Gift And Estate Planning Specialist

Profile

Gift and Estate Planning Specialist

The candidate will manage the trusts and estates administration process for realized gifts, including review and interpretation of wills, trusts, accountings, and other estate documents; maintain digital records and produce reports related to realized planned giving expectancies, and; serve as a primary liaison for the Office of Planned Giving to the Office of General Counsel and Finance Office. Manage the planned gift acceptance process for new bequest intentions and life-income gifts, including documenting and recording new gifts, maintaining and reporting on a book of planned giving expectancies, and on-boarding new members of the 1842 Heritage Society. Manage the University’s relationship with fiduciary partner, State Street Global Advisors, including assisting with the on-boarding of new charitable gift annuities and charitable trusts, ensuring regular and timely communications with benefactors, oversight of income payments, tax reporting and state filings. Coordinate the administration of life insurance gifts, including payment of annual premiums and facilitation of regular policy reviews by outside advisors. Manage data requests, reviews, and reporting for the Office of Planned Giving. Support marketing and communications plans that will include: managing the relationship with a third-party web vendor; managing the creation and distribution of and follow-up on quarterly e-newsletters and bi-annual print newsletters, interviewing donors for the creation of donor profile stories, managing the production of brochures and other planned giving literature. Respond to inquiries from individuals who are interested in learning about planned giving, or who have included the University in their will or estate plan. Support planned giving events, including development of invitation/mailing lists, coordination and distribution of invitations, and on-site event support. Perform other duties and assist with projects as assigned.

Additional Information

Posting Number: 20192147S. Send Cover Letter / Letter of Interest and Resume / Curriculum Vitae.

Company info

Villanova University
800 Lancaster Avenue
Villanova
Pennsylvania
United States 19085
Website : http://www1.villanova.edu/