Trust and Estate Specialist

Summary:

Under the direction of the Senior Director of Planned Giving, the Trust and Estate Specialist is responsible for administering planned gifts in which Father Joe’s Villages is a beneficiary and for fostering growth of the planned giving program. The Trust and Estate Specialist will have demonstrable experience analyzing complex documents, drafting memos and correspondence, implementing a file management system, and working cooperatively with colleagues, donors, and legal and financial professionals. The Trust and Estate Specialist is also responsible for maintaining a tracking system on Raiser’s Edge, developing a marketing strategy and creating collateral for planned giving, updating the legacy website through Crescendo, and cultivating Legacy Society membership through engagement and activities.

Essential Functions:

• Analyzes wills, trusts, and financial records for estate plans in which Father Joe’s Villages is a named beneficiary
• Drafts legal memos and professional correspondence  
• Implements planned giving procedures and record systems
• Completes financial forms and other documents related to the distribution of inherited assets
• Engages with trustees, executors, attorneys, financial professionals and family members as needed throughout the trust and probate administration process 
• Develops and maintains a data tracking system on Raiser’s Edge
• Aids the Senior Director of Planned Giving in planning and implementing activities, events and communications for the Legacy Society 
• Collaborates with and assists frontline fundraisers in the facilitation of planned gifts and blended solicitations 
• Works cooperatively with the finance department on issues related to the valuing and recognition of planned gifts 
• Collaborates with the Senior Director of Planned Giving to develop and implement a marketing strategy, including preparation of collateral, drafting monthly e-newsletters and keeping the legacy website current
• On-time completion of assigned training and policies
• Attendance and assistance at certain events, including the annual Thanksgiving Day 5k 
• Other duties as assigned

Qualifications:

• Bachelor’s degree or associate degree and at least 4 - 6 years of experience.
• Paralegal or administrative assistant experience in the area of planned giving, financial planning or estate planning is preferred
• Knowledge of legal processes (particularly probate) and experience working with attorneys and financial professionals is preferred 
• Proficiency in Microsoft Office (Word, Excel, PowerPoint and Outlook)
• User of Raiser’s Edge and/or Crescendo is preferred 
• Skills/Abilities: Excellent listening, verbal, written and interpersonal skills, with particular sensitivity and care for the elderly; demeanor and comfort interacting with donors, organizational leadership, Board members and cross-organizational co-workers; self-starter with strong organizational skills and an ability to prioritize and complete simultaneous projects; communicates and incorporates Father Joe’s Villages core values into daily work