Sr. Planned Giving Technical Consultant

The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax, and regulatory requirements that affect charitable gift planning and the administration and investment of client trusts, gift annuities, and other planned giving arrangements. The job consults with relationship managers, client account managers, trust administrators, other associates, members of management, client staff, and legal counsel to resolve issues and problems associated with prospective new and existing planned gifts to our client institutions.

Key Responsibilities and Duties

• Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation.
• Works with relationship managers and gift administration and tax staff to support complex gift planning initiatives and the resolution of gift administration, tax, and investment issues on specific client accounts.
• Reviews and digests existing trust documents accepted by client institutions for administration and qualification issues.
• Reviews and digests existing trust for client institutions that have hired the organization and are transitioning their programs to management.
• Researches and analyzes legal and administration issues and prepares interoffice communications at the direction of the Director.
• Monitors changes in state fiduciary law, state and federal tax law, court cases, and regulations that affect charitable gift planning and charities that serve as trustees.
• Manages the maintenance of the Technical Consulting reference library by conducting research of various state and federal law with a deep understanding about the default provisions found in state law including a state’s uniform principal and income act, probate code, and trust code and updates all reference materials as need up not less than annually.
• Serve as project manager over the trust digesting process (i.e.: prepares status reports, coordinates with client transition manager and client account manager to schedule transitions).
• Develops and delivers technical training for staff, including training on trust and tax law.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC