Trust and Estate Manager

Seattle Children's•Seattle, WA

3d•$97,665 - $146,497•Onsite

About The Position

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.

Requirements

Bachelor’s degree or equivalent combination of education and experience
At least five (5) years experience in estate planning, financial planning, or as a legal assistant/paralegal

Nice To Haves

Certified paralegal or equivalent advanced certification in law, financial planning or gift planning
Training in charitable strategies and software applications

Responsibilities

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
Oversee donor recognition for Legacy and Gift Planning
Direct Development Coordinator, Legacy and Gift Planning regarding data entry, estate administration files, and tracking legacy notifications