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Moffitt Cancer Center · 1 month ago

Paralegal, Planned Giving Bequest Administration Specialist

Tampa, FL

Full-time

Onsite

Mid, Senior Level

3+ years exp

Moffitt Cancer Center is seeking a Planned Giving Bequest Administration Specialist to manage the administration of bequests and trust distributions while ensuring compliance with donor intent. The role involves working with estate executors, attorneys, and other third-party representatives, overseeing the Charitable Gift Annuity program, and supporting the Planned Giving team with various tasks.

Health Care

Responsibilities

Serve as the Moffitt Foundation’s primary liaison to manage the bequest/estate administration process from first notification to receipt of final gifts

Monitor, review, and process legal documentation, trust statements and related materials for bequest distribution requirements and restrictions

Communicate with executors and attorneys to make sure estates are proceeding in a timely manner

Function as point person for filing claims for inherited IRAs and other accounts, including regular follow-up with institutions

Maintain and ensure data and donor information is accurate and up-to-date in both the electronic database and physical hard file, while ensuring compliance with organizational procedures and financial and legal requirements

Run monthly reports of bequest gifts received and reconcile with Gift Services and Analytics Unit

Conduct estate accounting audits for compliance to legal documents and excessive charges and fees

Research title and ownership of properties and compiles tax documents and other public records to surmise a valuation of property

Utilize industry standard software (PG Calc) to calculate and manage tax deduction values, present values for complicated gift annuities and charitable trusts, and life expectancies

Advise Moffitt's general counsel and of estate and probate cases that are problematic and that may lead to formal litigation

Maintain compliance with charitable gift annuity state registration through each state’s insurance rules and regulations for the issuance of gift annuities by reviewing legal standards, evaluating existing practices for compliance, and recommending changes to the departmental supervisor

Create gift annuity contracts for development officers, calculates tax deductions/present value related to deferred gifts, and life expectancy calculations for tracking data points related to planned gifts

Assist with communicating with donors who respond to PG marketing campaigns and other requests for information, including assisting with initial phone and email inquiries and/or the coordination, implementation and follow-up for planned giving events

Contributes to department operations as needed to ensure efficiency (i.e., invoices, expense reports, Daily Gift Report)

Qualification

Planned Giving ExperienceLegal Document ReviewCharitable Gift Annuity AdministrationMicrosoft Office ProficiencyAnalytical SkillsLegal Terminology KnowledgeFundraising KnowledgeInterpersonal CommunicationAttention to DetailConfidential Information Handling

Required

Bachelor's Degree within Philanthropy, Business, Accounting, Finance, Law or another relevant field

Minimum of three (3) years of experience in planned giving, Development, Law, Accounting, or equivalent combination. Experience must include reviewing and processing legal documents and forms, particularly estate-related documents

In lieu of a bachelor's degree, an Associate's degree and two (2) additional years of experience as stated above will be considered

Excellent verbal, written, and interpersonal communication skills, with the ability to explain complex planned giving concepts clearly and compassionately to donors and their advisors

Demonstrated analytical and research skills, with a high level of accuracy and attention to detail

Proven ability to manage multiple tasks and deadlines in a fast-paced, results-driven environment

Proficient in Microsoft Office applications, including Word, Outlook, and Excel

Experience working with confidential or sensitive information and a high standard of professionalism and discretion

General knowledge of legal terminology and processes related to planned giving

Experience reviewing and processing legal documentation and communicating with legal professionals