Position Title: Gift and Estate Planning Specialist
Position Type: Staff
Recruitment Type: Internal/External Applicants
Work Schedule: full-time/12-months
Department: 604 - University Advancement
The Gift and Estate Planning Specialist, reporting to the Director of Planned Giving, serves as part of the Office of Planned Giving. This position will be responsible for managing the administration of trusts and estates, managing the University's relationship with its fiduciary partner, recording new planned gifts and on-boarding new members of the University's 1842 Heritage Society. The Specialist will also be responsible for managing and reporting on data (e.g. membership, financial and stewardship-related), and stewardship of the 1842 Heritage Society. This position will have no supervisory responsibilities.
Villanova is a Catholic university sponsored by the Augustinian order. Diversity and inclusion have been and will continue to be an integral component of Villanova University's mission. The University is an Equal Opportunity/Affirmative Action employer and seeks candidates who understand, respect and can contribute to the University's mission and values.
Duties and Responsibilities:
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, but are not limited to: 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.
Bachelor's degree required.
3+ years' experience in trusts and estates, fundraising, or relevant program administration.
In-depth knowledge of the estate planning and probate process.
Attention to detail and strong communication skills, along with significant organizational and analytical skills required.
Ability to manage up and influence others.
Must be able to work collaboratively.
A strong knowledge of and desire to associate with Villanova University's mission.
Strong writing skills.
Ability to interpret and respond to legal documents.
Ability to communicate effectively to diverse groups of external and internal constituents.
Knowledge of general office equipment including personal computers, word processing software, spreadsheet software and database software required. Adept at learning new software, incumbent will work extensively with PG Calc software (Bequest Manager and Gift Wrap).
Paralegal, paraprofessional degree (Paralegal Certificate) or equivalent work experience preferred.
Knowledge of planned giving tools and techniques a plus.
Physical Requirements and/or Unusual Work Hours:
Ability to work evenings and weekends as necessary.
Posting Date: 06/24/2019
Salary Posting Information:
Commensurate with experience.
Salary Band: I
Job Classification: exempt
Required fields are indicated with an asterisk (*).
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