Manager, Estates and Annuities

  • National Wildlife Federation
  • Reston, VA, USA
  • Jan 11, 2019
Full time Nonprofit-Social Services

Job Description

Founded in 1936, the National Wildlife Federation (NWF) is now one of America's largest and most trusted grassroots conservation organizations with 51 state/territorial affiliates and more than six million members and supporters. The mission of the National Wildlife Federation is to unite all Americans to ensure wildlife thrive in our rapidly changing world. The organization's programs focus on conserving wildlife, restoring habitat and waterways, expanding outdoor opportunities, connecting children with nature, and addressing the causes and consequences of climate change. To meet our mission, we are seeking a Manager, Estates and Annuities to join our staff, working out of the Reston, VA office. 

You will be responsible for the overall administration of the estates and the annuities programs, maximizing philanthropic investment in the National Wildlife Federation. You will engage and maintain regular communication with external representatives and work across NWF teams as necessary to resolve any issues and administer all estates and annuities to closure.  This is an exciting time of growth at the National Wildlife Federation, and the role is ideal for a gift planning professional who is eager to collaborate with a dynamic team and make meaningful contributions towards our mission to protect wildlife and wild places across America.   

In this role you will:

  • Conduct a thorough review and analysis of legal documentation received to administer an extensive caseload of wills, trusts and other deferred giving instruments in which the Federation is a named beneficiary.
  • Review and analyze all estate court pleadings including inventories, accountings, statements of assets and estate tax returns to maximize bequest revenues.
  • Maintain proactive communication with fiduciaries and attorneys concerning estate settlement status to help secure the maximum, most cost-effective distributions.
  • Using donor management database, create a tickler system to proactively manage all open estates and record correspondence to maintain up to date records. Ensure timely recording of bequest receivables with Finance.  Work with in-house counsel as needed.
  • Represent the Federation with co-charitable beneficiaries on estate issues, communicating directly with attorneys and outside counsel as directed.
  • Draft and process new gift annuity contracts, working directly with donors, internal NWF teams and various firms who manage the Federation’s assets.
  • Maintain gift annuity data entry, paper files and status reports. Manage all paperwork associated with gift annuity agreements and ensure contracts and corresponding paperwork are up-to-date.
  • Arrange stock and mutual fund transfers, and records gift annuity information in the database.
  • Maintain quarterly reserve account statements. Arrange annual review for Gift Planning Team with fund managers and serves as Gift Planning liaison with fiduciary representatives as necessary.

Qualifications:

  • Requires an experienced gift planning professional with knowledge and confidence in the areas of estate and trust law.
  • 5+ years of professional experience as a trust and estate administrator, or relevant gift planning experience at a non-profit organization, is required.
  • Bachelor’s degree required. Paralegal certificate in estate administration (ABA approved certificate) is a plus.
  • Experience navigating estate court filings and procedures and in reviewing and understanding inventories, court accountings and financial statements, as well as knowledge of fiduciary accounting, are essential.
  • Professionalism, with exceptional interpersonal abilities, superior communication skills with an emphasis on first-rate customer service, and excellent time management and organizational skills.
  • Entrepreneurial and self-starting, with the demonstrated ability to work independently and, when necessary, as an integral part of the team.
  • Ability to develop reports and conduct analysis aimed at evaluating results and forecasting revenue.
  • Proficiency in Microsoft Office Suite and familiarity with CRM and other fundraising software, various databases and management reporting tools.
    High degree of business acumen.

Your actions are expected to reflect the staff values of the National Wildlife Federation: collaboration, mindfulness, empowerment, inclusivity, and mission focus.

We strive to increase diversity, equity, inclusion and justice (DEIJ) in all elements of our work and with our partners to support the interdependent needs of wildlife and people in a rapidly changing world.  We recruit, employ, train, compensate, and promote regardless of race, of race, religion, creed, national origin, ancestry, sex (including pregnancy), sexual orientation, gender identity (including gender nonconformity and status as a transgender or transsexual individual), age, physical or mental disability, citizenship, genetic information, past, current or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state or local law.  We are proud to be an equal opportunity employer. 

The National Wildlife Federation offers excellent benefits, including 16 weeks of paid FMLA leave, competitive compensation, and a family-friendly, flexible work environment.  We are committed to building a complementary team and strongly support candidates from all backgrounds to apply. If you meet more than 75% of the qualifications of this description, we support your application. If selected, a background check will be conducted.

Candidates should submit both a cover letter and resume.

Occupations

Environmental Protection-Conservation, Fundraising

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