape poverty and anti-Semitism and return to their biblical homeland, funded humanitarian assistance that has touched the lives of millions of Jews in Israel and around the world, provided life-giving aid to Israel’s victims of war and terror, and much more.
