Job Description
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.
Estate Administration & Management
- Lead and oversee all aspects of administration of gifts made through estates, trusts, registered accounts, annuities and life insurance policies, ensuring timely and accurate processing of realized gifts.
- Collaborate with co‑beneficiary charities to align on estate administration approach and coordinate resp...