Job Description
Manage the trust and estate gift program; serve as a key resource for FGA on all trusts and estate matters; assist donors and professional advisors in understanding, planning and executing charitable strategies; track activity for estate and other planned gifts; and oversee donor recognition for Legacy and Gift Planning; and direct Development Coordinator, Legacy and Gift Planning regarding data entry, estate administration files, and tracking legacy notifications.
Knowledge, Skills and Abilities
+ Strong foundational understanding of estate planning techniques, annuities, wills and trust arrangements.
+ Able to compile, analyze, interpret and integrate complex legal and financial data into clear, concise and informative reports, correspondence, and other written materials.
+ Proven ability to handle highly confidential, difficult, and sensitive estate situations with sound judgment.
+ Able to work effectively with all levels of the organization.
+ Strong ...
Knowledge, Skills and Abilities
+ Strong foundational understanding of estate planning techniques, annuities, wills and trust arrangements.
+ Able to compile, analyze, interpret and integrate complex legal and financial data into clear, concise and informative reports, correspondence, and other written materials.
+ Proven ability to handle highly confidential, difficult, and sensitive estate situations with sound judgment.
+ Able to work effectively with all levels of the organization.
+ Strong ...