Associate Director, Estates & Trusts

About the Opportunity

The Associate Director, Estates & Trusts plays a critical leadership role within the Gift and Estate Planning team, overseeing all aspects of estate administration.

Reporting to the Executive Director, Gift and Estate Planning, the individual manages a team supporting estate administration and stewardship and serves as an expert resource on complex estate planning considerations. The role also includes developing and executing a comprehensive professional advisor engagement strategy that helps to advance the Foundation’s future growth and supports its long-term sustainability.

Key Responsibilities:

• Lead and oversee all aspects of administration of gifts made through estates, trusts, registered accounts, annuities and life insurance policies, and ensuring timely and accurate processing of realized gifts.
• Collaborate with co-beneficiary charities to align on estate administration approach and coordinate respo...