Coordinator, Estate Administration

Coordinator, Estate Administration

Full Time

Location: Washington, DC

Position Overview:

The National Park Foundation's Planned Giving program represents a community of donors who provide support to the organization from their estate plans. Known collectively as the "1916 Society," these generous donors have pledged more than $125 million to the Foundation and represent more than 670 donors. Inspired by America 250, and with support from the Foundation's Board of Directors, the organization is committed to actively growing this program as a channel for long-term sustainable impact revenue and to help more American's leave a legacy through the national parks.

The Coordinator, Estate Administration will coordinate the Planned Giving team's work to ensure the timely administration of bequests, beneficiary designations, and other legacy gifts. This Coordinator has primary responsibility for coordinating the estate administration process and assisting with donor and/or advisor inquiries. The Coordinator may also be asked to assist with Philanthropy activities including, but not limited to, donor events or outings in national parks.

The Coordinator will need to possess strong organizational skills, understand how to interpret and process myriad estate administration documents, and be detail-oriented and manage competing deadlines with multiple estates at the same time. Strong assets for this role include experience working with donors and financial, legal, and tax professionals, knowledge and comprehension of legal, tax, and financial documents, and discernment, discretion, and confidentiality.

Responsibilities will include:

• Oversee the timely administration of realized legacy and life-income gifts to ensure these gifts impact the national parks in accordance with donor intent and support the Foundation's annual GAAP revenue goals, includes tracking, reporting, and acknowledging gifts as well as any receipt/document preparation.
• Proactively work with executors, trustees, and other representatives of estates and financial institutions to promptly provide necessary paperwork for the distribution of estate gifts.
• Ensure timely documentation of planned giving inquiries to initiate appropriate workflow assignments to members of the planned giving team for fulfilment.
• Work with the Senior Director, Planned Giving to track annual GAAP and Non-GAAP revenue, and long-term revenue through annual actuarial tables.
• Facilitate donor data entry and maintenance as well as generate regular queries and reports.
• Partner with the Planned Giving Manager to ensure all new 1916 Society members' legacy intentions are complete, accurate, and documented in the database.

Required knowledge, skills, and abilities:

• Experience and/or education in fundraising, finance, tax, law, or business administration.
• Must be detail-oriented and committed to providing excellent customer service.
• Demonstrated knowledge of databases and their typical functions, proficiency in Microsoft Office (Excel, Outlook, Word), and possess strong organizational skills.
• Possess excellent verbal and written communications skills, especially with elderly populations, attorneys and professional advisors.
• Ability to interact professionally with stakeholders and demonstrate good judgment.
• Ability to prioritize tasks and focus on multiple projects and deadlines simultaneously.
• Ability to overcome challenges and problem-solve.
• High degree of integrity and honesty.
• Ability to attend evening events on rare occasions—with notice of upcoming events provided several weeks in advance.
• Must be fluent in English, both written and spoken.

Preferred education and experience:

• Bachelor's or associate degree preferred
• Experience in non-profit/fundraising setting
• Preference will be given to candidates with experience working with attorneys, accountants, professional advisors, or other relevant field
• Raiser's Edge/NXT (or equivalent) database experience
• Knowledge of planned giving vehicles and techniques a plus, but not required

Description of physical demands and work environment:

While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to talk and hear. The employee occasionally must push and/or move up to 10 pounds. Specific vision demands required for this job include close vision and ability to adjust focus. Willingness and ability to travel as necessary.

Work Environment:

An office with moderate noise levels and fluorescent lighting.

Mental Functions:

While performing the duties of this job, the employee regularly is required to communicate. The employee frequently is required to compare, analyze, copy, coordinate, instruct, compute, synthesize, evaluate, use interpersonal skills and compile.

Salary Range: $60,000 - $70,000, commensurate with experience.

Benefits: NPF offers a highly competitive benefits package including medical, dental, vision, 403(b) savings plan, professional development and tuition assistance, generous paid time-off program including primary caregiver leave.

***For consideration, please include a resume and cover letter in your application materials.***