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Job Details

Trusts and Estates Coordinator

Company name
American Civil Liberties Union

Location
New York City, NY, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Aug 15, 2020

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Profile

ABOUT THE JOB

The ACLU seeks a full-time position of Trusts and Estates/ Development Coordinator in the Development Department of the ACLU’s National office in New York, NY.

 

The ACLU’s passionate community of donors and activists is stronger than ever. The mission of the ACLU’s Development Department is to unlock the full potential of donors and the ACLU as partners in the creation of a more perfect union. We pursue our mission by building long-term donor relationships and organizational partnerships, by demonstrating impact in response to threats, by engaging donors how they wish to engage, by taking interest in our donors and facilitating personal action, by being accountable stewards of their funds, and by asking donors to consider giving the ACLU their full support.

 

Reporting directly to the Manager of Gift Planning Administration, the Trusts and Estates/ ​Development Coordinator will support the administration of trusts and estates where the ACLU is a beneficiary, and gifts where a donor has made a contribution in exchange for lifetime income.

RESPONSIBILITIES

  • Act as the first point of contact for inquiries and correspondence relating to bequests received from trusts and estates, and life income gifts
  • Handle phone conversations with donors, attorneys, trustees and executors
  • Compose, edit and proofread communications for external donor audiences
  • Coordinate projects with Gift Processing, Finance, other Gift Planning staff, and other Development units, as well as with outside bank administrator
  • Process new and repeat charitable gift annuities, including running financial calculations, preparing annuity agreements and correspondence with donors
  • Handle ongoing gift administration, including processing quarterly payments to annuitants, annual tax statements and reports to trust donors and responding to general inquiries of annuitants and trust donors
  • Produce management reports; update and maintain database records and files; and process distributions
  • Provide day-to-day financial management of unit operating budget
  • Conduct research on donors and prospects as necessary
  • Undertake special projects within the Development Department, as needed

MINIMUM QUALIFICATIONS

  • Excellent organizational skills and ability to manage multiple projects; superior attention to detail with strong follow-through
  • Strong proofreading and editing skills
  • Ability to work collaboratively; shares assigned resources and information and serves as a point of reference for other staff to meet goals/deadlines within the expected time frame
  • Ability to anticipate obstacles and suggest alternative courses of action for difficult projects
  • Ability to speak and write effectively to convey clarity, specificity, and exactness, being mindful of the intended audience
  • Ability to exercise good judgment about who needs what information and how to deliver it most effectively
  • Excellent interpersonal skills and the ability to represent the organization to donors as well as interface with all levels of staff while maintaining tact, diplomacy and confidentiality
  • Proficient in Microsoft Office tools
  • Knowledge of, or desire to learn about, the Gift Planning field is desirable
  • Commitment to the mission of the ACLU.
  • Demonstrate a commitment to diversity within the office using a personal approach that values all individuals and respects differences in regards to race, ethnicity, age, gender identity and expression, sexual orientation, religion, disability and socio-economic circumstance.
  • Commitment to work collaboratively and respectfully toward resolving obstacles and/or conflicts

PREFERRED QUALIFICATIONS

  • Bachelor’s degree or equivalent work experience preferred
  • Experience with databases preferred
  • Experience in administrative work

 

Company info

American Civil Liberties Union

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