Description
Position: Legacy Gift Administrator, Gift Planning
Reports to: Senior Director of Gift Planning
Location: United States Remote U.S. or Boston, MA
Position Type: Full-time
Position Overview:
In close partnership with the Senior Director of Gift Planning and Development Operations, Accounting, Legal, and Compliance teams, ensure the prompt and accurate processing of legacy gift intentions and charitable gift annuity donations. Oversee and monitor the flow of legal documents, accounting statements, and other materials related to the distribution of legacy gifts. Review legacy gift instruments, determine Partners In Healthโs (PIH) interest, assess any restrictions on gifts, and convey appropriate financial and legal information internally for the purpose of projecting, securing, and recording income. Accompany legacy donorsโ family and professional advisors through the maturation process. Contact estate representatives at appropriate intervals to obtain necessary documents and information. Effectively process distributions from wills, trusts, retirement accounts, life insurance policies, and split-interest gifts. Oversee the recognition of donors and the thanking of family members of the deceased. Partner closely with the Gift Team to ensure proper documentation. Create, fortify, and sustain data management processes and quality control measures.
Specific Responsibilities:
Manage a 7-figure portfolio of maturing estates under all phases of administration. Communicate with trustees, executors, personal representatives, and other legacy administrators to facilitate and ensure timely distributions.Monitor the flow of legal documents and statements and, in partnership with Accounting and Legal, review documents, determine PIHโs interest, assess gift restrictions, and convey appropriate information internally to facilitate the legacy. Process paperwork. Elevate complicated cases to the Senior Director.Partner with PIHโs annuity administrator to maintain accurate records for the gift annuity program. Coordinate the financial recording for all split-interest gifts with Operations and Finance.Review notice of legacy gift intentions from donors, their advisors, and PIHโs online will creation platform. Record gift intentions in organizational database.Ensure the databaseโs constituent, activity, and gift information are accurate and up-to-date. Identify opportunities to enhance the database infrastructure for more holistic data entry and reporting. Support the annual audit process by ensuring prompt and accurate record-keeping and retrieval when necessary.Processes acknowledgement letters for matured revenue. Support annual 1099R and tax receipt mailings.Compassionately respond to death notices and extend stewardship touches to the loved ones of the deceased.Support compliance with state regulations for gift annuity registrations in consultation with the Legal Department.Stay current on trends in charitable giving, charitable estate planning, and personal finance.Qualifications:
Minimum 3-5 years of experience in estate/probate and trust administration. Bachelorโs degree in Accounting/Business Administration and Paralegalโs certificate/degree highly preferred. Non-profit work experience is preferred.Experience with basic accounting principles and concepts including asset valuation, liquidation, and asset transfers.Must be able to communicate complex issues effectively with a wide variety of people on the phone and in writing.Must be highly organized, have strong attention to detail, able to exercise discretion when handling confidential information, and have experience working with data management systems.Ability and willingness to become a MA-state notary public a plus.Commitment to social justice and PIHโs mission.Organizational Profile
Partners In Health (PIH) is a non-profit, global health organization that fights social injustice by bringing the benefits of modern medical science first and foremost to the most vulnerable communities around the world. PIH focuses on those who would not otherwise have access to quality health care. PIH partners with the worldโs leading academic institutions to create rigorous evidence that shapes more sound and all-inclusive global health policies. PIH also supports local governmentsโ efforts to build capacity and strengthen national health systems.
As of today, PIH runs programs in 11 countries (Haiti, Kazakhstan, Lesotho, Liberia, Malawi, Mexico, Navajo Nation, Peru, Rwanda, Sierra Leone, United States), where it provides direct care to millions of patients, through public facilities and community engagement.
Partners In Health (PIH) is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of PIH not to discriminate on the basis of race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law. PIH works in and with a number of governments in and outside the U.S., and to the extent applicable, this statement is intended to incorporate the prohibition of any unlawful discrimination covered by applicable laws in such countries, states and municipalities.
Partners In Health participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.