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For Companies At a Glance
- Tasks: Manage estate gifts and life income programs while ensuring compliance and effective communication.
- Company: Join Tufts University Advancement, a vibrant team dedicated to philanthropy and community engagement.
- Benefits: Enjoy competitive pay, a supportive work culture, and opportunities for professional growth.
- Why this job: Make a meaningful impact by helping donors achieve their philanthropic goals and supporting education.
- Qualifications: 5-7 years in gift planning or related fields; strong communication and organisational skills required.
- Other info: Lead a team and engage with diverse stakeholders in a dynamic university environment.
The predicted salary is between 80000 - 120000 £ per year.
Overview
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.
The Gift Planning Team
The team is responsible for helping donors maximize their gifts to Tufts and reach their philanthropic goals through financial, estate, and tax planning. The Gift Planning Office works with donors and their advisors to integrate their charitable interests into their estate plans and establish gifts that provide income in return. Examples of such gift vehicles include bequests, gifts of retirement plans and life insurance policies, charitable gift annuities, and charitable remainder unitrusts. In addition, the team works with gifts of complex assets such as real estate, business interests, and art.
What You\’ll Do
We are seeking a motivated and results-driven individual with experience in estate and life income gift administration, excellent written and oral communications skills, a customer-service orientation, strong organizational skills, and the ability to cultivate collegial and productive relationships with advisors, donors, gift officers, and internal partners across the university.
Reporting to the Senior Director, Gift Planning, the Associate Director of Trusts and Estates is responsible for managing all gifts from estates intended for Tufts University. This position ensures the full, timely, and accurate receipt of all estates, trusts, retirement, and life insurance beneficiary designations, and other estate gifts that are in the process of being distributed to Tufts. This individual serves as the point of contact for the University for all executors, trustees, and other fiduciaries of estates with a gift provision for Tufts. The Associate Director confers with and makes recommendations to UA colleagues, University Counsel, and Finance, as needed, to determine the proper allocation of funds from estates.
In addition, s/he oversees the administration of a life income gift program comprised of more than 400 individual planned gifts invested by Tufts, working closely with an outside service provider. This position manages the complex process of setting up all new life income gifts and additions to existing gifts that are managed by Tufts once the funding has been received at the University, through to their termination. This involves drafting gift annuity contracts, preparing gift and tax calculations for the donors as well as acknowledgement letters, and recording the gifts at Tufts. The Associate Director of Trusts and Estates handles inquiries from beneficiaries related to the management of their gift annuity or trust. The Associate Director of Trusts and Estates also ensures that Tufts is in compliance with all relevant state regulations regarding the right to issue charitable gift annuities.
This position manages the Assistant Director of Trusts and Estates, who assists with the estate and life income gift program administration. The Assistant Director also manages the growing need for gift planning data/analytics. The Associate Director of Trusts and Estates will oversee the Assistant Director in the creation and maintenance of regular reports detailing estate administration, life income gift activity, and gift planning achievement.
What We\’re Looking For
Basic Requirements
- 5-7 years of related professional experience in one or more of the following areas: 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 required.
- Customer service orientation and sensitivity to the confidential nature of financial information is mandatory.
Preferred Qualifications
- Advanced degree/law degree preferred
- Experience managing staff preferred
Pay Range
Minimum $94,600.00, Midpoint $118,250.00, Maximum $141,900.00
Salary is based on related experience, expertise, and internal equity; generally, new hires can expect pay between the minimum and midpoint of the range. #J-18808-Ljbffr
Associate Director Trusts and Estates employer: Tufts University
Contact Detail:
Tufts University Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director Trusts and Estates
✨Tip Number 1
Network with professionals in the gift planning and estate administration sectors. Attend relevant conferences or workshops where you can meet individuals who work in similar roles, as they may provide insights or even referrals that could help you land the job.
✨Tip Number 2
Familiarise yourself with Tufts University's mission and values. Understanding their commitment to philanthropy and how they engage with donors will allow you to tailor your conversations and demonstrate your alignment with their goals during interviews.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your ability to manage complex financial and legal documents. Highlighting your problem-solving skills in real-life scenarios will make you stand out as a candidate.
✨Tip Number 4
Showcase your customer service orientation by preparing to discuss how you've handled sensitive information and built relationships with clients or stakeholders in previous roles. This will demonstrate your fit for a position that requires trust and confidentiality.
We think you need these skills to ace Associate Director Trusts and Estates
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in gift planning, estate administration, and financial services. Use specific examples that demonstrate your skills in managing complex financial documents and your understanding of estate planning vehicles.
Craft a Compelling Cover Letter: In your cover letter, express your passion for philanthropy and how your background aligns with Tufts University's mission. Highlight your communication skills and ability to build relationships with donors and advisors, as these are crucial for the role.
Showcase Your Achievements: When detailing your professional experience, focus on quantifiable achievements. For instance, mention any successful projects you've led in gift planning or estate management, and how they contributed to the organisations you worked for.
Proofread and Edit: Before submitting your application, thoroughly proofread your documents. Ensure there are no grammatical errors or typos, as attention to detail is essential for this position. Consider asking a friend or colleague to review your application for clarity and impact.
How to prepare for a job interview at Tufts University
✨Know Your Stuff
Make sure you have a solid understanding of estate planning and gift administration. Brush up on the various financial and legal documents you might encounter, as well as the different types of gifts and trusts. Being able to discuss these topics confidently will show your expertise.
✨Showcase Your Communication Skills
Since this role requires excellent verbal and written communication skills, prepare to demonstrate how you can explain complex information in simple terms. Consider using examples from your past experiences where you successfully communicated with donors or advisors.
✨Highlight Your Organisational Skills
This position involves managing multiple tasks in a fast-paced environment. Be ready to share specific examples of how you've prioritised and organised your workload in previous roles. This will help illustrate your ability to handle the demands of the job.
✨Emphasise Teamwork and Leadership
As you'll be managing an Assistant Director, it's important to highlight your experience in leading teams. Discuss how you've fostered collegial relationships and collaborated with others to achieve common goals, showcasing your ability to work well within a team.
