Description
About the Opportunity The Associate Director, Estates & Trusts plays a critical leadership role within the Gift and Estate Planning team, overseeing all aspects of estate administration.
Reporting to the Executive Director, Gift and Estate Planning, the individual manages a team supporting estate administration and stewardship and serves as an expert resource on complex estate planning considerations. The role also includes developing and executing a comprehensive professional advisor engagement strategy that helps to advance the Foundation’s future growth and supports its long-term sustainability.
Key Responsibilities:
Lead and oversee all aspects of administration of gifts made through estates, trusts, registered accounts, annuities and life insurance policies, and ensuring timely and accurate processing of realized gifts.
Collaborate with co-beneficiary charities to align on estate administration approach and coordinate responses to protect collec...
Reporting to the Executive Director, Gift and Estate Planning, the individual manages a team supporting estate administration and stewardship and serves as an expert resource on complex estate planning considerations. The role also includes developing and executing a comprehensive professional advisor engagement strategy that helps to advance the Foundation’s future growth and supports its long-term sustainability.
Key Responsibilities:
Lead and oversee all aspects of administration of gifts made through estates, trusts, registered accounts, annuities and life insurance policies, and ensuring timely and accurate processing of realized gifts.
Collaborate with co-beneficiary charities to align on estate administration approach and coordinate responses to protect collec...
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