Associate Director Trusts and Estates

Tufts University • Medford, MA

91d • $94,600 - $141,900

About The Position

Tufts University Advancement seeks a dynamic, experienced professional to serve as Associate Director of Trusts and Estates. Tufts University Advancement Division (UA) is a comprehensive development and alumni engagement enterprise with a staff complement of approximately 200 full-time employees. Units within UA include development/fundraising, alumni engagement, stewardship and donor relations, special events, gift processing, research and prospect management, gift planning, corporate and foundation relations, and information systems and management. UA's mission is to build strong relationships with Tufts University's constituents, match donor interests with the University's needs and priorities, and secure the financial resources necessary for Tufts to achieve excellence in teaching, research, and scholarship. UA is strongly committed to serving the academic agenda of the University and creating a culture of philanthropy in the extended Tufts community. Integrity, collegiality, diversity, accountability, mutual trust, and respect for the individual, as well as the intentions of our donors, are the values that guide the work of the Division.

Requirements

• 5-7 years of related professional experience in gift planning, law, estate planning, personal trust, or other financial services.
• Bachelor's degree.
• Experience reviewing and/or drafting complex financial and legal documents and an understanding of financial and estate planning vehicles.
• Outstanding verbal and written communication skills and ability to explain technical information in layperson's terminology.
• Goal-oriented and adept at prioritizing and managing multiple tasks in a fast-paced environment.
• Excellent organizational skills and attention to detail.
• Customer service orientation and sensitivity to the confidential nature of financial information.

Nice To Haves

• Advanced degree/law degree preferred.
• Experience managing staff preferred.

Responsibilities

• Manage all gifts from estates intended for Tufts University.
• Ensure the full, timely, and accurate receipt of all estates, trusts, retirement, and life insurance beneficiary designations, and other estate gifts.
• Serve as the point of contact for the University for all executors, trustees, and other fiduciaries of estates with a gift provision for Tufts.
• Confer with and make recommendations to UA colleagues, University Counsel, and Finance regarding the proper allocation of funds from estates.
• Oversee the administration of a life income gift program comprised of more than 400 individual planned gifts invested by Tufts.
• Manage the complex process of setting up all new life income gifts and additions to existing gifts.
• Draft gift annuity contracts, prepare gift and tax calculations for donors, and record the gifts at Tufts.
• Handle inquiries from beneficiaries related to the management of their gift annuity or trust.
• Ensure compliance with all relevant state regulations regarding the right to issue charitable gift annuities.
• Manage the Assistant Director of Trusts and Estates and oversee the creation and maintenance of regular reports detailing estate administration, life income gift activity, and gift planning achievement.

Benefits

• Salary range: Minimum $94,600.00, Midpoint $118,250.00, Maximum $141,900.00.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Educational Services
• Education Level: Bachelor's degree